Personal quarterly work summary model essay (1)
I have been in this department for three months. Looking back on this quarter, with the support and help of leaders and colleagues, I have been strict with myself and do my job well according to the requirements of _ _. The work in the past three months is summarized as follows:
First, strengthen learning and improve their own quality.
Strive to improve business skills and strengthen risk management awareness. In the first quarter, I was able to seriously study various financial laws and regulations, actively participate in various learning activities organized by banks, and constantly improve my theoretical quality and business skills. After several months of study, I gradually understand our business knowledge. At the same time, "_ _" knowledge propaganda has deepened my familiarity with our business varieties. At the same time, I also realize that I am not proficient in business knowledge, especially credit business. In my future work, I have to strengthen my business study in this field, read more books about system preparation, and actively ask the sales department for business skills and know-how, so as to show our business level well when facing customers.
Second, strengthen customer marketing and increase customer base.
Only by constantly developing high-quality customers, expanding business and increasing deposits can efficiency be improved. After several months of training, I have the courage to sell myself. Due to the limitation of geographical and interpersonal conditions objectively and the lack of personal initiative subjectively, my achievements have not been significant. I know that my performance has always affected the development of the whole department, and my burden is very heavy. My skills, marketing ability and experience are far from the performance of the account manager, so I have never dared to take it lightly. I have been learning and summarizing how to do better, and I have been learning and accumulating. Actively improve their professional quality, strive for the initiative in work, have a strong sense of professionalism and responsibility, enhance confidence, and strive to improve work efficiency and quality.
Three. Existing problems and future efforts
In the course of several months' study and exercise, I found myself with some problems and shortcomings, mainly in the following aspects: First, my performance and skill level are not skilled enough, and I have some good customer resources, but I could not make a good and targeted business plan for my customers when I had the possibility of cooperation. Second, the existing customer resources have not been well excavated and carefully planned, and there has been no suitable opportunity for the target customer groups. Third, some work is not done carefully enough, and some work is not well coordinated.
The fourth quarter has entered. In view of the above outstanding problems, I will try my best to do the following: First, strengthen my study and improve my skills. Only when my business skills reach a perfect level can I carry out business easily. Second, while doing our job well, we should actively market and update our ideas, and strive to make better returns for China Merchants Bank with a good attitude and sense of responsibility. Third, details determine success or failure. In the future, I will strive to improve the details of my work, lay a solid foundation, work hard, hone myself repeatedly, quit laziness, study hard and explore new customers diligently. Fourth, strengthen the cooperation consciousness of departments, colleagues, banks and enterprises, strengthen unity, constantly improve and strive to do a good job.
Personal quarterly work summary model essay (2)
How time flies! The first quarter of 20__ slipped away when I wasn't paying attention. Looking back on this quarter's work, I have gained a lot, but I have also made many mistakes. What I got is almost equal to what I lost. My work is not successful, so I need to sum up constantly to make my work smoother.
First of all, at work
1. According to the plan listed at the beginning of the year, the work direction for 20 years has been adjusted. At the same time, according to the company's new requirements for customer service, we constantly adjust and change our working methods and seriously abide by the company's new system.
2. At the weekly meeting, I can make records in time, put forward my own opinions and contribute to the overall progress.
3. Do a good job in daily work, receive guests politely and warmly, be generous and decent, and constantly improve your image.
Second, in learning.
1, prepare books at hand, make full use of time during rest, and don't relax your study.
2. Improve your business ability through continuous practice, carefully observe what excellent seniors do at work, and want them to learn.
Third, the existing problems and improvement direction
1, because it is not very sensitive to time, it often delays doing things and cannot deal with problems in time. In the next work, I will always be alert to myself and handle my usual tasks quickly and accurately.
I don't remember these new rules clearly because there are new changes in the new year. Some norms are not the same as before, so I will deviate from them in my work, which is what I need to improve in my next work. Before going to work every day, deepen your memory of the changed places and try not to make mistakes.
Because of procrastination, unfinished things are postponed, and when you are in a hurry, you will be in a hurry and make mistakes. In the second quarter, I will plan my own time and ensure that every task is completed on time with good quality and quantity.
