A period of work has come to an end inadvertently. Looking back on the work during this period, I have gained a lot. Let’s write a work summary for this year’s work. So how is a general work summary written? Below is a summary of the work of bank branch managers that I compiled for your reference. I hope it can help friends in need. Summary of the work of the person in charge of the bank branch Part 1
In 20xx, under the leadership of the branch and with the help and cooperation of various departments, all employees of our branch conscientiously studied, implemented and implemented various rules and regulations. Focusing on the suggestions put forward by the city branch, focusing on service work, combined with the actual work of the branch, give full play to the service window image of the branch, do a good job in the accounting and settlement business of the whole bank, and make an effort for our bank's annual work .
1. Do a good job in daily service settlement work
As a branch office, it is a large comprehensive outlet, which is both an external service window and the business processing center of the whole bank. We believe that the most important thing is to do a good job in daily business processing, do a good job in service externally, and do a good job in settlement work internally.
1. Before and after the holidays, a large amount of cash is put in and withdrawn. Before the Spring Festival, in order to meet customers’ needs for cash, we withdrew 2 funds of 150 million from the People’s Bank of China. After the Spring Festival, the cash was withdrawn from the People’s Bank of China. xx cash.
2. We will provide maximum cooperation in terms of personnel and business for the school fees collected twice a year, promptly count the collected cash and store it in the warehouse, and promptly issue administrative fee invoices and return them to the school. Transfer funds to the finance in a timely manner.
3. The agency business processing is transferred from the personal business department to the branch processing, and the salary distribution business of all savings outlets in the bank is centralized to increase the speed of salary payment and meet customer requirements.
2. Improve service quality and ensure the smooth development of all businesses
The branch office has concentrated the backend of the entire bank’s accounting business. Compared with all other outlets, it has a higher level of business and business. The requirements in terms of scope and service methods are higher, and business level and service skills are dependent on each other. Only by improving business processing capabilities can we serve customers well!
1. We use regular meetings every Tuesday to conduct service reviews, point out employees’ shortcomings in counter service, and reward and punish employees based on their counter performance to improve the overall service level.
2. Conduct business training after the service review, especially training for new businesses. This year’s business updates are faster than in previous years, such as the management of bank acceptance bill deposits, the business processing procedures of bank acceptance bills, The processing of entrusted loans and the most important account collection this year require every employee to understand and handle it in a timely manner, so as to better serve customers and improve service levels with a high professional level.
3. Since November, under the arrangement of the president’s office, we have held a morning meeting system every day to summarize the work of the branch office the previous day, the work arrangements for the day, or convey important meeting information etc., and emphasize the implementation of the teller system.
4. After several months of hard work, we have completed the work of entrusting charges from the Telecommunications Bureau, Power Supply Bureau, and Social Security Fund through the electronic exchange system. In the early stage, we spent a lot of manpower and time to check with various commercial banks. Account information.
5. In order to strengthen bank-enterprise reconciliation and reduce risks, the bank-enterprise face-to-face reconciliation work began in October and the branch offices will centrally handle the verification results. In November, we will combine the accounting collection work Features: Adjust teller positions, set up bank-enterprise reconciliation posts and provide door-to-door installation of e-banking, and strive to provide good customer service.
3. Cooperate with the service work and trade union work in the industry
1. Timely resolve the requirements put forward by various departments, such as the Accounting and Settlement Department, the Corporate Business Department, and the Business Development Department . If the personal business department requires cooperation or needs to work overtime, we will promptly arrange personnel to solve the problem.
2. The branch office has many types of business and is relatively busy. In addition, tellers usually pay more attention to business skills training. The branch office has trained many technical experts. In this technical competition, the branch office sent Four players participated in the competition and achieved impressive results.
4. Strengthen the implementation of the system and prevent risks
1. Timely organize the teller team leaders to study the new regulations issued by the municipal branch, and promptly convey to each teller the deficiencies in the work Please ask the accounting and settlement department for guidance in a timely manner and work hard to do a good job.
2. Inspect business premises regularly and irregularly, promptly raise any violations found that violate the system and urge rectification, and strictly implement the system.
