Summary of bank employees' work in August (20xx) In August, under the correct leadership of the bank, based on the actual situation of the post, the bank played the role of personal business consultant, wholeheartedly served customers, expanded the marketing business of the bank, successfully completed the work tasks, achieved necessary results and obtained customer satisfaction. The work of 20xx in August is summarized as follows:
First, study hard to improve business level and work skills.
As a bank personal business consultant, I realize that the continuous development and business innovation of the financial industry put forward higher requirements for bank personal business consultants, so I must study hard to improve my business level and work skills to meet the needs of work. To this end, I participated in the relevant business training organized by the superior organization with my heart, and carefully studied the bank business operation process, relevant systems, knowledge of capital market, knowledge of bank wealth management products and skills of how to communicate with customers, so that when customers ask questions about marketing products and other related issues, they can quickly and correctly answer customers' questions, bring customers suggestions and handling methods, and build a bridge of communication with customers with their own professional knowledge to promote the development of personal business of banks.
Second, be meticulous and strive to provide good service.
As a personal business consultant of a bank, it is necessary to expand the sales of bank wealth management products through excellent service to customers. On the basis of fully mastering the knowledge of banking business and banking products, fully understand the basic situation of customers and strive to do a good job of service according to the characteristics of different customers. Because I have mastered the basic situation of customers and understood their personality characteristics and hobbies, I will call customers who may be interested in products as soon as possible according to the characteristics of new products, so as to have a targeted marketing work and bring differentiated and personalized services to customers. I am meticulous and strive to do a good job in service, which is not only efficient, but also won a large number of loyal customers for the bank, created considerable economic benefits and won heartfelt praise from customers. In August of 20xx, we sold bank wealth management products of xxx million yuan, including funds of xxx million yuan, insurance of xxx million yuan and bank cards of xx million yuan.
Third, sincere service and good lobby management.
I sincerely serve and strive to do a good job in lobby management. First, always leave work early, clean up the lobby, tidy up the sofas and chairs in the lobby, and keep the lobby clean and tidy at all times, giving customers a sense of courtesy and elegance. The second is to serve customers with a smile, so that customers can feel cordial, happy and satisfied with their voices, feelings and behaviors. I serve every customer well in my daily work, including filling in individual items and consulting matters, and actively establishing good emotional relations with customers. In the process of deposit and withdrawal, some users can't write vouchers, so I take the initiative to help, teaching one by one, several times at a time, until the church.
August of 20xx has passed. Although I have completed the task and achieved good results, I can't be satisfied with it. In the new January, I will study harder, innovate the working methods and service forms of personal business consultants in banks, strive to create excellent performance and make efforts and contributions to the development of banks.
Summary of bank employees' work in August (2) Time has passed, and in a blink of an eye, I have spent a year and a half studying and growing up in xx Bank Credit Card Center. Looking back on the past time, I am honored to be guided and helped by the leaders, to make progress with my colleagues, and to learn a lot from everyone. The feeling in my heart is that it is not difficult to be a qualified account manager, but it is not so simple to be an excellent account manager. I think: an excellent account manager should not only be modest and upright, but also be conscientious in his career, and specialize in his thinking and business ability. There are still many places to learn from you. Summarize the work in August from the following three aspects:
First of all, in terms of risk control
Studying legal affairs at school laid a good foundation for my work. Militarized training and management make me more disciplined and organized. The idea that the card center should always put risk control first is deeply imprinted in my mind and strictly implemented in the operation process. From the initial suspected fraud rate of about x%, after learning from everyone and paying more attention to details in the operation process, the suspected fraud rate can now be basically controlled below x%. In the usual work, there will also be a phenomenon of high suspected fraud rate in individual months. My measure is to review the homework process in time, pay attention to problems when found, and consult others if the effect is not good.
Second, in terms of business skills and business level.
