At the end of the year, employees in any position should draw a satisfactory conclusion to the past year through work summary to prepare for a better next year. As a financial worker, how should I write a work summary? I am here to bring you a five-point summary of the work of financial workers in 2020. I hope you like it!
Financial workers' annual work summary 1 In a blink of an eye, my year's work will be over again. In this year's work, I can say that I have done my best. As time goes by, my own bank accounting and cashier work is getting better and better, which is the result of my continuous efforts in recent years. I have been working hard and surpassing, and I believe I can do better in the new year!
20__ _, in the busy and intense work of the whole bank, it is close to the end of the year. The end of the year is the busiest time and the most practical time in our hearts. Because looking back on this year's work, every employee in our accounting and cashier department has his own gains, without mediocrity and waste of time. Although the division of work is different, everyone is doing their best to contribute to the development of the industry. Report the annual work to the whole bank:
First, all the staff fought for the "New Hundred Days Battle" and sought the results of last season.
In the last quarter near the end of the year, the city bank reached the sub-branch under the index of "New Hundred Days Battle", and the sub-branch went to various departments. All the staff in our department took active actions at the first time to cooperate with the industry to complete various indicators. Although most of the products promoted by "New Hundred Days Battle" are aimed at individual customers, our employees will promote new products to customers who have been doing business whenever they have the opportunity. Especially after the "_ _" business came out, our employees pushed this product to the customers who paid wages, which made great contributions to the rise of bank deposits. Bank leaders have repeatedly stressed that deposit is a responsibility, not a task. I just want employees to change their ideas, take things in the industry as their own business, and turn pressure into motivation. When we face up to this problem, we also feel great responsibility and the pleasure of working for the industry. Employees no longer complain about the heavy tasks, but actively participate in the activity of "New Hundred Days Battle".
Second, accumulate experience in time and pay attention to actual effect slowly and steadily.
This year's work and assessment, so that our employees have gained a lot of experience, of course, there are many lessons. We have always attached importance to the improvement of the overall business level of employees. Most employees' work quality is up to standard, but there are still uneven business levels. This will inevitably affect our overall service image to a certain extent. Therefore, once our department receives the notice of individual business operation change from the superior department, it will organize employees to study in time to reduce accounting errors.
Third, pay attention to the quality of accounting and implement the market system.
This year is a turning point for our bank. After six years' hard work and accumulation, our bank has gradually developed its wings and is ready to change its name and surname and start a new journey. However, in order for Jinghang Sub-branch to truly walk in the forefront of the whole bank, the first thing to do is to improve its business ability. The accounting and cashier department of our bank often organizes employees to carry out theoretical study and on-the-job training. Every document and notice conveyed by the municipal bank is carefully implemented. Let employees establish a sense of ownership, do not push, wait, or rely on their work, and actively complete their own work. Our department has always insisted on efficiency in time and quality in work. There are no major errors and accidents in accounting.
Fourth, strengthen daily work management and do a good job in safety.
The internal system of our department is relatively sound, the division of work is clear, and employees' sick leave and personal leave are taken in time in strict accordance with the regulations.
In terms of safety precautions, all kinds of official seals and seals used by tellers in their daily work are strictly kept in the warehouse every day; There is a special person responsible for the collection of important documents; Clarify the teller's authority and do not authorize it without authorization; Timely report the suspicious anti-money laundering business required by the municipal bank; Be vigilant at all times to prevent fraud. In short, everything is done in advance, and the work of the whole bank is developed steadily without making progress.
Fifth, train employees' operation ability and successfully pass the teller exam.
This year is the most rigorous year for the personal business assessment of employees of the whole bank. The comprehensive entrance examination for tellers is directly related to the vital interests of every employee. I don't want any employees to fall behind in business. In order to make every employee pass the exam smoothly, I lead the employees to actively prepare for the exam after work. In the meantime, we organized a basic skill test for employees to count money and type. Organize employees to go to the training center to practice computer operation in business.
Some employees have a heavy burden in all aspects of work and family, and exams have brought them great psychological pressure and heavy ideological burden. In order to help such comrades, all the employees in our department often communicate with each other during the examination, study the proposition of the examination together, accept comrades with fast ability and patiently explain it to other comrades. It embodies the spirit of uniting comrades and makes employees feel the warmth of the industry family. As the exam approaches, everyone wants to read against time, but the work in the industry can't stop. Time is your life, because it is related to whether you are qualified to work; Time is the life of the whole bank, because there are too many customers who need our services. All employees in our department have the responsibility to choose the latter. During the exam, no one delayed his work because of his own interests. At the most critical moment, we saw the cuteness of the employees.
