Summary of the work of the bank's sales department in 2019

In 2019, under the correct leadership of the higher-level bank and the branch party committee and president's office, the sales department took the initiative of the people as the driving force, took the innovative service as the starting point, boldly managed, and sought truth and pragmatism. The tasks assigned by the sub-branches were successfully completed. The amount of public deposits was 10,000 yuan, a net increase of 10,000 yuan over the beginning of the year, a daily average deposit of 10,000 yuan, and a net increase of 10,000 yuan in savings deposits. The summary of the work in the past year is as follows:

First, unite people's hearts and create a high-quality team

Thought is a guide to action. The distraction of the people will be nothing. A group of directors in the sales department deeply understand this, so we will put people together in a prominent position.

1. Take the lead in setting a good example. The right person is the first person in the director's office to lead by example, strengthen learning, and be a typical advocate, organizer, and practitioner. To be a teacher, to be honest and honest, to cultivate morality, to influence each employee with their own quality. In the work, we always adhere to the principle of fairness and justice, do not engage in pro-discipline, do not pull out the gang, and do a bowl of water. Encourage employees to give more advice, as long as it is reasonable to adopt. Fully mobilize the enthusiasm of employee participation. On the sensitive issue of performance distribution, openness and transparency. Make sure every employee sees peace of mind and comfort.

2. Give full play to the exemplary role of party members. The sales department has 29 employees, including 13 party members. The role of party members in the public is particularly important in the sales department. The party branch of the sales department analyzes the objectives and tasks of the branch and the unified understanding to ensure that each party member is a benchmark and give full play to the fighting bastion of the grassroots party branch. Under the role of party members in the role of fighting, they actively cultivate reserve forces and absorb excellent employees to move closer to the organization.

Second, the service is excellent, and the operation is winning

Service innovation is the eternal theme of banking work. Only by strengthening services can we win the market and create benefits. The director of the sales department, the resounding city branch and the Rugao municipal government, actively participated in the creation of the “civilized and honest” window activities, and raised the service level of the sales department to a new level. The advanced practices of our department, Nantong ICBC Network News and "Rugao Daily" have made relevant reports. The provincial bank network news is reproduced.

1. Grasp the staff's professional ethics education director's office to create a “civilization window” as an opportunity to regularly organize employees to learn the “ICBC Employees' Basic Literacy and Service Code of Conduct”, “ICBC Business Standardization Service Standards”, and other rules and regulations. Constantly standardize the service words and deeds of employees, and urge employees to strictly abide by the "eight, nine, and ten", truly take customers as food and clothing, advocate "heart-to-heart" service, and treat customers as relatives and friends. In the counter service, the employee Zhang Wei was able to use the “three sounds, two stations, one smile” as standard, and was repeatedly commended in the city branch’s unannounced visit.

2. Grasping the assessment and incentive mechanism First, establish the employee's high-quality civilized service award and punishment file, and include the employee service performance in the evaluation of the annual evaluation and evaluation, enhance the employee's sense of concern and improve the employee's service consciousness; second, establish the service quality. The assessment mechanism linked to the business volume creates a fair competition mechanism of “doing more work, less work and less work”, and has formed a good situation for the employees of the whole bank to “strive for” and “grab”. The third is to establish a review mechanism for each network, customer manager and customer. The person in charge of the outlets will review the management and management staff, the customer and the customer manager to evaluate the cabinet personnel, and select one service from the accounting cabinet, the cashier, and the warehouse manager, and reward them quarterly. The fourth is to set up a high-quality civilized service incentive fund to recognize advanced and spur behind.

3. Grasping the service work for the relevant departments The sales department is not only an independent service department, but also a hub for branches and branches. First, actively cooperate with the client manager to do all kinds of loan issuance and fund withdrawal. In August of this year, we actively cooperated with the account manager to handle the factoring business of XX million in the province, and achieved 10,000 economic benefits. The second is to serve the grassroots outlets. Efforts will be made to extract high-level solutions and the service level of the warehouse staff, and timely make cash transfers and transfer of relevant files of the sub-branches.

