Plans are created to satisfy social productivity and improve work efficiency. Do you know how to write the bank’s 2021 work plan? Below are five articles about the bank’s work ideas and plans for 2021 that I have brought to you. I hope you like them!
Bank’s 2021 Work Ideas Plan 1
According to the work summary in __, the number of customer complaints has gradually decreased. On the basis of continuous improvement in service quality The 20__ work plan was launched. 20__ is the year when ICBC’s shareholding reform enters the final sprint, and it is also a year when business development faces severe challenges. To this end, on the basis of carefully summarizing the work in 20__, we must have a profound understanding of the current situation, identify the pulse of the market, exploit our strengths and avoid weaknesses, and focus on "improving the level of operation and management and accelerating business development", and work together with one heart and one mind to achieve various goals. The business is developing healthily and rapidly. The bank's work plan for 20__ is as follows:
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 enhance the enthusiasm and coordination of employees. 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, 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 "bundled" 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.
3. Strengthen the construction of the staff team and improve the overall combat effectiveness
1. Strengthen the construction of the leadership team and improve the execution ability. The work of the leadership team determines the success or failure of the entire team building. We will clarify the division of labor, give full play to the wisdom and initiative of each member, improve execution, and carry out work in a pioneering manner.
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 vanguard and exemplary 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 the goals of standardized operations, controllable risks, high-quality services, and significant benefits.
3. Take the opportunity of creating a youth civilization account to fully mobilize the enthusiasm of young employees. The Youth League branch has formulated a detailed work plan, including training and study for young employees, business competitions, business promotion in enterprises, organizing employees’ spare time activities, etc., to guide young employees to establish correct employment concepts and professional ethics, and improve the cohesion and cohesion of our bank. combat effectiveness.
The Bank’s 2021 Work Ideas Plan 2
20__ is the second year that the business department has implemented new performance appraisal methods. It is also a year in which the business development of the branch faces severe challenges. To this end, based on a careful summary of the work in 20__, the branch office will have a profound understanding of the current situation, identify the market pulse, exploit strengths and avoid weaknesses, focus on improving the level of operation and management, accelerate business development, work together with one heart and one mind, and strive to achieve healthy and healthy business operations. Rapid development.
1. Focus on leveraging the advantages of outlets, seize development opportunities, and promote the rapid development of advantageous businesses.
Savings deposits are the foundation of a bank’s survival and are also one of the important indicators for the president’s target assessment. The branch office's 20__ savings deposit time point and daily average indicators have been completed relatively well. As a strong indicator of the outlets, next year we must also firmly grasp the savings deposit business and not relax, work steadily, and promote the healthy development of the outlets. The first quarter of 20xx is the peak marketing season of the year, and the competition for deposits among various banks will be very fierce. How to seize opportunities and win in peak season marketing is the main task of the coming year. The basic idea of ??deposit marketing for branch offices is to gain entry and maintain stability.
First of all, the so-called success means to vigorously explore deposit resources, transfer deposits from other banks and market circulating funds to our bank, so that deposits at the outlets can grow rapidly. First, mobilize all employees of the firm to actively provide deposit marketing clues. As soon as valuable marketing clues are found, account managers and relevant marketing personnel will take action immediately and use various methods to contact customers to strive for transfer of funds. Secondly, take advantage of the Spring Festival when a large amount of funds are withdrawn to promptly discover and track the flow of customers' funds, and turn short-term hot money into long-term deposits. Thirdly, make full use of the existing publicity methods of my branch, such as SMS marketing, promotional slogans, etc. to convey the information about the deposits I have absorbed and attract customers to take the initiative.
Secondly, the key to stability is to firmly retain the firm’s existing deposits. The first quarter is the peak season for banks to transfer deposits. Competition among major banks must be extremely fierce. The existing deposits in my branch are also at risk of being transferred by other banks. According to current statistics, a total of millions of time deposits in our branch are about to expire in the first quarter. Whether we can retain this part of the funds is crucial to us. Therefore, we draw on the successful experience of marketing in 20__ and take the initiative to contact customers who are about to expire and give marketing gifts to customers to stabilize at least 50% of the funds.
Thirdly, capital-guaranteed financial management is a two-way calculation product for deposits and financial management. It has a short time, fast turnover and high interest rate, which can attract some customers with higher requirements for capital liquidity. Marketers at counters and outlets can increase the sales of principal-guaranteed financial products, which can serve as a useful supplement to deposits and also serve the purpose of promoting the growth of outlet deposits.
2. Combined with the characteristics of the outlets, vigorously expand merchant cards and increase the number of cards issued. Use points to promote areas, use cards to attract deposits, and drive all-round business development.
The branch office is located in a prosperous urban area with convenient transportation and numerous merchants. Each merchant is a potential customer of the Merchant Friend Card. Using the new merchant card as a medium, it can attract merchants to pay for goods and increase deposits at outlets, drive new POS transfer work for small and medium-sized merchants, and at the same time promote credit cards to merchants, achieving multiple goals with one stone. At present, the main follow-up project of my outlet is the expansion of Merchant Card merchants in Women's City. The specific work started from November 20__ to carry out merchant survey publicity. In 20__, 20__ is an important customer group for the newly issued merchant cards of my outlet. In the coming year, the person in charge of the branch will take the lead and the account manager will be responsible for further intensifying follow-up efforts to change the previous single and passive situation of business expansion.