The first quarter passed so flatly. Although I didn't make any big mistakes and didn't make any good achievements, I was not satisfied with my work this quarter. After this summary, I found that a small mistake will make the completion of the work imperfect, and I need to refuel in the future work.
Personal quarterly work summary model essay (3)
In _ _ _ months, with the guidance of bureau leaders and the help of my colleagues, my political thought, professional level, service awareness and working ability have been further improved and strengthened through my own efforts and struggles. The work of this quarter is summarized as follows:
_ _ Bank's work in the first quarter is summarized as follows:
_ _ Bank _ _ Road Sub-branch Features:
1, _ month-end deposit balance _ million, of which _ million people are companies.
2. The huge villa area of the Party School, Senior Middle School and the Fourth Hospital of the District Government of the nearby university has been radiating to the _ _ _ area, and the personnel are of high quality.
3. There are many stocks for studying abroad, usury, real estate speculation, students, retirees and medical and health industries.
4. After continuous product promotion and a large number of uninterrupted network services, normal depositors in the jurisdiction have a preliminary understanding and understanding of _ _ Life.
5. The quality of the personnel in the outlets is relatively high, and their personality is also very good. They are very cautious, serious and careful, and their mouths are very low, and they hardly speak. The president is very dedicated and cautious in his work. In the past, insurance and bancassurance were seriously misleading and had serious disputes (_ ten thousand yuan was given to others, and banks and insurance companies each bore _% of customers' losses), so he was very cautious about insurance publicity.
My approach is to calm down and do it bit by bit in groups, so that they can gradually agree with _ _ life. Because it is a newly opened outlet, many people don't understand it. At the beginning, the flow of people at the outlets was very small, so I promoted the store. I will do business at this outlet in the future, so I don't have to wait in line. The service of the staff in this outlet is also very good, and they are serious and responsible, and depositors slowly move their deposits.
My method:
1, handle the one-stop service and publicity of debit card, online banking and credit card. For example, if a hotel employee handles a card, I will handle his debit card, online banking and credit card at one time to provide additional services for the bank.
2, in front of the counter, vigorously promote online banking funds, credit cards, third-party custody insurance, foreign exchange deposits and other bank intermediary business charges.
3. Make full use of the resources known by your contacts and outlets to help banks attract foreign exchange and RMB deposits. If the customer has no intention to insure, he should try his best to publicize the intermediary business of the bank. Spare no effort to all the intermediary business of the bank, contribute to the bank regardless of the cost, and let the bank truly feel your hard work and value through your own high value-added extra services.
4. Seize the short-term business opportunities of depositors, communicate attentively, and screen and retain big customers for banks.
I pay great attention to whether the customer comes to do business as a VIP card. Generally, we should look at their balance skillfully. If the balance exceeds _ yuan, I will ask my customers why they put so much cash in demand, and train them to learn how to manage their money. Don't let their money idle, and learn to let their money work for themselves and make money. For big customers, I will invite them to the financial office and ask the lobby manager to work together to win large loans, deposits and funds for the bank. The lobby manager is also very satisfied with my cooperation and support.
5. Set your position. For the banking industry, I am a supporting role, and for the insurance industry, I am the protagonist. Don't be afraid of setbacks, difficulties, difficulties and discrimination, and live every day well.
6. Balance the relationship and interests of the staff in the outlets and balance the business distribution. As long as the network arranges things, we must spare no effort to do it, regardless of personal gains and losses. Mr. Wei always says that it is a blessing to lose money, and handle the relationship between the counter, the company accountant, the lobby manager and the president. As long as it is beneficial to the bank, it should do more, even if there is misunderstanding, it will eventually understand.
7. According to the characteristics of outlets, I made a work plan that is more suitable for the characteristics of outlets, with a view to giving priority to distribution, supplemented by wholesale distribution, and taking large single distribution and large single wholesale distribution as the breakthrough.
Since the beginning of the first quarter of the year, the leaders of _ _ Life Insurance Company have been far-sighted, people-oriented, sized up the situation, grasped the pulse of the development and changes of bank insurance, seized the favorable opportunity for the development of various businesses, and followed the inherent laws of the development of bank insurance. With each step forward, they can step on the right pace, operate steadily and step by step, and their business has achieved extraordinary development.
