Summary of the bank's probation period in a blink of an eye, the two-month probation period is coming to an end. During this period, with the care and help of company leaders, department leaders and colleagues, I have gradually adapted to the surrounding living and working environment from the beginning, and the sales support work has gradually entered a state. From my own point of view, I have made further progress, and now I summarize my work in these two months as follows:
First of all, personnel management:
1. Find salespeople by phone and attending job fairs, and arrange interviews for qualified candidates.
2. For the new employees who have passed the interview, prepare relevant employment materials according to the requirements of hr, and mark the job number on the system for the new employees.
3, do a good job in the attendance of sales staff, as well as their commission and salary calculation.
Second, the industry management:
1. During the signing of the agreement between CITIC and Bank of Communications, CITIC kept in touch with branches, tracked the countersigning process of the agreement, and set relevant network information in the system after the signing of the agreement, so as to ensure the entry of insurance policies and the normal issuance of bills.
2. Be responsible for receiving, reviewing and sending daily bills, and make daily business records and business broadcasts. If there are any problems such as remarks, follow them up and deal with them in time.
3. According to the requirements of the Director, formulate the channel business plan and expense budget management.
4. Be responsible for making incentive plans for bank and brc personnel, implementing and tracking them, and doing a good job of reimbursement at the end of the month.
5. Communicate with finance and banks, check the bill at the beginning of each month, and calculate and pay bank fees in time.
6. Make training plans for related businesses and reimburse the expenses incurred during the training.
7. Handle the mail sent by the branch office and complete the tasks assigned by the branch office.
8. Do a good job in the subscription of silver insurance policies, and timely check and sort out the inventory information.
9. Complete all the work arranged by the general manager and provide good logistics support and service for our sales team.
As a newcomer, I always lack planning at the beginning and can't tell the priorities of my work. Due to my carelessness, I made several mistakes. However, after two months of training, I realized my own problems, insisted on making a personal work plan before starting work, clearly defined the priorities of the work, and completed it one by one in time, which achieved the expected results, completed the work with good quality and quantity, and improved the work efficiency. At the same time, I also learned a lot at work and exercised myself. Through unremitting efforts, my work level has made great progress compared with when I first took over, creating a new situation in my work. In the following days, I will keep a good working attitude, step up my study and enrich myself better, so as to be better qualified for this job.
Of course, there are still some shortcomings in my work. For example, in dealing with problems, we still need to look at problems comprehensively with our brains, and our familiarity with the work is also insufficient. However, I believe that through my future work, I will gradually get familiar with, understand and master the work of sales support. I will continue to work hard, improve and perfect in the future, and make my contribution to the development of the company.
How time flies! In a blink of an eye, I have been in China Bank for half a year. From midsummer to winter, I learned a lot in this short period of six months. The following is my study report in the past year:
The first induction lesson begins with induction training. Although the time schedule of induction training is quite tight, induction training is of great significance to our newcomers. Through on-the-job training, I learned about the corporate culture of China Bank, the basic knowledge of individual funds, companies and national debt of the bank, cultivated team consciousness and realized the importance of communication. Induction training has benefited me a lot.
After a short induction training, I began to study counter business in Yongfeng Road Sub-branch. When I first went to the counter, I always felt in a hurry and was at a loss for customers' questions. With the help and guidance of my master and colleagues, I study and consult with an open mind and take notes carefully. Soon, I learned the basic counter business such as deposit and withdrawal, loss reporting, foreign exchange trading, and deposit opening. At the same time, I also realize that the counter business of the bank seems to be simple and repetitive, but in fact it needs the teller to be careful, patient and responsible: handle every business carefully, serve every customer patiently, always remember the responsibility of work and be responsible for every customer.
In the final analysis, banking belongs to the service industry, and for banks, each outlet is the first window to serve customers, and its service quality plays a vital role in the development of banks. Therefore, it is particularly important to do a good job in literature. At work, I always keep in mind the importance of literary talent, treat people with a smile, use polite language, think about what customers think, worry about their worries, take customers as the center, and strive to make customers happy and satisfied.
Do a good job at the counter, and all skills must meet the standards. For me, I need to practice every skill of counting money, calculator, Chinese entry and personal gold business. With the help of my colleagues in the outlets, under the guidance of the training of the General Management Department, and with my own efforts, my skill level has gradually improved, and the efficiency of handling business at the counter has also improved. The level of skills depends entirely on the degree of effort. Therefore, in my future work, I will continue to practice my internal skills and strive for continuous progress.
Working in a bank is risky, so it is particularly important to conscientiously implement and abide by various rules and regulations, which is also a manifestation of a sense of responsibility. As a teller, I work in strict accordance with the requirements of Double Ten. Whether it is the business process, or the use and storage of seals and vouchers, it is strictly in accordance with the requirements. In the long run, I consciously develop a cautious work style and try my best to reduce the risks in my work.
Marketing is also an important part of counter work, and intermediary businesses such as funds and insurance are also one of the main sources of bank profits. In order to better carry out counter marketing, I learned the relevant basic knowledge and established the corresponding financial awareness. But in the process of counter marketing, my marketing ability is still not good. Therefore, my marketing level needs to be constantly learned from the old employees and honed in practice.
Half a year's work experience has taught me a lot of new knowledge, and at the same time, it has made me realize that there are still many immature aspects that need to be improved. In the future work, I will continue to adhere to the down-to-earth spirit, keep learning enthusiasm, maintain a correct attitude, work hard, stand on my post, be honest and dedicated, and strive to grow and develop together with Bank of China in the spirit of pursuing Excellence.
