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5 personal work summary templates for bank employees in 2022

How to write a personal work summary for bank employees? As a bank staff, our job is to provide customers with financial products suitable for them, to help them establish correct financial management concepts and develop good financial management habits. . Let’s take a look at 5 personal work summary templates for bank employees in 2022, welcome to check them out!

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Summary of personal work of bank employees 1

All the work of ___ in 20__ has basically come to an end. Here I will only briefly summarize my work in this year. work situation.

With the growth of age and the increase of various work experience, my personal requirements for my personal work are also constantly improving. My position is the service window of the Agricultural Bank of China, and everything I say and do represents the image of the bank. There can be no sloppiness or relaxation in my work. As we all know, the Chaoyang branch has two savings banks that are the busiest, and mine is one of them. Each comrade handles an average of two to three hundred transactions every day. I receive about 200 customers, so this kind of working environment forces me to constantly remind myself to be serious and serious at work, and to carry out actual operations in strict accordance with the rules and regulations established by the industry. I have consistently demanded myself throughout the year. With my efforts, I personally did not have a liability accident in 20__. While I am doing my job well, I also use my many years of experience in savings work to help other comrades. If you have any questions, just ask me and I will answer them carefully. When I have questions, I will humbly ask old comrades for advice. When it comes to business skills, I have a requirement for myself: among three people, there must be a teacher from me, and we must do everything possible to learn what we don’t know. If you want to help others at work, you must improve your professional quality.

I have the enthusiasm to learn new knowledge every time I develop new business in the industry. Whenever someone needs to work overtime in the unit, I am always the first to step forward. No matter what time I work overtime, I never have any complaints. Because I know that this is also the trust that the unit leaders have in me personally. I will also actively take advantage of every opportunity to learn new business, do a good job in testing various new businesses, and not hinder the work of the entire branch. With this idea, I completed every job assigned by the branch office very well. It has also been well received by comrades.

The branch-level Youth Civilization Account of Changying Savings Bank where I work. As Comrade XX in the institute said: It is a big family that respects and loves each other. I often hear other comrades who know our situation say that they have never seen any unit where the relationship between comrades is as harmonious as ours. Whether at work or in life, comrades are like a family and there is never any conflict. If there are opinions, they are differences in work. Such opinions mean the continuous improvement of work standards. I have always believed that my innate personality determines that I am very suitable for saving, because I have a very good temper, and as the number of working months increases, I have learned to be more and more steady in doing things. Good temper means first and foremost a good service attitude to the institute. I insist on demanding myself according to the standards of youth civilization. Therefore, until now, I have never received a single complaint from an outside customer. When there are customers who have different opinions on our work, I can explain things clearly that the customers don't understand, and ultimately make the customers satisfied.

___ is located at the urban-rural fringe and has a dense population. There are several universities and research institutes surrounding the savings bank. Culture levels vary, and they serve a variety of people every day. I always remind myself to start with the details.

Implement various spirits and requirements issued by the industry into actual work, making it nuanced, civilian-oriented, and life-oriented. What does it mean to make customers feel warm here.

The office often has migrant workers who come to Beijing from other places to handle personal remittances. Some of them don’t even know how to fill in the required receipts. Every time, I explain to them in detail how to fill them out. Method, teach them word for word until they learn how to do it. Before leaving, I also asked them to keep the written reply slip so that they can write it down the next time they remit money. Every time I handle remittance business for them, they will continue to express their gratitude to me. Maybe someone will ask. Personal remittances are only a collection service in savings banks. It cannot increase the amount of deposits in the office, so why should we do it so enthusiastically? I will explain it here with the words of another comrade in ___. "It's not easy for them to come to Beijing. There are times when everyone doesn't know how to do it, so it's their duty to help them." I believe that serving customers with heart is the best service. When I hear customers from outside saying to me: You do your work so fast... That fat young man has a really nice attitude... Agricultural Bank of China is good... Such words. I was extremely happy. It was not only a compliment to me, but also a recognition of my work and an encouragement to my work.

In the new year, I have set new goals for myself, which is to intensify my study, better enrich myself, and meet the challenges of the new era with a full spirit. There will be more opportunities and competition waiting for me next year, and I am secretly encouraging myself. To stand firm in the competition. Be down-to-earth and look beyond the small circle around you. You must focus on the overall situation and future development. I will also learn from other comrades, learn from each other's strengths, exchange good work and experience with each other, and make progress together. Get better job performance.

