Bank employee personal work plan template

Five templates of personal work plan for bank employees

If the gap between heaven and earth is fleeting, then our banking work has entered a new stage, making plans for future study. The following is the bank employee work plan I have carefully arranged for you, hoping to help you.

Bank employee personal work plan template (selected article 1) 1. In-depth study of various product knowledge, and constantly improve their overall quality.

We have made a detailed study plan, adhered to the financial theory we study every week and the relevant policies and documents of a specific product, and our theoretical level and business ability have been significantly improved. By updating knowledge and business, we can accurately grasp the difficulties and risks of this business when dealing with customer business, find them in time, make up for them as soon as possible, and get twice the result with half the effort.

Second, strengthen team awareness and establish a collective concept.

Although many customers are not very cooperative, although there are huge numbers that we need to find ways to complete, when everyone in the team participates and tries their best to achieve the goal, I am very moved by the spirit of not giving up. It is precisely because of this spirit that we persisted to the end and achieved a perfect ending.

Third, strive to improve business level and improve customer service quality.

A scholar said: the real quality service is a conscious behavior from the heart, not a mechanical compliance with rules and regulations. To this end, as a scholar of the company's business, I should spend more time learning product knowledge and business skills, and I can't lower my requirements because of short contact time. I will try my best to complete the construction of my own quality in a good start, and make every effort to further improve the service quality, strive for a service brand and enhance customer satisfaction.

Fourth, increase marketing efforts and do a good job in lending.

First, make full use of our credit advantages, face credit institutions, put loan-to-deposit ratio requirements in the first place, ensure that loan-to-deposit ratio fully meets the standards, and at the same time, our deposit task can reach more than 60%.

Second, strive for funds from other banks. In the face of many customers, we keep in touch with enterprises, fully tap the potential, sort out potential customers over and over again, aim at units to find relationships, and attack in all directions.

First, strengthen service awareness and stabilize customers with high-quality and efficient services. As a front desk teller, the window is extremely important, and the quality of front desk service is directly related to the impression of the whole bank among customers. In the daily business process, we pay attention to the cultivation of service consciousness, integrate humanized service and family service into every bit of service work, practice our customer-centered concept in a solid and effective way, think about what customers think and worry about their urgent needs, help customers manage their finances, provide multi-faceted and value-added services, and ensure the stability of customers through efficient and high-level services.

Two, strengthen the construction of internal control system, prevent and resolve financial risks. Improve the service level, impress customers with sincere service and subtle attention, and win the support of customers. At the same time, ideological education should be combined with practical work, and gaps and problems should be found in the comparison with work, so as to truly prevent risks.

Third, strive to improve their own service and professional quality, and actively serve customers. The year of 20__ is an important year for the successful development of bank reform, and the key to cultivating core customers is to enhance customer loyalty. To enhance customer loyalty, we must put customer relationship in an important position and get due rewards on the basis of improving customer satisfaction and loyalty.

Template of Personal Work Plan for Bank Employees (Selected Part 2) In the first half of the year, according to the deployment of personnel departments of provincial branches and party committees of municipal branches, our department carried out some work in promoting the reform of personnel system, improving the competitive incentive mechanism and improving the quality of employees. After half a year's efforts, the objectives and tasks have been successfully completed. The main work is as follows:

First, select carefully and continue to deepen the cadre appointment system.

In order to deepen the reform of the cadre personnel system, enhance the vitality of the cadre team, further broaden the channels for selecting and employing people, promote the rational flow of cadres and multi-post exercise, and strive to build a high-quality cadre team.

The first is the adjustment of department-level cadres in the whole bank. _ _ At the beginning of the year, on the basis of the annual assessment of branch-level cadres at the end of last year, the Party Committee of the Municipal Branch adjusted the branch-level cadres of the whole bank. This adjustment involves all _ _ branches and _ _ city branches with internal institutions, with a total of _ _ person-times. Among them, X cadres with outstanding ability and excellent performance were promoted to cadres at the official level. By adjusting exchanges, we will further optimize the structure of leading bodies in all walks of life, so that the overall synergy of leading bodies will be significantly improved.

The second is to recruit cadres at the deputy department level for the Agricultural Bank of China. In order to further deepen the reform of the selection and appointment system of the Agricultural Bank of China in our city, the Party Committee of the Municipal Branch studied and reported to the provincial branch for approval, and decided to take the form of open selection and competition for posts to recruit deputy-level cadres for the Agricultural Bank of China in our city. The cadre with the qualification of metre is a reserve cadre at the division level of Agricultural Bank of China confirmed in _ _ _. The number of participants reached _ _, and through a series of open and fair competitions, such as qualification examination, speech defense, inspection and publicity, X comrades stood out and took up leadership positions.

