7 articles on the summary of bank account managers' work in the first half of the year

Summary is a kind of written material that summarizes and summarizes the performance of study, work and life in a period of time. It plays a connecting role in our study and work. Let's learn to write summary together. The following is a sample essay (7 articles in common use) on the work summary of bank account managers in the first half of the year, which I collected for your reference, hoping to help friends in need.

Summary of Bank Account Manager's Work in the First Half of the Year 1

The first half of 2 _ _ _ years passed quickly. Looking back on the past six months, with the support and help of the leaders of China Merchants Bank and colleagues, I strictly demanded myself to do my own job according to the requirements of the Head Office. The work in the past six months is summarized as follows:

1. As a corporate account manager, we should not only strengthen the study of the credit policy in 28, but also focus on the credit policy of China Merchants Bank, such as "overall credit policy, customer and business credit policy, and industry focus". On this basis, we should do a good job in the policy communication of our bank and the classified marketing of enterprise selection, and give full play to the responsibilities of account managers.

1. strive to improve the level of business skills and strengthen their awareness of risk management. Since the establishment of the sub-branch, I have encountered businesses that I have never actually operated before, such as domestic factoring and development loans. In order to better expand customers, with the support and help of the leaders of the receiving department of the branch, I quickly learned and became familiar with the operation mode of this business, and the grasp of risks has been further improved. In addition, in order to strengthen the learning of business skills, I participated in the skills training organized by the branch four times in half a year.

2. strengthen customer marketing and do a good job in customer inspection, credit reporting and maintenance. Due to the overall tight banking policy in 28, in the basic branch that realizes the harmony between marketing and risk management, we deeply study the development trend of the industry and do a good job in targeted customer marketing. During the past six months, I have participated in the business development of Kunming Suhua Biotechnology Co., Ltd., Yunnan Qifeng Mechanical and Electrical Equipment Co., Ltd., Dianneng Electric Fuel Co., Ltd., Yunnan Chengtou and other companies.

two: strengthen customer marketing and increase customer base. I have a heavy burden, and my skills, marketing ability and experience are far from the performance of my account manager, so I always dare not take it lightly. I am always learning and summing up how to do a better job in banking, keep learning and accumulating, and be able to handle all kinds of problems in my daily work with ease. After half a year's training, I have improved my organizational management ability, comprehensive analysis ability and coordination ability, which has ensured all the work in this position. Actively improve their professional quality, strive for initiative in work, have strong professionalism and sense of responsibility, and strive to improve work efficiency and quality.

iii: existing problems and future efforts. Although I can work hard and actively, and I have made some achievements, there are still some problems and shortcomings, mainly as follows:

First, my performance and skills are not skilled enough, and I have some good customer resources, so I can cooperate well, but I can't make a business plan for my customers well.

second, the existing customer resources have not been well dug and carefully planed, and marketing work has been carried out for all links in the customer trade chain; For their own targeted customer groups, they have never found a suitable opportunity to intervene.

third, some work is not done in detail enough, and some work coordination is not in place.

The second half of the year has already entered. In view of the above outstanding problems, I will try my best to achieve the following points:

First, I will strengthen my study and improve my skills. Only when I have a sound level of business skills can I be handy and comfortable in doing business.

Second, while doing our job well, we should actively market and update our ideas, and strive to make better returns to China Merchants Bank with a good attitude and sense of responsibility.

Third, details determine success or failure. In the future, I will strive to improve the details of work, enhance the sense of cooperation among departments, colleagues, banks and enterprises, strengthen unity, keep improving, and strive to do a good job in banking.

summary of bank account manager's work in the first half of the year 2

Time has slipped away from us in a hurry, and before I know it, more than half of the 2__ years have passed, during which I have been the position of account manager. In the past six months, with the help and support of leaders and colleagues, I have completed my job well. This half-year work experience has a great influence on my career. My work ability has been improved and my relationship with colleagues is very harmonious. Below, I will briefly summarize my work in the first half of the year:

1. Work

(1) Daily work

Because my work skills, marketing ability and experience are different from those of senior account managers, I dare not take it lightly, and I am always learning and summing up how to do a better job in banking, constantly learning and accumulating, and being able to handle all kinds of problems in daily work with ease.

in my daily work, I mainly learn from the basics, actively learn from old comrades, and constantly improve my marketing ability, cultivate customer relationships, strive to maintain old customers and tap new customers.