Summary of personal work of bank employees 2

20__ is about to pass. In this year, I completed the transition from a college student to a bank staff member. Under the guidance of the leaders of Fengtian Branch, and with the joint help of all colleagues, great progress has been made in all aspects, growing from a teller who only knows savings business to a comprehensive teller who can independently handle various businesses. , I feel deeply.

Over the past year, I have been able to consistently and strictly demand myself and carry out actual operations in strict accordance with the various rules and regulations formulated by the industry. With my efforts, I personally did not have any liability accidents in 20__, and completed various work tasks, including an average daily savings deposit of more than 2 million yuan, more than 30 credit cards, and passed the branch business skills and knowledge examination in one go. Won third place in the branch skills competition and was the only new employee to win the award. Here I summarize my work during this year.

1. Strengthen learning and improve one's own quality.

Over the past year, I have been able to seriously study various financial laws and regulations, actively participate in various learning activities organized by the industry, and continuously improve my theoretical quality and business skills. As a general teller, I believe that we must not only be good at learning, but also be diligent in thinking. There are many things to think about, including how to improve service quality and how to prevent risks. At the same time, there are many new businesses and systems launched this year, and I can master and apply them well.

2. Be diligent and pragmatic, and do your best for the development of our bank.

Over the past year, I have been working as a comprehensive teller. In this position, I can base myself on my job, be dedicated to my job, make selfless contributions, and contribute to the development of our bank. As a general teller, everything I say and do represents the image of our bank. Therefore, I have high standards and strict requirements for myself, actively consider customers, promote our bank's new products, new businesses, and new policies to customers, expand the visibility of our bank, and actively cooperate with the business office manager to do a good job in the internal work of the business office. Never received a single complaint from a customer. While doing my job well, if I encounter problems, I will humbly ask my old comrades for advice. When it comes to business skills, I have a requirement for myself: among three people, there must be a teacher from me, and we must do everything possible to learn what we don’t know. If you want to help others at work, you must improve your professional quality.

3. Work hard on internal skills and bring glory to the industry through your own efforts.

Over the past year, I have continued to learn various business knowledge, practice skills, and passed the branch teller grading examination in one go. This has greatly improved my personal self-confidence and also contributed to my future career. To set higher standards for yourself, that is to participate in the branch skills competition. In November this year, I was fortunate to represent Fengtian in the Shenyang Branch Skills Competition and achieved third place. I was praised and affirmed by the branch leaders and set higher requirements and standards for my future development.

In the new year, I have set new goals for myself:

1. Moral aspects. As a general teller, you must have high moral cultivation, strong sense of professionalism, decent style, strict self-discipline, and self-care in terms of moral character and responsibility.

2. Psychological aspects. Comprehensive teller psychology must be mature and healthy, and be able to deal with setbacks and failures rationally. You must also be proactive and enterprising. At the same time, you must have strong communication skills. Be flexible in dealing with difficult issues and be cautious and responsible in business operations. Bank staff work summary Bank staff work summary.

3. Business aspects. Comprehensive tellers must have systematic and solid business knowledge. It is necessary to master both the main business knowledge and the less popular business knowledge; it is necessary to be familiar with the traditional business and to grasp the emerging business in a timely manner.

If a man does not show his ambition, he will be born with an eight-foot body. I am proud and proud to join Fengtian's team. In my future work, I will always be customer-oriented, strengthen my own learning, and grow into a qualified and outstanding employee.