Every employee of the company is very dedicated, very dedicated and makes every effort to win more business for the company. Personal assessment and promotion have been greatly improved. As a newcomer, I have received strong support, care and help from leaders at all levels in the company at every stage of my work. I would like to express my heartfelt thanks here. When the second quarter arrives, I will, as always, learn from my colleagues with excellent performance in the company, constantly encourage myself, study hard and practice my oral communication skills, and do a good job in the outlets.
Personal quarterly work summary model essay (4)
Since the first quarter, the Bank has continued to focus on the objectives and tasks of the _ _ _ session of the Board of Directors, clarify its working ideas, seek truth from facts, strengthen management, make overall plans for development, and pay close attention to the expansion of institutional funds and market share. At the end of the year, the total amount of various deposits exceeded 100 million yuan, the development speed continued to accelerate, the management level continued to improve, and new progress was made in various businesses, laying a solid foundation for the next stage of work.
I. Work and Operation in the First Quarter
By the end of _ _, RMB deposits of the whole bank had reached _ _ billion yuan, an increase of _ _% over the beginning of the year, of which savings deposits increased by _ _ _.
The balance of RMB loans was _ _ billion yuan, an increase of _ _ billion yuan or _% over the beginning of the year. Among them, the balance of loans from agricultural economic organizations and farmers was _ _ billion yuan, an increase of _ _ billion yuan over the beginning of the year; The loan balance of private, individual and joint-stock small and medium-sized enterprises was _ _ billion yuan, an increase of _ _ billion yuan over the beginning of the year; SME loans account for _ _% of total loans.
II. Section 1 Working Methods
(1) Pay close attention to institutional funds and steadily expand market share.
Deposit is always the basis of bank operation; Share represents the position of regional competition. Since the beginning of this year, although the total deposits of the Bank have been over half of the time, there is a big gap between the new deposits of the Bank and other banks in the region, and the share of the total deposits in the city has dropped from 22.4% at the beginning of the year to 20.6%. Faced with this situation, we fully realize that "sailing against the current, if you don't advance, you will retreat." In the first quarter, we did not relax the control of institutional deposits, but tried not to expand market share.
By queuing the sub-branches with low market share, this paper analyzes the specific problems and shortcomings of the bank's fund-raising work, such as poor assessment and weak incentive. On _ _ _ _, we once again convened 20 branch presidents whose market share in our town was lower than that of other banks, who added less than other banks in that year and had less assessment, and held an on-site meeting in _ _ branch. Thirdly, increase the pressure, ring the drums to end the fight, promote competition and compete for share. By looking at the propaganda atmosphere of the business hall of the branch, and posting the monthly fund-raising performance and quarterly assessment results of all employees; Listen to the report on the experience and practice of _ _ _ Sub-branch in organizing an open, fair and transparent assessment of funds, strengthening the assessment, expanding its share and promoting the steady development of various businesses; Twenty branch presidents took the stage to express their determination and confidence to win and carry forward the spirit of leadership, hard work and hardship; Create a good atmosphere for publicity, assessment and fund-raising, and create new achievements.
At the same time, in order to make the cadres and employees of the whole bank more aware of their own gap and ranking in the whole bank by comparing with the brothers' branches, so as to know ourselves and know ourselves, we have set up a weekly report, published the deposit situation every week, tracked the fund competition dynamics organized by branches, and introduced the fund organization practices regularly, creating a strong atmosphere of catching up with each other and making common progress. The total deposits at the end of _ month increased by 6,543.8+0.4 billion yuan compared with the end of _ month, and the market share of deposits steadily expanded.
(two) into the advanced education, support local efforts to improve.
Taking supporting local development as its own responsibility, we will build a long-term mechanism of "three walks, three services". On the one hand, we will continue to strengthen the awareness of agriculture, rural areas and farmers and actively support their development. Vigorously cultivate typical supporting agriculture and expand the scale of supporting agriculture.
