#worksummary# Introduction Every employee must conduct a periodic summary of his or her work, discover problems in the summary, and absorb experiences and lessons. "Four Year-end Work Summary of Bank Accountants" is None!
Part 1: Year-end work summary of bank accountants
In a blink of an eye, my year of work is coming to an end. In the year of work, I can say that I have done it. As time goes by, I am getting better and better at my job as a bank accountant and cashier. These are the results of my continuous efforts over the past few years. I have been working hard and surpassing, and I believe that I can do better in the new year!
The year of 20xx is approaching the end of the year amid the busy and intense work of all employees of the bank. The end of the year is the busiest time, but it is also the time when we feel most at ease. Because looking back on this year's work, every employee in our accounting and cashier department has their own gains, and they have not been idle or wasting time. Although the division of labor is different, everyone is trying their best to contribute to the development of the industry. The work situation of the whole year is now reported to the whole bank:
1. All employees work hard for a hundred days to achieve results in the last quarter
In the last quarter near the end of the year , the various indicators of the New Hundred Days Campaign of the municipal banks were distributed to the sub-branches, and the sub-branches were distributed to various departments. All employees in our department took active action immediately and cooperated with the industry to complete various indicators. Although most of the products vigorously promoted by New Hundred Days Battle are for individual customers, our employees will promote new products to customers who come to do business whenever they have the opportunity.
Especially after the launch of the Delibao business, our employees have strongly promoted this product to payroll agency customers, and every drop of water has become a river, making their best contribution to the increase in deposits within the bank. Bank leaders have repeatedly emphasized that deposits are a responsibility, not a task. We just want employees to change their minds, regard things in the industry as their own business, and turn pressure into motivation. When we face this problem squarely, we also feel the great responsibility and the joy of working for the industry. Employees no longer complain about the heavy workload, but regard the New Hundred Days Battle as an activity to actively participate in.
2. Accumulate experience and summarize in a timely manner, work steadily and focus on actual results
This year’s work and assessment have enabled our employees to gain a lot of experience, and of course there are also many lessons. We have always attached great importance to improving the overall professional level of our employees. The work quality of most employees is up to standard, but there are still uneven professional levels. This will inevitably have a certain impact on our bank's overall service image. Therefore, once our department receives notification of changes in individual business operations from the superior department, it will promptly organize employees to learn and reduce accounting errors.
3. Pay attention to the quality of business accounting and implement various systems of the municipal bank
This year is a turning year for our commercial bank. After six years of hard work and accumulation, our bank’s The wings have gradually become fuller, and I am ready to change my name and start a new journey. However, if we want our Jingxing Branch to truly be at the forefront of the entire bank, the first thing we must do is improve our business capabilities. The accounting and cashier department of our bank often organizes employees to conduct theoretical study and job training. Every document and notice conveyed by the city bank is carefully implemented. Let employees establish a sense of ownership, do not push, wait, or rely on others at work, and proactively complete their own work. Our department has always insisted on seeking efficiency from time and quality from work. There were no major errors in accounting.
4. Strengthen daily work management and do a good job in safety precautions
Our department’s internal system is relatively sound, each job has a clear division of labor, and employees’ sick and personal leave are strictly followed Ask for leave in a timely manner as required.
In terms of safety precautions, all official seals and name seals used by tellers in their daily work are strictly kept in the warehouse every day; there are dedicated personnel responsible for the collection of important vouchers; the authority of tellers is clearly defined , shall not authorize without authorization; promptly report any suspicious money laundering business required by the market bank; be vigilant at all times to prevent fraud. In short, we must take all precautions before they happen, do not make useless efforts to fix the situation before it is too late, and strive to make the work of the whole bank develop steadily.