Summary of personal work of bank employees 3

The end of the year is approaching. Looking back on the past year, I have always adhered to the principle of "No matter how big the road is, it will not work, no matter how small it is, it can't be done." Life creed: closely follow the pace of the branch leadership team at work, focus on the branch's work priorities, and successfully complete various work tasks. Use wisdom and sweat, and use actions and results to reflect the spirit of dedication, dedication, and selfless dedication. Below I summarize my work in 20__ from three aspects:

1. Correct my thinking, face difficulties, and maintain efficient work at all times

I always establish a customer-oriented attitude in my work The first thought is to handle the customer's affairs as one's own, be anxious about the customer's needs, think about what the customer thinks, and require that you have a strong sense of professionalism and responsibility in your work, work hard, work actively, and never challenge. Choose from three to four, avoid the important and take the easy, treat every job with dedication, complete it on time and with high quality. In daily work, always adhere to high standards and strict requirements for yourself, take the overall situation into consideration, regardless of gains and losses, and do not hesitate to sacrifice in order to complete various tasks. In my spare time, I use all time and opportunities to serve customers, make friends with customers, and be friends that customers are willing to associate with. Through my unremitting efforts, I gave myself a satisfactory answer in my work in 20__.

2. Practice hard, pay close attention to implementation, and strive to complete the task successfully

In terms of working methods, I always achieve the "three diligences", that is, frequently moving my legs, diligently doing things, and diligently working hard. Use your brain to win customers' support for our business. I can be a considerate person in practical work. When I was visiting relatives and friends, I accidentally learned from my uncle Liu that our neighboring village would receive a land allotment in the near future. Afterwards, through the introduction of my uncle, I visited several times and asked The customer promoted the service and product advantages of our bank, and finally convinced the customer to deposit the 1.3 million land allotment into our bank. I knew that this was not the final success. When the customer got the transfer check, I took the initiative to assist the customer. After collecting the villagers' ID numbers, verifying the client's payment amount, and waiting until 52 deposit certificates were distributed to each villager, I breathed a deep sigh of relief.

In the process of serving customers, I am meticulous and inject brother-sister love and friendship into my work, making the simple and boring service work rich and colorful, truly embodying the concept of customer first.

In the process of dealing with customers, we must truly treat each other with sincerity, regard the interests of customers as our own interests, understand the trends of customers, know what customers think and want, and recommend various services of our bank to each customer. Through my unremitting efforts, I completed the marketing deposit of 1.8 million, 8 wealth management cards, 5 credit cards, 50 electronic banking contracts, and insurance sales of 150,000 in the "Strive for One to Guarantee Two" activity. What makes me gratified is that customers also get a double win. While meeting their own needs, they also enjoy more meticulous and thoughtful services from CCB.

3. Study hard, keep making progress, and comprehensively improve your professional quality

As a front desk staff, sometimes I am not patient and meticulous enough in my service, and I still need to master a lot of knowledge. , in the future work, I will consciously strengthen my study, learn from theory, learn from professional knowledge, learn from colleagues around me, further improve my theoretical level and business ability, especially financial business knowledge, and comprehensively improve the level of comprehensive business knowledge. Overcome youthful impatience, be down-to-earth, improve work initiative, not be afraid of doing more, not afraid of doing small things, improve yourself in every bit of practice, never be complacent or arrogant because of small achievements, but maintain a clear mind Mind, keep pace with the times and create greater brilliance. At the same time, we will continue to improve our political accomplishments, strengthen our sense of purpose in serving customers, and strive to become a more qualified CCB employee.

There is a kind of career that requires youth and ideals to pursue, and there is a kind of pursuit that requires hard work and hard work. I hope that the financial career I am engaged in will always be young and magnificent, prosperous and developed.

Summary of personal work of bank employees 4

In accordance with the work requirements of the bank party committee, the main work items of our department in the first half of 20__ are now briefly summarized. At the same time, the work in the second half of the year will be summarized. The schedule report is as follows.

1. Summary of work in the first half of the year

1. Civilized and high-quality service work

It is always my responsibility to carry out daily management of the window service work of each business institution of our bank. a central task of the Ministry. In order to continuously improve the overall service level of our bank and truly promote the comprehensive development of the branch's various businesses through service work, in April this year, in accordance with the guidance of the new branch party committee and on the basis of the original service work management methods, Our department has revised and issued a new "__Bank__ Branch Civilized and High-Quality Service Management Measures". Compared with the old method, the new management method reflects the distinctive feature of paying equal attention to service management and business development and closely integrating them. The measures are detailed and highly operable, and are more in line with the actual management work of our bank. After several revisions of the draft, it was promulgated and implemented at the bank-wide civilized and high-quality service work conference held in mid-April 20__.

