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Banking agent personal year-end summary


In the past year, under the leadership of the director and section chief, with the strong support and help of all the comrades in the agency department, I strictly demanded myself, strengthened political beliefs, strengthened political theory policies and regulations, constantly searched for gaps and improved myself. While strictly abide by the rules and regulations of the unit, the business team is led to work hard to develop business, constantly innovate working methods, change work concepts, and earnestly perform job duties. By the end of November, the business team was led to develop contact business xxx, focus on xxx homes, visit customers xxx homes, sign xxx homes, add xxx agents, increase revenue xxx million yuan, and now work summary for the past year as follows:
First, the work of the past year has strengthened ideological and political and policy business learning, and constantly improved the comprehensive quality. As a member of the Communist Party of China, he has always maintained a high degree of unity with the Party Central Committee, actively participated in various political studies of the Office and the Central Party Branch, strengthened ideological and political education, and actively responded to the call for the initiative of the first prize, visited the Gutian Conference Site, and paid tribute to it. Red bases, writing experiences, and formulating action plans for outstanding Communists. Actively participate in the various learning and training of the “Building Learning Organization” advocated by the Center, practice the scientific development concept, and strengthen anti-corruption education. In the case of the organization of intensive employee training for the promotion of the staff, in the face of the tremendous changes in the social security collection policy this year, I took the initiative to take measures to overcome the difficulties, work overtime, and learn the No. 66 document of the State Council and the No. 136 of the government office. The labor security policies of the provinces and municipalities such as No. 29, No. 163 and Yushe Bao No. 89 of the Renren Society have been working hard to improve their comprehensive quality through continuous learning.
Actively assist the section chief to work and continuously improve his ability to work. Assist the section chief to formulate the annual department work plan, decompose the annual work objectives and tasks; collect monthly business income, increase and decrease the staff information, provide a powerful reference for the section chief to accurately grasp the department's economic income and business progress in time; assist the section chief Prepare customer networking seminars, labor security policy lectures, organize department policy study and test; assist the chief to write labor dispatch policy lectures, formulate agency staff and dispatch employee notifications, formulate tripartite agreements according to changes in charging standards; assist section chiefs to organize other Text materials, suggestions for the development of the department.
Lead the business team to develop and innovate, and strive to accomplish the target tasks. According to the business indicator planning and main direction set at the beginning of the year, we will increase business development efforts and ensure the completion of tasks. The first is to establish a business division mechanism. Each system is divided into blocks, and a system is focused on each week. A business analysis meeting is held once a week to summarize progress and gains, and coordinate the process. The second is to establish a business look back system. Every weekend, the business accounts are sorted and screened, focus on key points, promote results, and focus on key customers and intention customers. The third is to establish a business, management, and logistics coordination mechanism. The fourth is a new model for innovative business development. In the original telephone contact, on-site visit, fax mailing information, etc., gradually innovate the use of e-mail, qq data transmission, customer networking, training seminars, online blogs and other means. The fifth is the scope of innovative business agents. According to market demand and the development trend of the same industry, we will explore business models such as labor dispatching outsourcing, wage generation, labor security doctors, and recruitment interview training. Throughout the year, I personally contacted 2,639 new listings, visited 896 home visits, focused on 572 companies, and signed 21 new units.
Strengthen learning and constantly innovate ways of working. This year, the number of business personnel has decreased, and the reserve strength is seriously insufficient. In the face of SF Express and Dadi Insurance, I am not discouraged. I am not discouraged. Under the leadership of the director and section chief, I will actively face the problem and identify the relevant departments. Actively coordinate and resolve. In the face of the possibility that the Electric Power Bureau may be transferred as a whole, under the leadership of the section chief, the company offered three different times to provide different solutions for the other party to choose. Finally, they touched each other and saved the annual income of 600,000 yuan. In the face of this year's agency service fee charges from the original 30 yuan / month to 20 yuan / month, we actively took the service fee of more than 20 yuan customers signed a tripartite agreement, to save the annual income of 700,000 yuan. According to the constant changes in the market, we constantly innovate our work ideas and adjust our business direction. First, continue to increase the number of government institutions, especially municipalities and district agencies, and expand their institutions; second, continue to increase the number of industries and units in the central government; third, to provide services to mobile, telecommunications, China Unicom and other industries. The service providers and other units infiltrated; the fourth is to explore one-stop service mode for recruitment, registration, interview, examination and labor dispatch; the fifth is to grasp the construction pulse of Haixi Economic Zone, timely to the city MRT, electric vehicle charging station, inter-provincial EMU Taiwan, financial and insurance institutions and other industry departments to expand business; sixth, through seminars, labor security policy lectures, etc., to strengthen communication with the agency.
II. Summary of work experience In the past year, under the leadership of the central leadership and section chief, we have achieved certain results, so that our ability has been continuously improved and improved. The experience we will gain is summarized as follows:
The target tasks are clear and the division of responsibilities is clear. At the beginning of the year, we will break down our business goals, identify business growth points, and assign business goals and tasks to people.
Advance with the times and adjust the market direction in a timely manner. According to market changes, the business focus will be adjusted to the industry system in the second half of the year, and in the case of ensuring the completion of this year's mission, lay the foundation for business development next year.
Establish a sense of risk prevention and ensure the safe operation of the business. The newly signed business conducts risk assessment to minimize risks and ensure the smooth and healthy development of the business.
Close to customer needs, innovative service methods. The customer's needs are the direction of our work, and we want to create tailor-made services for our customers.
Third, the existing shortcomings
1. The work is not bold enough. Need to further emancipate the mind, be bold in trying, innovate work ideas, and improve working methods;
2. The knowledge of labor security policy is not enough. It is necessary to strengthen learning in one step, conduct in-depth research, and strive for policy knowledge and business development to be integrated and mutually promoted;
3. There is not enough communication with the comrades in the department. It is necessary to further strengthen communication and cooperation with comrades.
Fourth, work ideas will focus on next year and promote growth. Seize the key points of industry and system, break through key customers, and promote the growth of the central economy.
Informatization and wide publicity. Promote the construction of information technology, establish a website, customer service system, and enhance the image.
Specialization, perfect service functions and improve service quality. Strengthen the training of the business reserve team, standardize the business operation process, enhance the business team, and make the business team more professional. In general, over the past year, my business has been tasked with heavy tasks and pressure. Under the leadership of the director and chief of the center, I strictly implemented various rules and regulations, performed my duties well, and completed the tasks for the whole year.

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