Six, there are many shortcomings in the work, mainly in:
1, the service still fails to meet the requirements, and sometimes the attitude is blunt and civilized language is not used.
2. There is still a big gap in accounting quality, mainly because the work is not meticulous enough.
The above is a summary of the work of our department for the whole year of 20 _ _ _, reporting to the leaders and employees of the whole bank. All the achievements of this year only represent the past, and all the lessons and shortcomings are kept in mind by each of us and we strive to improve. Work is day after day, seemingly boring and repetitive, but we believe that "dribs and drabs achieve extraordinary things." Today's accumulation will lead to tomorrow's glory.
There are many pressures in my life that I need to overcome, but I believe that as long as I keep a clear head at all times, I can do my work well. My job is not difficult, but it is a great challenge for a person because both the accountant and the cashier are exposed to money. A slight mistake will make a big mistake, resulting in a very unsatisfactory work schedule. I have long been aware of this situation, so I will continue to work hard. I believe I will continue to work hard and do my best in the next year!
Financial workers' annual work summary 2 With the help and guidance of leaders and colleagues, through their own efforts, they have further improved their professional quality, ideological realm, professional quality and work ability, and achieved certain work results. Now I will summarize my personal work for one year as follows:
First, in learning, pay attention to improving personal cultivation.
1. Through magazines, newspapers, computer networks, TV news and other media, conscientiously study and implement the Party's line, principles and policies, constantly improve the level of political theory, and strengthen political ideology and moral cultivation.
2, seriously study the financial and honest regulations, and consciously act in accordance with national financial policies and procedures.
3. Work hard to learn business knowledge, actively participate in various business skills training organized by relevant departments, strictly follow the requirements of "being diligent in learning, good at creating and willing to contribute", adhere to "stressing learning, politics and righteousness", and always take tolerance, willingness to pay and obscurity as their own criteria; Always take enhancing service awareness as the basis of all work; Always make the work rigorous and meticulous, down-to-earth, pragmatic.
4. Constantly improve the learning methods, stress the learning effect, "learn at work and work in learning", persist in applying what you have learned, pay attention to integration, integrate theory with practice, consolidate and enrich comprehensive knowledge with new knowledge, new thinking and new enlightenment, so that knowledge can keep pace with the times and continuously improve its comprehensive ability.
5, fully integrated into the business skills activities organized by the unit, under the leadership of the leadership and the help of colleagues, I tapped my potential, increased my business knowledge, broadened my horizons, and improved my political and business abilities.
Second, ideologically, conscientiously implement the building of a clean government.
As a financial worker, I can conscientiously perform my post responsibilities, stick to my post, abide by the work system and professional ethics, make a good financial work plan, and be willing to accept routine and temporary tasks arranged, such as completing the outgoing audit of unit leaders, special governance of clean government, self-examination and self-correction report, housekeeping and other related matters.
Third, at work, do solid work.
Over the past year, with a high sense of responsibility and dedication, I consciously obeyed the arrangement of the organization and leadership, worked hard to do all the work, and successfully completed all the tasks. Because of the complexity of accounting work, its work is transactional and sudden. In finance, I have been devoted to my work with dedication, enthusiasm and patience. Treat all comrades who come to submit an account equally, serve warmly, explain patiently, and do a good job in publicizing accounting laws and regulations.
In the process of work, don't make things difficult for comrades, don't delay the reimbursement time: timely reimburse true and legal documents; For non-compliant vouchers, explain the reasons and ask for correction. Strive to improve work efficiency and service quality, and ensure the smooth development of logistics and financial work of the unit with efficient and high-quality service.
Fourth, think about the next step.
After this comprehensive summary, I once again realize that I have many shortcomings in my work and consciousness. Based on this purpose, I think back on my work this year, and there are still several problems compared with the financial personnel of other units. I hope I can make continuous progress and improvement in my work in the past 20 years.
1, financial work is far from the requirements of financial management. The financial work of the unit is more accounting work. At present, finance only stays in the accounting process and after-the-fact accounting, and it is not predictable enough for the development of affairs. We can't put our work ahead, often encounter problems and solve them, but we can't nip in the bud.
