When we look back on our work this year, we just feel that time has passed too fast. It's time for us to write a report on the work of the bank president. Let's have a look! The following small series will share with you the work report of the bank president, hoping to help you!
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# Five Reports on the Work of Bank President (Selected Part 1)#
According to the arrangement of this account manager's debriefing meeting, I'm going to give you a debriefing based on the actual situation of my daily work. Please criticize and correct my shortcomings. The topic of my debriefing is "Serving customers well and performing duties well".
I am an account manager of _ _ cigarette marketing department. At present, under the new operation mode of "organizing goods according to customer orders" and separating orders from forecasts, new requirements are put forward for our account managers on how to perform their duties, how to serve customers and how to maintain the market, which requires me to improve my grasp of industry policies and understanding of the situation. And improve the service to customers, and actively do the job of account manager.
1. Serve customers well and satisfy them
As an account manager, it is not easy to deal with customers every day, and it is not easy to serve customers and satisfy them every day. Now the industry is developing rapidly, so we should constantly charge ourselves to adapt to the development of the industry. What customers are aiming at now is not only how many best-selling cigarettes are ordered and how much profit they get, but also how much customers want to be recognized by the industry and truly participate in the marketing from a single cigarette sales to become a whole with the company. But how can we make customers and companies become a whole? This requires us to constantly study industry policies and communicate with customers in time to let customers know the latest trends of the industry. At the same time, let our terminal put forward their views and suggestions, so as to formulate a more reasonable and perfect marketing strategy. It really brings customers together with the company, improves customer satisfaction and mobilizes customers' enthusiasm, so that customers can always start from the overall interests and are not interfered by individual factors. To this end, in the daily visit service, we should do the following steps:
1. Put ourselves in the customer's shoes, so that the customer can see the problem from the commercial point of view, while we can see the problem from the customer's point of view, so that the communication between the two sides can start from the heart and establish a profound friendship;
2. Understand the actual operation of each customer in time, and analyze their sales, funds and surrounding conditions;
3. Work out a business guidance proposal for the problem;
4. Make customers understand that the company is making suggestions for customers to get greater benefits.
in these steps, the key point is to make customers and companies stand on the same front, so that cigarette sales guidance, timely sales guidance and so on are better implemented.
2. Fulfill the responsibilities to reassure the leaders
As an account manager, it is the most basic requirement for the account manager to do his job well and perform his duties. In my daily work, I always keep my responsibilities in mind and try my best to do every job well.
1. Correct attitude and improve execution
In my daily work, I always remind myself that the quality of work is different, which is a problem of ability, but if I don't do my work well, it is a problem of attitude, so I always ask myself to improve my understanding, recognize the situation and correct my attitude. No matter what kind of work, we should finish it in time, and devote ourselves to the work with a good attitude to complete the assigned tasks with all our strength.
2. Improve my quality and ask for advice modestly.
In my work, I always ask for advice modestly, and I am not ashamed to ask questions. I learn business knowledge and the truth of being a man in time to make up for my own shortcomings and improve my own quality. At the same time, everyone can correct my shortcomings in time, and I have learned a lot from my colleagues that I don't have. I have learned the true meaning of life in my working methods and ways. No coagulation will lay a solid foundation for my future life and work.
3. No violation of rules and regulations, and the alarm is always ringing
As the account manager is in charge of this most important sales terminal, it has great power but the temptation is not small. It's easy to make mistakes if you're not careful, but "the red line can't be touched, and the cost is much higher" is often echoed in your mind. It is very necessary to educate yourself to keep a clear head at all times, not to violate the rules, and not to dare to violate the rules, especially in the self-discipline activities carried out by the whole industry this year, which has made me more deeply aware of the true meaning of self-discipline. Therefore, at work, I never take advantage of my work to borrow money from customers, borrow cigarettes or use cigarettes for personal gain, eat, take, get cards and want, and make things difficult for customers in various ways. Since I became an account manager, there has never been a customer complaint caused by customers' dissatisfaction with my work behavior.
Third, the existing problems and plans for the next step
As an account manager, although I have done some work, I know that it is very insignificant and far from the requirements of the leaders. There are still many problems in the work, such as:
1. In the work, the tasks assigned by the leaders are wrangling, and there is no good execution;
2, speculation in the market visit, fooling the customer's guidance work;
3. My own quality is not high enough, and I often have emotions in my work.
In combination with your own problems, remind yourself to do it at all times in the next step:
1. Get rid of old problems and improve your execution when you finish your work today;
2. Work hard and truly treat customers as parents "and remember the true meaning that if you don't work hard today, you will be eliminated by tomorrow's work;
3. Improve your quality and self-cultivation and control your emotions.
The above is my debriefing combined with my daily work. I will take this debriefing as an opportunity to promote my own work and spur me to make progress. Please give me more valuable opinions.