Third, the appointment system of accounting supervisor is fully implemented. First, through organizing competitive recruitment, democratic recommendation and inspection, each branch recommended X accounting executives to the municipal branch, and the municipal branch determined _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Second,/kloc Appoint an accounting supervisor to accept the management of the city branch and prepare to be subordinate to the planning and accounting department of the city branch.

Second, constantly improve and do a good job in labor management.

Labor wage management is a complex and meticulous work, involving the vital interests of every employee. In order to standardize and improve the management of labor wages in our bank and give full play to the leverage of wages, our department actively explores the mechanism of combining incentives and constraints to mobilize the enthusiasm of all employees.

First, continue to improve the wage distribution plan. In view of the fact that the annual salary distribution guidance of provincial branches has not yet been issued, the bank formulated the distribution policy of "giving priority to benefits and ensuring basics" in the first quarter, and the basic salary was paid at 80% of the employee's file salary, and did not participate in the assessment. In the first quarter, the bank paid RMB for performance (excluding cadres at department level and above). The salary plan is distributed to all branches according to the number of heads, only within the line, and the rest are included in the next period. The assessment items are deposits, operating income and recovery rate of loans due, with weights of 4: 3: 2: 1 respectively. The performance salary of the president of the sub-branch is paid at twice the average number of the whole bank, and the deputy is 80% of the president. The benefit salary of the office manager (director) of the city branch is the average level of the president of the city branch, and the deputy is 80% of the full-time position. 80% of the employees in the city branch are deputies. The performance pay plan for department-level cadres is listed separately, which does not account for the performance pay of employees. * * In the first quarter of the Bank, the benefit salary was RMB _ _ _ _, of which the highest was RMB _ _ _ per capita in Balihu Sub-branch, and the lowest was RMB _ _ _ per capita in De 'an Sub-branch.

The second is to adjust pensions and living expenses for retirees. First, the basic pension for retirees was adjusted. The personnel involved in the adjustment are those who have gone through the retirement formalities before the end of _ _ _, * * with a total of _ _. Participating in this salary increase will increase by _ _ yuan per month, the lowest one will increase by _ _ yuan per month, with an average increase of _ _ yuan per month. The second is to adjust the living expenses of retirees. 10, the living expenses of _ _ retired employees of our bank were adjusted, with the highest increase of _ _ yuan per person per month and the lowest increase of _ _ yuan, and the whole bank * * * increased by _ _ yuan. 10 _ _ The living expenses of retirees were adjusted again, and the enterprise annuity was cancelled. The maximum increase per person per month is _ _ yuan, and the minimum increase is _ _ yuan, and the whole bank * * * increases _ _ yuan. After two adjustments, the monthly living expenses of retirees increased by _ _ _ yuan, and the per capita monthly increase was _ _ _ yuan. The third is to increase the living allowance for retirees. According to the spirit of document 19991February 15 10. According to [__] 1 issued by Jiangxi Labor Association, our bank has _ _ retired cadres (among whom X is a worker before the founding of the People's Republic of China) to participate in this adjustment of living allowance, which will be implemented from X _ _ year, and each person will increase by _ _ yuan per month.

The third is to approve the bank's salary for reward promotion and post promotion. Submitted to the provincial branch for approval _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Third, reasonable supervision and orderly institutional reform.

In order to promote the orderly and efficient operation of our operating institutions, enhance our market competitiveness and accelerate business development. In the first half of the year, the Bank continued to intensify the reform of existing institutions in accordance with the requirements of the superior bank and the actual situation of the Bank.

First, actively and steadily dismantle X inefficient outlets. In the first half of the year, under the circumstance that the superior bank has not issued the plan of merging outlets, according to the actual situation of our bank, our department independently requested to cancel X inefficient outlets of _ _ county branch, _ _ county branch and _ _ lake branch.

Second, it is planned to set up an internal institution of the municipal branch. According to the relevant requirements of the superior bank and the actual needs of the bank's business development, after research, the bank plans to set up an international business department, a city branch management department, a legal affairs department and a bank card department. At present, the international business department, the city branch management department and the legal affairs department have been approved by provincial branches.

According to the actual situation of our bank's accounting settlement work in the past 20 years, our work in the past 20 years mainly starts from three aspects: paying attention to the construction of internal control system, the quality of accounting and the professional quality of tellers, and improving the service level and risk prevention ability. According to these three aspects, the work plan of the accounting and settlement department for 20__ years has been formulated:

Strengthen the construction of internal control system to prevent risks. With the increase of financial crimes in recent years, we have higher requirements for the standardization of operation and the implementation of the system:

1. Hold regular internal control, system and risk analysis meetings attended by the president and the branch supervisor, put forward and solve problems in business handling, form meeting minutes, and uniformly implement some irregular business of the branch.

