Time is like a fleeting moment, and a year is always so short. We should write a systematic annual work summary of our position.

Through work summaries, superiors can better understand employees' situations and working methods.

How to write an excellent annual work summary for a position?

The following is the "Annual Work Summary of Bank Managers" collected for everyone. Welcome to read. I hope you can read and collect it.

Bank Manager Annual Work Summary Part 1 When the calendar pages are torn off and only the last page is left, the year passes by unconsciously and quietly.

Looking back on this year, I have continued to learn in order to be qualified for the position of financial account manager.

The following is what I have learned from my work and a summary of my work over the past year: 1. Strengthen learning and improve my own quality. As an account manager, I believe that we must not only be good at learning, but also be diligent in thinking.

In xx, as a customer, I visited xx commercial banks such as xx Bank, xx Bank, xx Bank, and xx Bank to see their financial products and service quality. I was deeply moved when I came back.

From the eye-catching fund price list and promotional materials of various financial products of xx Bank, the high-quality services of the lobby manager and account manager, the RMB financial products of xx Bank, and the green channel set up by xx Bank for high-quality customers, I saw the gap in our bank

, also saw my lack of personal knowledge. After returning, I formulated a systematic plan to learn business knowledge and theoretical knowledge. At the same time, I made suggestions to put fund prices and shelves for promotional materials in place as soon as possible, which not only serves customers but also plays a good role in marketing.

Effect.

2. Be diligent and pragmatic, and do my best for the development of our bank. Over the past year, I have worked in different positions such as savings clerk, account manager, etc. No matter which position I work in, I can base myself on my job, be dedicated to my job, and make selfless contributions to my work.

Dedicated to the development of the industry.

When working as an account manager, I can actively collect high-quality customer information and fill in more than xx copies of high-quality customer information record forms.

As an account manager, everything I say and do represents the image of our bank.

Therefore, I have high standards and strict requirements for myself, actively consider customers, promote our bank's new products, new businesses, and new policies to customers, and expand our bank's visibility.

When working in the savings bank, I can actively cooperate with the director of the bank to do a good job in the bank, use the knowledge I have learned and mastered to maintain and repair the machinery and equipment in the bank, ensure the normal operation of the business, and clean the bank thoroughly before business.

After business is over, check all safety measures item by item, turn off water and electricity, etc. before leaving.

There has never been a single complaint from an outside customer.

When there are customers who have different opinions on our work, I can explain things clearly that the customers don't understand, and ultimately make the customers satisfied.

There are often workers and students from other places handling personal remittances in the institute. Some of them don’t even know how to fill in the required receipts. Every time I will explain to them in detail how to fill it out and teach them word for word.

, until they learn to do this.

Before leaving, I also asked them to keep the written reply form so that they can fill it out the next time they remit money.

Every time I handle remittance business for them, they will continue to express their gratitude to me.

While I am doing my job well, I also use my many years of experience in savings work to help other comrades. If you have any questions, just ask me and I will answer them carefully.

When I have questions, I will humbly ask old comrades for advice.

When it comes to business skills, I have a requirement for myself: among three people, there must be a teacher from me, and we must do everything possible to learn what we don't know.

If you want to help others at work, you must improve your professional quality.

3. Expand the market and find new growth points In the new year, I have set new goals for myself. As an account manager, I plan to train myself in the following aspects and improve my overall quality.

1. Moral aspect.

As an account manager, you must have high moral cultivation, strong sense of professionalism, decent style, strict self-discipline, and self-care in terms of character and responsibility.

2. Business aspect.

Account managers must have systematic and solid business knowledge.

First of all, you must be familiar with the bank's loans, deposits, settlements, and intermediary business knowledge.

It is necessary to master both the main business knowledge and the less popular business knowledge.

It is necessary not only to have a high level of policy theory, but also to be able to introduce the operational procedures of various businesses in detail.

It is necessary to be familiar with traditional businesses and to grasp emerging businesses in a timely manner.

In addition, the account manager must also have legal knowledge and economic knowledge, especially the ability to comprehensively use a variety of knowledge to provide customers with a variety of alternative investment and financial solutions.

3. Marketing.

Account managers must become marketing experts.

You must master the basic knowledge of marketing, but you must also practice it and actively participate in practice.

Master self-promotion skills, presentation skills, product promotion skills, communication skills with customers, handling rejection skills, etc.