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A 1,000-word collection of bank branches’ 2023 work plan

For the benefit of the company, it is time for us to prepare a high-quality work plan. Creating a work plan can take new work to the next level. Do you know how to collect classic work plan templates? After searching and sorting, I present to you the work plan for bank branches in 2023. Please continue reading the relevant content of this article! Bank branches’ work plan for 2023 Part 1

1. Strengthen daily management work. Each branch shall clarify the responsibilities of each position so that branch personnel can not only reasonably divide work but also unite and cooperate to promote "linked marketing."

In 20xx, there will be heavy responsibilities and high pressure. Each branch should implement the work goals to everyone according to the division of responsibilities to ensure that all tasks in 20xx are successfully completed.

2. Strengthen supervision and inspection work. In 20xx, various systems will be improved, problems found will be corrected in a timely manner, omissions will be identified and vacancies will be filled, inspections will be further intensified, and various violations will not be tolerated.

3. Continuously improve the level of logistics services and implement the three service tasks of vehicles, conference affairs and reception to effectively guarantee the daily operations of the district branch. The district branch currently has 4 small cars, which are mainly used to ensure the daily use of cars by the leaders of the branch, and at the same time coordinate the use of cars for various departments.

In 20xx, the vehicles were operating normally without any major accidents. We will continue to do a good job in vehicle management in 20xx. First, department leaders regularly strengthen safety education for drivers, enhance driver safety awareness, and overcome safety management problems. Paralysis and muddling through phenomena. Second, drivers should conscientiously abide by relevant driving rules and regulations, avoid driving when tired or drunk, and frequently inspect, maintain and maintain vehicles. Solve problems in a timely manner when problems are discovered, so that vehicles are not sick on the road and drivers are driving without emotions to ensure safe driving. For customer reception and meetings, we will further innovate the operating mechanism, improve service methods, optimize work processes, and ensure the organic connection of all links to ensure orderly operation.

4. Do a good job in the activity of "Serving the people first and increasing excellence". In 20xx, our bank will continue to strictly abide by the relevant regulations of superiors in providing high-quality and civilized services, and comprehensively carry out the "Activity of striving for excellence in serving the people" to implement Go to the real place. In response to the actual situation, our bank will allocate dedicated personnel to use interest time and Saturday and Sunday time to conduct unannounced visits to the branches to supervise the civilized services of all branches within the jurisdiction, promptly remind the existing problems and urge all employees of the bank to enhance their service awareness. , change service concepts, and strengthen service measures.

5. Do a good job in personnel and labor work. First, strengthen attendance management, standardize the attendance system, implement monthly attendance reports and submit them on time. While strictly implementing the attendance responsibility system, further improve the management of the leave system; second, strengthen labor Employment management, building harmonious and stable labor relations, strict job management, and further improving the standardization level of labor relations management.

6. Do a good job in security work. Due to the particularity of the financial industry, each branch is required to conduct regular drills for employees in the event of power outages and emergency paralysis of computer equipment to effectively ensure the normal operation of business; the accounting supervisor regularly conducts daily drills Install security equipment for inspection, strengthen training for security personnel, and enhance their business knowledge and professionalism. 2023 work plan for bank branches 2

Based on the work summary of XX, the number of customer complaints has gradually increased, and the work plan for XX has been launched based on the continuous improvement of service quality. The year of ×× was the year when ×× bank stock reform entered its final sprint, and it was also a year when business development faced severe challenges. To this end, we must carefully summarize the work of XX years, have a thorough understanding of the current situation, identify the market pulse, learn from each other's strengths, and focus on "improving the level of operation and management, accelerating business development" as the core, implement it from beginning to end, and actively complete various tasks Business is healthy and developing rapidly. The bank’s work plan for ×× is as follows:

1. Improve the level of external management and strengthen the establishment of corporate culture

1. Strengthen internal control management.

Our bank’s staff in various positions have basically been equipped and must strictly implement the supervision and implementation of various rules and regulations, and implement a management system that implements one level at a time, implements at all levels, and assigns responsibilities to people. We will strictly control the risks of each business key, strengthen the implementation of the system, further enhance the risk prevention awareness of employees, and ensure that the comprehensive assessment of internal control throughout the year maintains the goals of a first-class bank.

2. Improve service quality.

Compared with the service quality of our peers, there is indeed a certain gap between the service quality of our employees. This time it will be reflected in the rigid service attitude, perfect initiative and professional level. To this end, we will strengthen evaluation, supervision, training and learning, etc. Employees whose service attitudes are repeatedly evaluated by customers will be listed as candidates for renewal of labor contracts upon expiration.

