Summary of work after running business 1

In a blink of an eye, I have been working in the bank for two years and two months, and I have never experienced the storm. How can I see the rainbow? I have grown from an initial novice to an accountant in a branch office, and then I have entered the business department of the company. There are bitterness, sweat and, of course, more joy. Looking back on the past 2xx years, I use three words to sum up: cherish, progress and grow.

1. Cherish

attitude is everything. Because of its special nature, the banking industry determines that its employees should have higher quality. From the first day I set foot in the bank, I reminded myself that I should be worthy of this profession: I should be strict with myself ideologically, keep a hard and simple style in life, be diligent, positive and study business knowledge and skills in my work, and be able to better complete the arrangements of leaders and departments at all levels.

second, progress

through the correction of past shortcomings, we constantly improve ourselves. I have been a little careless since I was a child, and I have been careless in doing things. This kind of trouble is a taboo for bank employees, especially in counter business. For this reason, I always urge myself with the words "be bold and cautious". After two years of counter work, I missed one time. At that time, a customer came to withdraw money from 3 yuan. Because of my negligence, I reversed the deposit and withdrawal, and finally managed to deposit it in 3 yuan. Fortunately, I found the mistake in time, informed the customer to return to the outlet, and corrected the wrong money after fully obtaining the understanding of the customer. It is inevitable that financial work will make mistakes. It is important to learn lessons and avoid them in the future. Although the amount of this incident is not large, it is enough to sound the alarm for me. Work should be based on stability, and on this basis, the business speed should be continuously improved.

third, growth

the direction against the wind is more suitable for flying, and only when facing challenges can we continue to grow. Before I officially took over the accounting position in the branch office at the end of 2xx, I had been engaged in simple counter operation, and I was unfamiliar with the accounting business. It was a big challenge for me to be competent for it. At that time, it was during the Chinese New Year, and it was the peak business season of the year. It seemed that everything was piled up at once, with counter business to be handled during the day and summonses and other materials to be sorted out at night. It was normal to work overtime until 11 o'clock during that time, but I still felt that there were endless things to do and I was tired of being subpoenaed every day. I know that the work of accounting is far more than just summonses, but it is very important for accounting to sort out the summonses of the day in time and effectively, because it can not only lay a good foundation for the follow-up work of related accounting, but also free up a lot of time.

in August of 2xx, I was lucky enough to stand out from the branch office and enter the business department of the branch office to study, which was a very rare opportunity for me. All kinds of experiences in the past year are great gains and wealth. From the initial bookkeeping to the current credit, the change of my position has made me have a further understanding and mastery of banking business. Through my performance in the outlets in the previous two years, I proved that I am qualified for the bookkeeping position. I have been exposed to brand-new credit business since I entered the branch company department for three months. From the first day, I warned myself that I need to adapt to the role change from counter staff to account manager as soon as possible. Through these three months of work and study, I have an overall understanding of the operating process of the company's credit business and mastered some related marketing skills. While making progress, with the continuous understanding and summary of my current work, I realize that I still have many shortcomings:

1. My business skills are not sophisticated enough. Although I have been engaged in bookkeeping for two years, I am still not proficient in the business. Now I am engaged in a brand-new corporate credit position. First of all, I must have an attitude of being willing to learn and be willing to drill. Secondly, it is impossible to master any position in a short time, so I am ready for long-term efforts. Maintain a consistent and down-to-earth style, overcome the shortcomings of introversion, and strive to grow into an excellent account manager of modern commercial banks.

in 2xx, under the guidance of the goal of becoming the largest retail branch, more intermediary businesses need to be vigorously promoted, such as mobile banking, funds, online banking, credit cards, etc., which requires bank account managers to have sufficient business knowledge and skills. I need to strengthen the accumulation of professional knowledge and further improve marketing skills. Today's bank is thriving. As a member of the bank, I feel extremely proud. In the new year's work, I will work harder, study hard, strive to improve all aspects of business quality and skills, adapt to the development needs of rural commercial banks, make steady progress, overcome shortcomings and push my work to a new level.