5. Train employees’ operational abilities and successfully pass the teller exam
This year is the most stringent year for the personal business assessment of employees across the bank. The comprehensive teller induction exam is directly related to each employee’s performance. vital interests of each employee. The industry does not want any employee to fall behind. In order to enable each employee to pass the exam smoothly, I, the Accounting and Cashier Department, lead the employees to use all available time outside of work to actively prepare for the exam. During this period, we organized basic skill tests for employees in counting money and typing. Organize employees to go to the training center to practice business computer operations.
Some employees have heavy burdens in work and family, and exams have brought great psychological pressure and heavy ideological baggage to them. In order to help such comrades, all employees in our department often exchange ideas with each other during the exam, study the exam propositions together, and patiently explain to other comrades who are quick to accept the exam questions. It reflects the spirit of uniting comrades and makes employees feel the warmth of a big family in the industry.
As the exam approaches, everyone wants to race against time to read, but the work in the industry cannot stop. Time is your own life, because it is related to whether you are qualified to work; time is the life of the entire bank, because there are so many customers who need our services. All employees in our department chose the latter without hesitation. During the exam, no one delayed their work because of their own interests. At the most critical moment, we saw the loveliness of the employees.
6. There are also many shortcomings in the work, mainly reflected in:
1. The service is not up to the requirements, and sometimes the attitude is blunt and the civilized language is not used.
2. There is still a big gap in the quality of accounting, mainly because the work is not serious and meticulous enough.
The above is a summary of the work of our department in 20xx, which will be reported to the leaders and employees of the whole bank. All achievements in this year only represent the past. Each of us will keep all lessons and shortcomings in mind and work hard to improve. Work is day after day, and it may seem repetitive and boring, but we believe that every little bit makes a difference. With today’s accumulation, there will be tomorrow’s glory.
There are a lot of pressures in life that I need to overcome, but I believe that as long as I keep a clear mind at all times, I can do my job well. My job is not difficult, but because of accounting Cashiers are in contact with money, which is a huge challenge for a person. If there is a slight mistake, there will be big mistakes, resulting in extremely unsmooth progress in the work. I have been aware of this situation for a long time, so I will continue to work hard. I believe that I will continue to work hard and I will do it in my work in the coming year!
Part 2: Year-end work summary of bank accountants
With the care, support and help of bank leaders and comrades, I have created a compliant operating environment based on the premise of effectively controlling risks. As the basis, we focus on strengthening the implementation of the system, starting from infrastructure construction, compliance management, and operation according to the rules. "Carving out meticulous work to lay the foundation" runs throughout the work, so that all tasks can be completed smoothly and satisfactorily, and the overall quality of the company has also been greatly improved. promote. I now summarize my personal work as follows:
1. Political aspects
Seriously study the spirit of the party’s meetings, carefully write notes and experiences, and improve your own quality. Be able to face the ever-changing new situations and situations, always maintain the belief of winning, keep in mind the people-oriented approach, and strive to achieve "two correctness, two promotion, and two improvement" in learning and practical activities and business development; abide by Party disciplines and state laws, and strictly implement them Various rules and regulations of China Construction Bank. In daily work, he can correctly handle the relationship between business development and strict management. He can strictly demand himself according to the standards of party members in both work and life, and has played a good leading and exemplary role.
2. Business:
In the fierce market competition in 20xx, I firmly held the two keys of development and management, boldly opened up in the workplace, changed my concept, The two major goals and tasks of management and expansion have been successfully completed:
(1) The total amount of deposits has grown steadily, with corporate deposits increasing by 67 million yuan compared with the beginning of the year, and personal deposits increasing by 40 million yuan compared with the beginning of the year.
(2) In March, the branch’s first “Shanrong Loan” business was launched.
(3) Complete the recommendation of a new credit account, and actively cooperate with the branch's corporate business department in the credit rating of the account. At the same time, the corporate department also applies for credit limits and single loan business for the account.
(4) A total of more than 20 car installment transactions were handled throughout the year.
(5) Taking advantage of the settlement card promotions, we actively marketed more than 1,000 settlement cards and accumulated funds through measures such as holding product promotion meetings, proactive door-to-door marketing and publicity, selecting customers, and strengthening supervision. About 7 million yuan.
