Summary of bank staff probation work in 2019

In a blink of an eye, the two-month trial period is coming to an end. During this time, with the care and help of company leaders, department heads, and colleagues, I have gradually adapted to the surrounding life from the very beginning. In the work environment, the work of sales support has gradually entered a state. From the perspective of itself, there has been further improvement. The following two months of work are summarized as follows:

First, the human management:

1. Identify the sales staff by calling and attending the job fair, and arrange interviews for qualified candidates.

2. For the new employee who passed the interview, prepare relevant information for the company according to the requirements of hr, and work for the new employee in the system.

3. Do a good job in the attendance of sales personnel, as well as the calculation of their commissions and salaries.

Second, industry management:

1. In the process of signing the agreement between CITIC and Bank of Communications, keep in touch with the branch office, follow the signing process of the agreement, and set relevant network information in the system after the agreement is signed to ensure the entry of the policy, and the list. The normal order.

2. Responsible for daily receipt, review and delivery, and do daily business records and business broadcasts. If there are problems such as photo meetings, follow up and deal with them in time.

3. According to the requirements of the director, formulate channel management plans and budget management of expenses.

4. Responsible for formulating incentive plans for banks and brc personnel, and implementing and tracking them, and doing reimbursement for expenses at the end of the month.

5. Communicate with the finance and banking departments, check the billing situation at the beginning of each month, calculate and pay the bank fee in time.

6. Develop training programs for the business and reimburse the expenses incurred during the training process.

7. Handle the mail delivered by the branch office and complete the tasks assigned by it.

8. Do a good job in the issuance of the bank insurance certificate, and check and sort out the inventory information in time.

9. Do all the work of the general arrangement, and work well for our sales team.

As a newcomer, I always lacked planning in the beginning, and I couldn't distinguish the primary and secondary relationships of my work. Because of my carelessness, I also made several mistakes. However, after two months of exercise, I recognized my own problems, insisted on doing a personal work plan before starting work, distinguishing the order of work, and completing an item in time to achieve the desired results. The quality and quantity of the work to complete the work, improve work efficiency, while learning a lot of things in the work, but also exercised themselves, through unremitting efforts, so that the work level has made great progress when just taking over, creating a new situation of work. In the days to come, I will maintain a good working situation, step up my studies, and better enrich myself so that I can better use the job.

Of course, in the work, there are also some shortcomings, such as dealing with problems, but also need to be more brainstorming, comprehensively look at the problem, and also lack of work familiarity, but I believe that through future work, I will Get familiar with it, understand and master sales support. In the course of my future work, I will continue to work hard, constantly improve, and be perfect, in order to do my part for the company's development.