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Summary of bank staff work in 2019

Through the two months of work at the China Merchants Bank Tsui Chu branch, I have gradually moved to the right track of work with the help and encouragement of leaders and colleagues. Work is also being done with great effort. Up to now, I have sold 125 credit card applications, 8 gold cards, 2 VIP cards, and 1.06 million credit card insurance and 400,000 personal loans. Although the credit card marketing is still far from the target, I have summarized the problem. My usual marketing is not in place. I have not tried hard to search every customer around me. In fact, I work in the lobby. The customer resources are Very rich, but my marketing is very poor, for example, the marketing of gold and sunflower cards is very unsatisfactory, which is related to my usual care of the work, so in the future work, I We will work hard to improve our deficiencies. We will learn from our colleagues and ask them for their experience. We must observe and discover potential customers. Actively promote the marketing of funds, online banking professional editions and credit cards. Take all marketing work to the next level.

In addition to efforts to improve in marketing, as a lobby service staff, always do a job as a lobby manager. Because the lobby manager's words and deeds are the first time to receive the attention of customers. Therefore, the overall quality of the requirements must be quite high. In addition to familiarity with the bank's business knowledge and professional understanding and mastery, we must be more thoughtful, enthusiastic and patient.

The work in the first quarter is about to end soon. The areas that are insufficiently summarized should be actively improved, and efforts should be made to innovate and strive to supplement the work that has fallen throughout the quarter at the end of the quarter. In the second quarter, my specific work schedule is: no matter learning new business knowledge, vigorously promoting the fund and online banking professional edition, the most important thing is to vigorously market credit cards, the goal is to strive for the monthly turnover rate. At 120, we strive to finish the second quarter. Show yourself at work and surpass yourself.


Wang Xiaoling



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