Bank case work plan 1

First, strengthen daily management. Each sub-branch defines the responsibilities of each post, so that the network personnel can reasonably divide their work, unite and cooperate, and implement "linkage marketing".

The year of 20xx is a year of heavy responsibility and great pressure. All branches should implement the work objectives for everyone according to the division of responsibilities to ensure the smooth completion of all work in 20xx.

Second, strengthen supervision and inspection. In 20xx, various systems will be improved, problems found will be corrected in time, gaps will be filled, inspections will be further intensified, and all kinds of violations will not be tolerated.

Three. Continuously improve the level of logistics services, implement three services: vehicles, meetings and receptions, and effectively guarantee the daily operation of the company. There are four vehicles in the sub-branch, mainly to ensure the daily use of vehicles by the leaders of the sub-branch, and to coordinate the use of vehicles by various departments.

In 20xx, the vehicles were running normally without major accidents, and the vehicle management continued to be very good in 20xx. First, department leaders regularly strengthen safety education for drivers, enhance their safety awareness, and overcome the phenomenon of carelessness and muddling through in safety management. Second, drivers should consciously abide by the relevant driving rules and regulations, do not drive fatigue, do not drink and drive, and regularly check and maintain their vehicles. When problems are found, solve them in time, so that vehicles can get on the road without illness, and drivers can drive without emotion to ensure driving safety. For customer reception and meetings, we will further innovate the operation mechanism, improve the service mode, optimize the workflow, and do a good job of organic connection of all links to ensure orderly operation.

Four. Do a good job in the activities of "serving the people first and improving quality". In 20xx, the Bank will continue to strictly abide by the regulations of higher authorities on providing high-quality and civilized services, and comprehensively carry out and implement the activities of "serving the people and striving for Excellence first". In view of the actual situation, we will assign special personnel to supervise the civilized service of all outlets within our jurisdiction through unannounced visits to outlets on Saturday and Sunday, promptly remind the existing problems, and urge the employees of the whole bank to enhance their service awareness, change their service concepts and strengthen their service measures.

5. Do a good job in personnel and labor. First, strengthen attendance management, standardize attendance system, implement monthly attendance report on time, and further improve the management of leave system while strictly implementing the attendance responsibility system. The second is to strengthen labor management, build harmonious and stable labor relations, strictly manage posts, and further improve the standardized level of labor relations management.

Do a good job of security with intransitive verbs. Due to the particularity of the financial industry, all branches should regularly conduct drills for employees in the state of power failure and emergency paralysis of computer equipment to effectively ensure the normal development of business; The accounting supervisor regularly checks the installed security equipment every day, strengthens the training of security personnel, and improves their professional knowledge and professionalism.

Bank case work plan 2

According to the actual situation of our accounting settlement work in the past year, next year's work will mainly start from three aspects: service, quality and quality. At present, the working ideas of our business department in 20xx are formulated according to these three aspects.

Customer-centered, do a good job in settlement services. Customers are the source of our existence. As the sales department and external window, the quality of service directly affects the credibility of our bank.

We will continue to implement the "first inquiry responsibility system", "full-time service", "standing service" and "three-tone service" that our bank has always advocated to ensure that every employee can treat every customer patiently and satisfy customers.

With the intensification of competition in the financial industry, customers' requirements for banking services are getting higher and higher, which is not only reflected in counter services, but also in the service varieties of our bank. In addition to continuing to do a good job in the agency settlement of public utility fees, taxes and fees, financial charges, traffic fines, aviation agents, etc. , but also do a good job in expressway network toll collection business, open-end fund acquisition business, securities business and other businesses opened in 20xx to improve competitiveness.

3. Actively strengthen contact with personal business, participate in personal business, be familiar with personal business, and better serve customers. Although I have been working on the integrated business system, I have not been able to achieve real integration for various reasons, which is the lack of work in my sales department.

Taking banks as the classroom, more lectures on bank settlement methods will be held in 20xx to increase people's financial knowledge and let customers know more about banks.

5. Carry out job rotation in a planned and purposeful way, and train every employee to change from single operation to mixed multi-function.

Bank case work plan 3

Time has entered 20xx years. In the past year, I have been doing things according to the requirements of our bank, trying not to make mistakes in my work, and at the same time keeping up with the pace of my superiors, so that I can correct my mistakes as soon as I know them, without arrogance or rashness. Even though I didn't make too many mistakes in my work this year, I always remind myself that since I have become a bank employee, I must do my work well. The following is my own work plan for 20xx, which is still a simple version and will continue to be revised and improved in the future.

