Current location - Loan Platform Complete Network - Loan consultation - A short personal work summary sample for a bank teller
A short personal work summary sample for a bank teller

Employees who work in banks also need to summarize their work after a period of time, which is a test of their work. The following is a "Short Example of Personal Work Summary for a Bank Teller" compiled by me for your reference only. You are welcome to read it. A brief example of a bank teller's personal work summary (1)

I have been working in the Municipal Rural Credit Cooperative Union since June 20xx, and it has been 4 years. Over the years, under the correct leadership of the Credit Union, under the care of the leaders of the Union, and with the help of my colleagues, my professional level and overall quality have been greatly improved. At the same time, I conscientiously implemented the party's rural financial policy and the various rules and regulations of the association, insisted on making various arrangements for the credit union, and completed various tasks well. I will now report my work over the past four years to everyone. To report, please criticize and correct me.

1. Adhere to ideological and political study and continuously improve ideological level and theoretical literacy. This year, I also submitted an application for joining the party to the society, striving to join the party organization and move closer to the party organization. Through my continuous learning, I have greatly improved my ideological level and theoretical literacy, firmly established the outlook on life and values ??of loving my job, serving the society, and consciously practicing the purpose of rural credit cooperatives to serve "agriculture, rural areas and farmers" , do every job actively, conscientiously and meticulously with enthusiasm, strictly abide by various financial laws, regulations and the rules and regulations of the unit, conscientiously perform the "three preventions and one guarantee" responsibilities, consciously operate according to the procedures; respect the leadership , obey the distribution, unite comrades, have an upright style, have no illegal or disciplinary behavior, and consciously resist the erosion of various bad habits.

2. Pay close attention to learning, constantly accumulate comprehensive business knowledge, and improve personal quality

At work, I insist on learning without knowing, applying what I have learned, and using it to promote learning. I couldn't put it down studying books such as "Rural Credit Cooperative Operations and Management", "Learning Materials for Economic Workers", "Rural Credit", etc. At the same time, I focused on learning the operating procedures of the integrated business system, anti-money laundering laws, high-quality and civilized service standard manuals and other rules and regulations. Through study, I deeply realized that rural credit cooperatives are rooted in rural areas and are the main force of rural finance and the financial link connecting farmers. If they leave the countryside, they will become water without a source. The situation is pressing, and I can only keep pace with the times by continuously improving my overall quality and professional level, and enhancing my awareness of compliance and professional ethics. Therefore, in 20xx I passed the accounting qualification certificate, in 20xx I passed the two certificates of personal finance and public accounting basics for banking practitioners, and in 20xx I passed the junior economist certificate. All of them passed the standard examination with excellent results. I use continuous learning to improve my personal qualities in order to better work for the Associated Press and serve the people.

3. Be down-to-earth, be strict with yourself, and strive to do all your work well

Since I entered the credit union, no matter what kind of work I do, I have followed professional ethics and strictly abide by the "Twelve Principles" Work disciplines such as "Prohibitions on Employees", "Six Prohibitions on Teller Operations" and "Prohibitions on Teller Operations" must not be worried about selfishness, not be moved by material things, be honest, do things in a down-to-earth manner, and be able to cooperate closely with colleagues , striving to provide customers with civilized, high-quality and efficient services. When working at the counter at a grassroots credit union, I insisted on operating according to the system and conducted online identity verification for each new account opening business. At the same time, we will strengthen the monitoring of large-amount and suspicious transactions, register large-amount cash payments, and report suspicious transactions in a timely manner; strengthen the management of important blank vouchers, and strictly authorize special businesses in accordance with the regulations; improve the level of counter service, and win for the credit union. word of mouth. At work, I also humbly learn from veteran employees, be proactive, and complete tasks assigned by leaders on time and with high quality.

4. Unite colleagues, work together to create a good working environment

I have always adhered to the principle of "uniting colleagues and being kind to others". At work, we can respect leaders, unite colleagues, live in harmony, learn from each other, and promote each other; in life, we can help each other, care for each other, and jointly create a harmonious atmosphere.

In the compliance and internal control knowledge competition organized by the Associated Press this year, with the joint efforts of our colleagues, we won the first place in the group. At the same time, we continue to position ourselves, update concepts, improve ideological understanding, and enhance professional standards.

