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Summary of banking business
The unforgettable activity is over. I think everyone has a deep feeling. Let's learn to write activity summary together. So how do you write an activity summary? The following is a summary of our bank activities for your reference only. Let's have a look.
Summary of bank activities 1 In order to further broaden the depth and breadth of credit information publicity, improve the public's credit awareness and rights protection awareness, and promote the construction of social credit system, xxxx County Sub-branch of Postal Savings Bank actively responded to the arrangement of the county people's bank and launched a variety of special publicity activities on credit information on September 1 1. Through this credit information publicity activity, the awareness of honesty and trustworthiness of enterprises and individuals has been greatly enhanced, and the credit information publicity activity has achieved remarkable results.
First, carefully organize and attach great importance to it.
Our bank attaches great importance to this credit information publicity activity. In the preparatory stage of "Publicity Month", the president was set up as the team leader, the governor in charge as the deputy team leader, and the managers of the comprehensive management department, credit business department, comprehensive business department, accounting department and corporate business department took the lead in the implementation, specifically responsible for the organization and coordination of credit information publicity month, clarifying responsibilities and assigning special personnel to ensure the solid implementation of this activity.
Second, extensive participation and outstanding achievements.
After careful planning and deployment, on September 1 1, according to the unified requirements of the county people's bank, the bank actively launched the credit information publicity month. Residents take an active part in this activity. On the day of publicity, the bank set up two publicity kiosks outside its business outlets, posted four posters and equipped nearly 20 employees to publicize the basic knowledge of credit reporting to residents and business owners. Nearly 300 leaflets were distributed and on-site consultation 100 person-times. At the same time, the slogan of "cherish credit records and enjoy a happy life" has been constantly played on the electronic scrolling screen of the bank, and a rich form of publicity activities has been established.
Third, grasp the key points and highlight the characteristics.
Due to the advantages of our bank's wide coverage and deep grass-roots coverage, we focused on the key points and highlighted the characteristics of this credit information activity, focusing on distributing credit information leaflets to college students who are about to enter school and high school students who have already started school, explaining the importance of personal credit and patiently answering their concerns about the national student loan policy and credit cards; For farmers and farmers' professional cooperatives, the bank took advantage of the opportunity of loan officers to go to the countryside to investigate, went deep into the fields of communities and village committees, and tried every means to send credit information to thousands of households, effectively improving the social awareness rate of credit information knowledge.
Through this credit information publicity activity, the knowledge of credit information has been further popularized, an honest and trustworthy social credit atmosphere has been created, the glorious and shameful credit morality of the general public has been further cultivated, and the financial ecological environment of our county has been effectively improved.
Summary of banking activities 2 As a member of the bank, we should better recommend our online banking and mobile banking services to customers in need, and bring them more convenient and effective service methods. The following are some of my marketing experiences in online banking and mobile banking:
First, the understanding of the product.
First of all, we should have a comprehensive understanding of the products we market and highlight its advantages. Tell customers the benefits, uses and functions of the product. For example, our online banking and mobile banking are free of use fees and function fees; No matter cross-bank or off-site, the transfer fee is free; Rich in functions, you can recharge the phone bill. Before marketing, we must understand its content, how to use it and its benefits.
Second, recommend products to customers in need.
First of all, according to the marketing of different people and groups, college students and young people are more likely to accept new things. Generally, this group is much more expensive, but sometimes they don't have time to pay the phone bill at the business counter. Mobile banking has this function, which is undoubtedly a convenience for them. In addition, most young people are using mobile network services such as mobile qq, and it is easier for them to accept products such as mobile banking. The disadvantage is that the consumption level and consumption mode of this group of people are limited. At present, the use of mobile banking is limited to paying phone bills. It is suggested to appropriately expand the scope of use, such as adding new services such as charging game cards and online shopping. Secondly, there is another group that often transfers money or collects accounts. They always want to have a computer or mobile phone to carry with them, and check the account balance and transfer money at any time. Online banking and mobile banking meet their needs, which can help them realize this desire and promote the marketing of mobile banking. We should use different languages to serve people with different personalities, really think what customers think and worry about what customers are anxious about, so that customers' reputation will be good, and naturally it will become a living advertisement, and naturally someone will come to consult. Finally, many bank card customers open online banking and mobile banking to facilitate shopping and checking bills. You can also recommend online banking and mobile banking to customers, indicating that online banking and mobile banking can check the transaction details of accounts at any time to determine whether to spend. And you don't have to queue up at the outlets to handle business.
