Bank 202 1 annual personal summary model essay 1
Twenty _ _ years have passed. With the care of the branch leaders and the help of my colleagues, I have made some achievements, made great progress in banking knowledge and improved my personal marketing ability.
First of all, in terms of work performance, under the leadership of the branch leaders, I worked hard to market corporate customers and successfully undertook the first credit business since the transformation of Haizhu Branch. By the end of 2000, I had achieved a total credit line of 550 million yuan, which drove the company to deposit more than 80 million yuan, and realized the scheme-model essay library. Interest income exceeds 6,543,800 yuan+6,000 yuan. Personal housekeeping enterprise _ _ has successfully declared key customers at the head office level, and is assisting branch leaders to actively market a number of downstream enterprises. In small business marketing, we also successfully marketed a _ _ enterprise by cross-marketing, and realized the planning model base. At the end of the year, we added 6,543,800 yuan+6,000 yuan in private deposits. In the small index assessment of corporate account managers, my performance ranks in the top 5 in the whole branch.
Secondly, by learning from leaders, product managers and books, I have fully mastered our credit business knowledge. A year ago, when I first transferred to the account manager of the company, I knew little about the company's business and credit products. After one year's study, I have basically mastered the elements of most credit products of China Everbright Bank. Through communication with customers, I can design reasonable credit schemes and specific business products for customers according to their financial status, guarantee status and business characteristics. In addition, while I am familiar with the business products, I actively studied the credit risk control measures of China Everbright Bank, and as an account manager, I took the first credit approver exam held by the branch and passed it smoothly. In the compliance essay activity held by the branch, my article "It is imperative to build a deep-rooted compliance culture of commercial banks" won the second prize of the head office.
Finally, in the process of business marketing, study hard and accumulate bit by bit to improve personal marketing ability. As an account manager, his duty is to serve customers well. On the one hand, he should be familiar with his business products and know what he can bring to customers. On the other hand, he should know what customers want, especially the latter, and understand their needs, so as to create conditions to meet them. To a great extent, the promotion of personal marketing ability lies in understanding customers and satisfying them. Therefore, in the process of communicating with customers, I constantly explore customers' hobbies, interests and specialties, and try to talk about topics that customers are interested in and solve problems that customers need to solve urgently.
The past year has been a year of enrichment and progress for me. At the same time, these personal achievements can not be achieved without the care, guidance and encouragement of branch leaders. Of course, in the past year, I have also made mistakes and some shortcomings, especially in maintaining existing customers and tapping customer resources, which is exactly where I need to work hard in the future.
The work plan for 20__ years is to strive to maintain existing credit customers, make good use of resources, do a good job in customer marketing, and realize the profit of credit line under the current credit shortage. Secondly, we should firmly grasp the regional characteristics of Haizhu, open up professional markets, do a good job in credit marketing for small and medium-sized enterprises, and strive to achieve results. The third is to give full play to the advantages of wealth management products, strengthen on-site services, and tap the potential of stock settlement accounts and market corporate deposits. Fourth, vigorously expand the settlement households of small enterprises around Haizhu Sub-branch. Fifth, strengthen cross-marketing, and work with individual account managers to serve customers in all directions.
The 20__ year has arrived, and I am determined to work harder and study hard, and strive to make progress in all aspects and become an excellent account manager.
Bank 202 1 Personal Summary Model 2
Time flies, time flies, I have been engaged in financial work for more than a year. Under the guidance of the big ideological program and with the help of my colleagues, I studied hard, corrected my working attitude, worked hard in my post according to the requirements of the bank, served customers sincerely, and realized my personal value in my ordinary post. The work of the past 20 years is summarized as follows:
1. As a bank teller, do a good job, do a good job in daily business classes, do a good job in every business, and treat every customer warmly. Secondly, as a bank accountant, I carefully check every account and every deposit and loan account to ensure that there are almost no mistakes in my work.
2. Actively learn financial knowledge and strengthen personal professionalism. Deeply aware of the importance of business knowledge and skills, only by fully mastering all kinds of knowledge and using all kinds of skills flexibly can we make our work handy. Realize high-quality civilized service and improve the quality of window service. My post is the service window, and my words and deeds represent the image of the bank. This requires me not to be sloppy in my work. It always reminds itself that we must be careful in our work, carry out practical operations in strict accordance with the rules and regulations, and at the same time do our best to help customers, patiently answer all kinds of questions in the process of handling business, worry about customers' worries, think about customers' thoughts, and effectively help customers solve problems.