In short, during these four years of work, I have been able to set strict requirements, lead by example, and work hard to do my job well. In my future work, I plan to continue to strengthen my studies, carry forward the strengths of my previous work, overcome my shortcomings, improve my work style, manage boldly, work boldly, and work with my comrades to complete various tasks assigned by superiors, and With a vigorous and enterprising spirit, we will strive to use our talents and talents to contribute to the rapid development of the credit union. Short personal work summary example of a bank teller (2)

In 20xx, under the correct leadership of the bank, I strengthened my study, corrected my work attitude, and conscientiously worked hard in my job in accordance with the bank's work requirements. , sincerely serve customers, complete their tasks well, and achieve certain results. The specific summary of the work situation in 20xx is now as follows:

1. Complete the work tasks and achieve good results

In 20xx, as a front-line teller, I divided my work tasks into two aspects. One is to do a good job as a front desk teller, and the other is to actively sell bank financial products. In my work as a front desk teller, I am conscientious, meticulous, compliant and legal, and basically achieve zero violations and zero errors; in selling bank financial products, I actively promote and recommend them, and sell bank financial products worth 10,000 yuan, including: The fund is xx million yuan, the insurance is xx million yuan, and the bank card is xx million yuan.

2. Actively expand business and do a good job with new and old customers

I always put customers first in my work. While doing a good job as a front-line teller, I never forget Actively sell bank financial products and expand the space of bank financial products with customers as the center. In order to win over new and old customers to purchase bank financial products, I was anxious about the customers' needs, thought about what the customers were thinking, used details to impress new customers, and used true feelings to protect old customers, and achieved good work results.

In the process of serving old customers, I am meticulous and introduce relationship marketing so that old customers can maintain sufficient confidence and goodwill in our bank's services and products, consolidate the loyalty of old customers, and encourage old customers Continuous purchasing enables old customers to maintain consistent information coordination with the bank, achieving a win-win situation for both the bank and customers. I also use the relationship with old customers to introduce new customers, and use old customers as a chain to drive new customers, so as to expand the sales of bank financial products, so that I can not only complete the bank's financial product sales tasks, but also promote the improvement of the bank's economic benefits.

3. Establish a sense of service and serve customers sincerely

In my daily work as a front-desk teller, I adhere to the spirit of seeking truth from facts, truth-seeking and pragmatism, fulfill contracts with integrity, and treat customers honestly. Provide close services to increase the appeal to customers; integrate true feelings into every word and deed towards customers, adhere to people-oriented, customer-oriented, do everything for the sake of customers, and actually smile more and understand more in the service process , be more enthusiastic; make service start with a smile, always give customers a bright smile, sincerely treat customers as friends, serve with heart, and solve problems for customers; always adhere to customer-centeredness, insist on taking customer interests as the first consideration, sincerely We sincerely demonstrate our bank's high-quality service image, achieve sincere service and unlimited care, provide value-added services and considerate care to different customers, and increase customer loyalty.

In 20xx, I followed the bank’s requirements, conscientiously worked as a front-line teller, actively sold bank financial products, completed the tasks, achieved good results, and significantly improved my service attitude and organizational discipline. On the basis of my achievements, I will continue to strengthen my studies, improve my business skills and service levels, work harder, work harder, do my job well, create excellent work performance, and contribute to the good development of the bank. Make your due efforts and contributions.

A brief sample of a bank teller's personal work summary (3)

My name is xxx. I entered the credit union in June 20xx to work. I feel very honored to be able to work in the credit union. In the past year or so, I started as a layman, constantly learning business knowledge and various system requirements of the credit union. I started as a deposit guide, starting from the simplest cleaning and binding reports. Currently, I am A front desk teller at Pillow Credit Union. The most important training during this period was the service etiquette and skills I went to xx branch to learn in xx, 20xx, which educated me to a great extent. The situation over the past year is now reported as follows;

1. Performance of duties

Under the careful cultivation and guidance of the district joint socialist party organizations and social leaders, under the guidance of department leaders Under the direct guidance and with the care and help of my colleagues, through my continuous efforts, I have achieved considerable development and huge gains, whether in thinking, study or work. I now summarize my work performance as follows:

At work, I can be loyal to my duties, be strict with myself, work diligently, strictly implement national financial policies, abide by the rules and regulations of the Provincial Association and the xx office, and actively respond to the relevant calls of the superior association. Actively carry out various tasks within the scope of authorization. I think of ideas and find ways to deal with the details of many work processes, simplify processes, improve efficiency, and better complete work requirements while complying with relevant rules and regulations.

In terms of study, since I joined the work, I have never given up learning theoretical knowledge and business knowledge. As soon as I started working, I used my spare time to study on my own. I was not satisfied with the status quo. Because of my hard work and hard work, I got excellent grades. Not only have I mastered and improved financial knowledge, but I have also gained a certain theoretical level. While studying theory, we will delve deeper into business and integrate the financial knowledge we have learned into our work to continuously improve our business level.

2. Achievements last year

Last year, I participated in the Banking Industry Qualification Examination and achieved good results, and I have obtained a certificate for the basic course of public education.

3. The main problems

1. Insufficient learning. At present, the new economy based on information technology is booming, new situations and new problems are emerging one after another, and new knowledge and new science are constantly emerging. In the face of severe challenges, I sometimes lack the sense of urgency and consciousness to learn.