Third, seeking truth and being pragmatic, bravely expanding the market

"Development is the last word." Without the development of the market, nothing will be discussed. At the beginning of the year, according to the market of the branch market, the director's office took the service as the means, the customer-centered spirit, and combined with the specific situation of the business department, established the working ideas of depositing money into the market and depositing deposits with others. Lock the target and not give up until the goal is reached.

1. Comprehensively rationalize the status of the account opening unit of the business department. Establish a large account and visit it regularly. The competition of modern banks is the competition between products and services. The sales department implements personalized services according to different customers, and continues to implement on-site services for major customers such as People's Hospital, Salt Industry Company, and Chinese Medicine Hospital, and recommends the online banking quick settlement method to frequent settlement units. At present, online banking has been opened.

2, fight service, love the best Nantian Investment Management Company is a customer I won in August. As a banker, there must be a professional sensitivity. When the director’s office learned that 14 bosses, including xx merchant xxx, raised funds to prepare the property rights of Nantian Group, they immediately inquired and contacted Liu Zhengguang and others to introduce them to me. The service and settlement advantages of the line, with the sincerity to win the trust of Nantian people. On August 8th, I decided to open an account with my department and entered the registered capital of XX million.

3. Teamwork and efforts to tap the source of deposits Zhoushanhua, which has strong ability to move, specializes in marketing, effectively enriching the public. At the same time, employees are encouraged to contribute ideas. And the formulation of incentives has effectively stimulated the enthusiasm of employees to pull deposits. The employee Shen Jianhua actively used his lover's relationship in the army to actively save 1.5 million.

4. Actively cooperate with the client manager to do the service work In August of this year, Jiangsu Hongxing Textile Group was forced to restructure due to poor management, which involved related issues such as the loan shift of the Bank. Our department actively cooperates and is responsible for helping to resolve related procedures. Let our assets be preserved. The newly registered Jiangsu Dadi Lanxun Co., Ltd. first entered the registered capital of 21.58 million.

Fourth, combined with "sweeping project", strengthen internal control management

This year, the branch has identified the sales department as a “minefield”, which is a bad thing for our sales department and even better. This fully reflects the importance and concern of the party committee and president's office for the work of the sales department. The business department took this opportunity to comprehensively sort out various tasks and strengthen internal management.

1. Ideologically attach importance to strengthening management. A group of directors lead by example and practice. As the saying goes, "I still have to be hard on the iron." A group of directors took the lead in learning the system and learning the operational procedures. Be a model of the executive system and set an example for employees. Anyone in the internal affairs department is always sloppy about the need to authorize the business, always carefully verify the authorization.

2. Strengthening the ideological education of employees First of all, the content of the “sweeping, leveling” activities was originally communicated to each employee locally, so that everyone knows. The second is to eliminate ideological concerns and guide employees to actively cooperate with self-examination and self-correction to eliminate hidden dangers.

3, inspection and supervision in place Seriously in accordance with the "sweeping, upper level" requirements, the chief accounting and internal and internal directors check according to the system once, the problems found are limited to timely rectification. To achieve "iron face, iron heart, iron wrist", to promote employees in accordance with the standardization of operations. This year's sales department staff changed frequently, but the inspection and supervision handover can keep up with the security transition.

4, attach importance to safety and prevention work "three defenses and one insurance" work often unremitting, every meeting must talk, adhere to the "advance prevention, ensure the full" guiding ideology, increase the strength of bank reconciliation, the bill recovery rate of 86 %. Through a series of measures and work, the quality of the accounting department of the business department has been greatly improved, and there has been no error in the whole business department for three consecutive months. There is no economic case security accident throughout the year.

After a year of hard work, the company has formed a new line in the sales department. All the people have a game of chess, unity and cooperation, and the work and the enthusiasm of the cause are unprecedentedly high. I am convinced that with the care and support of the Party Committee and the President's Office, the sales department will work towards a brighter future with the joint efforts of all employees!