3. Work together to create a good working environment. At work, I can unite my colleagues, live in harmony, learn from each other and promote each other; In life, help each other, care for each other and jointly create a harmonious atmosphere. At the same time, constantly positioning, updating ideas, uniting colleagues, obeying leadership arrangements, actively doing other work, and doing our best for the smooth completion of the bank's business objectives.
4, enhance awareness, put an end to security risks. In the process of handling business operations, I can handle business according to the rules and regulations, timely put funds, accounts, certificates, watches and cards into the warehouse on time, and insist on touching the warehouse three times a day. During the period of guarding the warehouse and being on duty, I can strictly follow the requirements of rural commercial bank, conscientiously implement various preventive measures, memorize various plans, master and use various preventive devices skillfully, and do a good job in anti-lock inspection. When an abnormal situation occurs, those who can be handled on the spot should be handled on the spot, and those who cannot be handled should be actively reported to the superior. They can always keep a clear head, enhance their awareness of safety precautions, ensure that the warehouse keeper on duty is not out of control for 24 hours, and protect the property safety of the branch.
Looking back on my work in the past year, I feel that I still have some shortcomings, mainly in the following aspects:
(A) business skills are not yet skilled and need to be strengthened. You need to read more books and practice after work.
(2) The operation of the integrated system is immature, and you may be in a hurry when you encounter complex business, so you need to read more books and consult more.
In short, in the past year or so, with the care and help of leaders and colleagues, I have made progress and promotion in all aspects, and my business skills have also been greatly improved. Although there are still many shortcomings in other aspects, I will seriously make up for my own shortcomings in the future work, establish a correct service concept, actively learn business knowledge and improve my business skills. Be strict with yourself, give full play to your strengths and make up for your shortcomings. Meet the new challenges in 20 18 years with a full mental state, learn from colleagues, learn from each other's strengths, and do a better job.
Bank 202 1 Annual Personal Summary Model 3
The year is approaching. Looking back on the past year, I have always adhered to the life creed of "Although the Tao cannot be crossed, nothing can be done". In my work, I followed closely the pace of the leadership of the branch and successfully completed various tasks around the work priorities of the branch. With wisdom and sweat, I have embodied the spirit of dedication and selfless dedication with actions and effects. Below I summarize my work in the past 20__ years from three aspects:
First, correct thinking, face difficulties, and always maintain an efficient working state.
I always set up the idea of customer first in my work, regard the customer's affairs as my own, worry about the customer's urgency, think about the customer's thoughts, require myself to have a strong sense of professionalism and responsibility in my work, work hard, never pick and choose, avoid the heavy, treat every job wholeheartedly, complete it on time and with good quality, and always adhere to high standards, strict requirements and care for myself in my daily work. In order to accomplish all kinds of tasks, I spare no effort in my spare time, and use all the time and opportunities to serve customers, make friends with customers and make friends that customers are willing to associate with. Through my unremitting efforts, I handed in a satisfactory answer sheet in the work of 202 1.
The second is to practice hard, pay close attention to implementation, and strive to complete the task successfully.
In terms of working methods, I have always been diligent, that is, diligent in moving my legs, diligent in doing things and diligent in thinking, in order to win the support of customers for our business. In practical work, I can be a caring person. When visiting relatives and friends, I accidentally learned from my sixth uncle that there will be a piece of land in our neighboring village recently. Afterwards, I visited our customers many times through the introduction of my uncle, and finally persuaded them to plan to deposit 6,543,800+3,000 yuan of land in our bank. I know this is not the ultimate success. When the customer got the transfer check, I also took the initiative to help the customer collect the villager's ID number and verify the customer's shareholding amount. I was deeply relieved when 52 certificates of deposit were distributed to every villager.
In the process of serving customers, I put my heart and soul into my work, making the simple and boring service work colorful and truly embodying the concept of customer first. In the process of dealing with customers, I really treat customers with sincerity, regard their interests as my own, know their trends, know their thoughts and wishes, and recommend tailor-made financial products for each customer. Through my unremitting efforts, we have completed 6,543.8+800,000 marketing deposits, 8 wealth management gold cards, 5 credit cards, 50 e-banking contracts and 6,543.8+500,000 insurance sales in the activity of "Strive for One Insurance and Two Guarantees". What makes me most gratified is that the customer has won a double prize. While meeting their own needs, they also enjoyed more meticulous and thoughtful services from CCB.
Three, study hard, keep forging ahead, and comprehensively improve their professional quality.