2. When I was tired at work, I had loose thoughts. This is a sign of my low political quality, and it is also a manifestation of poor resolution of my world outlook, outlook on life, and values.

3. The level of business skills is still not proficient enough and needs to be continuously improved.

In response to the above problems, my future efforts are:

1. Strengthen theoretical study and further improve my own quality. Familiarity with the front-end financial business cannot replace the pursuit of a higher level of personal quality. The ability to analyze and solve problems must be enhanced through the study of market economic theory, national laws, regulations, financial business knowledge, and relevant policies.

2. Enhance the overall concept, strive to overcome your occasional negative emotions, improve the quality and efficiency of work, and actively cooperate with leaders and colleagues to do better work.

3. In addition to strengthening my theoretical quality and professional level, as a front-line employee in the savings position, I must continue to strengthen my business skills so that I can be handy at work and better. Provide our customers with convenient, fast and accurate services.

IV. Future Vision

Times are changing, the environment is changing, and the work of banks is also changing from time to time. New things appear and new situations occur every day, which requires I change with the situation. Learning new knowledge, mastering new skills, adapting to changes in the surrounding environment, improving my ability to perform my job, cultivating myself into a comprehensive credit union employee, and better planning my career are the goals I strive for. .

To this end, I have signed up to take the personal finance examination for banking practitioners in the first half of 20xx, and will take time to study this course.

Daily work mainly includes counter handling of private business, corporate business, salary payment, anti-money laundering information supplementary recording, etc. It seems like a simple operation, but it requires daily accumulation and learning of operating procedures, updating them day by day, focusing on, carefully and patiently treating the occurrence and review of every business, especially corporate business. The check processing volume in one month is relatively large. In order to reduce the bounce rate and improve the level of self-handling of corporate business, I insist on carefully reviewing each element of each bill, and strictly require myself and customers to fill in the specifications with high standards. With each business transaction, we also keep the internal control system in mind, make the seven-step service process generous and decent, and implement various policies.

2. My gains and growth

I am very glad that I can join the xx industry and become one of them. After working for nearly a year, my values ????and outlook on life have improved There has been a big change. She made me believe that everything in life is possible, as long as I am willing to work hard to create. Of course, only by making contributions to the enterprise can you realize your own value. First of all, in a working group, everyone must unite and help each other to make progress, because unity is the prerequisite for mutual benefit and win-win; secondly, doing your own job well is a basic requirement. As a teller, you should know what you should do, What can't be done? Be assertive and courageous; in addition, customers are the main body of our development, and serving customers well is our responsibility. Study customers, understand their business needs through customer research, and strive to satisfy every customer. Through our own efforts, we will protect every customer; of course, after being familiar with the business and understanding the company's internal controls, it is our job to provide constructive suggestions for some potential loopholes or developments of the company. It is also a better contribution that can be made to the enterprise.

In today's increasingly fierce market competition, while having a passionate service attitude and skilled business skills, you must also continue to learn and improve your skills in all aspects in order to provide customers with higher quality services. Efficiency and better service. The various trainings and skill assessments organized by our bank provide a strong guarantee for me to improve my business skills as soon as possible. I have always actively participated in various trainings, insisted on listening to the lectures carefully, and combined the rules, regulations, laws and regulations I usually study, and strive to improve my business ability.

After a period of work, I deeply realized that banking is a high-risk industry. When handling every business, you must pay attention to every small detail and factor. It can be a review or a signature. , a customer signature, a fingerprint, a registration, and a transaction code. A business may involve many details. If one of them is missed due to carelessness and carelessness, there may be risks, such as lending. Details are not child's play and need to be taken seriously. Strictly guarding every step is not only a risk control for our bank, but also a responsibility for ourselves.

3. Existing shortcomings and directions of efforts

Looking back on the work in 20xx, although all work can be carried out relatively smoothly, I know that I still have shortcomings and need to further improve. . First, the learning intensity is not enough. In the new economic era based on information technology, new scenarios and new problems are emerging one after another. New knowledge and new science are constantly emerging. To cope with severe challenges, it is urgent to accelerate the pace of learning and cannot be delayed.

I always believe that opportunities are reserved for those who are prepared. Therefore, after work, I am still preparing to obtain certificates such as fund sales qualifications and intermediate accounting titles. Second, personal emotional control is poor. In response to the above problems, the future efforts are: first, strengthen theoretical study and further improve one's own quality; second, change the work style, strive to overcome one's negative emotions, use full working status, improve work quality and efficiency, and actively cooperate Leaders and colleagues do their jobs better.

4. Outlook for the New Year

xx has a famous saying: "The road is long and long, and I will search up and down."

There is still a long way to go in the financial industry. I firmly believe that due to my love for the financial industry and the professional knowledge I have learned, I can closely integrate my personal dreams with the development of the enterprise and give full play to my work enthusiasm, creativity and initiative. You will eventually realize your personal value and move towards a better tomorrow with us.