People say that "plans can't keep up with changes". Indeed, a year is still a long time. Even if I consider many factors now, even if I consider some unexpected situations, I still can't guarantee that I can continue as planned, so I can only plan my work at about 20xx now. Judging from my personal work performance in 20xx, I feel that I need to improve my business ability urgently, because I haven't been in the bank for a long time and my work experience is relatively shallow. Compared with my predecessors, I know I still have a lot to go. Even if I often ask my predecessors for some experience, I still feel a lot worse, so in the new year, I will take more training organized by our bank. If there is a better opportunity, I will also participate in skills training outside the province, so that I can learn more about banking business and improve my personal ability.

When I deal with business, I'm actually not very cautious, especially when my business is busy. I make some mistakes occasionally. Although I have been careful to avoid these situations, they still pop up several times from time to time. I think this is because I have too little knowledge, but making mistakes is not a bad thing. After all, work is a process of continuous progress, and there will inevitably be some situations in this process, but we are willing to spend money as long as we are willing to correct it. In addition, I still have a problem that needs to be corrected, that is, my work attitude. There is always a cold expression in my daily work, and I can't see too many emotions, which makes people feel less enthusiastic. In fact, it will have a certain impact on my work, so I have to adjust my mentality and try to keep a good smile in front of customers.

The above is my work plan for 20xx, but I know it is not detailed enough. As time goes by, I will adjust my plan as soon as possible!

Bank case work plan 4

X year is a key year for deepening the reform of rural credit cooperatives in our county, and the development of all work is directly related to the process of legal person unification and special bill payment. According to the unified deployment of credit cooperatives, combined with the actual financial management of credit cooperatives in our county, on the basis of summing up the experience of financial management last year, this paper carefully analyzes the future development situation of credit cooperatives. The working idea of the finance department of credit cooperatives in X years is "to deepen the reform of rural credit cooperatives as the center; To improve the economic benefits of the entire jurisdiction as the goal. Closely around the unified legal person and special bill payment, strengthen financial management, pay close attention to the implementation of the system, prevent all kinds of business risks, and fully complete all objectives and tasks. "

First, continue to carry out standardized accounting management to prevent and resolve operational risks.

On the basis of standardized management of accounting work last year, we will continue to carry out standardized management of accounting, improve the level of accounting management, and prevent and resolve operational risks. Specifically, we should start from eight aspects: basic accounting regulations; Accounting quality; Quality of accounting statements; Computer management; Inter-bank settlement management; Accounting file management; Credit cooperatives and other network management; Accounting management. In particular, the management of accounting files has been lacking for many years. Although accounting vouchers are filed every year, they are not classified according to the archives management method and need to be further standardized.

Two, continue to do a good job in increasing revenue and reducing expenditure, and further improve the level of increasing revenue and reducing expenditure.

Grasp the two links of increasing income and reducing expenditure, pay attention to external income and internal management, and strive to achieve the goal of achieving a profit of xxx billion yuan on the premise of fully withdrawing the interest payable and raising the provision level throughout the year, so as to ensure that the asset profit rate of the county credit cooperatives with social surplus and special bills will increase year by year. Aiming at the goal, the "xx County Rural Credit Cooperatives' Implementation Plan of Increasing Income and Creating Profit in 20xx Years" was formulated, and arrangements were made around two links: increasing income and reducing expenditure. Pay more attention to credit quality management, actively revitalize and optimize incremental stocks, broaden income-increasing channels, and do everything possible to recover all accounts receivable. Grasp financial management, reduce operating costs, especially strengthen the management of operating expenses, reduce public expenditures on the premise of ensuring personal expenditures, and ensure that the payment of special bills will achieve the goal of decreasing the asset expense ratio of county credit cooperatives year by year. Specifically, we should do five operations well: first, financial expenditure operation: control the amount and rate of operating expenses, strictly implement the principle of "fixed expenditure based on income, first withdrawal and then expenditure, overcharge and undercharge, fixed fees, and overspending at our own expense", and control the expenses within the approved proportion. The second is proportional operation: in terms of expenses, according to the relevant national policies and regulations, employee welfare funds, trade union funds, pension insurance, unemployment insurance, etc. are accurately accrued in proportion. Hospitality and publicity expenses should be used sparingly within the prescribed proportion. 3. Budget operation: Training fees, conference fees, repair fees, electronic equipment purchase and operation fees are all budgeted, and expenditures are strictly controlled according to the budget in specific operations. 4. All-in-one operation: used for travel expenses, post and telecommunications expenses, utilities, public and miscellaneous expenses, etc. , we combine the actual situation in the region and the market price situation, and make reasonable measures for the use of lump sum. If the agency exceeds the lump sum limit without justifiable reasons, the excess shall be deducted from the personal expenses. Fifth, cost operation: strictly strengthen the management of other cost items and non-operating expenses, adhere to monthly monitoring, and prevent charging fees in other names.