Summary of Bank Probation Work Fan Wensan has worked in Shenzhen X Branch of Agricultural Bank of China for half a year. In this half-year internship, I have completed two changes. First, I have basically completed the transformation from an ivory tower to a social class, and my role has changed from a book-centered student to a bank employee who can finish his work independently in his post. Second, I changed the way and method of studying at school. I am very happy that the above changes have been basically completed with the care and love of the leaders and colleagues of the branch. In half a year's time, I have a very in-depth understanding of the daily operation of X Bank and the operating rules of related posts, and I have gained a lot in business skills, but there are also shortcomings, which are summarized as follows:
First, business skills.
Over the past six months, I have worked at the savings counter most of the time and deeply realized the importance of savings business. It can be said that the savings business is the most basic and important business of the bank, and it is the foundation of all other businesses, which provides a strong support for other businesses of the bank. In the past six months, I knew nothing about personal savings business from the beginning, and now I can complete the operation independently and try to be familiar with the business process. Actively communicate with the old tellers, learn from them with an open mind, and deeply understand the places that should be paid attention to and possible risks of each business, so as to basically ensure that there are no mistakes in the business and no complaints from customers. In my spare time, I have been constantly learning ABC's professional English knowledge, and strive to improve my English listening, speaking, reading and writing level, so as to make communication with foreign customers barrier-free. From the first day of work, I set myself a high-standard and strict work goal: be strict with myself, constantly improve my business skills, constantly expand and expand my business knowledge, serve every customer kindly and efficiently, and become a person with solid basic skills, comprehensive business knowledge and calm service standards. Although the current level is far from this goal, I will stick to it and never give up.
Second, in terms of service attitude.
Firmly grasp the spirit of "love my Agricultural Bank and pursue Excellence", and deeply realize that the competition in banking financial services is no longer just the competition of hardware and equipment, but more importantly, the competition of service consciousness and service attitude. This kind of soft power competition can often better reflect the core competitiveness of a bank. In this half-year ordinary work, I am not only full of enthusiasm for my work, but also have a heart for perfection. With persistent spirit, I constantly improve my professional skills and service level, handle every business with a pragmatic and meticulous attitude, receive every customer with a natural and open-minded, kind and tolerant attitude, and contribute to the development of X Bank with a United and humble attitude, from which I deeply understand the charm of service. I realized the true meaning of "customer service as the center" and the importance of "customer is God". Therefore, in my daily work, I always put the service quality into my daily work, firmly remember the requirements of the seven-step teller, standardize the service etiquette, strengthen communication with customers in the specific service process, and achieve zero complaints from customers; I always serve every customer warmly with a heartfelt smile and make them feel more cordial with a sincere and natural smile.
Third, in terms of teamwork.
Although I mainly engaged in the business of personal savings counters in banks in the past six months, gold cards, silver cards and ordinary areas are all involved. Wherever I am, I deeply feel the importance of teamwork. Only effective teamwork can do the most efficient work. For example, there are many businesses in Jinka District, where personal business, corporate business and local financial agents are handled. The daily workload is large, and the amount of each transaction is relatively large. In daily work, the three tellers of our Gold Card have carried out the division of responsibilities and work. In the case of completing their own work independently, they emphasize the coordination of work, such as a clear division of labor between the outside and the inside, which not only ensures the work speed, but also improves our work efficiency.
Fourth, work and life.
In this half-year work and life, I deeply felt the warmth and strength of the collective. When I first came to this city, I felt a little strange. I just left the beautiful campus and felt a little lost. It was the leaders and colleagues who gave me great encouragement. Their enthusiasm warmed me, their trust moved me, their support inspired me, and they gave me many opportunities for exercise. In our group, my spare time is rich and colorful, which greatly enhances my communication, exchange and study with my colleagues. Here, I also feel the importance of interpersonal communication. I help my colleagues in life and live in harmony.
Of course, I also have some shortcomings in my work. First, because I don't know Cantonese, I have some obstacles in communicating with some customers. Although I study Cantonese hard after work, I can only understand some simple daily expressions because I have never been exposed to them before, and I will study harder in the future. Second, the product marketing is not in place. Due to the lack of in-depth understanding of the product itself and relevant marketing experience, the marketing of wealth management products is not ideal, which will be the direction of my next efforts.
Looking forward to 20 1x, a new year and a new beginning, under the premise of constantly consolidating business skills, we should focus on the following aspects:
First of all, think about your future work direction. After staying in the bank for nearly half a year, I have a certain understanding of various positions in the bank. Since we are still in the internship period, we should combine our own personality and knowledge structure to think about the future work direction, so that we can know more about the relevant positions after our daily work, so that we can Kamijozu in our posts as soon as possible after the positions are decided.
Second, continue to raise awareness of risks. In essence, a bank is a special institution with operational risks, and at the same time it is faced with market risks, interest rate risks, operational risks and reputation risks. Therefore, we must constantly improve our risk awareness and strengthen our ability to control risks in practical work. In the specific operation, it is necessary to operate in accordance with the relevant operating specifications, and Dochado should check to ensure that the operating specifications are correct.
Third, constantly strengthen their learning ability. Banking is the core of the financial industry, and the knowledge update speed of the financial industry is very rapid. The popularity of financial derivatives such as futures options has enriched the financial industry and put forward higher requirements for employees. Therefore, only by continuous learning and innovation can we keep up with the times and become a qualified banker.
In a word, I have learned a lot in the past six months' work, and my working ability has been improved, and I have a certain ability to run my business independently, but my business knowledge is not comprehensive and solid enough. In the future work, I will try to overcome my own shortcomings, give full play to my advantages and strive for better work results.