2. The accounting and settlement department is responsible for local and foreign currency accounting, cashier, fund settlement and personnel of the whole bank.

Management of currency settlement business. Organize the implementation of relevant systems, methods and counter business accounting and management. Responsible for the income of RMB settlement intermediary business. Responsible for the unified management of the parameter table of the integrated business system. Responsible for the unified management of accounting vouchers, including collection, distribution, storage and destruction. Responsible for the collection, distribution, recovery and destruction of special accounting seals. Responsible for the storage and transportation management of valuables such as cash and valuable documents. There are risks in every link of these businesses, and we need to strengthen the control of every link according to the system.

3. Strengthen the supervision and inspection of the system implementation and business operation of all branches of the Bank, and designate a special person to be responsible. When problems are found, put forward and urge the rectification and implementation of the problems in time, regularly report the inspection results of the accounting and settlement department and follow up the implementation to prevent the same problems from happening again in the outlets.

Strengthening accounting work and improving work quality. Due to the great mobility of the front desk and counter staff and the rapid change of new business methods, it has always been a challenge to the accounting quality of our bank:

1. Continue to implement the teller performance appraisal mechanism. After 20__ years of performance appraisal, it has played a positive role in the counter staff of our bank. In 20__ years, we will make better use of this assessment mechanism, let more tellers participate in this assessment, and improve the initiative and responsibility of tellers.

2. In addition to reporting and handling the problems found in the inspection, we will continue to implement economic punishment measures for counter-personnel, and conduct business study and examination for those who make mistakes. Supervise tellers to pay attention to the occurrence of business errors and try to reduce them.

There will be fines and prizes. According to the error assessment of the counter staff of the whole bank, the tellers who have made no mistakes and performed well throughout the year will be rewarded to promote their work enthusiasm.

4. Regularly, accurately and timely report all kinds of accounting statements to the accounting and settlement department of the municipal branch.

Strengthen business training, improve the business handling ability of counter personnel, and then improve their business quality. Staff quality is the foundation of bank development. In the current situation of frequent personnel turnover, we need a high-quality team.

Template of personal work plan for bank employees (excerpt 4) In the past 20 years, under the correct leadership of the superior bank, the branch party committee and the president's office, the business department has taken rallying people's hearts as the driving force, innovative services as the starting point, bold management and pragmatism. Successfully completed the tasks assigned by the sub-branch, the company deposited RMB million, a net increase of RMB million compared with the beginning of the year, an average daily deposit of RMB million and a net increase of RMB million in savings deposits. The work of the past year is summarized as follows:

First, unite people and build a high-quality team.

Thought is the guide to action. If people are distracted, nothing can be done. A group of people in the sales director's office have a deep understanding of this, so we will put cohesion in a prominent position.

1, take the lead in setting an example, be upright and correct yourself. A group of people in the director's office set an example, strengthen their study, and be typical advocates, organizers and practitioners of learning. Be a teacher by example, be honest, diligent and cultivate one's morality, and influence every employee with his own quality. Always adhere to the principle of fairness and justice in the work, do not engage in personal relationships, do not pull gangs, and achieve a bowl of water. Encourage employees to give more opinions and adopt them as long as they are reasonable. Fully mobilize the enthusiasm of employees to participate. On the sensitive issue of performance distribution, we should be open and enhance transparency. Ensure that every employee sees peace of mind and feels comfortable.

2. Give full play to party member's exemplary leading role. There are 29 employees in the sales department, including party member 13. Party member's role among the masses is particularly important in the sales department. The Party branch of the Division analyzes the objectives and tasks assigned by the sub-branch, unifies the understanding, ensures that every party member is a benchmark, and gives full play to the role of the grass-roots Party branch as a fighting fortress. Under the exemplary role of party member, actively cultivate reserve forces and attract outstanding employees to move closer to the organization.

Second, excellent service and successful strategy.

Service innovation is the eternal theme of bank work. Only by strengthening services can we win the market and create benefits. A group of people in the office of the director of the business department responded to the call of the municipal branch and Rugao municipal government and actively participated in the activity of creating a "civilized and honest" window, which made the service level of the business department reach a new level. The advanced practice of our department has been reported by Nantong ICBC Net News and Rugao Daily. Reprinted by the provincial network news.

1, do a good job in employee professional ethics education.

Taking the opportunity of creating a "civilized window", the director's office regularly organizes employees to learn the basic literacy and service standards of China Industrial and Commercial Bank of China and the standardized service standards of China Industrial and Commercial Bank of China, constantly regulates employees' service words and deeds, urges employees to strictly abide by the "eight requirements and nine hundred percent", truly treats customers as parents, advocates "attentive" service, and treats customers as relatives and friends. Zhang _, an employee, can use "three tones, two stops and one smile" in counter service, and has been repeatedly commended by the municipal branch bureau for unannounced visits.

