Summary of personal work of the bank branch office
In the past two years, I have been working in the XX branch office of China XX Bank ___ City. In July this year, I followed the branch office from the XX branch to the branch XX department, and experienced different leaders of the higher level. I also cultivated the leader. With the support of comrades and comrades, from the initial savings tellers to ___ bank's outstanding personal account manager. For two years, as an ordinary counter person or account manager, I have always followed the principle of serving customers, putting the interests of the customers first, doing their due diligence and being worthy of myself. I will summarize my study work in the past two years as follows:
First, consciously strengthen theoretical study and improve personal qualities
First of all, consciously strengthen the study of political theory and improve self-cultivation. I actively participated in various learning activities organized by the branch party branch, and paid attention to self-study. I carefully studied Hu Jintao’s important speech on July 1st and the decision of the Fourth Plenary Session of the 16th Central Committee on strengthening the party’s ability to govern, and further improved my theoretical level. And political quality, to ensure that they are consistent with the party in terms of thought, and strengthen the consciousness of honesty and self-discipline. Seriously study the ___ new policies issued by the bank, and learn the business analysis meetings of branches and sub-branches, so that they can better implement the policies of the higher-level banks in the first-line service and improve their execution.
Secondly, in business learning, I constantly summarize my experience and actively communicate with my colleagues around me, and strive to familiarize myself with the new working environment and content in the shortest possible time. At the same time, I also consciously learn the commercial bank marketing strategy, personal client manager training materials, financial case analysis and prevention and other work-related policies, legal common sense, and accumulate their own business knowledge.
In addition, I participated in the training of personal financial planners and individual account managers according to the branch arrangement. In the weekly training, the rich course study has improved my knowledge reserve and level, and quickly entered the role of account manager. Through the branch's goal of “making XX Bank the preferred bank for customers in the regional market” and “XX Bank is to become the largest market share”, I have further understood the policies and policies promulgated by the Bank. We have seen the huge potential of CCB development and increased the urgency of our business development.
Second, down-to-earth, and strive to complete various business tasks.
During the two years of work at ___Bank XX, I completed the transition from a saver to a personal account manager through the support and help of leaders and colleagues. During my work and achievements, I mainly included The following aspects:
First, make a good job of diverting customers and improve the scheduling system. As a saver, I queued up for the serious problem of the customer of the branch office. At the time, there was no increase in the number of lobby managers and personnel. After careful analysis and statistics on business flow, I also learned from other experience. After the leadership communication, it was proposed to set up an integrated counter to rationally link and unify the public business and the private business, improve the efficiency of the teller handling business, and relieve the pressure brought by the customer queue to a certain extent. Since then, this successful scheduling experience has been introduced to other branches of the branch and promoted within a certain range.
Second, improve performance appraisal methods and increase employee motivation. For the sake of the unity of employees, the former branch office advocated equal pay for equal work and discouraged the performance income among the employees. However, it dampened the enthusiasm of some employees and made certain contradictions between the savings tellers and the accounting tellers, and even the savings tellers. The leaders of the branch office attach great importance to this. For this reason, I put forward the ___ sexual suggestion, that is, to improve the performance appraisal method, the branch office to increase the proportion of secondary performance distribution, encourage employees to multi-market, and more business. And realize the transformation from simple service type to service marketing type. At that time, everyone did not really understand what service marketing was, and it also expressed certain doubts. However, from this year's branch, it is proposed to “make XX Bank the preferred bank in the regional market” and clearly indicate that the network should change from the traditional simple service type to the service marketing type, and everyone really understands. And we have been practicing in the West Branch for more than a year. The intermediary business income and per capita performance of the branch office also rose from the relatively backward ranking to the top of the branch.
Third, forge ahead, innovate in marketing new ideas, and won honors for XX Branch and XX Branch. As the personal account manager of ___ bank, I participated in the first and second labor competitions of e-banking in the second quarter of XX, the account manager of XX Bank Guangxi Branch, and stood out among more than 1,000 account managers in the district. Ranked first in the second place. And each time the score is higher than the sum of the second and third points. My experience summed up, "Thousands of Taotao, although hard work, blowing up the sand to the gold - talk about e-banking marketing", published on the website of the XX Bank Head Office, Taoyuan Branch dedicated to the "customer manager marketing" column for more than half a year . I have repeatedly served as a representative of the outstanding account manager with the leadership of the branch e-banking department to CCB XX branch, XX branch, XX branch, Xincheng branch to exchange experience. At the same time, during my tenure as a client, the insurance marketing of the Minxi Branch Office broke through the record of zero insurance sales for two years, and the fund sales are also in the leading position of the branch. For a while, I became famous inside XX Bank. According to the requirements of the branch office, the five employees of the XX branch of the Seven Stars West Branch will come to work with me every week for a week and return to write a summary of the work. In the first competition, I won the first place, so I got the opportunity to study and study in Hong Kong; in the second competition, I won the first place and as the only special prize winner, I got A reward for a laptop worth XXXX. I also staged a special award for the branch at the XX branch's bank-wide business conference.