Article 5 of the World Bank Case Work Plan

First, attach importance to the advantages of outlets, seize development opportunities, and promote the rapid development of advantageous businesses.

Savings deposit is the foundation of the bank's survival, and it is also one of the important indicators of the president's target assessment. In August, the savings deposit time and daily average index of the branch were relatively good. As a strong indicator of outlets, we should also firmly grasp the savings deposit business next year, steadily and steadily, and promote the benign development of outlets. September is a marketing season, and the competition for deposits among banks will be fierce. How to seize the opportunity in peak season marketing is the main task of the work. The basic idea of sub-branch deposit marketing is "come in, be steady".

First of all, the so-called "access" means to vigorously tap deposit resources, tap deposits from other banks, and deposit market circulating funds into our bank, so as to make the deposits at outlets grow rapidly.

First, mobilize the hospital staff to actively provide deposit marketing clues. As long as valuable marketing clues are found, account managers and relevant marketers will act immediately and contact customers in various ways to try to tap funds.

Secondly, take advantage of the opportunity of a large amount of funds returning during the Spring Festival to find and track the flow of customers' funds in time and turn short-term hot money into long-term deposits.

Third, make full use of the existing publicity methods of our branch, such as SMS marketing and publicity slogans, to convey the information of my deposits and attract customers to come to our door actively.

Two, combined with the characteristics of outlets, vigorously expand the business friend card, increase the number of cards issued. Take points and areas, use cards to absorb storage, and drive the all-round development of business.

The branch is located in the downtown area, with many merchants and convenient transportation. Every merchant is a potential customer of a business friend card that can be tapped. With the new business friend card as the medium, it can attract merchants to pay for goods, increase deposits at outlets, drive small and medium-sized merchants to transfer money to pos, and create new jobs. At the same time, you can also sell credit cards to merchants to achieve the goal of killing multiple birds with one stone. At present, the main follow-up project of our outlets is the expansion of foreign merchants with business friends cards. The specific work began in August, and a thorough publicity was conducted for the merchants. In September, it was an important customer base of the new distributor's friend card in our outlets. In September, the person in charge of the network took the lead, and the account manager was responsible for further follow-up, which changed the previous passive situation of business development.

Third, the daily business indicators of the outlets are always persistent.

While deposit marketing and business card expansion are in full swing, other daily business indicators of outlets cannot be relaxed. For example, key funds, insurance, precious metal sales and so on. At the same time, strengthen and improve the assessment and incentive mechanism to enhance the enthusiasm and coordination of employees. By subdividing the market, highlighting the key points of business development, formulating specific work objectives and task plans, making full use of the powerful platform of performance pay assessment scheme, further increasing the intensity of rewards and punishments, praising the advanced, encouraging the backward, forming a good atmosphere of performing their duties, doing their best and developing together, and promoting business development.

Fourth, improve service level, standardize service and strive for first-class service outlets.

First of all, standardize the service, do a good job of three-tone service according to the civilized service requirements of the head office, think about what customers think, worry about what customers are anxious, and improve the service quality from the details. Strengthen and expand the service function of outlets, focusing on debt business, personal business, intermediary business and wealth management business, focusing on the person in charge of outlets, account managers and lobby managers, perfecting vip database, integrating products, and implementing "bundled" all-staff marketing strategy.

Secondly, strengthen the training and learning of employees and improve their comprehensive professional quality. Use pre-class study, special training and exchange study to create a good learning atmosphere and improve the cohesion and combat effectiveness of employees.

Thirdly, with the help of our advanced online banking and self-service equipment, we can divert low-end customers, reduce the pressure on the counter and further optimize the service environment.