At the same time, it took the lead in the work of seven SME contact points identified by "three services", which played a good leading role for the Bank to strongly support SMEs and strengthen market share expansion. Combined with the expansion of market share, the whole bank aimed at effective asset mortgage enterprises such as state-owned land and real estate, enterprises with good reputation and promising development, and continuously increased its support for the local economy. At the end of the year, the bank supported a total of _ _ private and joint-stock small and medium-sized enterprises, with a loan balance of _ _ billion yuan, an increase of _ _ billion yuan over the beginning of the year. Among them, the proportion of mortgage loans in total loans exceeded 30% for the first time, reaching 30.2%, which was 2.4 percentage points higher than that at the beginning of the year, effectively expanding the market share and further enhancing the reputation and social status of the local bank.
(three) always pay attention to basic management, and comprehensively promote the special management of cases.
According to the instructions of the leaders of the State Council on strengthening the special treatment of cases and preventing bank risks and the Work Plan for Special Treatment of Cases of Banks and Rural Credit Cooperatives issued by the General Office of the China Banking Regulatory Commission, since the end of _ _ _ _ _ _ _ _ _ _ _ _ _, the Bank has carried out in-depth work in three stages.
Through the special treatment of cases, the basic accounting work has been further strengthened. According to the implementation method of accounting bidding, this year, the Bank carried out the general inspection of accounting cashiers in grass-roots branches and the acceptance of bidding, analyzed the problems found, found the crux of the problem, sorted out all links in the operation process, formulated corresponding norms, and promoted the institutionalization and standardization of accounting work.
Through the special treatment of cases, the credit management and operation have been further standardized. Combined with the CBRC's special inspection on the deviation of the five-level loan classification, the accuracy of the five-level loan classification, the standardization of the loan mortgage rate, the legality of the guarantee procedure, the related transactions of enterprises and the multi-bank loans in the bank were emphatically cleaned up, which effectively promoted the standardized management of credit operation.
Personal quarterly work summary model essay (5)
In the past three months, I have kept in mind the work responsibilities of serving leaders, service agencies and the masses, and I have done all the work well despite difficulties and unity. The work in the past few months is summarized as follows:
First, strengthen study and constantly improve ideological and political quality and professional level.
As a comprehensive office, the township party and government office has many responsibilities, trivial work and complicated work. This requires that the office staff must have a high ideological and political quality and professional level to be competent, otherwise they will not be able to carry out their work and attend to one thing and lose sight of another. Since the beginning of this year, I have earnestly studied the party's principles and policies and constantly improved my ideological and political quality; Seriously study business knowledge such as official document writing and how to do office work. Through the study, I think my political quality and professional level have been greatly improved, and all the work has been carried out in an orderly way and achieved good results.
Second, strengthen exercise and do well the tasks assigned by the leaders.
20_ In the first quarter, I always insisted on being strict with myself, worked hard, earnestly completed all the tasks assigned by the leaders, and tried to do my job well.
1. Seriously cooperate to complete the change of the village "two committees". From the end of last year to February this year, our township held a general election for the "two committees" of the village. In the election process, from the election of village committees and voter registration to the pre-selection and formal elections, we have carefully organized and deployed according to the principle of "strictly handling affairs according to law, being well-founded everywhere and resolutely plugging loopholes", so that every step and every detail are not missed. I participated in the pre-election propaganda work, the production of winning numbers, the production and distribution of votes during the election, and the counting of votes after the election, and completed all the work of distribution seriously and responsibly.
2. Construction of spiritual civilization. I am mainly responsible for the materials of spiritual civilization construction. Since the first quarter, the following activities have been carried out in the construction of spiritual civilization in my hometown: actively organizing the 1 1 th "Citizen Moral Construction Month", earnestly studying the spirit of the document, and arranging and deploying centralized activity plans; Carry out the first moral model selection activity in Wushtala Township; Actively organize and participate in the "One Cup per Day" spiritual civilization knowledge contest, spiritual civilization construction and the "3. 15" international quiz on consumer rights and interests; Mobilize to participate in the "Spring March Lei Feng Spirit" reading essay contest. At the same time, we should conscientiously do a good job in preparing for the establishment of spiritual civilization organs at the autonomous region level, complete the decomposition of the responsibility system for spiritual civilization, and prepare various materials step by step.