Fourth, adhere to the theory and practice, and dare to explore new theories and new problems. I am used to recording the problems encountered in my usual work and some successful practices in the personal customer experience log, and regularly sorting them out. After thinking and discussing, I form a thesis and publish the SWOT analysis on the ___ bank internal website. : China Commercial Bank Account Manager System, "China XX Bank Account Manager System Operation and Research", "Correct Understanding Customer Complaints to Improve Service Competitiveness", "Thousands of Taobao Wanhao Hard Work, Blowing Up the Yellow Sands to Gold" Banking and other papers. In addition, as a special correspondent of the branch, I paid attention to the people and things around me, and wrote some representative and important things into many news reports. In addition, he wrote other essays and received wide acclaim from leaders and colleagues.
Fifth, strive to communicate with customers and resolve various contradictions. The account manager is the window of external service and is the external image of ___ bank. The level of personal quality directly reflects the service level of CCB, so I have been working hard to improve my overall quality and provide customers with the best quality service. However, it is inevitable to encounter unreasonable customers. I also tried to tolerate and understand him, and finally I got the understanding and respect of the customers. The branch office also achieved the goal of zero effective complaints.
In addition, I actively participate in various collective activities organized by the sub-branch. For example, I participated in the gas volleyball competition organized by the branch trade unions, followed the sub-branch branch branch to participate in tree planting activities in Hengxian, and participated in the Leifeng activities in Chaoyang Square. For this reason, I won the title of “Advanced Workers of Trade Unions” in XX.
In July of this year, because the XX branch office was divided into the XX department of the branch line, one colleague was transferred, and another colleague took a leave of absence for four months due to premature birth. The staff of the branch office was particularly nervous, and the new person was not in place. Next, I sacrificed myself and went to the counter for more than three months without regrets. Lead by example, and through the most difficult period with colleagues, got a high praise from the leadership of the XX department.
In the past two years, I have gradually grown and matured in my study and work, but I know that I still have many shortcomings. For example, I am prone to irritable emotions when I encounter difficulties, I am not high enough in the public business, and I need to improve my overall coordination ability. In the future, I will try my best to do the following: I hope that leaders and comrades will supervise and guide me:
First, consciously strengthen learning, learn from theory, learn from professional knowledge, learn from colleagues around you, and further improve their theoretical level and business ability, especially for public business knowledge, and comprehensively improve the comprehensive business knowledge level. Second, overcome youthful temperament, be down-to-earth, improve work initiative, not afraid to do more things, not afraid to do small things, improve and improve themselves in the practice of bit by bit, must not be complacent and arrogant because of a small achievement, but to maintain A clear mind, advancing with the times, creating greater glory. Third, continue to improve their political self-cultivation, strengthen the sense of purpose of serving customers, and strive to become an excellent account manager.
First, consciously strengthen theoretical study and improve personal qualities
First of all, consciously strengthen the study of political theory and improve self-cultivation. I actively participated in various learning activities organized by the branch party branch, and paid attention to self-study. I carefully studied Hu Jintao’s important speech on July 1st and the decision of the Fourth Plenary Session of the 16th Central Committee on strengthening the party’s ability to govern, and further improved my theoretical level. And political quality, to ensure that they are consistent with the party in terms of thought, and strengthen the consciousness of honesty and self-discipline. Seriously study the ___ new policies issued by the bank, and learn the business analysis meetings of branches and sub-branches, so that they can better implement the policies of the higher-level banks in the first-line service and improve their execution.
Secondly, in business learning, I constantly summarize my experience and actively communicate with my colleagues around me, and strive to familiarize myself with the new working environment and content in the shortest possible time. At the same time, I also consciously learn the commercial bank marketing strategy, personal client manager training materials, financial case analysis and prevention and other work-related policies, legal common sense, and accumulate their own business knowledge.
In addition, I participated in the training of personal financial planners and individual account managers according to the branch arrangement. In the weekly training, the rich course study has improved my knowledge reserve and level, and quickly entered the role of account manager. Through the branch's goal of “making XX Bank the preferred bank for customers in the regional market” and “XX Bank is to become the largest market share”, I have further understood the policies and policies promulgated by the Bank. We have seen the huge potential of CCB development and increased the urgency of our business development.
Second, down-to-earth, and strive to complete various business tasks.
During the two years of work at ___Bank XX, I completed the transition from a saver to a personal account manager through the support and help of leaders and colleagues. During my work and achievements, I mainly included The following aspects:
First, make a good job of diverting customers and improve the scheduling system. As a saver, I queued up for the serious problem of the customer of the branch office. At the time, there was no increase in the number of lobby managers and personnel. After careful analysis and statistics on business flow, I also learned from other experience. After the leadership communication, it was proposed to set up an integrated counter to rationally link and unify the public business and the private business, improve the efficiency of the teller handling business, and relieve the pressure brought by the customer queue to a certain extent. Since then, this successful scheduling experience has been introduced to other branches of the branch and promoted within a certain range.