As a receptionist, sometimes I am impatient and meticulous in my service. I need to master a lot of knowledge. In the future work, I will consciously strengthen my study, learn from theory, learn from professional knowledge and learn from my colleagues around me, further improve my theoretical level and business ability, especially my business knowledge of financial management, and comprehensively improve my comprehensive business knowledge. Overcome youth and impatience, be down-to-earth, improve the initiative of work, be not afraid of doing more things or doing small things, improve and perfect yourself in bit by bit practice, and never be complacent because of a little achievement, but keep a clear head, keep pace with the times and create greater glory. At the same time, constantly improve political literacy, strengthen the sense of purpose of serving customers, and strive to become a more qualified CCB person.
There is a career that needs youth and ideals to pursue, and there is a pursuit that requires hard work and hard work. I hope that my financial career will always be young, brilliant and prosperous.
Bank 202 1 Annual Personal Summary Model 4
Time flies, and a year flies. Looking back, with the care of the leaders of the Postal Savings Bank and the help of my colleagues, I have successfully completed various tasks through my own continuous efforts. Now I will report my work in the past year and my next plan as follows:
One. work summary
Over the past year, I have always adhered to the principle of "work first", conscientiously implemented all the rules and regulations in the Institute, worked diligently and conscientiously, took customer satisfaction as the purpose, thought about customers' thoughts and urgent needs, and strived to provide standardized and high-quality services to depositors, and achieved good results.
(1) I grew up by asking questions without shame. As a new employee of Postal Savings Bank, I have the spirit that a newborn calf is not afraid of tigers, and I feel at a loss and look forward to my future career. In order to adapt to the new working environment and be competent for my job as soon as possible, I am not ashamed to ask questions, and I keep asking my colleagues for advice and learning with an open mind, so as to quickly integrate myself into the role and become a well-known employee of the Second Bridge Postal Savings Bank as soon as possible. Over the past year, with the care and guidance of the unit leaders and the care and help of my colleagues, I have mastered various business skills and processes through unremitting study and hard study. Many things happen. Through continuous learning from books, practice and colleagues, I finally grew from a novice to a familiar and proficient employee of the Postal Savings Bank.
My hard work paid off. Although I am a new employee who just entered the Second Bridge Postal Savings Bank, I won the recognition and trust of leaders and colleagues in a short time, which is my great honor. I often use this as a driving force and constantly push myself. I want to be willing to bear hardships in my work and be an old ox. I think so, and I do the same. At present, in the face of increasingly fierce competition in the banking market, how to win a place in the fierce market competition is a difficult problem facing China's banking industry, especially under the premise that the Postal Savings Bank does not have much advantage compared with other banks. In order to complete the work objectives and tasks, I resolutely abandoned the "small" family, cared for the "big" family, entrusted my children to my parents' care, devoted myself to my work, took advantage of my interpersonal and social advantages as a local, sacrificed my personal rest time, went deep into the homes of the demolition targets at night, actively promoted our products to customers, patiently explained and analyzed the advantages and disadvantages brought by the Postal Savings Bank in serving them and the interests they cared about, and won the understanding and support of the demolition targets. Although I have no time to take care of my family and rest, I have been rewarded through my hard work.
(3) I won a smile in my dedicated service. A good bank comes from a good service. Civilized and standardized service is the requirement of social development for the service industry, and it is also the need of the survival and development of the Postal Savings Bank itself. In my mind, I always adhere to the service concept of "thinking for customers, caring for customers and thinking of customers", earnestly abide by the employee's code of conduct, achieve code of conduct, language standard and operation standard, and strive to provide real convenience for customers. There is no end to service. Only by constantly surpassing and challenging ourselves can we provide more satisfactory services to our customers. Through our own efforts, we will continuously improve the service level and promote business development. I have always regarded the Postal Savings Bank as my home and my customers as my relatives. I use my enthusiasm and down-to-earth work style to convey a sincere heart to my customers and win their trust and smile. In my opinion, customer satisfaction is my happiness and happiness.
(4) I feel happy from my dedication to the road. I firmly believe that only by combining closely with my career, basing myself on my job and being down-to-earth, can I realize my life value and goals. I insist on starting from myself, starting from dribs and drabs, and starting from my own work, just as Comrade Lei Feng said: "Be a screw that never rusts, and it will shine when screwed there." I love this job and always handle every business with a pragmatic and meticulous attitude; Always receive every customer with a natural, open-minded, cordial and sincere mind; Always try your best to complete every task assigned. At work, I always remind myself to be kind to others. When I meet unreasonable customers, I always try to tolerate and understand others. I always have a happy face when I get the understanding and respect of my customers. Although the work of a bank teller is boring and repetitive, we can get happiness from this simple repetition.