summary of work after running business 2

It's the end of the year again. Looking back on the past year, I can't help feeling a lot. Time flies, and another year has passed in a blink of an eye. Looking back, although there is no vigorous result, it has experienced an extraordinary test and tempering. I am very grateful to the company for giving me this growth platform, so that I can keep learning and making progress in my work, and slowly improve my quality and talents. Looking back, the company accompanied me through a very important stage of my life, which made me know a lot. The support and care of my leaders and the full assistance of my colleagues made me more comfortable in my work. I would like to express my heartfelt thanks to the leaders and all my colleagues of the company. At the same time, I will also summarize the work of this year.

first, be strict with the law and unite with comrades; Lead by example and work hard

Be strict with yourself at work, respond to the company's calls and actively participate in the company's activities. Overcoming all kinds of difficulties, regardless of personal gains and losses, I worked overtime to learn business knowledge, and completed many work procedures such as receiving cases, filing cases, surveying, tracking and medical auditing in a short time, which won the praise of customers and successfully completed the tasks assigned by the leaders.

second, establish the image of the center and safeguard the interests of the company and customers

during the work, it was found that there were unreasonable charges in many hospitals, which led to the loss of the company and customers. With sufficient evidence, I went to the problem hospital for many times to argue, which saved the losses for the customers and avoided the losses of our company, and established a good image of PICC in front of customers and hospitals.

third, find problems and solve them. Seeking innovation and promoting work

1. Through market investigation and combining the characteristics of domestic economics and hospitals, it is proposed that the nursing fee should be uniformly priced, which not only saves the claim settlement procedures, but also reduces the payment of this fee;

2. Documents related to personal injury (illness) case flow, non-auto insurance special notification documents, personal injury case tracking form, medical audit form, etc. The centralized filing of personal injury cases and centralized medical examination simplify the claim settlement procedure and greatly reduce the compensation.

Fourth, improve and deepen services, serve customers and underwriting companies

1. Put the claim settlement work ahead and check for customers before mediation by the traffic police team;

2. According to different types of insurance, cooperating with branch companies to deal with personal injury compensation disputes not only reduces the compensation, but also stabilizes the branch companies and wins customers, which has been well received by all branches;

5. Keep up the achievements, find out the shortcomings, and redouble our efforts, by going up one flight of stairs

1. Our business team has just started, and our experience in all aspects is still very insufficient, so we need to learn from each other and redouble our efforts. At the same time, because the work involves multiple types of insurance, it needs the support and cooperation of multiple departments, and the coordination of all aspects should be strengthened in the future;

2. With the development of new types of insurance, there are still many new problems. At the same time, we need to strengthen business learning and learn advanced experience from other companies.

In the new year, I set a new goal for myself, that is, to step up my study, enrich myself better, and meet the challenges in the new period with a full mental state. I will also learn from other colleagues, learn from each other's strengths, exchange good work experience with each other, and make progress together. Strive for better work performance.

Summary of Work after Running Business 3

In July of 2x, I joined China Life Insurance Company and worked in life insurance that I was not familiar with. Over the past year, with the kind care of the company leaders and the enthusiastic help of other supervisors, I have gone from being an insurance layman to being able to provide insurance consulting services to customers well. In my own business position, I have done nothing illegal, worked together with my partners in the company, and successfully completed all the tasks assigned by the leaders and superiors. The following is a report on my work in the past year.

1. Strive to improve political literacy and ideological and moral level

Actively participate in various political learning, theme education, vocational education activities, organizational activities and recreational activities organized by superior companies and branches and departments, without unreasonable absence; Can adhere to the correct political direction, take the initiative to improve their political literacy and ideological and moral level from all aspects, and make progress ideologically and politically.

Second, strive to improve business quality and service level

Actively participate in various business learning, training and examination organized by superior companies and branches and departments, be diligent in learning and be good at creating, constantly strengthen the training of their own business quality, constantly improve their business operation skills and the basic skills of serving customers, master their professional business skills and service skills, be proficient in handling various businesses, know the business products operated by our company and carry out targeted publicity and promotion.

Third, strictly implement all rules and regulations

In the past year, we have strictly implemented all rules and regulations, internal control regulations and service regulations of superior companies and branches, insisted on using civilized language, did not act beyond our authority, did not abuse power for personal gain, and there were no complaints from customers and other violations. Behave yourself in your spare time, and don't participate in gambling, buying illegal lottery and other bad behaviors.