Second, improve performance appraisal methods and increase employee motivation. For the sake of the unity of employees, the former branch office advocated equal pay for equal work and discouraged the performance income among the employees. However, it dampened the enthusiasm of some employees and made certain contradictions between the savings tellers and the accounting tellers, and even the savings tellers. The leaders of the branch office attach great importance to this. For this reason, I put forward the ___ sexual suggestion, that is, to improve the performance appraisal method, the branch office to increase the proportion of secondary performance distribution, encourage employees to multi-market, and more business. And realize the transformation from simple service type to service marketing type. At that time, everyone did not really understand what service marketing was, and it also expressed certain doubts. However, from this year's branch, it is proposed to “make XX Bank the preferred bank in the regional market” and clearly indicate that the network should change from the traditional simple service type to the service marketing type, and everyone really understands. And we have been practicing in the West Branch for more than a year. The intermediary business income and per capita performance of the branch office also rose from the relatively backward ranking to the top of the branch.
Third, forge ahead, innovate in marketing new ideas, and won honors for XX Branch and XX Branch. As the personal account manager of ___ bank, I participated in the first and second labor competitions of e-banking in the second quarter of XX, the account manager of XX Bank Guangxi Branch, and stood out among more than 1,000 account managers in the district. Ranked first in the second place. And each time the score is higher than the sum of the second and third points. My experience summed up, "Thousands of Taotao, although hard work, blowing up the sand to the gold - talk about e-banking marketing", published on the website of the XX Bank Head Office, Taoyuan Branch dedicated to the "customer manager marketing" column for more than half a year . I have repeatedly served as a representative of the outstanding account manager with the leadership of the branch e-banking department to CCB XX branch, XX branch, XX branch, Xincheng branch to exchange experience. At the same time, during my tenure as a client, the insurance marketing of the Minxi Branch Office broke through the record of zero insurance sales for two years, and the fund sales are also in the leading position of the branch. For a while, I became famous inside XX Bank. According to the requirements of the branch office, the five employees of the XX branch of the Seven Stars West Branch will come to work with me every week for a week and return to write a summary of the work. In the first competition, I won the first place, so I got the opportunity to study and study in Hong Kong; in the second competition, I won the first place and as the only special prize winner, I got A reward for a laptop worth XXXX. I also staged a special award for the branch at the XX branch's bank-wide business conference.
Fourth, adhere to the theory and practice, and dare to explore new theories and new problems. I am used to recording the problems encountered in my usual work and some successful practices in the personal customer experience log, and regularly sorting them out. After thinking and discussing, I form a thesis and publish the SWOT analysis on the ___ bank internal website. : China Commercial Bank Account Manager System, "China XX Bank Account Manager System Operation and Research", "Correct Understanding Customer Complaints to Improve Service Competitiveness", "Thousands of Taobao Wanhao Hard Work, Blowing Up the Yellow Sands to Gold" Banking and other papers. In addition, as a special correspondent of the branch, I paid attention to the people and things around me, and wrote some representative and important things into many news reports. In addition, he wrote other essays and received wide acclaim from leaders and colleagues.
Fifth, strive to communicate with customers and resolve various contradictions. The account manager is the window of external service and is the external image of ___ bank. The level of personal quality directly reflects the service level of CCB, so I have been working hard to improve my overall quality and provide customers with the best quality service. However, it is inevitable to encounter unreasonable customers. I also tried to tolerate and understand him, and finally I got the understanding and respect of the customers. The branch office also achieved the goal of zero effective complaints.
In addition, I actively participate in various collective activities organized by the sub-branch. For example, I participated in the gas volleyball competition organized by the branch trade unions, followed the sub-branch branch branch to participate in tree planting activities in Hengxian, and participated in the Leifeng activities in Chaoyang Square. For this reason, I won the title of “Advanced Workers of Trade Unions” in XX.
In July of this year, because the XX branch office was divided into the XX department of the branch line, one colleague was transferred, and another colleague took a leave of absence for four months due to premature birth. The staff of the branch office was particularly nervous, and the new person was not in place. Next, I sacrificed myself and went to the counter for more than three months without regrets. Lead by example, and through the most difficult period with colleagues, got a high praise from the leadership of the XX department.
In the past two years, I have gradually grown and matured in my study and work, but I know that I still have many shortcomings. For example, I am prone to irritable emotions when I encounter difficulties, I am not high enough in the public business, and I need to improve my overall coordination ability. In the future, I will try my best to do the following: I hope that leaders and comrades will supervise and guide me:
First, consciously strengthen learning, learn from theory, learn from professional knowledge, learn from colleagues around you, and further improve their theoretical level and business ability, especially for public business knowledge, and comprehensively improve the comprehensive business knowledge level. Second, overcome youthful temperament, be down-to-earth, improve work initiative, not afraid to do more things, not afraid to do small things, improve and improve themselves in the practice of bit by bit, must not be complacent and arrogant because of a small achievement, but to maintain A clear mind, advancing with the times, creating greater glory. Third, continue to improve their political self-cultivation, strengthen the sense of purpose of serving customers, and strive to become an excellent account manager.
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