Third, marketing skills.
Sincerely ask customers whether they need to open online banking and mobile banking, and emphasize that online banking and mobile banking are free. Suggesting customers to use this product directly can save them a lot of trouble.
The above is just my personal experience in handling online banking and mobile banking, and I would like to share it with you. What are the disadvantages? We need to point out and learn from each other.
Summary of banking activities 3. In order to comprehensively and deeply publicize and popularize financial knowledge, strengthen the protection of consumers' rights and interests, further enhance consumers' self-protection and risk awareness, and build a harmonious financial consumption environment, Shanghai Branch of Shanghai Pudong Development Bank (600,000 shares X) launched a theme activity of "Rights, Responsibilities and Risks" in XXXX on March 5.
It is reported that in order to fully listen to the hot issues of public concern, Shanghai Pudong Development Bank held business meetings in Songjiang Sub-branch, Baoshan Sub-branch, Jing 'an Sub-branch, Qingpu Kong Lin Sub-branch, Hongqiao Sub-branch, Huangpu Zhonghua Road Community Sub-branch, Changning Sub-branch, Linsan Sub-branch, Luwan Yongyin Building Sub-branch, Fengxian Sub-branch and Xujiahui (00256 1). In addition, the bank will also have 50 outlets to participate in 20/.
This activity focuses on: fully respecting and protecting financial consumers' property security rights, right to know, right to choose independently, right to fair trade, right to education, right to information security, right to claim compensation according to law, right to be respected, and hot spots such as staying away from illegal fund-raising and preventing financial fraud. Shanghai Pudong Development Bank will also inform financial consumers of the ways to exercise their rights according to law, various proper channels to resolve disputes and complaint channels through activities; Strengthen the education of financial consumers' risk responsibility consciousness. Strengthen the publicity and education of financial consumers' risk awareness and responsibility for their own decisions, so that financial consumers can understand that they should "enjoy their own benefits" and "bear their own risks". Then help financial consumers to be vigilant, consciously stay away from and resist illegal financial business activities, guide financial consumers to conduct risk self-assessment, and choose appropriate financial products and financial services according to their own risk tolerance and risk characteristics of related products.
"315 International Consumer Rights Day Publicity Week" is only a short week, but its impact will be far-reaching, reflecting the positive attitude and practical actions of banking financial institutions to effectively protect financial consumers. In the future, Shanghai Branch of Shanghai Pudong Development Bank will combine the changing and normalized characteristics of the protection of financial consumers' rights and interests, carry out systematic and diversified inclusive finance services with the help of employees and outlets, guide the public's financial consumption behavior in an all-round way, and truly let consumers know about banks, understand banks and make good use of them.
Summary of bank activities. In order to improve the fire awareness of all employees, enhance the emergency response ability and self-protection ability of employees, so that every employee can master certain fire knowledge. Eliminate fire hazards. Learn fire-fighting knowledge and the use of fire-fighting equipment, and master fire-fighting escape skills and precautions. Our bank takes "Fire Month" as the wedge machine and revolves around the theme of "All people pay attention to fire control, and life safety is paramount". Our bank held a fire drill on "Fire Day" on xx, xx. The fire drill is summarized as follows:
I. Achievements made
The safety awareness of employees of the whole bank has been improved, and they have a further understanding of fire safety common sense. The ability to deal with emergencies has been improved. Most employees at the drill site can effectively organize and quickly respond to fire accident alarms, and most rescue captains can effectively organize team members to evacuate, alert and put into fire fighting operations. This will improve the future response to emergencies.