3. Because there are many people coming in and out of the branch and the stability coefficient is low, we do not dare to take errors lightly in business processing. Every time we find an error, we discuss the possibility of the error with the error teller and point out Give criticism if necessary and strive to reduce the occurrence of errors.
Over the past year, there have been many deficiencies in the branch offices. In particular, we have not strengthened enough in the implementation of the system. At the same time, the quality of employees still has not reached the ability to adapt to the bank's high-intensity business risks. Therefore, in XX, we mainly started from the implementation of the system and improving the quality of employees to improve the work level of branch offices.
1. Implement the system more strictly, but also provide better service for business development.
2. Continue to strengthen business training and conduct job rotation more securely to improve the business quality of our bank.
3. Increase the intensity of error assessment and supervision to reduce the error rate. Summary of the work of the person in charge of the bank branch Part 2
1. Increase efforts in organizing deposits, enhance financial strength, and consolidate the results of a good start in deposits.
First, our department deploys and arranges the deposit work early, strengthens the sense of competition and fighting, dares and is good at competition, and ensures the smooth development of the deposit work.
Second, the correct leadership of the executive party committee, the close cooperation of the agencies and the joint efforts of all employees of the sales department are the basis for the stable growth of deposits. Through the development of the public deposit system and the collection of tuition fees through savings On the one hand, our department has ensured the stability of original depositors, and on the other hand, it has also attracted some systematic industry deposits through network advantages. Under the leadership of the president, and with the cooperation of the customer department, credit department and other departments, our department has increased the public relations efforts of the system, grasping the system and large accounts, consolidating old accounts, and expanding new accounts, so that deposits show a steady growth trend. Finance, medical reform, tobacco, construction, energy, transportation, schools, hospitals and other units and systems are the top priorities of our department's public relations. As of the end of 20xx, these system customers accounted for more than two-thirds of our department's total deposits.
Third, improve the service level, win with excellence, and establish a good social image of our department. All must establish the idea that literary and excellent services will produce benefits and high-quality products, and literary and excellent services will always be unremittingly pursued. In line with the standardized requirements for civilized and high-quality services of city branches and sub-branches, our department has paid close attention to counter services, and the level of cultural excellence has been significantly improved. In response to the requirements of different customer groups, our department also adopts personalized service measures and assigns dedicated order delivery personnel (i.e. account managers) to provide door-to-door service. This not only extends the counter, shortens the distance with customers, but also captures customer information for Provide important basis for leadership decision-making.
Fourth, improve the incentive mechanism, intensify assessment efforts, implement work-efficiency linking, provide certain material and spiritual rewards to those who are good at attracting deposits, and fully mobilize employees' enthusiasm for organizing deposits. Strengthen the adjustment of credit structure and fully implement the dual-optimal strategy.
Credit assets are the lifeline of banks’ survival and development. Our department must further strengthen the adjustment of credit structure in accordance with the requirements of superior banks, advance and retreat, do something and not do something.
First, increase market development efforts, expand double-excellent customers, strengthen competition for advantageous industries and excellent customers, and actively promote commitment and credit extension to double-excellent customers. This year's loans will be invested in advantageous industries such as tobacco, schools, transportation, coal, agriculture and breeding, and national infrastructure projects. Loans of xx billion yuan will be issued this year, mainly xx billion yuan from Longyan Cigarette Factory, xx company xx million yuan, xx college xx million yuan, xx industry xx million yuan, and xxx million yuan.
Second, establish an elimination mechanism to resolutely eliminate low-quality customers. Resolutely withdraw from industries, industries and product fields that are restricted and prohibited by national policies, especially the five small industries that are expressly prohibited by the state. In conjunction with the requirements for clearing illegal activities, our department held a field meeting in a timely manner to clarify the key points of illegal clearing. For those who have defaulted on debts, they will be filed in a comprehensive manner and prosecuted in accordance with the law, striving to sue for one sum, win one sum, and collect one sum.
2. Adhere to strict governance and pay equal attention to operation and management to ensure the healthy development of all businesses.