After the new measures were promulgated, our department immediately arranged for the service supervision team of the department and all employees of the agencies under its jurisdiction to study the detailed rules of the measures carefully, and instruct dedicated personnel to conduct self-examination based on the latest revised "Service Standards for Business Outlets" of the head office. For self-detected service software and hardware problems, if they can be rectified, they will be rectified immediately; if they cannot be rectified for a while, they will be communicated with the superior bank union in a timely manner, and they will work with the branch's functional departments to conduct centralized research and solutions. At the same time, our ministry also hired an external service supervision agency to conduct overt and covert inspections of the service status of all agencies under its jurisdiction in accordance with the requirements of the new measures, and reported the inspection results on a monthly basis. Although the measures have only been implemented for 2 months, judging from the service inspection results in the first half of the year, our bank's service quality and overall level have been significantly improved.

In the first half of the year, while doing a good job in daily management of services, our ministry also assigned some institutions to actively participate in the civilized and high-quality service competition organized by the Provincial Banking Association and the Civilization Office of the Municipal Party Committee. In April this year In May, we successively received the acceptance and inspection of our bank's services from the Provincial Banking Association, the Provincial Bank Service Supervision Group, and the Provincial Bank First Question Responsibility System Inspection Team, and all achieved good results.

2. Business skills training and testing

Organizing business skills training and testing for front-line employees within the jurisdiction is another key task of our department.

In view of the fact that the province's system is preparing to launch the IT blueprint in September this year, and the branch's electronic classroom is used for blueprint training, it is impossible to organize centralized skills training for all employees of the bank. Our department issued a notice to the whole jurisdiction at the beginning of the year, requiring all institutions to be organized into parts. Affiliated employees strengthen skills training and strive to meet the head office acceptance test with excellent results. From June 9th to 18th, in accordance with the overall arrangement of the provincial bank trade union, our department organized a skills test for branch employees. More than 500 employees from the whole bank actively participated. There were more than 40 actual tests and more than 800 people actually took the test. This evaluation also achieved relatively satisfactory results. According to statistics, more than 200 employees have reached the level of first-level experts in different skill types, and the passing rate of employees participating in the test is nearly 100.

3. External publicity work

While doing a good job in various daily tasks, our department is also responsible for part of the external publicity work of the branch, and promptly reports various work news items of the branch. , actively contribute articles to the head office, provincial branches and branch websites and internal electronic publications in the form of pictures and texts, so as to expand the influence of the branch and enhance the visibility of our bank. According to incomplete statistics, in the first half of the year, our bank sent nearly 20 articles to outside media, with a publication rate of 100.

It is important to note that at the end of last year, our bank was rated as a model for advanced units in spiritual civilization by the Liaoning Provincial Party Committee and the Provincial Government. At the beginning of this year, the Propaganda Department of the Municipal Party Committee came to our bank to hold a plaque awarding ceremony on behalf of the provincial government. . Our department seized this opportunity and not only carefully prepared the reception, preparation and publicity work within the system, but also fully cooperated with the reporters from the Liaoning Daily News Station to conduct news interviews with our bank, and published exclusive news interviews with our bank in Liaoning Daily. , to expand our bank’s external influence.

4. Work on employee rights and interests

In accordance with the work arrangements of the branch party committee, our department actively contacted the physical examination hospital in March this year to organize centralized physical health examinations for all employees under the jurisdiction. Based on the inspection results, we will centrally organize employees to be vaccinated against hepatitis B. Currently, this work is still in progress.

In May of this year, our department was also responsible for organizing employees to undertake bidding and inspection work for processing manufacturers in accordance with the requirements of the Party Committee. At the end of May, we completed the signing of the order contract and communicated with more than 1,200 employees across the bank. Measured work of employees.

5. Party Affairs Work

According to the unified deployment of the Provincial Party Affairs Department, in the first half of the year, our department also actively organized various party branches within the bank to strictly control and carefully screen party activists, and Participate in the Party membership training of the Municipal Government Working Committee. At present, all 11 activists who participated in the training have successfully graduated, and the proposed new candidates have been submitted to the branch party committee.

6. Corporate culture construction work

In order to build a harmonious corporate culture environment and activate the cultural life of employees, in the first half of the year, our department mainly organized and arranged the following large-scale cultural and sports activities.