Second, the work plan
In the coming year, I will persevere and strive to do better. Focusing on the goal of "customer-centered, account-based, grasping the big and not letting go of the small" and adopting the strategy of "ensuring the stability of big customers, striving for small customers and actively expanding new customers", I have made new contributions to the Postal Savings Bank, and I strive to do the following "four services".
(A) do a good job in good faith service to attract customers. In the fierce market competition, establish the integrity brand image of Postal Savings Bank. First of all, start from me and be honest in service, hospitality and warehousing. Improve the credibility and reputation of our bank through honest service, so as to attract more depositors, especially those in self-employed households, institutions and institutions, to become our important customers.
(2) Do a good job in fine service to retain customers. It has always been my goal to serve wholeheartedly, put customers first, pay attention to details and pursue perfection. I want to help depositors manage their finances through refined, personalized and professional services, think about what depositors think and what depositors are anxious about, so that depositors can really feel the meticulous service, let customers consciously stay in our bank and strive for new depositors to transfer to our bank.
(3) Do a good job of sincere service to impress customers. I will firmly grasp the historical opportunity and location advantage of Guiyang's great development, and formulate a point-to-point service strategy for special groups and specific people to serve and influence customers sincerely, sincerely and sincerely. Let customers truly feel that our service is real, and put themselves in the customer's shoes, so that customers are truly moved by our service in our bank.
(4) Do innovative services to attract customers. I know that only service innovation can be in an invincible position in the fierce market competition. As employees of the Postal Savings Bank, we should focus on the development of the bank and the interests of customers. In the process of service, we should constantly sum up and innovate, constantly explore and change, and constantly innovate through various ways and means to meet the financial needs of different groups and customers. We should consciously integrate our innovative service concept into the corporate culture and brand of Postal Savings Bank, and attract more customers through innovative service and brand influence.
Bank 202 1 Annual Personal Summary Model 5
Over the past 20__ years, under the correct leadership of the bank, I have strengthened my study, corrected my work attitude, worked hard in my post according to the bank's work requirements, sincerely served customers, successfully completed my work tasks and achieved certain results. The work in 20__ years is summarized as follows:
First, complete the task and get good grades.
In 20__ years, as a front desk teller, I set my work tasks as two aspects:
First, do a good job as a front desk teller.
The second is to actively sell bank wealth management products.
In the work of the front desk teller, I am serious, meticulous, legal and compliant, and basically achieve zero violations and zero errors; In the sales of bank wealth management products, I actively promoted and promoted, and sold a total of RMB million, including RMB million for funds, RMB million for insurance and RMB million for bank cards.
Second, actively expand business and do a good job of new and old customers.
I always set up the concept of customer first in my work. While doing a good job as a front desk teller, don't forget to actively sell bank wealth management products and expand the space of bank wealth management products with customers as the center. In order to win over new and old customers to buy bank wealth management products, I am anxious about customers' urgent needs, thinking about customers' thoughts, impressing new customers with details and guarding old customers with true feelings, and achieved good results. In the process of serving old customers, I carefully introduce relationship marketing, so that old customers can maintain enough confidence and goodwill in our bank's services and products, consolidate their loyalty, encourage old customers to keep buying, and always keep the consistency of information coordination with the bank, thus achieving a win-win situation for both banks and customers. I also use the relationship between old customers to introduce new customers, and take old customers as the chain to drive new customers, thus expanding the sales of bank wealth management products, so that I can not only complete the sales task of bank wealth management products, but also promote the improvement of bank economic benefits.
Third, establish a sense of service and sincerely serve customers.
As a front-line teller, I keep the spirit of seeking truth from facts, seeking truth from facts and being pragmatic in my daily work, perform my duties in good faith, treat customers in good faith, and provide considerate service to improve my appeal to customers. Integrate the true feelings into the words and deeds of customers, adhere to the people-oriented, customer-oriented, all-round consideration for customers, and earnestly smile, understand and be more enthusiastic in the service process; Start with a smile, always give customers a bright smile, treat customers as friends sincerely, serve with heart, and solve problems for customers; Always adhere to the customer-centered, customer interests as a consideration, sincerely show the image of our quality service, realize sincere service and unlimited care, provide value-added services and care for different customers, and improve customer loyalty.
In 20__ years, according to the requirements of the bank, I earnestly worked as a front desk teller, actively sold bank wealth management products, completed the task, and achieved good results. My service attitude and organizational discipline were obviously improved. On the basis of my achievements, I will continue to strengthen my study, improve my work skills and service level, work harder and harder, do my job well, create excellent work performance, and make my due efforts and contributions to the sound and rapid development of the whole bank.
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