Our department pays close attention to the implementation of the basic system, and implements the ten-person rule for grassroots directors and the eight-person class teacher. The counter staff and head teachers strictly follow the rules and regulations, and handle every business in accordance with the "Accounting Law" and the accounting and cashier standards. Our department successfully passed the accounting standardization inspection and the upgrade of the accounting computer system. In terms of credit management, our department adheres to the rules and regulations, standardizes credit decision-making behaviors, prevents and resolves credit risks, and successfully completes the credit system upgrade and the preliminary work of five-level classification identification. Our department has effectively strengthened the work of three preventions and one guarantee, firmly established the idea that safety is efficiency, and ensured the steady development of business and the realization of safety and accident-free goals.
3. Vigorously promote party building work and spiritual civilization construction.
First, strengthen and improve the systematic party-building work, focus on business-focused party building, and do a good job in party-building to promote operations. Our department has worked hard to improve quality, improve structure, strengthen management, improve systems, and enhance unity to add internal vitality to the sales department and further exert its overall functions. After the establishment of the Party branch of the sales department, it conscientiously fulfilled the dual responsibilities of one post and implemented various rules and regulations such as party member education and management, three meetings and one lesson, democratic evaluation of party members, and quantitative assessment of the responsibility system for party style and clean government construction, striving to achieve the goal of Red Square Party branches set an example to learn from and strive to become advanced party branches. Second, we will deepen the activities of creating civilized units, creating civilized industries, building windows of satisfaction, and striving to create a national-level youth civilized account, strengthen the construction of business ethics, improve the level and visibility of our civilized and high-quality services, win customers and credibility, and expand New business operations. Third, we must effectively strengthen and improve ideological and political work, continue to carry out in-depth learning activities from xx, xx, and xx, and strive for a double harvest of material and spiritual civilization.
While maintaining the honor of Youth Civilization at the Agricultural Bank of China level, our department is actively striving for the honorary title of National Youth Civilization. By strengthening the quality internally and building the image externally, the level of civilized and high-quality service has been further improved.
In the private interview organized by the city branch at the end of December, our department was rated as full score, but the level of civilized and high-quality service is still far from our own requirements. For example, the quality of employees is far from the requirements of the comprehensive teller system, and the loan officers cannot meet the requirements of account managers. wait. Our department will work harder, strive to further improve quality, and promote cultural and excellent service levels to a new level.
4. Problems and shortcomings.
In terms of field management, the main difficulties currently faced are that there are only two field staff, the total amount of credit is large, and there is a lot of transactional work. Our department will strengthen the management of account managers by adjusting and enriching the field staff team, effectively standardize and strengthen the level of account managers, and actively expand business.
20xx is the year of development and innovation for our bank. The work of the sales department is still arduous and arduous. Our department will combine activities such as learning from Rao Caifu, He Guiping, and Lin Hong, and use the Hongfang Business Office and Shexing Branch to Serve as a role model for learning. Keep in mind the requirements of superiors, take new measures in management, make new developments in business, make new breakthroughs in thinking, strive to reach a new level in business operations, and achieve another bumper harvest in the construction of spiritual civilization. Summary of the work of the person in charge of the bank branch Part 3
Looking back on the cashier work in the past year, there were mistakes first, then mistakes, and finally there were small achievements and experience. Below, I will summarize the cashier work as follows. Please give me your valuable opinions.
1. A brief discussion of mistakes, shortcomings and experiences
I used to do accounting work in the company, and I had no specific operations and practice in the cashier business. I always thought it was a "little trick to adjust the insects". ", I don't think so, but with this mentality, I made a lot of mistakes when I first started working as a cashier. The first mistake was the mistake in issuing a check.
System requirements: Checks must be written neatly, without consecutive strokes, and cannot be modified, etc. However, my skills in block-letter calligraphy are too weak. If the strokes are not connected, the words cannot be written. Finally, I can write the name of the company payable to the check neatly. It is also a skill when stamping the bank's reserved seal. The seal is heavy, double-imaged, etc. If this happens, the check will be bounced by the bank and work will be delayed.
Based on the above business needs, based on my software implementation experience and computer knowledge in a software company, I developed a Bank of Communications bill printing system in excel for my job needs, which solved the shortcomings that appeared in actual work. problems and improve work efficiency.
It can be seen that an open mind and a positive attitude are the foundation for doing all work well; only the integration of learning and practice can produce results. In college, the knowledge learned cannot be used to solve specific problems. It is empty and boring because there are no problems in front of us, and the results exist in the face of specific problems one by one.