From a novice who doesn't know about sales to a person who keeps the five-level account manager's eight-level contribution, my business ability has been greatly improved, mainly by reading books such as How to Become a Sales Champion, The World's Greatest Salesman and The God of Sales. And Chen Anzhi's motivational training course, which is also the first choice for my brain to recharge. I am also good at finding my own shortcomings in my usual homework and correcting them in time. There must be a teacher in a threesome, and I often observe the work skills and methods of my colleagues who have done very well in the card learning center. Being a clear-cut executive, loving being at home and maintaining CITIC's image means maintaining your own image and being an excellent account manager. Through my unremitting efforts, my grades have been greatly improved, from an average of xx points per month in the first half of the year to an average of xxx points per month in the first half of the year. I believe that where there is a will, there is a way, and efforts will succeed.
Third, in improving their comprehensive ability and participating in the construction of card centers.
I am a person who pays great attention to the cultivation of comprehensive quality and social practice ability. From primary school to high school to university, I have been involved in the management of school students and won the title of "excellent student cadre" every year. In the card center, I am honored to be recognized as the deputy head of the trade union by my colleagues. I will serve every employee attentively in the work of trade unions, actively offer suggestions and suggestions, seek benefits for employees, set up convenience boxes, help employees manage gifts, hold calligraphy competitions, and enrich their spare time life. In this way, I can not only help others, but also make myself happy and grow. I always insist on being a useful person to the society and a comprehensive comprehensive talents. I will actively strive for my own ability when I have the opportunity to exercise, which is also cultivated through a lot of work practice. Now I have the ability to deal with big and small things, and I have the ability to manage and lead the team, which is inseparable from my persistence in learning and taking part in practical exercises. Opportunities always favor those who are prepared. I believe that as long as you work hard, there is hope!
The above is a summary of my work. If there are any shortcomings, I hope the leaders will give guidance and help.
Summary of bank employees' work in August (3) In this month, we drew the sky with a computer keyboard and pulled out 10,000 stars with abacus beads; We keep a happiness, a persistence and a harvest. Keep accounts, settle accounts, issue subpoenas, write account books and make statements every day; Although there are no outstanding achievements and earth-shattering undertakings, we are loyal to our duties. In January, we used this ordinary life and ordinary work to outline the trajectory of life and harvest the joy of harvest. In August and 1 month, there is a lot of work worth summarizing:
I. Ideological and political aspects
/kloc-since October, I have been studying various financial laws and regulations. Through continuous study, my ideological and theoretical accomplishment has been further improved, and I have firmly established my outlook on life and values of serving the people wholeheartedly. Diligence and professional ethics are the guarantee for the smooth development and ultimate success of every job. /kloc-since October, I have consciously practiced the purpose of serving agriculture, rural areas and farmers in action, completed every task with full enthusiasm and enthusiasm, strictly abided by various financial laws and regulations and various rules and regulations of the unit, earnestly performed the duties of "three irons, three modernizations", consciously operated by the rules, and United comrades in daily life.
Second, the main work
20xx's work in August is mainly a comprehensive teller. First of all, in terms of business knowledge and working ability, I can constantly learn and accumulate experience. Through my own efforts, I have a strong working ability and can calmly receive the consultation of depositors. In business skills, organization and management, comprehensive analysis ability, coordination ability, writing and language expression ability, etc. , has been greatly improved. In the work, according to the operation rules of the business, taking the customer demand as the center, the most convenient and feasible methods are applied to the business operation.
Secondly, in terms of work attitude and hard work. I love my job, can treat every task correctly and seriously, flexibly reflect the financial policies and spirit of the party and the country in my work, take the initiative in my work, actively participate in various business trainings organized by the unit, earnestly abide by the rules and regulations of the regional bank, ensure attendance and make effective use of working hours. I use strict rules and regulations to restrain myself and improve myself. By studying the internal control system, the management of all aspects of business has been further improved. With the division of labor within the Agricultural Bank of China becoming more and more detailed, the division of labor of our counter staff is becoming more and more detailed. In this year's work, I have made substantial learning and progress, and my business operation is more rigorous. Establish customer information; Open a personal settlement account; For large cash withdrawal, I strictly follow the requirements of my superiors and the People's Bank of China, asking customers to provide relevant procedures and collect the required information; In the settlement, I strictly abide by the settlement system, so that "whoever puts money into his account, who controls it, the bank does not advance it"; In accounting, I adhere to the accounting system of "five without six in one" and earnestly perform the duties of a bookkeeper.