2. There is still much room for improvement in accounting. This year, the Finance Bureau organized us to study the Basic Accounting Standards and the Financial System of Administrative Institutions of the Ministry of Finance, adjusted and guided the new changes in the financial system, and put forward specific requirements for our accounting work. However, in practical work, especially in the implementation of some small problems, there are still many shortcomings, and some problems that have formed customary practices are still difficult to change.
3. Formalization and superficiality of management. Many of the daily management work is not detailed and in-depth, and often stays in the form or surface, which does not play a real management role. Compared with the requirements of the system, there are still problems. In view of the problems existing in this management, how to do a good job in management should be another focus in the future work.
4. Lack of communication and insufficient grasp of relevant information. Financial work is the reflection and supervision of the economic activities of the unit, and it is necessary to know the outdoor information of the unit in time. At present, there is no information and knowledge that is useless or irrelevant to finance for the time being, and there is no active communication and understanding with other G units. In addition, there are still problems in communication with leaders, and they can't fully grasp the working ideas of leaders and the requirements for financial work, which makes the work sometimes passive.
Improvement of verb (abbreviation of verb)
In view of the above problems and some personal ideas, we plan to improve and perfect the following problems in the next 20 years:
1, on the basis of daily accounting, we should continue to learn business knowledge, and some of our weak links have been missed; At the same time, learn from good financial personnel of other units to improve their comprehensive business ability. In addition, do a good job in financial planning and keep timely communication with leaders to ensure the smooth progress of various matters.
2, strive to achieve standardization and institutionalization of accounting work.
According to the requirements of the basic accounting standards and financial management system of the Ministry of Finance, do a good job in daily accounting. Only by doing the basic work of daily accounting and financial work analysis in accordance with work norms and financial system can we provide leaders with real, effective and valuable financial analysis and decision-making basis.
3. Do a good job in daily financial management.
In the next year, I plan to spend more time studying the functional modules of financial software and other related software, and make full use of the existing functions as much as possible, so as to make the financial management of the unit go to a higher level and really play a role in control and management.
Finally, as a qualified financial worker, you should not only have relevant knowledge and skills, but also have a rigorous, meticulous and patient work style. At the same time, no matter what position you are in, even if it is a humble job, you should do your best with your heart. Even if it is a boring job in the eyes of others, you should be good at finding fun from it, changing with each passing day, and looking for innovation from change. In the future work, I hope that leaders will continue to support financial work, and I will do my best to do financial work well.
Summary of Financial Workers' Annual Work 3 Under the correct leadership of the branch party group and with the joint efforts of my colleagues, I have successfully completed various tasks. Since my work, I have always been in a correct position, being a good staff assistant to the director, actively cooperating and assisting, and doing a good job in departments and offices. At the same time, we should do a good job in internal affairs, financial ecological environment construction, monitoring and analysis. The following is my main work:
First, strengthen learning, strengthen internal quality and actively perform their duties.
In the study, I have a clear attitude, and have studied the theory and practice of western economics, international economics, monetary banking, international financial management, securities investment, insurance, commercial bank management, central banking, investment banking and so on. Seriously and systematically. Through several years of study, I have the following knowledge and ability:
(1) Master the basic theory and knowledge of finance;
(2) Having the basic ability to handle banking, securities, investment and insurance business;
(3) Familiar with national financial guidelines, policies and regulations;
(4) Understand the theoretical frontier and development trend of this discipline;
While studying the theory, don't forget to delve into the business and actively participate in the ideological and political education organized by the branch. Learn from the spirit of previous credit work conferences of the superior bank at the beginning of the year, master the essence, compile and distribute publicity materials such as Credit Policies and Support Points of Financial Institutions and Financing Guidelines for Small and Medium-sized Enterprises in Sanmenxia City as required, publicize monetary policies to relevant departments and enterprises, master the credit policies of banks within their jurisdiction, and feed back the implementation of national monetary and credit policies.
Second, strengthen the investigation, research and analysis of economic and financial operations, serve the decision-making of higher-level banks and strive for the right to speak for branches in the government.
Investigation, monitoring and analysis of the implementation effect of major monetary policies. Participated in rapid economic and financial surveys for many times, covering the fruit juice industry, project construction year, guarantee industry and other aspects, and successively wrote and adopted the research information trends 16, which played a good reference role for the decision-making of the leaders of the superior bank.