On the eve of the Spring Festival, the bank organized and held the 20__ Annual Double First and Double Excellent Commendation Conference and New Year Gala; in early March, in order to commemorate the 3.8 International Women’s Day, the bank’s female employees were organized to carry out a calligraphy, painting and photography competition. activities; in mid-May, all employees of the bank were organized to carry out mountain climbing activities with the theme of "Green Covenant", etc. The successful holding of the above activities has greatly enhanced the centripetal force of the employees and the cohesion of the branch party committee, and has achieved the expected results.

7. Other work

In mid-June, the provincial bank held the province’s 20__ business skills competition, and our bank was designated to host the entire process. In accordance with the instructions of the branch party committee, our department invested a lot of time and manpower from the preliminary preparation of the event to the smooth implementation of the event. After the event, all the work of our department received praise and praise from the provincial bank and branch party committees.

2. Main problems existing in the work in the first half of the year

1. Although our department has revised very detailed service work management methods, in daily management work, the evaluation lines It is still rough, and the precision of the assessment needs to be strengthened.

2. In the 20__ annual business skills competition held by the provincial bank, our bank only won the fourth place in the overall group score. This result does not match our bank’s positioning in the province. The business skills training of employees needs to be strengthened urgently.

3. Arrangement of main work matters in the second half of the year

1. In terms of civilized and high-quality service management, in the second half of the year, our department will adopt a variety of flexible methods to gradually increase the supervision of various institutions Supervision, inspection, and evaluation of service status in order to steadily improve the service level of our bank.

2. Business skills testing work. Focus on the screening of personnel who participate in the promotion and acceptance activities of first-level experts of the provincial bank to ensure that the promotion indicators approved by the provincial bank are completed.

In March and July, after the branch party committee meeting studied, we will do a good job in recruiting new party members in 20__ and converting probationary party members into regular members in 20__.

4. In mid-July and mid-September, do a good job in accepting and distributing new services.

5. Carry out cultural and sports activities in a timely manner, such as the Men’s Basketball Game to welcome August 1st and Army Day.

The above is a summary of our department’s work in the first half of the year and work arrangements for the second half of the year. It is specially submitted to the branch party committee, please check it.

Summary of personal work of bank employees 5

In the blink of an eye, it is the end of the year. Due to work needs, from the end of January to the beginning of October of __, I worked in the personal business department of __ branch Department Manager. Based on the work ideas of the party committee and the current situation of the personal business development of the XX branch, the direction of efforts has been established to "focus on traditional businesses, pay close attention to new businesses, focus on new economic growth points, and promote the stable and rapid growth of personal business income." The specific work report is as follows:

1. Promote the steady growth of deposits and loans.

Under the correct leadership of the Party Committee of the Bank, through various labor competition activities such as "Spring Action" and "Summer Passion", weekly supervision and daily reminders have promoted the steady growth of savings deposits and personal loans. , with the joint efforts of all employees of the bank, by the end of September, based on the balance at the beginning of the year, the savings deposits had a net increase of . Yuan, so that in recent years, two of the better properties in __, "Jiang Lin Tianxia" and "Shanshui Jiangan", were settled in __ Agricultural Bank of China. _ _The branch became the first branch that can offer personal ship mortgage loans. As a major water transportation county, we have another new profitable economic growth point.

2. Promote the sustainable development of agriculture, rural areas and farmers, and make every effort to reduce the risks of agriculture, rural areas and farmers.

Continue to promote the work on agriculture, rural areas and farmers with "Rural Business Connect", "Hui Nong Card" and "Small Loans" as support points. We collected Rural Commerce Information from more than 120 households, and organized a training session on the installation and use of Rural Commerce in April. 60 Rural Commerce units were installed at one time, and 20 households opened Rural Commerce for small-amount cash withdrawals, broadening the card usage environment of Huinong Card.

Together with the manager in charge, we went to three rural areas and rural outlets for on-site investigation. Based on the current situation of "the growth of non-performing small agricultural loans" and the actual situation of farmers, we formulated and implemented "prosecution in part, deterrence in part, The plan of “collecting part of the loan at door-to-door and suspending part of it” will strictly prevent the non-performing loans of small agricultural loans from being blocked. Through various methods, the county recovered 1.8 million yuan, and the defective rate was controlled below 5.