(6) Pay attention to details, strengthen services, and establish a high-quality service brand image of outlets.
(7) Strengthening counter marketing is a means for rapid development of personal business. Give full play to the role of the main marketing channels of outlets, organize the marketing process, and improve employees' awareness of proactive marketing.
(8) Strengthen product marketing and maintain more high-quality customers through products.
3. The work goals and measures for 20xx are as follows:
1. Grasp the foundation, lay a solid foundation, work steadily, combine reality, find the correct positioning, and promote the rapid development of all business work in an all-round way .
2. Actively expand new customers. The first is to extensively mobilize human resources to expand lay customers; the second is to leverage the advantages of the counter to effectively identify high-quality customers.
3. Continue to do a good job in marketing products with relatively high income, focusing on improving agency insurance, agency fund sales, merchant acquisition and other businesses; focusing on breakthroughs in installment business.
4. Strive to make breakthroughs in new payroll agency units.
5. Do a good job in basic management work, especially controlling the audit error rate within 30,000.
6. Carry out daily safety precautions and compliance operations, and conduct home visits to individual employees.
Part 3 Summary of the year-end work of bank accountants
Based on the actual situation of our bank’s accounting settlement work in 20xx, our work in ** mainly focused on three aspects Start by: focusing on the construction of internal control systems, the quality of accounting, and the professional quality of tellers to improve our bank's service level and risk prevention capabilities. Now we will formulate the work ideas of the Accounting and Settlement Department in 20xx based on these three aspects of work:
1. Strengthen the construction of the internal control system to prevent the occurrence of risks. With the increase in financial crime cases in recent years, we have higher requirements for the implementation of operational standards and systems:
1. Regularly hold internal control, system, and system meetings attended by the president and branch supervisors. Risk analysis meetings are held to raise and resolve problems that arise in business processing. At the same time, meeting minutes are formed to implement unified implementation of some non-standard businesses at each outlet.
2. The Accounting and Settlement Department is responsible for the management of the bank’s local and foreign currency accounting, cashier, fund clearing, and RMB settlement business; organizes and implements relevant systems, methods, and counter business accounting and management; is responsible for the RMB settlement center Business income; Responsible for the unified management of the comprehensive business system parameter table; Responsible for the unified management of the bank's accounting vouchers, including the management of collection, distribution, custody and destruction; Responsible for the collection, distribution, recycling and destruction of special accounting seals; Responsible for the overall management of accounting documents; Responsible for the management of the storage and transportation of valuables such as cash and valuable documents. There are risks in every aspect of these businesses, requiring us to strengthen control over every aspect in accordance with system regulations.
3. Strengthen the supervision and inspection of the system implementation and business operations of all branches of the bank, and implement dedicated personnel to take responsibility, promptly raise problems when they are found, supervise the implementation of rectification of problems, and regularly report to the accounting and settlement department Check the results and follow up the implementation to prevent the same problem from happening again in the outlet.
2. Strengthen accounting work and improve work quality. Because our bank's front desk staff are highly mobile, and our bank's new business and new methods change rapidly, it has always been a challenge to our bank's accounting quality.
1. Continue to implement the teller performance appraisal mechanism. The performance appraisal in 20xx has had a certain positive effect on the teller staff of our bank. In 20xx, we will make better use of this assessment mechanism and allow more tellers to participate in this assessment to improve the tellers' work initiative and responsibility.
2. In addition to reporting and handling the problems found during our inspections, we will continue to implement financial penalties for personnel who work at the counter, as well as business studies and examinations for those who make mistakes. Encourage tellers to pay attention to the occurrence of business errors and strive to reduce them.
3. There are penalties and rewards. Based on the error assessment of teller staff across the bank, rewards will be given to tellers who have no errors throughout the year and have good work performance to promote the work enthusiasm of tellers.