2. Achievements
During this period, I did the following specific work in terms of finance and back office.
1. Strictly follow the requirements of the financial system to handle expense reimbursement and the collection and payment of cash and checks.
2. Pay wages to unit employees on time on the eighth working day of every month.
3. Register cash and bank deposit journals in a timely manner. Prepare bank balance reconciliation statement at the end of the month.
4. Draft financial documents and personnel documents and issue, circulate, archive and keep them in a timely manner.
5. Supervise staff attendance registration and arrangement of office drinking water.
6. Issue invoices for daily collection business, and keep blank invoices and other checks.
7. Developed a bill printing system on the excel platform.
8. Fill in the local tax return form.
9. Complete the work assigned by the financial manager.
Cashier work seems simple, but it is difficult to do. The achievement is inseparable from the patient teaching and invisible example of the leaders of the unit. One year of practical training on the job has made my financial work level move forward. One step forward. I know that doing a good job as a cashier can never be described as "easy", and it is by no means a "little skill". It is the front line of economic work, the gateway to financial revenue and expenditure, and occupies an important position. Summary of the work of the person in charge of the bank branch 4
Since I served as XX bank branch XX (fill in according to the customer's own position), I am good at summing up experience from daily work, which has effectively improved my overall quality. . With the support and cooperation of colleagues within the branch and the president, XX Bank’s internal management mechanism has been continuously improved, and service levels and various performances have been greatly improved. For the better development of our bank, on X, month, X, I was assigned by my superiors to work as a temporary employee at The ruler, a scale, and the up and down eyes are watching you, measuring you, and weighing you, becoming ideological weapons to restrain yourself, transform yourself, exercise yourself, and improve yourself. Below I will summarize the various aspects of my temporary work as follows, and please give your comments.
1. Learning situation
After the on-the-job training began, in order to make up for my deficiencies in practice and help me integrate into the new work environment as soon as possible, XX Bank first arranged for me to conduct internships in various departments A ten-day learning and understanding activity to learn about XX Bank’s good practices and advanced management models in operation and management.
During these X days of study, I visited the accounting and settlement department, planning and finance department, corporate and institutional business center, personal banking business center, risk management department and other departments of XX Bank. The heads of each department patiently explained to me He also explained the main functions and business processes of his department, and allowed me to read various rules and regulations formulated in recent years, such as "XX Bank Teller Management Implementation Rules", "XX Construction Bank Beijing Branch Outlet Management Measures", "XX Branch Individual Account Manager Assessment Methods, "XX Branch Counter Business Skills Assessment Methods", "XX Branch Financial Management Interim Measures", etc. By reading these documents, I have a relatively comprehensive understanding of the business types and operation management of XX Bank, which will have a good reference value for my future teaching work and professional construction. In addition, in order to cope with the increasingly fierce competition among banks, better adapt to changes in the market and customer needs, further improve the professionalization, intensification, and refinement of operation and management, and reduce management levels, XX Bank has carried out active organizational reforms. Adopting flat management, a number of new directly managed branches were established. Such speed and intensity of reform have touched every employee, and at the same time, it has also posed a great challenge to the management and security of XX Bank. In order to ensure the smooth progress of the reform work, during this period, XX Bank issued a large number of rules and regulations in terms of business standardization and integration, risk control, branch transformation, safety and security, etc. After reading these documents, I deeply realized the confidence and determination of XX Bank to carry out this reform, and realized the pioneering spirit of XX Bank to be innovative in the face of changes in the market environment. This will add a lot of vividness to my teaching. The cases and materials will help me carry out targeted teaching activities in the future.
In order to further deepen my understanding of the banking system and in-depth study of the bank’s advanced practices in marketing, risk management, credit evaluation, etc., after completing the department visit, I went to savings banks and personal banks respectively. The financial management center, small and medium-sized enterprise service center, personal housing credit center and other business departments conducted in-depth research and study, and had face-to-face communication with front-line business personnel and customers, which benefited me a lot. During my tenure at XX Bank, I actively communicated with the lobby managers and front desk tellers to learn about some specific issues from them, such as the functional divisions of the outlets, job settings and their responsibilities, cash management of the outlets, business types of different outlets, and specific business details. Processing procedures, teller assessment system, etc. Their enthusiastic answers solved some of my confusions in my daily work and virtually improved my business level.