Pay close attention to the changes and risk status of credit funds invested in different industries, and timely issue risk warnings to financial institutions for industries or enterprises with excessive loans. Forward interest rate documents and accept interest rate consultation from the masses. Cooperate with the superior bank to monitor interest rates and private lending 16 times, submit 92 monitoring forms and 16 analysis reports.
Third, the innovation of financial products and services.
Overcoming the shortage of staff in offices, we drafted the Pilot Work Plan of Rural Financial Products and Services Innovation in the name of sub-branches and submitted it to the lingbao city Municipal Government for approval and issuance, sorted out and distributed innovative experiences and marketable product color pages of various financial institutions, formed publicity materials such as credit product introduction and rural financial products and services innovation briefing, effectively publicized financial products, and strived to create a good atmosphere for credit innovation. Actively participate in financial product innovation meetings organized by the president or the competent president, and gather the wisdom of the whole bank and the strength of financial institutions in the city to conduct research. In-depth analysis of new situations and problems in the operation process, timely study and formulate countermeasures.
At present, this work has been fully affirmed by the leaders of the superior bank. Two credit products, "forest right mortgage loan" and "storage pledge loan", were promoted from Zhengzhou Zhongzhi to the whole province. Warehousing mortgage loan products won Zhengzhou Zhongzhi Excellent Product Award, and the financial counseling service model of small and medium-sized enterprises won Zhengzhou Zhongzhi Excellent Service Award. Sanmenxia rural financial products and service model innovation leading group held a site meeting in Lingbao to extend the practice of Lingbao Sub-branch to the whole jurisdiction. The empirical materials of "Monetary Policy Transmission, Financial Products and Service Mode Innovation of Lingbao Sub-branch" written by the Party Secretary and President of Zhongzhi Branch made important instructions, and forwarded them to the county (city) sub-branches with the editor's note.
Fourth, work experience.
The leadership's great attention and strong support are the basis for doing a good job. Unity and harmony is the key to doing a good job, hard work is the accumulation of work progress, and diligent study and good thinking are the prerequisites for achieving results.
Verb (abbreviation of verb) has its shortcomings.
Lack of communication with other departments and offices, inflexible working methods and low research level.
Sixth, the direction of efforts.
(a) Strengthen personal cultivation and communication with other departments and offices, improve working methods and effectively perform their duties;
(two) to strengthen research, monitoring and analysis, pay close attention to the trend of economic development, and do a good job of research around the overall and deep-seated problems that affect the quality of economic and financial operations.
Summary of Financial Workers' Annual Work 4 Since February of 20, I am honored to work in Taixin Technology as the reserve director of the technical support center of the financial business department. In a blink of an eye, the three-month probation period passed. With the help of the leaders' words and deeds, caring and training, and the support of my colleagues, I have continuously strengthened my business study in the business department, improved my work level, successfully completed all the tasks I undertook, and made some progress in my personal business quality and professional work ability.
First, the understanding of the company
I'm not familiar with the business of the Finance Department since I first arrived in _ _. After three months' study and guidance by leaders and colleagues, I have a deeper understanding of the company's management structure and business departments and a general understanding of the job content. The company's business scope is mainly divided into three major areas: finance, justice and intelligence. Its subordinate branches mainly include Hubei Branch, Jiangxi Branch, Hunan Branch, Henan Branch, Guangxi Branch, Yunnan Branch and Xinjiang Branch. The technical support center of our financial business department mainly assists and supports the technology of branches.
Second, the work.
Shortly after joining the company, it coincided with the bidding for the networking project in the front section of Agricultural Bank of China Hunan Branch. Hunan branch was established only last year, and its technical strength is relatively weak. I was sent to do technical support, mainly responsible for making a plan and budget in the early stage of the front-end networking of Agricultural Bank of China. In Hunan, we are mainly responsible for the front-end transformation of Changde and Xiangxi. Through a month's time, I conducted a thorough investigation of the front-end outlets and communicated with the leaders of the security department of Party A's city branch, and successfully completed the design scheme and budget of 79 outlets in Changde and 28 outlets in Xiangxi, totaling more than 9 million.
In late April, the networking of Hunan Agricultural Bank entered the specific implementation stage. I collected and sorted out the problems encountered in Hubei networking in the early stage and the requirements of networking software vendors in Xun Mei, and compiled the standardized process of Hunan front-end networking. Under the guidance of this process, the network access of three demonstration outlets in Changde City has been successfully realized.
