Summary of personal work of bank account manager in XX
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, quota 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 research and development and promotion of the electricity fee, that is, the time collection and deduction system.
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 captures information from a less-speaking discourse of a company's financial staff, promptly feedbacks and tracks, and finally brings nearly 27 million yuan of funds to the account at the beginning of the year, realizing a “open door” for the whole The line of deposits has laid a good foundation.
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, business standards and professional skills. It has also been updated and improved with the reforms at all stages of CCB. 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. Through multiple door-to-door contacts, the infrastructure funds allocated by the unit were opened in the Bank. 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 began to maintain high standards, strict requirements, and take care of the overall situation, not counting gains and losses. In order to complete various tasks, he spared his spare time, gave up his vacations and holidays, and used all time and opportunities. Customer service, making friends with customers, and making friends who are willing to communicate with customers. Through unremitting efforts, I have made a satisfactory answer for myself in the work of XX.
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, quota 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 research and development and promotion of the electricity fee, that is, the time collection and deduction system.
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 captures information from a less-speaking discourse of a company's financial staff, promptly feedbacks and tracks, and finally brings nearly 27 million yuan of funds to the account at the beginning of the year, realizing a “open door” for the whole The line of deposits has laid a good foundation.
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, business standards and professional skills. It has also been updated and improved with the reforms at all stages of CCB. 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. Through multiple door-to-door contacts, the infrastructure funds allocated by the unit were opened in the Bank. 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 began to maintain high standards, strict requirements, and take care of the overall situation, not counting gains and losses. In order to complete various tasks, he spared his spare time, gave up his vacations and holidays, and used all time and opportunities. Customer service, making friends with customers, and making friends who are willing to communicate with customers. Through unremitting efforts, I have made a satisfactory answer for myself in the work of XX.
recommended article
- Summary of personal work of bank account manager in XX
- Summary of the year-end work of the company
- Bank work summary
- Personal summary of bank staff in 2019
- Summary of bank staff work in 2019
- 2014 Rural Credit Society Work Summary
- Banking agent personal year-end summary
- Bank employee annual assessment summary
- Bank personal work summary
- Financial accounting personal summary
- Financial Communications Section Personal Work Summary
- Summary of year-end work of the banking department
popular articles
- Bank staff personal year-end summary
- 2014 Bank Account Manager Summary
- Space mood phrase
- 2014 motivational phrase
- Weibo's famous sayings
- Hyun dance family impression sentence
- Non-mainstream sentence 2019
- Not afraid of failure
- Summary of the work of the commercial bank branch in 2019
- Parental love
- Bank employee work summary year-end summary
- Good sentence excerpt 2019
- Bank year-end summary essay
- Encourage words 2019
- Blessing phrase
- Respect the teacher's famous words
- Spring Festival blessing
- 2012 Bank's first half of the work summary
- Legal maxim
- 2014 Bank Security Summary
- 2015 Bank's first half of the work summary
- What I said to my father 2019
- Grateful mother's words
- Distressed sentence 2019
- 2014 Bank Annual Work Summary
- Philosophical words 2019
- Motivate employees
- 2014 Rural Credit Society Work Summary
- Relieved words
- Life motto