# Five Reports on the Work of the President of the Bank (Selected Part 2) #
The year of 2 _ _ is the sixth year that I entered ICBC, and it is also the first year that I became the corporate settlement account manager. Under the correct guidance of the leaders of the Bank and the help of my colleagues, through my own efforts, I constantly innovated and reformed in my work, which made great progress in my banking knowledge and achieved certain results in my business performance. However, in the face of the new situation and new tasks, I know that more efforts are needed to ensure better service for our bank. The work in the past year is summarized as follows:
1. Improve ideological understanding, recognize the work situation
Be strict with yourself ideologically, consciously strengthen the study of policy theory and management knowledge, strive to improve the level of political theory and management ability, and constantly enhance the concept of legal system, act according to the rules, be honest and self-disciplined. Over the past year, I have focused on strengthening the study of "financial anti-corruption construction" in all aspects, and carefully watched the special film of the anti-corruption construction exhibition, which fundamentally realized the importance of morality and honesty, enriched theoretical knowledge, liberated working attitude and broadened working ideas.
second, focus on business management and do a good job
during this year, the market has changed greatly, and the difficulties and problems it faces are increasing day by day, and the market situation is more severe. By strengthening the situation analysis, I made a detailed analysis of the common problems in my business work, and broke through them one by one. I adopted the work focus of "grasping big customers, cultivating small customers and developing loyal customers" and applied flexible work forms. Finally, I completed the situation: 45 new settlement accounts were opened, corporate deposits increased by 3 million compared with the beginning of the year, 15 paid employees were completed, 7 effective legal person households were added, and 3 million legal person wealth management products were sold, and easy loans were granted.
3. Understand the shortcomings and lay the foundation for the next year's work
As the old saying goes, if you take history as a mirror, you can know the gains and losses. Looking back on my work in the past 2 years, I have made some achievements in the unpredictable market, and at the same time, I have found many shortcomings, which are mainly realized as follows:
First, the basic deposit business is relatively weak. This year, after a considerable amount of large-scale capital flowed out of our bank, the development of this business was neglected due to the busy business, so that large-scale capital only flowed out and no new large-scale capital entered. There are still common problems in the work, such as relying too much on the funds of real estate developers and the funds of the town finance sector, which makes the working thinking limited and fails to play innovative thinking; Second, the expansion of new households is slow. Because I took over the account manager for the first time, I didn't grasp the key points of my work, and my familiarity with the business was not enough, which made many new customers lose; Third, the ability to control key customers is insufficient. The main reason is that the real estate company will plan the fund meeting at the end of the month. Due to my own lack of mastery ability, many problems have been left over, which has not been effectively implemented, and finally brought some losses on this issue.
IV. Looking forward to 2__, creating better achievements
2__ years have passed, and 2__ years will be a crucial year. In view of the weak links in my work this year, I have made the following assumptions for my work in 2__ _ years in combination with these various problems:
(1) accelerating the expansion of new customers
(1) strengthening my work with the Bank. I will combine the local characteristics, strengthen the contact with the local investment promotion, industrial parks, industry and commerce departments, open up working thinking, develop large-scale resources, and do my best to achieve the expansion of 8 households with more than 5, effective households and 2 households with more than 5, new households every month;
the second is to strengthen the section customers. Focus on the marketing of the town finance section and the industrial zone section, and strengthen the development of new business while stabilizing resources;
the third is to strengthen the intensity of strange visits. Go deep into the grass-roots level to develop business and strengthen strange visits to develop new business. In order to implement the strange visits, I have made strange visits to the double 5 enterprises in this town in the fourth quarter of this year, and I will focus more on strengthening this work in 2__.
fourth, supply chain cluster marketing of core customers. Focus on strengthening the follow-up service for core customers, grasp the dynamic situation of customers in time, and actively contact upstream and downstream affiliated enterprises through them to conduct marketing work as new customers and build a supply chain for core customers.
Fifth, customer salons and corporate promotion meetings. Make rational use of salons and promotion meetings, gain in-depth understanding of key customers, new and new enterprises and other business objects, and develop the foundation of cooperation.