4. Submit various accounting settlement statements to the Accounting and Settlement Department of the Municipal Branch on a regular, accurate and timely basis.
3. Strengthen business training and improve the business processing capabilities of counter staff, thereby improving their business quality. The quality of employees is fundamental to whether a bank can develop. In the current situation of frequent personnel turnover, we need to have a high-quality team.
1. Formulate a training plan. In 20xx, we will prepare business knowledge on the accounting system, payment and settlement methods, new accounting subjects, new version of the comprehensive business system after our bank’s share reform and listing, as well as various emerging businesses. Conduct training. Let tellers absorb new business knowledge in a timely manner to help them keep up with the speed of change in our bank.
2. Strengthen the relationship with other departments, and communicate with each other in business training. By inviting business personnel from other departments to give lectures to accounting and settlement tellers, or to teach business knowledge, or to give lectures. own work experience to deepen mutual understanding and learn from each other to improve the professional quality of tellers and provide better services.
3. All accounting and settlement work assigned by the Accounting and Settlement Department of Haoshi Branch, such as version upgrades, test verification, account management, planned tasks and other work arrangements, and timely reporting of business information to subordinate outlets Communicate to better complete the work tasks of the city branch.
4. Strengthen the assessment and evaluation of sales managers so that sales managers can exert their potential, perform their duties well, and improve the accounting quality of our bank.
4. Maintain good contact with enterprises, hold bank-enterprise symposiums to introduce our bank’s business varieties and new settlement methods to customers, strengthen communication with customers, and obtain information on various settlement needs. Better solve settlement problems for customers.
Part 4: Year-end work summary of bank accountants
Looking back on the work over the past year, under the strong support of the superior bank and the correct leadership of the bank leaders, I can work hard, be pragmatic and innovative, Focusing on the central work of the bank, we deepened accounting reform, paid close attention to infrastructure construction, standardized business operations, strengthened supervision functions, strengthened personnel management and training, enhanced risk prevention capabilities, and successfully completed various tasks throughout the year. The accounting work of Changqing Branch has been comprehensively improved, and has been affirmed by the superior bank and sub-branch. I now summarize my work over the past year as follows:
Ideology
I have good ideological and moral character. He is highly motivated and has been accepting the test of the party organization since XX, and has made regular ideological reports to the party organization. Strict requirements for oneself, integrity and self-discipline, unity with leaders and colleagues, strong team spirit, and strong organizational and coordination skills. Don't care about personal gains and losses, and have a strong professionalism.
In terms of learning
I am hard-working and studious, and can fully master all the counter business knowledge of Changqing Branch. In 20XX, he participated in the provincial DCC lecturer group training class and was rated as an outstanding student by the provincial bank. After completing the course, he and three other *** completed the training for all counter staff at Loudi Branch. Made due contributions to the smooth launch of the dcc system. The individual won the Provincial Data Centralization Project Promotion Project Contribution Award. I used my spare time to constantly recharge myself and participated in the International Certified Internal Auditor Qualification Examination in November XX.
In terms of work
As a manager, you can work hard with the branch leaders, be pragmatic and innovative, work around the center of the bank, deepen accounting reform, pay close attention to infrastructure construction, and standardize business operations, strengthened supervision functions, strengthened personnel management and training, enhanced risk prevention capabilities, and successfully completed various tasks throughout the year. Manage with care, conduct humane management, and reach a consensus with branch leaders: the ultimate goals of business development and risk prevention are the same, standardized operations are the foundation, and they are all for the steady development of CCB's business. The Changqing Branch successfully completed various tasks.
In the comprehensive assessment of safe bank construction in XX, it was confirmed by the city branch as one of the 15 Class A banks, with an assessment score of 97.7 points, ranking first. The basic accounting work level was recognized by the city branch as one of the eight second-level banks. Won the second prize in the counter service competition activity of "grasping service, building image, and promoting marketing" carried out by the city branch from November XX to March XX.