Summary of Personal Work of Bank Lobby Manager in 223 5 articles

At work, I have carefully studied various financial laws and regulations, attentively participated in various learning activities organized by the bank, and constantly improved my theoretical quality and business skills. The following is a summary of personal work of Bank Lobby Manager in 223, which I compiled for you, hoping to help you!

Summary of Personal Work of Bank Lobby Manager in 223 1

The year of 2 _ _ is the sixth year that I entered ICBC, and it is also the first year that I became a corporate settlement account manager. Under the correct guidance of our bank leaders and the help of my colleagues, through my own efforts, I constantly innovated and reformed in my work, which made great progress in banking business knowledge and achieved certain results. 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. 223 Summary of Personal Work of Bank Lobby Manager 2

There are many memorable things for bank employees who are at the center of the reform wave, especially for comrades who work in the position of account manager. At the beginning of the year, I competed for the post. In my own words, "This is the first time that I have formally stepped onto the platform for a job in many years", and I almost lost the election unexpectedly. Competition made me feel the pressure from the beginning, that is, from then on, I was more energetic with myself in my heart, and I must work hard and live up to my mission. He thought so and did the same. Over the past year, I have closely followed the pace of the leadership team of the sub-branch in my work, and completed various tasks well around the focus of the sub-branch. With wisdom and sweat, I have demonstrated the spirit of loving my post and dedication and selfless dedication with actions and effects.

up to now, I have completed the task of adding RMB _ _ _% of the plan, discounted three acceptance bills with an amount of RMB _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

1. Customer comes first, and deposit is the center

I always set up the idea of customer first in my work, take the customer's affairs as my own business, worry about the customer's urgency, think about what the customer thinks, and always do "three diligence" in my working methods, moving my legs, working hard and thinking hard to win the customer's support for our business. I can be a conscientious person in my work. He captured the information from an obscure remark of the financial staff, gave timely feedback and tracked it, and finally made nearly RMB _ _ _ _ million in the account at the beginning of the year, which achieved a "good start" and laid a good foundation for the bank's work of increasing deposits.

in the process of serving customers, I am careful, injecting brotherhood and friendship into my work, making the simple and boring service work rich and colorful, and truly embodying the concept of customer first. When a customer receives flowers from him on his birthday, he will be moved by the surprise. If the customer receives a short message from him when he is upset, he will definitely put the unhappiness behind him for the time being and hold a little gratitude; And when the customer is unfortunately lying in the hospital bed, he will see him running upstairs and downstairs after he is busy ... Although everything is normal and simple, there are not many people as meticulous as Chen Gang.

2. "Customer's demand is my job"

I have been engaged in credit and deposit work in banks for more than ten years, and I have a relatively comprehensive ability to work independently. With the needs of bank reform, my working ability and comprehensive quality have been greatly improved, and my business level and professional skills have also been updated and improved with the reform of CCB at various stages. In order to fulfill my mission and complete the tasks assigned by my superiors, I, as the account manager in charge of several key customers, with the help of branch leaders and department colleagues, boldly opened up my mind, established the idea of customer first, solicited different customers, adopted different working methods, and strived to provide customers with the best financial services. With his own understanding of the work, it is "the needs of customers are my work".

Third, open up ideas, be brave in innovation and creatively carry out work

With the reform of China's economic system and financial system, the trend of customers choosing banks has been formed, and the competition in the same industry is becoming increasingly fierce. In business development, I have you and you have me, striving for survival and development in the competition, and how to serve key customers well plays a decisive role in the business development of our bank.

I think that as a good account manager, we should always pay attention to market research and market dynamics. Studying the market is to analyze the marketing environment, study customers on the premise of grasping the objective environment, so as to understand the operating rules of customers' funds, and strive to track the downstream funds of customers to the Bank, realize the "monopoly control" of funds from the source, realize the internal circulation of funds and consolidate the financial strength of the Bank. This year, in one of the clients he is in charge of, the flow of funds is relatively large. In order to make his funds circulate in the body, he started from scratch, won the trust of the unit with high-quality service, and gradually found out the downstream units of the unit. Through many door-to-door contacts, all the infrastructure funds allocated by the unit were opened in our bank. In addition, in July this year, when the municipal government asked the treasury to collect and pay the budget unit account and transfer the funds to the commercial bank, he actively contacted the door and successfully retained a customer to open an account in our bank.

Another example is to carry out table tennis and badminton activities with customers based on healthy fitness activities, which not only deepens the communication with customers, but also breaks the traditional public relations model and has received very good results in the work. In _ _ this year, while having a friendly exchange of skills with the relevant personnel of a real estate company, I learned that the customer wanted to auction some of his properties, and he worked actively to make the auction money of RMB _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

I have a strong sense of professionalism and responsibility in my work. I work hard and actively. I never pick and choose, and I avoid the important. I can do my best to finish every job on time and with good quality. In his daily work, he always insists on high standards and strict requirements for himself, taking the overall situation into account, regardless of gains and losses. In order to complete various work tasks, he sacrifices his spare time, gives up weekends and holidays, and makes use of all the time and opportunities to serve customers, make friends with customers and be friends that customers are willing to associate with. Through unremitting efforts, I have handed in a satisfactory answer sheet for myself in the work of _ _ _. 223 Summary of Personal Work of Bank Lobby Manager 3

__ year is my second full year working in a sub-branch. With the help of bank leaders and colleagues, I have greatly improved my service or professional knowledge, and with the support and encouragement of leaders, I have taken over many jobs that I have never done before. It can be said that _ _ year is a year of rapid growth for me. At the end of this year, I will summarize my work in _ _ year as follows: < p In _ _ years, I paid more attention to cultivating my sense of service. In recent years, with the marketization of commercial banks, services have been paid more and more attention, and the lobby is the beginning of customers' contact with our quality services and their first impression of our bank, so the requirements of our bank are particularly strict; The lobby manager is the link between customers, high-level tellers and even account managers. We are not only the staff, but also the spokesmen of customers. When customers are confused, we point out the direction for them; When customers encounter difficulties, we help them; When customers don't understand, we patiently explain; We want to win every customer with perfect service anytime, anywhere, anxious about what customers are anxious about, thinking about what customers think. Let every customer feel our smile, our enthusiasm, our professionalism and feel at home. Because I act as a community outlet, the customer flow that comes to handle business every day is very large. In order to reduce the pressure on the counter, our lobby staff actively deploy and take customers to the self-service equipment in time to handle and divert customers. Whenever the passenger flow is heavy, I will ask loudly in the waiting area: "_ _ customers please go to counter X to handle business", and do a good job of diverting customers, so as to avoid some customers leaving the empty number halfway to occupy time and maintain a good working order in the business hall. Because only a good business order can we successfully find our target customers, market our wealth management products and introduce them to our account managers, and realize the integration of service and marketing.

As lobby service personnel, besides being familiar with the financial products and business knowledge of banks, they should also strengthen their professional ethics and love their work and dedication. Usually, at work, the words and deeds of the lobby manager are usually paid attention to by customers at the first time, so it is required that their comprehensive quality must be quite high. We should also be enthusiastic, generous, active and standardized in service etiquette. But also be quick-witted, be able to deal with some emergencies in time and avoid complaints. Our team often communicates with each other to improve the service level of our whole team.

Quality service should not only stay in the aspects of code of conduct, but also be a sense of initiative, a responsible attitude and a good working attitude. In order to better improve their service level and business level, the sub-branch convened lobby staff every month this year.