First of all, make good use of various tools, including the use of PCRM system, the summary of personal account manager's work log, the combing of fund client system and so on. Ask colleagues or leaders in time when you find problems, and constantly sum up your own shortcomings and make improvements.

Secondly, do a good job in daily customer maintenance, mainly by calling customers and sending text messages for early communication, and visiting customers for emotional maintenance and product marketing at the right time, and sending messages or phone calls of blessing at the right time when customers have birthdays. For customers and fund customers with expired products, we will provide after-sales service and return visits, and take this opportunity to conduct secondary marketing.

Thirdly, because there is only one lobby manager in our bank, I often have to play the role of lobby manager. Because I am a newcomer, I need a familiar process with customers. My experience in the lobby has given me many opportunities to contact customers, and I have also tapped a number of potential customers in the process. Uncle Yang is a demolition customer who was discovered by the contact in the lobby for 2__ work summary model essay work summary format weekly work summary model essay monthly work summary model essay quarterly work summary model essay ... teacher's year-end work always ... In the end, I successfully marketed it into a high-quality VIP customer of our bank under the extremely fierce competition of peers, and transferred more than 2 million from # # bank. There are many examples like this.

in addition, I am also responsible for some daily data sorting work, mainly including the sorting number of customer data, electronic registration of VIP customer data and so on.

(II) Marketing Performance

In the first half of 2__, # # Sub-branch enriched the team of account managers, reaching the scale of three full-time account managers. Through the efforts of our team for half a year, we have made certain achievements in funds, wealth management products and insurance wealth management. By the end of March, our bank had sold RMB # # # million in funds, accounting for 35% of the task. By the end of June, * * * had sold RMB # # million of Benlifeng wealth management products. By the end of March, * * * sales agent insurance was RMB # # million (end of March). These data are the result of the joint efforts of our team, and my own contribution is slowly increasing. It is particularly worth mentioning that, in terms of personal loans, due to my careful discovery, the Bank and China University conducted a successful public-private linkage in personal loans, and finally added seven personal loans (which have been approved and released after mortgage registration).

in the past six months, our bank has also insisted on public-private joint activities, and successfully held a series of activities such as entering # # company and China # # university, and achieved good results.

second, study

(1) daily study

in the preparation time before going to work every morning, I will look at the daily financial trends, learn the financial guidance issued by the personal department regularly, and look at the relevant product information if there are new products released. At the same time, I also consciously studied the marketing strategies of commercial banks, personal account manager training materials, financial case analysis and prevention and other work-related policies and legal knowledge, and accumulated my own business knowledge. I constantly sum up my experience and actively communicate with my colleagues around me, trying to familiarize myself with the new working environment and content in the shortest possible time.

(II) Training Examination

In the first half of 2__, I took part in and successfully passed some professional skills qualification examinations, including: qualification examination for fund sales; Personal financial management and risk management in banking qualification examination. In addition, I also took the personal credit business examination organized by the branch.

in the past six months, I actively participated in various trainings organized by branches and branches, including the just-concluded personal account manager training organized by branches; Training on various products and skills at the regular meeting of branch account managers; The Head Office's training on the non-guaranteed transformation of personal wealth management business and the launch of the new system, etc.

In addition, there are various trainings held by fund companies and futures companies. In the weekly training, rich course learning has improved my knowledge reserve and level, and quickly entered the role of account manager. The training of branches and head offices has enabled me to have a deeper understanding of our wealth management products, further understand the principles and policies promulgated by our bank, see the great potential for the development of Bank #, and increase the sense of urgency for our business development.

third, the existing problems and the direction of future efforts.

although I can work hard and actively, I have made some achievements, but there are still some problems and shortcomings, which are mainly manifested in the following aspects: first, my performance skills are not skilled enough, and some good customer resources can cooperate well, but I can't make a business plan for my customers. Second, the existing customer resources have not been well dug and carefully planed; For their own targeted customer groups, they have never found a suitable opportunity to intervene. Third, some work is not done in detail enough, and some work coordination is not in place.