IV. Fulfill all the tasks assigned by the branch company and the department well

Over the past year, I have been able to work diligently and diligently, come to work early and leave late, stand on my post, make silent dedication, and actively complete all the tasks assigned by the branch company and the department. Be able to actively take care of the marketing work and tasks of the department, and actively market e-banking business, various bank cards and other intermediary businesses.

for more than a year, with my love for insurance, I have tried my best to fulfill my job and post responsibilities, and made great efforts to do all kinds of work according to the requirements of superior leaders. I have achieved certain results and won favorable comments from leaders and comrades. Looking back on the past year, I am pleased with my achievements, but I also find that there are still some gaps and shortcomings compared with Xiuxiu's partners. But I have the confidence and determination to find the gap in my future work, bravely overcome the shortcomings and deficiencies, further improve my overall quality, and do the work I should do well.

After running the business, work summary 4

Another year has passed, and time is always passing quietly. I am really grateful to the company for providing me with the opportunity to hone myself, and I am even more grateful to the company for cultivating me! The new year is about to begin, and now I will make a summary report on my work experience in the coming year.

1. In this year, I only made about 2, achievements, which is far from the target amount specified at the beginning. I am ashamed!

2. In this year, only more than 2 high-quality customers have been accumulated, but the turnover is still very low, the number of customers is still too small, and the daily visit work is not solid enough.

3. I have further improved my professional knowledge, I am familiar with the whole process of physical examination, and I have accumulated some experience in my work, but I still have a great lack of skills in business negotiation.

4. With the help of the company leaders, I learned how to develop and manage customers, which improved both in market and personal ability.

through this year's experience in the market, I have some understanding of the market. In the market, there are quite a few companies that give physical examinations to employees, with the amount below 4 yuan accounting for 6%-7% and 4 yuan accounting for 3%-4%, so there is still considerable market space. In order to get more share in this 3%-4% space next year, I have made the following plans:

1. My sales target for next year is: 6,.

2. Do a solid job in customer public relations, maintain good customer relations, improve customer conversion rate, do a good job in visiting new customers every day, ensure that an effective customer is added every day, and do a good job in customer management.

3. Read more books and news times at ordinary times, and learn and summarize customer public relations skills to improve your success rate.

4. Do a good job in daily, weekly and monthly work, find out your own shortcomings, make corrections in time, and do a good job in every detail, so as to gain customer recognition.

5. always learn professional knowledge and products with an empty cup mentality, and make yourself more professional, so as to provide better services to customers.

summary of work after business operation 5

Open up the market, pay close attention to production management internally, ensure quality, be market-oriented, face the challenge of this year's global financial crisis, seize the opportunity, and all the staff in the sales department work hard together, and Qi Xin completed the sales task this year. The work of this year is summarized as follows:

1. Sales situation

After our company was promoted in exhibitions in Beijing and Shanghai and professional magazines such as Huicong and Discovery Resources in 2××× years, our xx brand products have gained a certain popularity, and customers at home and abroad have a certain knowledge and understanding of our products. In 2××× year, the boss set a sales volume of * * * ten thousand yuan for the sales department, and our sales department completed the total annual sales volume of * * * ten thousand yuan, with a production and sales rate of 95% and a payment recovery rate of 98%.

second, strengthen business training and improve comprehensive quality.

the product sales department is responsible for the sales of all products of the company, and it is conceivable that the responsibility is great and the task is arduous. It is very important to establish a high-quality sales team that can recruit good fighters to complete the company's annual sales task. If a worker wants to do a good job, he must sharpen his tools first. In order to improve the comprehensive professional quality of sales staff, all sales staff must carry out vocational skills training to further improve their sales knowledge. This year, the company added the online version of the financial management software with a speed of 3, and the sales and financial management can be clearly reflected in a timely manner. Our sales staff are trained by xx-XX Technology Co., Ltd. in XX city. The professional knowledge they have learned and the internal information of the company are confidential, and everyone must hold professional ethics. The boss is the highest leader who leads the sales department. He hopes to strengthen the supervision, criticism and professional guidance to our employees, so that we can learn the professional knowledge of our sales staff, and enhance the technical functions and self-appreciation. In 2 years, I studied iso internal audit training and accounting professional knowledge training, and obtained a nationally recognized certificate. In the past year, we have fully practiced the management knowledge and methods we have learned in our company's production management, and the display effect is satisfactory.

third, build a marketing network and cultivate sales models.

microphone wire sales are the focus of our product sales department, and the sales situation will directly affect the company's economic benefits.