Third, in terms of quantity, quality, benefit and contribution, we can finish the established tasks in time and achieve the expected results. In our daily work, we can complete the tasks assigned by the bank with good quality and quantity, and we can also complete the tasks assigned by the sales department with good quality and quantity. At the same time, I also learned a lot of knowledge and exercised myself at work. After a year's unremitting efforts, I have made great progress in my work and made due contributions to the development of the business department of Shaanxi County Branch.
Three. Existing shortcomings and future plans
Although I have made some progress and achievements in my work in January, there are still some shortcomings in some aspects. For example, there are not many creative work ideas, and individual work is not perfect. You need to continue to learn more business knowledge and common sense of life to expand your knowledge. This needs to be improved in the future work, because now I have changed my job. Facing the new job and the increasingly updated business, only by continuous learning and improvement can I keep up with the development of ABC.
Say goodbye to the old and welcome the new, and think about the present. In the past month, all the work was carried out in a solid and effective way, which laid a solid foundation for my future work. In the new January, I will seize the opportunity, push forward with victory, strive to create a scene full of vitality and flavor of the times, and push all work to a higher level.
Summary of bank employees' work in August (4) Time flies, and January is fleeting. Looking back on the coming August of 20xx, there are leaders' care and instructions, colleagues' support and help, joy and relief after overcoming difficulties, and no regrets after disappointment and hesitation. Although I am still an assistant employee who has been engaged in banking for just two years, through hard work, my performance this year has increased from more than 10,000 personal deposits at the beginning of the year to more than 10,000 personal deposits at present, with a net increase of more than 10,000 personal deposits, making me the first in savings collection of branches. Now I will summarize the work in January as follows:
First, strengthen learning and improve their own quality.
Since January, I have been able to seriously study the business knowledge of banks and constantly improve my theoretical quality and business ability. In the process of learning, I gradually summed up a learning method that suits my own characteristics, that is, comparative learning. Compared with other colleagues, what I personally lack is what I need to learn; Compared with other branches, our weakness is exactly what I need to strengthen; Compared with other banks, what is different from us is what I need to explore.
The second is to explore and innovate to find new market growth points.
Only by constantly developing high-quality customers, expanding business and increasing deposits can efficiency be improved. I used my personal social network to establish contact with the demolition company. Through the demolition of the company, I got a large number of customers with savings potential. Then go to visit each other, it is inevitable to be rejected, coldly, and even abused. Fortunately, in this way, on the basis of marketing to maintain individual customers and help customers manage their finances, I have also tapped many new customers and attracted many new deposits.
Three. Loyal and persistent, responsible for the development of the branch.
Banking is a workplace that I have been ignorant of since I was a student. After graduation, I was very lucky to get this ideal job. However, it is not an easy task to become a qualified bank employee, and it is bound to require continuous learning and training. After working for more than a year, I am still not a regular employee of the bank, which makes my family very worried. They even found me a better way out. To be honest, I have hesitated and resisted whether to stick to my ideals or to be considerate of my family's feelings. But after rational thinking, I resolutely decided to stay in the branch, continue to work hard, practice my initial imagination with my achievements, and dispel my family's concerns.
In the new January, I set myself new goals. In order to make myself a qualified bank employee as soon as possible, I will focus on the following aspects to exercise myself and improve myself.
1, business. Constantly update your bank knowledge base, not only be familiar with traditional business, but also grasp emerging business in time; Need to have a higher theoretical level and the ability to skillfully operate specific businesses; We should not only learn the professional knowledge within the scope of our duties, but also take the initiative to understand the relevant knowledge in other fields such as bank loans, deposits and settlement.
2. quality. Cultivate a strong sense of responsibility and service, and take every customer seriously. Self-discipline, decent style, integrity, and consciously safeguard the good image of bank staff.
3. Psychological aspects. Constantly temper, rationally face setbacks and failures, and take a mature and steady mental state as your growth goal.
In September, my performance goal is to reach X X personal savings. I will continue to explore, innovate, do my duty and go all out, and make my own contribution to the development of the branch.