Before the drill, the Bank organized a fire-fighting plan drill training, which enabled the on-site personnel to master certain fire-fighting knowledge, enhanced the employees' emergency response ability and self-protection ability, learned relevant fire-fighting knowledge and the use of fire-fighting equipment, and mastered fire-fighting escape skills and precautions. The project department vigorously publicizes the importance of fire safety by posting slogans.
During the drill, the team cohesion of employees was sublimated. The organizational ability, command ability and emergency response ability of the emergency leading group have also been exercised. Basically achieved the purpose of fire drill.
Second, shortcomings.
A few employees' safety awareness and sense of responsibility are not strong enough, and the drills are not serious enough. Individual rescue team leaders did not publicize the importance of this exercise to the team members, which was characterized by slow action, loose discipline and lack of seriousness. The drill of the rescue team is not in place, the drill of the fire brigade is not real enough, and the overall drill effect is not very good.
Third, the follow-up work arrangements
It is the duty and responsibility of every employee to reduce the losses caused by accidents to the company. Bank employees and managers at all levels must cooperate closely to deal with emergencies. Once they receive instructions to deal with emergencies, they must be obliged to implement them quickly while ensuring their own safety. Do not shirk responsibility or refuse to implement it under any pretext. In this way, our bank is a big family, a collective with fighting capacity and execution. Therefore, the project department will improve the above shortcomings in future work and emergency activities, and further strengthen the training and publicity of emergency work. Enhance the feasibility of emergency plan. Ensure the timeliness of rescue teams in future emergencies and how to ensure the safety of personnel and equipment in disaster relief during the rescue process.
Overview of banking activities 5 With the development of economy, financial activities are more and more closely related to the daily life of ordinary people. 65438+1October 65438+March, the bank selected the community "Fu 'an B District" with high occupancy rate within its jurisdiction to carry out activities of popularizing financial management knowledge and preaching common sense of financial management. Provide financial consulting services for community residents at close range, and impart the financial knowledge and skills that ordinary people need to know in their daily lives to community residents.
At the event site, we used posters, exhibition boards, leaflets and other means to promote activities in all directions, creating a good publicity atmosphere. During the activity, our staff enthusiastically and generously distributed financial knowledge leaflets to passers-by and community residents, and communicated with customers face to face while distributing promotional materials to keep abreast of their needs. At the same time, it also explained the topics that residents have recently paid attention to, such as interest rate marketization, RMB anti-counterfeiting, and prevention and control of fraud cases. Community residents responded well, indicating great gains.
"You see, this is a counterfeit banknote with a face value of 50 yuan. What's the difference between it and real money? " Dozens of residents are listening to the staff of our bank explaining the knowledge of counterfeit money, from the characteristics of counterfeit money of ten yuan to the difference between counterfeit money of one hundred yuan and real money.
Then, the staff told everyone about the bank's current deposit interest rate and deposit skills. During the exchange, a resident mentioned that when the old man made a deposit in the bank, he was accidentally saved as an insurance policy. The staff of our bank told the resident that when depositing money in the bank, we should first read the name of the certificate clearly. If the other party gives an insurance policy for depositors to fill out, the insurance policy will generally indicate the name of the insurance company, the types of insurance and many additional terms. If it is a time deposit certificate, it will show the deposit term, deposit interest rate and other contents, and the title of the deposit certificate is often marked with the words "XXX bank time deposit certificate". The name of the banking institution will not be displayed on the insurance policy.
It also explained the use and convenience of personal online banking, mobile banking, SMS, telephone banking and other electronic banking, so that customers can fully understand the advantages of our electronic banking products and the convenience of handling business, which has been recognized by more customers.
In this community activity, we distributed more than 300 leaflets and received more than 200 on-site consultations. Through on-site financial knowledge publicity and consultation, the financial knowledge most closely related to the lives of ordinary people, such as daily deposit withdrawal, credit card consumption, water and electricity payment, gas, telephone charges and electronic transfer, was popularized, which met the financial knowledge and financial management needs of the people to the greatest extent.
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