(II) Accelerating the development of corporate wealth management business
First, strengthen the promotion of the sales of corporate wealth management purchased by new customers, analyze the highlights of corporate wealth management, and conduct training and study for account opening tellers, and at the same time require account opening tellers to support the sales of corporate wealth management products when opening a new account. Second, analyze and sort out more than 5, existing customers among the old customers, and use the customer salon to promote our wealth management products. The third is to pay attention to after-sales service and improve customer satisfaction. Visit customers regularly, get to know customers' evaluation of products, answer customers' problems in purchasing wealth management products and their opinions on product income, etc., and serve customers attentively to win customer satisfaction.
(III) Effectively improve their own marketing ability
Further study, strive to improve their business level and management ability, often go deep into outlets, do a good job in target management of large customers, do a good job in customer maintenance, increase product marketing, actively expand excellent customers, do a good job in key customers, effectively improve our marketing efforts and strengthen our comprehensive strength.
(4) Strengthen public-private linkage and do a good job in comprehensive marketing
Based on a thorough analysis of the reasons for insufficient customer development, this paper puts forward specific work measures. Deeply tap the potential of existing customers and enhance the comprehensive contribution of customers is the key content of peak season work, take departmental linkage and product marketing linkage as the important starting points to maintain high-quality customers, do a good job in filing and maintenance of mid-to high-end customers, and focus on filing and cross-marketing of existing mid-to high-end customers in the order of "high-end first and middle-end".
in the past 2 _ _ years, under the leadership of the superior bank, my work has achieved good results. However, compared with the work requirements in the new era, we still need to continue to work hard and improve. In the future, I will continue to strengthen my study, master the necessary knowledge and skills to do a good job, work hard with a pragmatic work style and innovative work ideas, raise my work to a new level, strive for new achievements and make new contributions.
# Five Reports on the Work of the President of the Bank (Selected Part 3) #
In 2 years, all departments of the company have made gratifying achievements. As a cashier of the company, they have fulfilled their due duties in four aspects: receipt and payment, reflection, supervision and management. In the past year, they have continuously improved their working methods and successfully completed the following tasks:
1. Daily work during the school term: <
2. Clean up the list of customers' arrears, and cooperate with all relevant departments to complete the collection of arrears.
3. Check the insurance list, handle the handover formalities with the insurance company, and complete the accident insurance for the employees of the company.
4. prepare various financial statements and statistical statements for 2__ years, and send them to relevant competent departments in time.
second, other work
1. welcome the company's evaluation, prepare the required financial related materials and send them to the office in time.
2. In order to meet the audit department's inspection of the company's accounts, do a good job of self-examination and self-correction in the early stage, make statistics on possible problems in the inspection, and submit them to the leaders for review.
3. according to the company's deployment, we have done a good job in social welfare activities and relief work for employees in need.
In this year's work
1. Strictly implement the cash management and settlement system, check the cash and accounts with the accountant on a regular basis, and report and deal with the discrepancy in cash amount in time.
2. Recover the company's income in time, issue receipts, recover the cash in time and deposit it in the bank, and never take any cash.
3. according to the basis provided by the accountant, pay the salaries of the teaching staff and other funds that should be paid in time.
4. Insist on financial procedures, strictly check and calculate (invoices must be signed by handlers, acceptors and approvers before reimbursement), and do not pay for invoices that do not meet the procedures.
# Five Reports on the Work of Bank President (Selected Part 4)#
Time flies like electricity, and 2__ years have passed in a blink of an eye. During my one-year tenure as the account manager of X Branch, I worked hard and made continuous progress. At the same time, my business level has been greatly improved, and my ideology has also made considerable progress. Now I will report my work in 2__ _ as follows:
In the first 2__ years, under the care and guidance of the president of the sub-branch and the leaders, I got familiar with the new working environment in a short time.
At work, I carefully studied various financial laws and regulations, participated in various learning activities organized by the bank with my heart, constantly improved my theoretical quality and business skills, and got a new working environment, work experience and marketing skills. In my work, I always strive for customers' support for our business, expand the number of my own customers, collect information and seek support through high-quality service and professionalism in a relatively short period of time, and successfully market a large number of high-quality customers and businesses such as X Noble Liquor Trading Center, X Electric Power Industrial Company and X SME Service Center. Although the current book contribution is not great, I have saved hundreds of millions of yuan in deposits and loans for the future. By the end of December, individuals accumulated