3. The daily operation indicators of outlets should be constantly grasped.
While intensively carrying out deposit marketing and merchant card expansion, other daily operating indicators of the outlets cannot be relaxed. For example, key funds, insurance, precious metal sales, etc. At the same time, we will strengthen and improve the assessment and incentive mechanism to enhance employees’ enthusiasm and coordination. By segmenting the market, we 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 that everyone can perform their duties and do their best. Promote business development by creating a good atmosphere of ability and common development.
4. Improve service levels, standardize services, and strive to create first-class service outlets.
First of all, standardize services. According to the requirements of civilized service of the head office, provide three-step service, think about what customers think and worry about customers’ needs, and improve service quality in details. Strengthen and expand the service functions of outlets, focus on expanding liability business, personal business, intermediary business, and financial management business, with outlet managers, account managers, and lobby managers as the main development forces, improve VIP databases, integrate products, and promote bundled All-employee marketing strategy.
Secondly, strengthen the training and learning of employees and improve their comprehensive business quality. Use pre-class learning, special training, exchange learning, etc. to create a good learning atmosphere and improve employees' cohesion and combat effectiveness.
Thirdly, by using our bank’s advanced online banking and self-service equipment, we divert low-end customers, reduce counter pressure, and further optimize the service environment.
The Bank’s 2021 Work Ideas Plan 3
1. Basic Principles
Based on the construction of three teams and talents of operation and management, professional technology, and skill operation of the head office and branches development as the overall goal, closely focusing on the central work of the whole bank, focusing on the principle of business skills training for managers of grassroots operating institutions, business segment account managers, and counter operators; closely following the actual reform and development of our bank, and improving the job training system Principles: adhere to the principle of integrating theory with practice, and the principle of compatibility between learning and application; the principle of compatibility of professional quality and corporate culture construction; the principle of compatibility of all-staff training and comprehensive improvement; the principle of compatibility of on-demand training and business development.
2. Training Objectives
In order to comprehensively promote our bank’s business process integration, business sector construction and business operation transformation, and strive to enhance our bank’s market competitiveness, the education and training in 20__ The main task is to continue to implement the training objectives for all employees, specifically focusing on business management, financial management, risk management, asset management, personal financial business, corporate business, accounting business, internal control and compliance, civilized and high-quality services, human resources, and computer operations. 14 aspects of training, including corporate culture construction, ideological and political work, and party and league work; focus on the following five aspects: First, adapt to the needs of business process integration, business sector construction, business operation transformation, and human resources reform and development, highlighting new Knowledge and new business varieties training; the second is to improve the business operation capabilities of comprehensive tellers and highlight comprehensive teller business skills training; the third is to promote business development and highlight industry development training; the fourth is to continuously improve the level of operation and management and highlight the leadership and execution capabilities of management Training; fifth, vigorously train team spirit, create a positive and good atmosphere, and highlight corporate culture construction training.
3. Basic practices
1. Rely on the bank’s teaching strength to effectively carry out training. Organize part-time teachers, bank department heads, and key talents to carefully prepare and teach according to the training content and requirements, complete the expected training content, and gradually improve our bank's own school-running capabilities.
2. Organize and encourage employees to study online. With the opening and increase of online training courses on the provincial branch’s internal website, employees are organized and encouraged to take advantage of the convenience of online learning to learn.
3. Use teaching CDs to conduct personalized training. In order to strengthen management and business development needs, the city branch provides self-selected training courses on the basis of full research, encourages employees to study on their own in their spare time, and gradually realizes personalized training.
4. Increase training efforts and make full use of superior training resources to provide in-service training and transfer training. First, in line with the current reality of our bank, make full use of the training resources of the head office and branches to strengthen the management, business development and related skills training of business management, professional technology and skilled operation personnel, and improve the overall quality; the second is to organize front-line employees Go to the system or peer units to observe and learn, so that they can get an intuitive feeling, learn other people's advanced experiences and successful practices, and thereby improve themselves.
The bank’s work plan 4 in 2021
(1) Overall situation
First of all, we must clearly understand the background, significance and development goals of our bank’s establishment , understand our bank's market positioning and understand our bank's main target customer groups. Only by understanding the general policy can we accurately find the focus of our work and clarify the direction of our work. Only in this way can we be targeted, achieve twice the result with half the effort, and align our own development with the development of the entire bank. Because only by understanding the general environment of your job as a whole can you help yourself find your position quickly, adapt to work faster, and improve work efficiency. If you don’t know your work environment at all, don’t know the expectations given to you by your company, and just blindly do what you think is right, then what you do may have no value at all and may even have counterproductive effects.