3. Strengthen and improve the assessment and incentive mechanism to enhance employees’ initiative and coordination.

I am about to highlight the focus of business development through market segmentation, formulate specific work goals and task plans, make full use of the powerful platform of the performance and salary assessment plan, further increase the intensity of rewards and punishments, and praise advanced employees. , encourage backwardness, create a good atmosphere in which each performs its duties, demonstrates its strengths, and develops together, and promotes business development.

Fourth, strengthen the vitality of enterprises and establish small families of unity and coordination.

Give full play to the mobilizing role of the Women's Federation and the Youth League branch, organize more individual activities, relieve employees' stress, so that every employee has a realistic bank collective work plan, listen more to employees' voices at work, and effectively help employees Solve difficulties, make employees happy to work, and enhance their sense of belonging to our bank.

2. Improve and strengthen service functions and accelerate business development

We will focus on leveraging our own strengths and rationally plan and deploy customer departments, The working purpose of the bank's branches is to continue to use the customer department as the vanguard of market expansion, strengthen and expand the branch's service functions, form a business development model with clear goals, cooperation and coordination, mutual support, and high-low linkage, and comprehensively enhance our bank's market competition. force.

(1) Customer Department

It is necessary to strengthen communication with business outlets, subdivide the service functions of the customer department, and subdivide the job responsibilities of the corporate group, domestic group, and group group, It is clear that in addition to expanding asset business, it is also necessary to accelerate the comprehensive development of debt business, intermediary business, financial management business, etc., to change the previous situation of extensive and active business expansion.

(2) Business outlets

1. Standardize services, strengthen and expand outlet service functions, focusing on expanding debt business, personal business, intermediary business, and financial management business. With branch managers, resident account managers, and lobby managers as the main development forces, we will improve the VIP database, integrate products, and pursue a "bundled" all-employee marketing strategy.

2. By leveraging our bank’s advanced online banking and self-service equipment, we will divert low-end customers, reduce counter pressure, and further optimize the service environment and customer structure.

3. Continue to increase the use of agency business as a means to effectively promote the rapid development of our bank’s bank card business and intermediary business.

4. Strengthen employee training and learning to improve overall business quality. We will create a good learning atmosphere by cultivating our own teaching team and using pre-class learning, special training, exchange learning, etc.

3. Strengthen the establishment of the staff team and improve the overall combat effectiveness

1. Strengthen the establishment of the leadership team and improve the execution ability.

The work of the leadership team determines the success or failure of the entire team. We will clearly cooperate, give full play to the wisdom and initiative of each member, improve execution, and carry out work creatively.

2. Strengthen party building work and give full play to the vanguard and exemplary role of party members.

Our bank has a large number of party members, but the pioneering and standard role of party members has not yet been fully exerted. We will make full use of the role of party members in various positions to achieve operational standards, controllable risks, high-quality services, and Obvious purpose.

Third, take the opportunity of establishing a youth culture account to fully mobilize the enthusiasm of young employees.

The Youth League branch has formulated a specific work plan, including training and learning for young employees, business competitions, business promotion in enterprises, organizing professional activities for employees, etc., to guide young employees to establish correct employment concepts and careers. Moral, improve the cohesion and combat effectiveness of our bank. 2023 Work Plan for Bank Outlets Part 3

1. Improve internal management levels and strengthen corporate culture construction

1. Strengthen internal control management. Our bank's personnel in various positions are basically in place. We must strictly implement the supervision and implementation of various rules and regulations, implement a management system that focuses on one level, one level, and all levels of implementation, and assigns responsibilities to each person, and strictly controls the risks of each business link. We will strengthen the execution of the system, further enhance the risk prevention awareness of employees, and ensure that the comprehensive evaluation of internal control throughout the year maintains the goal of a first-tier bank.

2. Improve service quality. Compared with our peers, there is indeed a certain gap in the service quality of our employees. This is mainly reflected in the blunt service attitude, lack of initiative and professionalism, etc. To this end, we will strengthen evaluation, supervision, training and learning. Employees who have been repeatedly criticized for their poor service attitude by customers will be listed as candidates whose labor contracts will not be renewed upon expiration.

3. Strengthen and improve the assessment and incentive mechanism to improve employees’ enthusiasm and coordination. Our bank will segment the market, highlight the key points of business development, formulate specific work goals and task plans, make full use of the powerful platform of the performance-based salary assessment plan, further increase rewards and punishments, praise the advanced and encourage the underachievers, so as to form a system where everyone performs his or her own duties and encourages the underachievers. We will do our best to create a good atmosphere for joint development and promote business development.