3. Pay close attention to the development of new businesses, and achieve zero breakthroughs in sales of financial products and gold.

In response to new changes in the financial market and customer needs, we will promote the marketing of financial products based on customer interests. First, he took the lead in marketing financial products worth 2.5 million yuan. Secondly, he formulated the incentives for financial products, and then explained the spirit of financial products thoroughly to the director, lobby manager and account manager. At the beginning, every time there was a new financial product, the information and key points were printed to the lobby manager Wang Xiaoyan and others, and the marketing was promoted from point to point. By the end of September, *** sold financial products worth 394.16 million yuan.

In response to the heating up of the gold market and the requirements of customers, the branch agreed to the Dongfeng branch business department to start physical gold trading. With the support of the bank leaders, it went to the Banking Regulatory Bureau, the Industrial and Commercial Bureau, the branch, etc. As well as the coordination of various internal departments, the physical gold of the __ branch business department was successfully sold in May, and 651 grams of physical gold was organized and marketed that month. In May and June, I won the second place in the precious metal sales competition at the Sannong Bank branch of the city branch and received a reward of 3,000 yuan each.

4. Pay attention to the development of credit card business.

Strictly control the quality of credit card increments to avoid the phenomenon of "bad money driving out good money" in monetary theory from happening to the platinum credit card customer base. For existing platinum credit card customers, we will change the status quo of "emphasis on issuance, light management, and lack of education", classify and clean up the original customer groups, give both kindness and power, and guide customers to use platinum credit cards correctly for consumption, reasonable points, and avoid malicious overdrafts. Customers with high points, high installments, and high contribution rates will be given continued use and appropriate credit upgrades, while those with low points and no installments will promote the sound, healthy, and sustainable development of the credit card business.

Under the correct leadership of the branch card department and bank leaders, I led the personal finance department and outlet account managers to actively develop credit card consumption installment repayment and credit card installment car purchase business. In May __, the monthly new installment amount of Sanrong Bank was 2.3 million yuan, and the number of new cars per month was 12, ranking second; in June __ branch, the monthly new installment amount was 5.55 million yuan, and the number of new cars per month was 15. station, ranking second; in July, the monthly new installment amount of __ branch was 8.68 million yuan, and the number of new cars per month was 26, ranking second, and the branch received an incentive fee of 60,000 yuan from __ Agricultural Bank of China. This year's credit card business income increased by 1.57 million yuan compared with the same period last year, with a growth rate of 153%, making a large contribution to this year's intermediate business income.

5. VIP team building has achieved certain results, but there is still a long way to go and hard work is still needed.

No matter how fierce the competition among banks is, its essence is just a competition for high-quality customer resources. Therefore, focusing on the construction and management of VIP teams and enhancing competitiveness will determine who will occupy more high-quality customer resources. This requires: First, the team members themselves must have a high sense of responsibility, professionalism and relatively comprehensive qualities; second, they must have good financial products and carry out more complete testing of various financial products for people with different personalities and needs. Integrated marketing. There is never a single product that can satisfy all customers, and no one account manager can handle all customers. Both people and products have flaws. There is no perfect individual, only a perfect team. This is the goal, but we still need to work hard. In the evaluation of the city branch, in May and September of XX, Agricultural Bank of China won the 8th and 6th place in the VIP team management of the city branch and a fee reward of 60,000 yuan.

6. Pay attention to branch transformation and high-quality civilized services.

According to the requirements of branch construction and transformation, I will participate in the morning meetings of various institutions from time to time, preach financial products and the marketing of financial products, and personally participate in branch training skills for transfer training.

Utilize the "mysterious person secret visit" of the head office to improve the civilized and high-quality services of the branches, formulate the "__ Branch Civilized and High-Quality Service Management Reward and Punishment Measures", organize personal finance department personnel to conduct inspections and supervision of various institutions from time to time, and call for We should not provide high-quality service because of unannounced visits, but should "make civilized and high-quality service a habit!"

Looking back on the work of the past few months, there are some achievements in the rush, and some are unsatisfactory. place. I would like to thank the leaders of the bank for their correct leadership and care and support, as well as my colleagues for their help. I will continue to work hard and make selfless contributions in my new job.

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