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Bank Account Manager Personal Work Summary


In XX, there are many things worthy of recollection for the bank employees in the center of the reform wave, especially the comrades working in the account manager position, the feeling is even greater. At the beginning of the year, the competition was on the job. In his own words, "This is the first time that I have been working on the platform for the first time, so I am going to get a job." Moreover, I almost missed the election. The competition made me feel pressure from the beginning, that is, from that time on, I was more energetic in my heart, and I must work hard and do not disgrace my mission. He thinks this way and does the same. In the past year, I have followed the pace of the leadership team of the branch in the work, focusing on the work of the branch, excellent accomplishment of various tasks, wisdom and sweat, with action and effect to reflect the spirit of dedication and selfless dedication.
Up to now, I have completed the new deposit task of 24.15 million yuan, completed 241.5% of the plan, and applied for 3 discounts on the acceptance bill, amounting to 4.6 million yuan, completing the income of the intermediate business of 10,000 yuan, and completing the personal storage of 610,000 yuan. It has completed the fund sales, credit card, credit card marketing and other work, completed the on-line work of the power supply company CCB online banking system, and assisted the branch to complete the R&D and promotion of the real-time collection and collection system of electricity charges.
At the customer's first place, the deposit is the center.
In my work, I always establish the customer's first thought, and treat the customer's affairs as my own business. I am anxious about the customer's urgency. I want the customer to think. In the work method, I always do "three diligence" and work hard. , diligent and diligent, to win customer support for our business. I can be a thoughtful person in my work. He can view more secret resources from a certain company's information resources network. The financial personnel captured the information in a less-obsolete discourse, promptly feedback and tracked, and finally made nearly 27 million. The Yuan funds arrived at the beginning of the year, realizing a “open door” and laying a good foundation for the Bank’s work of increasing deposits.
In the process of serving customers, I carefully intently injected my brother's feelings and friends into my work, making the simple and boring service work rich and colorful, and truly embodying the concept of customer first. When the customer receives the flowers he sent on his birthday, he will be touched by the surprise; if the customer receives the news of his newsletter when he is troubled, he will definitely throw the unhappiness to the back. With a little gratitude; when the customer is unfortunately lying in the hospital bed, he will see the figure running upstairs and downstairs after he is busy... Although things are very common and simple, people who are as meticulous as Chen Gang are not much.
“Customer needs are my job”
I have been engaged in credit and deposit work in the bank for more than a dozen years. I have a relatively comprehensive ability to work independently. With the needs of banking reform, my work ability and comprehensive quality have been greatly improved, and my business level and professional skills have also been improved. The reforms at all stages of CCB have been updated and improved. In order to fulfill my mission and complete the tasks assigned by my superiors, as a client manager in charge of multiple key customers, in the face of the difficult situation of increasing competition in the industry, with the help of the leaders of the branch and colleagues in the department, boldly open up ideas and establish The customer's first thought, levying different customers, adopting different working methods, and striving to provide customers with the best quality financial services, using his own understanding of the work is "the customer's needs are my job."
Develop ideas, be creative, and carry out creative work.
With the reform of China's economic system and the reform of the financial system, the trend of customers choosing banks has been formed. The competition in the industry is fierce. In business development, I have you, you have me, survive in the competition, seek development, how to Serving good customers plays a decisive role in the business development of our bank.
I think that as a good account manager, I always pay attention to researching the market and paying attention to market dynamics. The research market is to analyze the marketing environment. Under the premise of grasping the objective environment, we study the customers and understand the customer's capital operation through the research of the customers. Regularly, we will strive to track the downstream funds of our customers to our bank, realize the “monopoly control” of funds from the source, realize the internal circulation of funds, and consolidate the financial strength of our bank. In this year, among the clients he is in charge of, the flow of funds is relatively large. In order to make his funds do the circulation in the body, he starts from scratch, wins the trust of the unit with high-quality service, and gradually finds out the downstream units of the unit. Many door-to-door contacts have enabled the infrastructure funds allocated by the unit to open an account with us. In addition, in July this year, when the municipal government requested the treasury to collect and pay budget unit accounts and transfer funds to commercial banks, he actively contacted and successfully retained a customer's account opening in the bank.
Another example is the development of healthy fitness activities as a clue to carry out billiards and badminton activities with customers. It not only pushes the interaction with customers, but also breaks the traditional public relations mode, and has received very good results in the work. In September this year, while working with a real estate company to conduct friendly training, he learned that the customer wanted to auction some of his properties. He actively worked to make his auction 5 million yuan and successfully transferred to our bank.
I have a strong sense of professionalism and responsibility in my work. I work hard, work hard, never pick and choose, avoid evasiveness, and treat every job with dedication and quality. In his daily work, he always adheres to his high standards, strict requirements, considers the overall situation, does not count on gains and losses, in order to complete various tasks, at the expense of spare time, give up weekends and holidays, use all time and opportunity to serve customers, and The customer made friends and made friends who are willing to communicate with the client. Through unremitting efforts, I made a satisfactory answer for myself in the work of XX.

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