4. Enhance the vitality of the enterprise and build a united and harmonious family. Give full play to the leading role of the Women's Federation and Youth League branch, organize more collective activities to relieve employees' stress, so that each employee has a realistic personal work plan for the bank. Listen to employees' voices at work, effectively help employees solve their difficulties, and make employees happy to work , enhance their sense of belonging to our bank.

2. Improve and strengthen service functions and accelerate business development

We will focus on leveraging our own advantages and rationally plan and deploy customer departments and sales departments by segmenting business development priorities and integrating products. The work goals of the outlets are to continue to use the customer department as the vanguard of market expansion, strengthen and expand the service functions of the outlets, form a business development model with clear goals, division of labor and coordination, mutual support, and linkage between up and down, and comprehensively enhance the market competitiveness of our bank.

(1) Customer Department

It is necessary to strengthen communication with business outlets, subdivide the service functions of the customer department, and subdivide the job responsibilities of the corporate group, international group, and personal group. It is clear that in addition to expanding asset business, it must also accelerate the comprehensive development of liability business, intermediary business, financial management business, etc., and change the previous single and passive situation of business expansion.

(2) Business outlets

1. Standardize services, strengthen and expand the service functions of outlets, focus on expanding liability business, personal business, intermediary business, and financial management business, and focus on outlets The person in charge, the resident account manager, and the lobby manager are the main force for expansion, improving the VIP database, integrating products, and implementing a "*-style" all-staff marketing strategy.

2. By leveraging our bank’s advanced online banking and self-service equipment, we will divert low-end customers, reduce counter pressure, and further optimize the service environment and customer structure.

3. Continue to increase the payroll agency business as a means to effectively promote the rapid development of our bank’s bank card business and intermediary business.

4. Strengthen employee training and learning to improve comprehensive business quality. We will create a good learning atmosphere by cultivating our own teaching staff and using pre-class learning, special training, exchange learning, etc.

2023 Work Plan for Bank Outlets Part 4

1. Adapt to the new situation and the requirements of joint-stock banks, truly learn to seek effective development based on strict risk control, and must not repeat the previous extensive development. After several years of ideological preparation, organizational preparation, and institutional preparation, it is to truly achieve long-term development in the future. We must learn to adapt, control and use this new system and be highly risk-aware, rather than trying to break through the system. Therefore, we must seek effective development in the second half of the year and learn to go to the market under strict risk control. Under the current macro-control situation, many large enterprises are experiencing some difficulties. If we identify the enterprises correctly and choose the right time to intervene, there will be marketing opportunities. In terms of marketing, we must break through the old credit culture, learn to capture customers, settle accounts, product marketing, and learn to manage customers. Strive for intermediary business income by attracting customers, rather than simply extending credit. Under the current concept of development, we should pay attention to several issues:

First, continue to implement the loan approval system and scale management, recover one piece, and exit one piece to ensure new investment needs. The key is to determine whether a high-quality customer can withstand the assessment of the risk system. This year’s NPL ratio for newly issued loans must be controlled below. It is necessary to strengthen the management of loan scale and ensure that the new loan scale is allocated to key industries, key customers, key products, key regions and projects approved by the head office and provincial branches. We must pay attention to business strategies and have an overall view. While grasping key projects, we must actively make marketing reserves and do a good job in settlement accounts and intermediary business.

The second is to intensify structural adjustment and optimize the quality of credit assets. While maintaining high-quality existing customers in telecommunications, electricity, transportation, petroleum, etc., we will also focus on high-quality customers in growth industries such as education, ports, and electronics, and in industries that meet the requirements of national industrial policies. It is necessary to reasonably control loans in overheated industries such as steel, cement, real estate, and automobiles in a timely manner, and seize opportunities to withdraw from some overheated industries in an orderly manner. It is necessary to strengthen marketing and expand multinational companies and export-oriented enterprises.

The third is to intensify efforts to collect and compress existing non-performing loans, and gradually withdraw from industries and customers with poor operating performance, too small scale, and no potential for development.

The fourth is to fully understand the urgency of the current corporate deposit work situation and vigorously promote corporate deposit work. The provincial branch has established a working group on corporate deposits. Under the leadership of the working group, the company's business system must carefully analyze the corporate deposit situation and formulate practical measures. I hope to minimize the number of "passing gods of wealth" and avoid watery figures.

2. Based on the results of the adjustment of the internal management risk control system, continue to refine and deepen basic management, improve risk prevention measures, improve basic management levels, and improve risk control capabilities. In the second half of the year, we must continue to strengthen the basic management. and detail management to fundamentally improve the ability to prevent risks and promote sustainable business development.