Secondly, before starting work and during work, you must first have a certain understanding of the entire organizational structure of our bank and department responsibilities, because the work of each department is interrelated and is a overall. Your work is not independent. It affects and interacts with the work of other departments and colleagues. For example, when working at the counter, in addition to knowing the nature of your work, you also need to understand the accounting work, so that you can understand why the operation process is the way it is, which will help improve business skills and quickly accept business that you are not familiar with. , and also made it clear where errors are not allowed in bills, important vouchers, etc. Also, when you encounter problems or have doubts at work, knowing who to ask for help can achieve the results you want, increasing the chance of effective communication.
Furthermore, we must continue to strengthen theoretical and political study, enrich our minds, and further mature and progress our thoughts. This is not just superficial words and pretentious talk. Because theory is the cornerstone of practice and thought is the guide to action. Everyone's thoughts are constantly changing and are affected by external factors. It has a continuous development process. Your thoughts will determine your actions, and your values ??and outlook on life will affect your attitude towards people and things, and will also change the height, level and angle of your thinking about problems.
(2) Personal specific work
1. Be fully familiar with various businesses, understand the work processes of various businesses, and be clear about the nature of your work and your job responsibilities , have an accurate positioning of yourself and find where you are. In the process of work, we constantly improve our business skills, improve our efficiency, and strive to handle every business for our customers in the shortest possible time. During daily breaks, you should also constantly improve your basic skills, such as counting money, entering Chinese characters, flipping subpoenas, identifying counterfeit banknotes, etc., so that you have excellent basic skills.
2. Set goals and have phased goal planning for yourself. Only when you have goals can you have motivation, and when you have goals can you make progress. In the short term, I will familiarize myself with the business, improve the operation speed, and continuously strengthen business learning; register for the accounting qualification examination this year, and strive to pass the remaining three banking qualification examinations next year; and in the long term, continue to learn accounting, finance and other knowledge , obtain the corresponding level of accountant qualification certificate, financial planner qualification certificate, etc., pursue academic and professional progress, and reach a higher level!
Bank 2021 Work Ideas Plan 5
In view of the work functions of the marketing department, we have formulated the work ideas of the marketing department for the year, and now we will make a report to you:
1. Establishing a hotel marketing and public relations communication network
This year’s key tasks First, establish a complete customer file, classify guests according to key customers for signing orders, customers for meeting receptions, customers with development potential, etc., and specifically record the customer's unit, contact name, address, annual consumption amount and payment to the customer. Unit discounts, etc., establish and maintain business contacts with important customers such as government agencies and groups, enterprises and institutions, businessmen, celebrities, entrepreneurs, etc. In order to consolidate old customers and develop new customers, in addition to daily regular and irregular sales to customers In addition to visits, we also send our best wishes to customers through phone calls, text messages and other platforms during the year-end, major holidays and customer birthdays. This year, we plan to hold a large-scale customer appreciation liaison meeting at an appropriate time to strengthen emotional communication with customers and listen to their opinions.
2. Pioneering and innovative, and establishing a flexible incentive marketing mechanism. Expand the market and win customers
This year, the marketing department will cooperate with the hotel's overall new marketing system, re-formulate and improve the annual marketing department sales task plan and performance appraisal management implementation details, increase the salary of marketing representatives, and inspire , Mobilize the enthusiasm of marketing personnel. Marketing representatives implement a work diary. Every working day, they must complete the second, third, and fourth work steps of visiting two new customers, three old customers, and four contact numbers. Marketing representatives are comprehensively evaluated based on the completion of monthly marketing tasks and the work diary. . Supervise marketing representatives to win over group and individual customers through various means, stabilize old customers, develop new customers, and collect guests' opinions and suggestions in a timely manner during visits, and provide feedback to relevant departments and the general manager's office.
Emphasize team spirit, combine the salary payment of department managers and marketing representatives with the overall tasks of the entire department, emphasize mutual cooperation and help each other, and create a harmonious and positive working group.
3. Warm reception and considerate service
When receiving groups, meetings, and customers, we must provide full tracking service and around-the-clock service, pay attention to service image and appearance, be warm and thoughtful, and be targeted at All types of guests provide special and targeted services to meet their spiritual and material needs to the maximum extent possible.
Prepare a conference activity questionnaire, solicit opinions from customers, understand customer needs, and adjust marketing plans in a timely manner.
4. Do a good job in market research and promotional activity planning
Regularly organize relevant personnel of the department to collect and understand information about the tourism industry, hotels, hotels and their corresponding industries, and grasp their management and management Reception service trends provide the hotel general manager's office with comprehensive, true and timely information in order to make marketing decisions and flexible promotion plans.
5. Close cooperation and proactive coordination
Receive business integration work and cooperate closely with other departments of the hotel. According to the needs of guests, proactively contact and cooperate with other departments of the hotel closely, Give full play to the hotel's overall marketing vitality and create benefits.
Strengthen the relationship with relevant publicity news media and other units, make full use of various forms of advertising to recommend and promote the hotel, strive to increase the hotel's visibility, and strive for the support and cooperation of these public units for the hotel's work.
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