Years of work experience have made me fully aware of the importance of learning and I dare not slack off in the slightest. At work, I actively participate in various studies, promptly learn and grasp the country's principles, lines, and policies, understand the strategic deployment and requirements of the head office, and constantly improve my ideological quality. During my temporary job at XX Bank, in order to be able to do my temporary job well, I constantly combined my work reality and worked hard to learn relevant work theoretical knowledge; I recorded the operating skills of each job in detail, and through the knowledge I learned, He completed various tasks meticulously, efficiently and on time, and successfully completed his job goal; at the same time, he also continuously strengthened his own ideological education training so that he can provide customers with better services.
2. Achievements in internal management
In the development of bank outlets, we have conscientiously completed the contents of various documents newly issued by the head office and branches this year, and strictly implemented the newly formulated registration books regulations; strictly require every teller in the outlet to operate in a standardized manner. In terms of internal management of bank branches, I mainly performed the following tasks during my temporary posting: First, I carefully sorted out the work process and established an effective job responsibility system. In this process, through comprehensive analysis, I listed the responsibilities of each job position in the outlet and eliminated some positions with low work efficiency. At the same time, in order to facilitate management, we also insist on separating some positions with widely different work contents, so as to achieve systematic management of each position within the outlet. Adhere to the scientific and reasonable division of labor to achieve the purpose of risk prevention; secondly, we have improved the internal control and supervision institutions and improved the overall quality of branch members. In my daily work, I am very aware of the importance of internal control supervision agencies, so the personnel of the internal supervision agencies of the outlets must be familiar with various businesses and have a strong sense of responsibility. At the same time, I also formulated a scientific and reasonable inspection implementation plan based on the actual situation of the outlet, so that all routine inspections can be implemented in practice.
3. Cultivation of overall situation awareness, service awareness, legal operation awareness and competition awareness
I worked at XX Bank for XX (time). XX Bank is a bank that is constantly developing and innovating. Therefore, we can only keep up with the development of XX Bank by progressing and growing rapidly with the bank. "Deposits depend on public relations, and stability depends on services." I have always understood this deeply. Therefore, during my temporary job, I always maintained my good service ethics and constantly improved my service skills. When handling business for customers, I always strive for the highest quality of handling as quickly as possible. I would rather be tired than let the customer wait for one more minute. In order to improve the speed of handling business, I will also learn from other outstanding comrades, exchange good work experience with each other, and make progress together.
I remember when I was on the job, someone said this: "If a customer complains, it means that the customer has needs. The customer is willing to stay with you to handle business, so he will put forward opinions. If the customer has no needs, he can not put forward any opinions and just change to another company." Bank. "Therefore, if customers give me opinions at work, I always accept them humbly and say that I will work hard to correct them. This not only wins the trust of customers, but also establishes a good image for XX Bank.
With the rapid development of XX Bank, the business has become more and more complex, and customers have become more and more strict with us. The continuous increase in business volume made us unable to adapt for a while. In addition, some previous non-compliances required a lot of time to rectify, which required a lot of energy. Someone asked me if I am tired from working here? I often reply that I am not afraid of being tired, but I am afraid that I will not be able to do it. I am not afraid of hard work, but I am afraid that even though I have worked hard, I am not ready yet. Because I love this job and love XX Bank, we are willing to spend more time on work than others. We just want to complete all the work of the internal managers of the outlets.
The achievements achieved in the temporary job of XX Bank, no matter big or small, are in the past and have become history. Facing reality and the future, "I have to examine myself three times every day", I must face up to my own shortcomings, think and analyze myself comprehensively, and in accordance with the spirit of the 18th National Congress and the concept of the "Chinese Dream", I will work hard in my future work. to the following points: First, we must continue to strengthen business risk prevention at bank branches and actively implement safe and civilized management so that XX Bank (the bank where the customer works) can develop stably and healthily; second, we must continue to learn new business management knowledge, Make better use of your talents, achieve outstanding results, and raise your work ability to a higher level. Contribute to the better development of XX Bank.