3. The work of the Youth League Committee. Mainly assist the full-time deputy secretary to do the self-construction and basic work of the group, and be responsible for the daily work such as volunteer service activities. Since the first quarter, the Youth League Committee has mainly carried out the following activities: organizing young volunteers to participate in the volunteer service activities of learning from Lei Feng and patriotic health day activities with the theme of "learning from Lei Feng for youth and strength"; Seriously organize the "into youth" activities.
4. Other jobs in the office. At the same time, it is also responsible for meeting notice, venue layout and office daily work. Office work can be said to be a service work, which requires both external and internal services. In the work, we should do "three diligence", that is, oral diligence, hand diligence and foot diligence: when receiving people's visits and handling affairs, we should take the initiative to ask if there are any matters that need to be handled, and we should patiently explain to them or help contact the handler when encountering the proof materials that cannot be done; When collecting and sorting out materials, fully and accurately understand the development of all aspects of work, timely summarize and report to the leaders.
Looking back on my work in the first quarter, I have made great progress in thought, study and work, and I have grown a lot, but I am also clearly aware of my own shortcomings: First, my theoretical study is far from in-depth, especially my ability to apply theory to practical work; Secondly, at work, my work experience is still relatively shallow, especially when I spend too much time in the office and too little time in the village, which leads to insufficient research and understanding of the situation, which has a certain impact on my work and is not conducive to my growth as soon as possible; Thirdly, at work, there are many people who take the initiative to report to the leaders and ask for instructions. Relatively speaking, there is less time to give advice and find ways to the leaders.
Personal quarterly work summary model essay (6)
Engaged in real estate sales for a quarter. During this period of work, I have a new understanding of sales. Here I summarize a few points to share with you:
1, without affectation, treat each other honestly. Customers can tell whether it is true or not. If you treat your customers sincerely and they trust you, you are half successful. On the other hand, if you arouse customers' antipathy, then the order is ruined.
2. Understand customer needs. Understand what customers need at the first time and make targeted explanations, otherwise it is a waste of time to say anything.
3. Be sure to recommend a house, understand all the houses, including their advantages and disadvantages, and make a reasonable explanation for all the problems of customers. But don't argue irrationally about obvious injuries. Nothing is perfect. Let customers know that when you see perfection, there must be lies. In this way, customers will gain their understanding and trust.
4. Maintain customer relationship. Every customer has a different contact person. As long as they are guaranteed to love the project, they will pass on their love, and the resources are endless.
5. Identify yourself. We don't sell houses, we are consultants, and we use our expertise to help customers. Talking with customers about professional knowledge, neutral evaluation and comparison with other properties, and highlighting our advantages are all necessary means of sales.
6. A good team needs unity and cooperation.
What you need to improve:
First, sometimes customers who are impatient, have many questions or talk a lot tend to be tit for tat. In fact, for such customers, it may be more effective to adopt circuitous or soft means. Therefore, in the future, it is necessary to exercise more, increase patience, and make customers feel more intimate, so that they will have more trust.
Second, not paying enough attention to customers. Some customers need the constant attention of the sales staff, otherwise they may not ask you questions, but ask others or think for themselves, so that we lose their initiative in trading. Let them misunderstand the house. Therefore, in the future, I will strengthen the contact with customers, always pay attention to them, put forward the problems that lead to their problems, and then solve them euphemistically. This will not only take the lead, control the overall situation, but also increase the feelings with customers and increase the opportunities to bring guests.
I have been working for a quarter now. In this quarter's work, my sales volume is 2 1 set, and the total sales amount is _10 million. In the future work, I will improve myself, improve myself, increase all aspects of knowledge, and have a certain understanding of various fields of real estate. I will not only do a good job in this project, but also join the company to move north and south and open up new battlefields.
Here, thank you very much for giving me this exercise opportunity. I will work harder, study harder and hand over my satisfactory report card.