Finance technology Support Center not only provides technical support for its subsidiaries, but also needs to support the business development projects of the center. In early April, the Ministry of Finance cooperated with Shang Jie, Zhejiang Province to promote the intelligent analysis system in the whole financial industry. I was responsible for the pilot installation and debugging of Hubei Agricultural Bank. After several days of testing and communication with technicians in Shang Jie, the pilot installation and debugging of ABC's ATM intelligent analysis system, teller window face superposition system and video quality diagnosis system were finally completed.
Third, study and live.
In the process of work, I deeply feel the urgency of strengthening my own study and improving my own quality. First, we should learn from books, insist on squeezing out a certain amount of time every day to constantly enrich ourselves, correct our attitude, improve our methods, absorb all kinds of "nutrition" extensively, and actively prepare for the second-level construction engineer exam. The second is to learn from the comrades around you. At work, I always maintain a modest and prudent attitude, take the initiative to consult leaders and colleagues, and learn from their diligent and pragmatic work style and methods to deal with problems; Third, learn from practice, apply what you have learned to practical work, test what you have learned in practice, find out the shortcomings, improve yourself, and prevent and overcome the tendency of superficial knowledge.
In the past three months, with the help and support of leaders and colleagues, I have made some achievements, but I know that I still have some shortcomings and deficiencies, and there is still a certain gap compared with the work needs and leadership requirements. First, we are not careful enough, and it is easy to create some loopholes. Second, the predictability and foresight of the works are not strong enough. Third, the job flexibility is not enough. In the future work, I will strive to guard against arrogance and rashness, strengthen my political belief, strengthen theoretical study, accumulate experience and lessons, constantly adjust my way of thinking and working methods, hone myself in practice, and become an outstanding talent needed by the unit.
Financial workers' annual work summary 5 Time flies, time flies. In a blink of an eye, I have officially entered the bank for more than four months. I started working from June+10/October 65438+20 _ _-1October 5, 65438. With the strong leadership of the leaders and the unremitting help of my colleagues, I have been strict with myself, studying hard and improving my quality. _ _ bank leaders and colleagues have given me great support and encouragement, and their trust and teaching have made me make continuous progress.
For a job seeker from the grassroots, it is a rare opportunity for me to have such an opportunity to work in a bank. Although I had worked in _ _ bank for two years before I came, I had to study from scratch in different working environments.
First, strengthen learning and pay attention to improving business ability.
1, I am very concerned about business knowledge. I use my spare time to learn the latest knowledge of economy, finance and law, and seriously study the Staff Code and the Administrative Measures for Deducting Points for Employees Violation. In daily work, consult colleagues modestly, learn new knowledge and new business actively and assiduously, integrate theory with practice, master various service skills skillfully, and improve professional quality.
2. I strengthen my business exercise. Since joining the big family of _ _ bank, I have mainly studied counter cash and other businesses. To do counter work well, all skills should be strengthened on the original basis. For me, every skill of counting money, calculator, Chinese entry and personal gold business needs to be practiced. With the help of my colleagues in the outlets and my own efforts, my skill level has gradually improved, so that the efficiency of handling business at the counter will also be improved in the future. 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 still need to learn from old employees and hone in practice.
Second, be strict with self-cultivation and constantly improve your own quality.
Business knowledge alone is not enough. In the final analysis, the banking industry belongs to the service industry, and it also needs excellent professional quality and moral quality.
1, professional style improvement. By studying the code of professional ethics, I know that as a bank employee, I must stand the test, stand the temptation, serve with a smile and behave in a civilized manner. Working in a bank is risky. Therefore, it is particularly important to conscientiously implement and abide by various rules and regulations, which is also a manifestation of a sense of responsibility. I consciously develop a cautious work style and try my best to reduce the risks in my work.
2, interpersonal exercise. Although I have worked in Agricultural Bank for two years before, I still encountered many problems in my work, including working methods and communication with people. From June 20__ to June 1 10, I studied with the lobby manager for more than a month, and made great progress in meeting people and waiting for things.
3. Do your daily work. I will try my best to provide convenience for my colleagues when they need it. Go to work on time every day, and start all kinds of preparations before business when you get to the business hall. Although it is only my little effort, I think it is such a good and harmonious office atmosphere that I can do my best in a peaceful environment.
Summing up these four months, I feel that I have made great progress and learned a lot, although I made many mistakes. I sincerely thank the leaders for their concern for me and their guidance. The end of the probation period is not really the end, but a new beginning, which is a more severe test for me. I will redouble my efforts to grow with _ _ Bank and * *!