in the next six months, facing the experience and problems in the first half of the year, I will make more efforts to make up and correct them, study in my spare time, enrich myself and further improve my ability and quality. Strive to contribute my own strength to the development of our bank.

summary of bank account manager's work in the first half of the year 3

The first half of 2 _ _ _ was fleeting. Looking back on the past six months, with the support and help of leaders and colleagues of China Merchants Bank, I strictly demanded myself to do my job well according to the requirements of the head office. The work in the past six months is summarized as follows:

1. As a corporate account manager, we should not only strengthen the study of the credit policy of _ _ _, but also focus on the credit policy of China Merchants Bank, such as "overall credit policy, customer and business credit policy, and industry focus". On this basis, we should do a good job in the policy communication of our bank and the classified marketing of enterprise selection, and give full play to the responsibilities of account managers.

1. strive to improve the level of business skills and strengthen their awareness of risk management. Since the establishment of the sub-branch, I have encountered businesses that I have never actually operated before, such as domestic factoring and development agency. In order to better expand customers, with the support and help of the leaders of the receiving department of the branch, I quickly learned and became familiar with the operation mode of this business, and the grasp of risks has been further improved. In addition, in order to strengthen the learning of business skills, I participated in the skills training organized by the branch four times in half a year.

2. strengthen customer marketing and do a good job in customer inspection, credit reporting and maintenance. Due to the overall tight banking policy in _ _ _, in the basic branch that realizes the harmony between marketing and risk management, we deeply study the development trend of the industry and do a good job in targeted customer marketing. During the past six months, I have participated in the business development of Kunming Suhua Biotechnology Co., Ltd., Yunnan Qifeng Mechanical and Electrical Equipment Co., Ltd., Dianneng Electric Fuel Co., Ltd., Yunnan Chengtou and other companies.

two: strengthen customer marketing and increase customer base.

I have a heavy burden, and my skills, marketing ability and experience are far from the performance of my account manager, so I always dare not take it lightly. I am always learning and summing up how to do a better job in banking, keep learning and accumulating, and be able to handle all kinds of problems in my daily work calmly. After half a year's training, I have improved my organizational management ability, comprehensive analysis ability and coordination ability. Ensure the normal operation of all work in this position, treat all work tasks with a correct attitude, love their jobs, and work hard to implement them in practical work. Actively improve their professional quality, strive for initiative in work, have strong professionalism and sense of responsibility, and strive to improve work efficiency and quality.

iii: existing problems and future efforts.

Although I can work hard and actively, I have made some achievements, but there are still some problems and shortcomings, which are mainly manifested in the following aspects:

First, my performance and skills are not skilled enough, and some good customer resources can cooperate well, but I can't make business plans for customers well.

second, the existing customer resources have not been well dug and carefully planed, and marketing work has been carried out for all links in the customer trade chain; For their own targeted customer groups, they have never found a suitable opportunity to intervene.

third, some work is not done in detail enough, and some work coordination is not in place. The second half of the year has entered. In view of the above outstanding problems, I will try my best to do the following:

1. Strengthen my study and improve my skills. Only when I have a perfect level of business skills can I do business with ease and ease.

2. While doing your job well, actively market and update your ideas, and strive to make better returns to China Merchants Bank with a good attitude and sense of responsibility.

3. Details determine success or failure. In the future, I will strive to improve the details of my work, enhance the sense of cooperation among departments, colleagues, banks and enterprises, strengthen unity and keep improving, and strive to do a good job in banking.

summary of bank account manager's work in the first half of the year. 4

The first half of the year is fleeting. Looking back on the past six months, with the support and help of leaders and colleagues of China Merchants Bank, I have been strict with myself and done my job well according to the requirements of the head office. The work in the past six months is summarized as follows:

1. As a corporate account manager, we should not only strengthen the study of good credit policies, but also focus on the credit policies of China Merchants Bank, such as "overall credit policy, customer and business credit policies, and industry focus". On this basis, we should do a good job in communicating our policies and selecting classified marketing for enterprises, and give full play to the responsibilities of account managers.

1. strive to improve the level of business skills and strengthen their awareness of risk management.