Bank company department personal year-end summary

I have been in the company for a year. In this year's struggle, I not only learned a lot of business knowledge, but also learned a lot of ways to communicate with customers. There have been many changes since I entered the company at the end of last year. At that time, I felt that I was still angry and irritated. I was so impatient and impulsive. I often didn’t know how to think about things comprehensively. I also often slowed down my work for personal reasons and compared individualism. Now, knowing that work is more about giving responsibility. If you do something wrong, it will often affect the collective plan. Now review the work done this year:

1. When I first entered the company at the end of XX, I conducted telephone marketing every day and successfully sold two new customers, namely Guangdong xx Pharmaceutical Co., Ltd. and Guangzhou xx Pharmaceutical Co., Ltd. Up to now, the balance of trade financing of xx pharmaceutical industry in our bank has reached more than XX million, with an average daily balance of 1.26 million, and the company mortgaged 9.02 million properties to our bank in November 2012. It is expected that withdrawals will be made at the end of the year. 9 million yuan. The xx pharmaceutical industry has been approved, but because the credit conditions of his bank are better than our bank, and considering that the customer is a small and medium-sized enterprise, there is a certain credit risk. In the end, there is no loan business with the company.

2. In the middle of 2019, it successfully marketed Guangdong x Pharmaceutical Co., Ltd. to do trade finance business. As of now, the balance of trade financing has reached xxxx million, and the daily average balance is xxx million.

3. In the middle of 2019, it began to maintain the stock customer xxx New Special Medicine Co., Ltd., successfully marketing the company to increase the quota to xxxx million and open the electronic money order business. Up to now, the balance of loans is 24 million yuan, and the balance of Yincheng is xxxx million yuan. Compared with the end of the previous year, the balance of loans has increased by xxxx million yuan, the balance of Yincheng has increased by xxxx1 million, and the balance of discounted bills has been xxxx million. The financing service fee and enterprise service fee totaled xx million yuan. The credit balances are compared as follows:

4. In the middle of this year, assist xxx to maintain the stock customer: xxx, etc. The work done includes making loans for the company, opening bank acceptance bills, discounting bills, accumulating wealth management business, etc., as well as real estate search, business data filing, Post-granting reports and other post-grant work. In the middle and late of this year, we assisted in visiting new customers such as Guangdong xx Pharmaceutical Co., Ltd., xxx, and xx Food Group. Among them, Guangdong xx Pharmaceutical Credit Report has been completed, but due to consultation with the customer, it has not been reported yet. Credit scheme.

5. In the late 2019, assisted xxx to successfully market new customers Guangzhou xx Pharmaceutical Co., Ltd. As of now, the balance of trade finance of the company is xxxx million, the discounted balance of bills is xxxx million, and the deposit date is 280,000.

During the year, I was still dissatisfied with the overall results I made. The main reason was that the number of new customers was too small, and I didn’t spend more time on learning new business. Business is limited to loans, Yincheng, and factoring. In the next year, I need to increase marketing efforts, spend more time learning credit business and credit products, and strive for the development of our business! Work hard as a good account manager!