1. Risk prevention work must be carried out unremittingly and a long-term mechanism to ensure asset quality should be established. First, continue to promote the risk management platform project in depth to ensure the quality and progress of related work: complete the preparation and review of system documents at the end of July; enter the trial operation stage of the system in August; complete project promotion within the year. The risk management platform project is the focus of strengthening management. The workload and tasks are relatively large, and all branches and branches must attach great importance to it. The second is to improve the dynamic management mechanism of new business operation rights, introduce a product risk rating system, improve risk control policies and product structure adjustment policies, and introduce the economic capital constraint theory and the principle of matching risks and benefits to adjust the product structure and pricing policies of our branch. The third is to improve the internal control evaluation and authorization system according to the new delegation method of the head office, and adjust and optimize the credit regional structure and customer structure according to the economic development situation of each region and the operation and management level of each institution. The fourth is to strengthen loan access management, improve loan investigation and approval mechanisms, establish an approving person evaluation system, strictly authorize management, and strictly control the quality of new loans. The fifth is to strictly identify and investigate new non-performing loans, resolutely crack down on unethical practices, and establish a correct professional outlook, risk outlook and good credit culture.

2. Do a good job in the "big battle" after the divestment of doubtful loans.

At present, in accordance with the relevant policies for prioritizing the divestment of doubtful loans listed by the head office, our branch has given priority to divestment of doubtful loans with poor asset quality within the scope of the policy, which has reduced the historical burden and financial burden of the provincial branches to the maximum extent. Although we have divested non-performing assets, our non-performing ratio is still very high, especially in the credit card business. In the second half of the year, the focus and focus of the work to promote downgrading must be adjusted accordingly. We must deeply study the existing non-performing problems and deal with them as soon as possible. , write off as early as possible to prevent risks and improve asset quality.

3. In-depth promotion of the "Safe Operation Year" work. This year’s proposal to achieve safe operation involves various aspects of work including governance rectification and institutional reform. Implementation and advancement will continue in the second half of the year, and safe operation must be ensured.

4. Actively cooperate with the head office in reorganization and restructuring. It is necessary to implement the organization and promotion work related to financial restructuring, accounting treatment after divestiture, organization withdrawal and merger, and financial planning for the reorganization and separation work. After the announcement period, we must seize the time to complete the organizational dissolution and merger plan and adjust the direction of structural optimization. To this end, each branch must strengthen organization and clarify responsibilities for work arrangements in accordance with the requirements of the head office. Each second-level branch must implement a first-in-command responsibility system, starting from key links, and formulate multi-level emergency plans, especially considering emergency measures in the most complex situations; leaders at all levels must implement a rotating duty system. Unless approved by the leadership group, You are not allowed to leave your job. At the same time, it is necessary to ensure smooth emergency response mechanisms and information channels, and establish a strict work inspection and accountability system.

During the period of announcement of the split, all branches and branches must pay close attention to: fund preparation and cash supply, security prevention and case prevention of mass incidents, operation of electronic products and systems, and local media reports, and strictly abide by Question-answering discipline, at this sensitive stage, must be ensured to be foolproof, without slacking off or causing major problems. 2023 Work Plan for Bank Outlets Part 5

The work in 20xx has been completed under the strict requirements of our bank's "three grasps" policy. According to the actual situation of our bank's accounting and settlement work in 2008, next year's work will continue to focus on three aspects: focusing on service, focusing on quality, and focusing on quality. In order to carry out the work smoothly, we will formulate the work plan of our bank business department according to the actual situation.

1. Customer-centeredness is the purpose of the bank’s work plan, and settlement services must be provided well. Customers are the source of our survival. As the sales department and the external window, the quality of service directly affects the reputation of our bank.

1. Our bank has always advocated the first-question responsibility system, full-time service, and standing service. , We will continue to implement the three-tone service and ensure that every employee can treat every customer patiently and satisfy the customer.

2. As competition in the financial industry intensifies, customers have higher and higher requirements for banking services, not only in counter services but also in the variety of our bank’s services. In addition to continuing to do a good job in public utilities In addition to agency settlements such as fees, taxes, fiscal charges, traffic fines and confiscations, bsp aviation agency, etc., we must also do a good job in opening highway network toll collection business, open-end fund acquisition business, securities business and other service types next year to improve our bank's competitiveness.

3. Actively strengthen contact with personal business, participate in personal business, and become familiar with personal business to better serve customers. Although the integrated business system has been implemented, it has not been truly integrated due to various reasons. This is a shortcoming in the work of my sales department.

4. With the bank as a classroom, next year we will hold more lectures on bank settlement methods to increase people's financial knowledge, let customers know more about banks, get closer to the bank, and integrate into our bank's business.