Personal quarterly work summary model essay (7)
With the deepening of my work, I have come into contact with many new things and encountered many new problems, and these new experiences are a new tempering process for me. Looking back on _ _ months, I learned a lot: I learned to face difficulties calmly; In the face of setbacks, I learned to look up strongly; Behind the repetitive monotonous work, I learned to think and summarize; When the company's image was damaged, I learned how to maintain it; I learned how to communicate when I was misunderstood by customers. The above is the place where I made a slight breakthrough in my work, but this breakthrough does not mean that I can do it well. In the following work, I will constantly improve myself, constantly sum up experience and learn from my failures. Learn their advanced working methods and ideas in the process of working with colleagues; Learn to understand others in the process of communication.
The work is summarized as follows:
I. Work aspects
1, do a good job of sorting out the basic information and reflect the customer's situation and information to the factory in time;
2. Do a good job in order tracking: after placing an order, confirm whether the factory arranges the order, understand the production process of the ordered products, determine whether the products can be delivered on time, and finally determine whether the customers receive our products on time;
3. Is the collection of payment, confirm the reconciliation list with the customer and confirm the return, send the billing information to the finance department in time, make the billing, and finally confirm that the customer's finance has received the tax bill, requiring timely arrangement;
4. Maintain old customers, keep in constant contact with them, and know the latest trends of customers' demand for products. In addition, we should introduce the latest products of the company to our customers to determine whether they need them.
Second, the problems existing in the work
1, the coordination ability of delivery time is not strong enough. Some goods with urgent delivery time often cannot meet the needs of customers well, and some goods will take more than 20 days to complete once the delivery time is delayed. This situation has caused some customers to complain. The work organization is not enough, and some mistakes often appear in the work; The allocation and utilization of time is not reasonable enough, which greatly reduces the work efficiency; Can not distinguish the priorities of the work well, affecting the overall process of the work.
2. Due to the lack of product knowledge and the limitation of business level, it is impossible to convince customers well in the process of communicating with customers. In this respect, I need to continue to learn to improve my product knowledge and improve my business level.
3. Product quality problems are hard to avoid in mass production, but everyone wants to reduce the incidence of product quality problems. According to statistics, more than a dozen customers complained about the quality of our products last month. Give two cases: __h07 10 136 single nail collision. Because the bottom nail is not sharp enough and the penetration is not strong enough in the actual mass production process, a large number of cases of bending, interruption and deformation of the bottom nail appear in the nailing process. This has brought some losses to customers. After coordination, the customer asked our company to make up the lost bottom nail as soon as possible, 1000 pieces. __h07 10052 for a single I-button, customers complained that our products had serious quality problems. 1 I-buttons has several quality problems at the same time: paint dropping, key surface deformation and inconsistent color. This makes our communication with customers an unprecedented embarrassing scene. Customers are skeptical about the quality of our products and our attitude. They think we are insincere. Later, our factory took corresponding measures to solve this quality problem. However, the previous problem of poor quality brought a very bad image to customers, which greatly reduced our trust and satisfaction.
I think the problem of product quality exists objectively. It is unrealistic to have the naive idea of 1 if it is required that the large goods produced by the factory will not have quality problems. It is necessary for every salesperson to tolerate a certain amount of quality problems. If you blame the factory blindly, it will only make things worse. If there is anything that can make up for the quality problem, it is our attitude. Once there is a quality problem, we should promptly and effectively recover the loss and the trust of customers, and show sincerity to find and admit mistakes. This is the first thing to do.
Third, self-analysis
Mentality, I have two problems: first, impatience, and second, scattered responsibilities. I still need to take the steps of 1 to adjust and change.
In the intense work, I often have an impatient psychological state. I tried to alleviate this situation, but the effect was not good. Psychology explains that there are many factors that lead to impatience: working environment, self-quality, living habits and working methods. Besides, I think we should start with our living habits and working methods to adjust our impatient psychological state, because the working environment exists objectively, and it is not a one-off event to improve our quality, especially our psychological quality. What I can grasp now is to adjust my working style and living habits.
Decentralization of responsibilities is 1 an important means to improve work efficiency, but it also has its negative side. When the responsibility of a thing is shared by many people, no one thinks it is their own business. Over time, no one will pay attention to it deliberately, and I can feel it around me. I think the best way to overcome this kind of psychology is to cultivate and strengthen our team spirit. Always put yourself in the position of 1 group, because there is no me here, only us.
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