2. Pay special attention to the assessment and incentive mechanism.

First, establish a reward and punishment file for employees' high-quality and civilized service, and include employees' service performance in the annual evaluation and selection, which enhances employees' awareness of hardship and service; The second is to establish an assessment mechanism linking service quality with business volume, and create a fair competition mechanism of "more work and more pay, less work and less pay", which has formed a good situation for employees of the whole bank to "strive for merit" and "grab merit". The third is to establish an audit mechanism for outlets, account managers and customers. The person-in-charge of the outlet will assess the warehouse keeper and teller, the customer and account manager will assess the counter receiver, and the accounting counter receiver, cashier counter receiver and warehouse teller will each select 1 advanced service, which will be rewarded every quarter. The fourth is to set up a reward fund for high-quality and civilized services to commend the advanced and spur the backward.

3. Do a good job in the service of relevant departments.

The business department is not only an independent service department, but also the hub of branches and outlets.

First, actively cooperate with the account manager to make various loans and withdraw funds. In August this year, I actively cooperated with the account manager to handle the factoring business of _ _ _ _ _ _, and achieved economic benefits of _ _.

The second is to serve the grassroots outlets well. Efforts should be made to extract the service level of senior staff and warehouse personnel, and timely transfer cash and deliver relevant documents of branches.

Third, seek truth from facts and be brave in expanding the market.

"Development is the last word". Without the development of the market, everything will be impossible. At the beginning of the year, in the spirit of market-oriented, service-oriented and customer-centered, the director's office established the working idea of asking for deposits from the market and digging deposits from other banks in combination with the specific situation of the business department. Lock on to the target and don't stop until you reach it.

1, comprehensively straighten out the account opening units of the business department.

Set up a big account and visit regularly. The competition of modern banks is the competition of products and services. The business department provides personalized services according to different customers, and continues to provide on-site services for large customers such as _ _ hospital, _ _ company and _ _ hospital. , and recommend our fast online banking settlement method to the units with frequent settlement. At present, an online bank account has been opened.

2, strive for service, love is better.

Nantian Investment Management Company is the client I won over in August. As a banker, you should have a sense of professional sensitivity. When the Director's Office learned that _ _ _ _ and other 65,438+04 bosses raised funds to prepare _ _ group property rights, it immediately made inquiries from many parties, got in touch with Liu and others, introduced our service and settlement advantages to them, and won the trust of Nantianren with sincerity. On August 8th, I decided to open an account in our department and invest the registered capital _ _.

3. Qi Xin works together to tap the sources of deposits.

Arrange Zhou _ _ with strong activity ability to specialize in marketing, effectively enriching Public Offering of Fund's strength. At the same time, employees are encouraged to make suggestions. And formulated incentives, which effectively stimulated the enthusiasm of employees to pull deposits. Employees take advantage of their lover's relationship in the army and take the initiative to charge 1.5 million yuan.

4. Actively cooperate with the account manager to do a good job in service.

Personal Work Plan Template for Bank Employees (Excerpt Part V) In view of the dynamic assessment mechanism and identity transformation of employees, bank leaders felt pressure after talking with me, but it also stimulated my motivation. I want to turn pressure into motivation and strive to accomplish my goal ahead of schedule! The following is my next work plan:

1, continue to do a good job in community marketing. Century Village and Hualong International are high-end residential areas near CITIC Bank. As the community financial manager of two communities, I will constantly explore and acquire new customers. By jointly organizing activities with the property and owners' committees or taking the initiative to dance square dance marketing in residential leisure places, we can increase the opportunities to communicate with customers, enhance mutual understanding, and let customers recognize and buy our products, thus increasing deposits.

2. Do a good job in customer asset allocation. At present, my clients buy a large proportion of risk-free financial management. According to the general trend of economic downturn and the unreasonable asset allocation structure of customers, I will try my best to guide customers to realize the importance of risk and gradually turn risk-free financial management into risk-based financial management.

3. Upgrade of existing customers. Establish customer files, get to know customers, then tap customers' demand for telemarketing or SMS marketing, recommend good financial management or inform banks of preferential activities, and seize every opportunity to upgrade existing customers. Take overseas financial customers as an example, sort out old customers and new customers before, and start all-round marketing.

4. Seize the "CITIC Hong Ying Spring" retail marketing activities, broaden the salary service channels, and acquire customers in the acquiring market in batches ... mainly to seize high-net-worth customers and do a good job in customer management and maintenance.