5. Continue to do a good job in telephone banking, self-service banking and online banking, and promote the use of online banking services to high-quality customers.

2. Strengthen internal control system management, prevent risks, and ensure work quality. With the increase in financial crime cases in recent years, we have higher requirements for operating standards and system implementation.

1. Supervise the science and technology department to replace the computer interface of our business department as soon as possible, and then strictly follow the comprehensive business system requirements Implement the division of power, one post, one card, one person, one card, strengthen the rigidity of system execution and improve the binding force.

2. Further strengthen internal control and external defense in important links and important positions, focusing on strengthening account management (to ensure the quality of our bank’s account opening units) and door-to-door services.

3. Further strengthen the accounting and cashier system, strictly implement and inspect the accounting and cashier system, and standardize the use and storage of accounting seals and blank important vouchers.

4. Focus on promoting the sale of payment ciphers to ensure the security of bank and enterprise settlement funds and further improve our bank’s means of preventing external settlement risks.

5. Standardize business operation procedures, strengthen the general accounting daily inspection system to discover hidden dangers in a timely manner, reduce errors and eliminate settlement accidents.

6. Effectively implement the business guidance and inspection of branch offices.

7. Carry out regular assessment of accounting quality.

3. Put people first to improve the overall quality of employees. The quality of employees is fundamental to the development of a bank. In the current situation of frequent personnel turnover, our business department urgently needs a high-quality team

1. Ensure the recruitment and employment of employees, so that the work plans of bank employees can be detailed. And every employee has his own goals and motivation. The banking industry sounds beautiful, but it is actually full of competition and risks. Therefore, you need to have certain psychological quality and cultural accomplishment to work in our sales department. In terms of employment, we determine suitable positions based on employee abilities and the ability to maximize employees' potential, thereby improving employee motivation.

2. Strengthen business training, which is also the most urgent next year. The training plan has been submitted to the personnel department to prepare basic knowledge such as cashier system, payment and settlement methods, comprehensive business system accounting system, new accounting subjects, etc. Provide training on various emerging businesses.

3. In the case of tight personnel, it is still necessary to strengthen on-the-job training. In addition to participating in next year's technical competition, it will also improve the professional level of employees.

4. Do diligent ideological work for employees, care and encourage employees, and strengthen employees’ psychological quality.

5. Carry out job rotation in a planned and purposeful manner to train each employee to transform from a single operation to a mixed multi-functionality. 2023 Work Plan for Bank Outlets Part 6

1. Strengthen daily management work. Each branch shall clarify the responsibilities of each position so that branch personnel can not only reasonably divide work but also unite and collaborate to promote "linked marketing."

In 20xx, the responsibilities will be heavy and the pressure will be high. Each branch should implement the work goals to everyone according to the division of responsibilities to ensure the smooth completion of various tasks in 20xx.

2. Strengthen supervision and inspection work. In 20xx, various systems will be improved, problems discovered will be corrected in a timely manner, omissions will be identified and vacancies will be filled, inspections will be further intensified, and various violations will not be tolerated.

3. Continuously improve the level of logistics services and implement the three services of vehicles, conference affairs and reception to effectively guarantee the daily operations of the district branch. The district branch currently has 4 small cars, which are mainly used to ensure the daily use of cars by the branch leaders, and at the same time coordinate the work cars of various departments.

In 20xx, the vehicles were operating normally without any major accidents. We will continue to do a good job in vehicle management in 20xx. First, department leaders regularly strengthen safety education for drivers, enhance their safety awareness, and overcome safety problems. The phenomenon of paralysis and muddling through in management. Second, drivers should conscientiously abide by relevant driving rules and regulations, avoid driving when tired or drunk, and frequently inspect, maintain and maintain vehicles. Solve problems in a timely manner when problems are discovered, so that vehicles are not sick on the road and drivers are driving without emotions to ensure safe driving. For customer reception and meetings, we will further innovate the operating mechanism, improve service methods, optimize work processes, and ensure the organic connection of all links to ensure orderly operation.

4. Do a good job in the activity of "Serving the people first and improving". In 20xx, our bank will continue to strictly abide by the relevant regulations of superiors in providing high-quality and civilized services, and comprehensively carry out the "Activity of striving for excellence in serving the people" to implement Go to the real place. In response to the actual situation, our bank will allocate dedicated personnel to use interest time and Saturday and Sunday time to conduct unannounced visits to the branches to supervise the civilized services of all branches within the jurisdiction, promptly remind the existing problems and urge all employees of the bank to improve Service awareness, changing service concepts, and strengthening service measures.