2022 Bank Manager's Annual Work Summary Selection

Time is like a blink of an eye, and a year is always so short. We should systematically write an annual work summary. Through work summary, superiors can better understand the situation and work style of employees. How to write an excellent post annual work summary? The following is the "Annual Work Summary of Bank Managers" collected for everyone. Welcome to reading. I hope you can read it and keep it.

Bank manager's annual work summary 1 When the calendar was torn off page by page, only the last page was left, and the year passed unconsciously and quietly. Looking back on this year, in order to be qualified for the position of wealth management account manager, I kept learning. The following is what I have gained from my work, and it is also a summary of my work in the past year:

First, strengthen learning and improve their own quality.

As an account manager, I think I should not only be good at learning, but also be diligent in thinking. In xx, I visited X commercial banks such as xx Bank, xx Bank and xx Bank as a customer. I was deeply impressed when I saw the quality of their financial products and services. From the eye-catching quotation sheet of funds and promotional materials of various financial products of xx Bank, the excellent service of lobby managers and account managers, the RMB wealth management products of xx Bank and the green channel set up by xx Bank for high-quality customers, I can see the gap between our Bank and my personal knowledge. After I came back, I made a systematic plan, learned business knowledge and theoretical knowledge, and put forward suggestions to put the fund quotation and publicity materials in place as soon as possible, which not only served customers but also played a good marketing effect.

Two. Diligent and pragmatic, responsible for the development of our bank.

Over the past year, I have worked in different positions, such as savings clerk and account manager. No matter where you work, you can stand on your post, love your post and devote yourself selflessly, and do your best for the development of our bank. As an account manager, I can actively collect high-quality customer information and fill in xx or more high-quality customer information records. As an account manager, everything I say and do represents our image. Therefore, I have high standards and strict requirements for myself, actively consider for customers, publicize our new products, new businesses and new policies to customers, and expand our popularity. When working in the savings office, I can actively cooperate with the director to do a good job in the office, make use of what I have learned, do a good job in the maintenance and repair of office machines and tools, ensure the normal operation of the business, and thoroughly clean the office before business.

After the business is over, check the safety measures one by one, turn off the water and electricity, and then leave the office. Never received complaints from external customers. Usually, when customers have different views on our work, I can also explain clearly what customers don't understand, and finally satisfy customers. There are often workers and students from other places in the college who handle personal remittances. Some people can't even fill out the required receipts. Every time I will explain the filling method to them in detail and teach them word for word until they learn to do so. When you leave, you should also tell them to keep a written receipt for the next remittance. Because every time they finish the remittance business, they will keep thanking me. While doing my job well, I also use my years of saving experience to help other comrades. If comrades have any questions, I will answer them seriously. I will humbly ask old comrades if I have any questions. When dealing with business skills, I have a requirement in my heart: a threesome must have a teacher, and those who can't learn must learn by all means. If you want to help others in your work, you must improve your professional quality.

Third, explore the market and find new growth points.

In the new year, I set new goals for myself. As an account manager, I intend to exercise myself from the following aspects to improve my overall quality.

1, moral aspect. As an account manager, you must have high moral cultivation, strong dedication, decent style, strict self-discipline and self-care in terms of morality and responsibility.

2. business Account managers should have systematic and solid business knowledge. First of all, we should be familiar with the bank's loan, deposit, settlement and intermediary business knowledge. We should not only master the main business knowledge, but also be familiar with the less popular business knowledge. Not only should we have a high level of policy theory, but we should also be able to introduce the operational processes of various businesses in detail. We should be familiar with traditional business and grasp emerging business in time. In addition, account managers should have legal knowledge and economic knowledge, especially the ability to provide customers with a variety of alternative investment and financial solutions by comprehensively applying various knowledge.

3. marketing. The account manager should be a marketing expert. We should master the basic knowledge of marketing and take an active part in practice. Master self-promotion skills, speech skills, product promotion skills, communication skills with customers, and refusal handling skills.

Bank manager's annual work summary 2 20XX years' work has ended. Looking back on one year's work, as a bank account manager, he conscientiously studied and implemented the spirit of the 19th Party Congress, constantly improved his ideological and political quality and comprehensive quality, effectively enriched himself, and improved his work and business ability, which won unanimous praise and praise from our leaders and colleagues. Of course, there are also many places that need to be improved and upgraded. This year's work summary and report are as follows:

I. Indicators of tasks, study and work

1, task indicator

The single task index of the fund is xx million, and the completion rate is xx%. The personal task index of wealth management products is xx million, and the completion rate is xx%. Add Xx wealth management customers and complete xx%. The precious metal task index is xx million, the sales volume is xx million, and the completion rate is xx%. Xxx platinum card task, xx completed, completion rate of xx%. Xx credit card personal task index, xx completion, completion rate of xx%.

2. Learning

20XX passed the CFP (International Financial Planner) exam in August, and now has the qualifications of AFP, CFP, insurance and fund.

3. At work

(1), actively marketing new customers.

Once, a customer asked me about the conditions for our VIP card, and I inferred from experience that this customer had certain potential. Next, I patiently market. After several contacts, I learned that customers will remit some funds from other places in the near future. At present, I went to several banks, and I took the initiative to introduce our bank to them. Later, I handled a VIP card for it, and the customer remitted xxx million yuan from other places;

(2) Carefully safeguard old customers.

Call old customers regularly to introduce our new products and sell the right products to the right customers. An old customer, unwilling to make venture capital, even unwilling to buy low-risk wealth management products, buy national debt or deposit in the bank. Later, knowing that he liked collecting, I took this as a starting point and recommended precious metals to him. Customers are very interested in this. I accompanied him to the market many times and bought precious metals of more than xxx yuan, which increased the intermediary business fee of xxx million yuan for our bank.

(3) Answering customers' questions patiently

Customers often ask me questions about funds, and I will explain them to each customer in detail. When the stock market fluctuates greatly, customers' calls may come in at any time, so I basically keep my mobile phone on for 24 hours. I remember once, I got a phone call from a customer at home on weekends. After I answered the question, the customer said that your company was responsible, so he called the account manager of a bank and never answered. I have been a financial manager for almost three years. Although I have no experience, I know that customers trust me when they call me.

(4) Assist the bank leaders in active marketing.

While doing a good job, assist the bank leaders in marketing the electronic settlement business of many units.

Second, shortcomings in the work.

1. Some major customers have incomplete information, so it is impossible to carry out comprehensive and effective maintenance, and the maintenance rate needs to be further improved.

2. Marketing needs to be improved.

Third, the work plan for next year

1. business: comprehensively sort out the wealth management business, make full use of the bank treasurer system, focus on developing key customers, and improve customers' loyalty to the bank.

2. Marketing: We should learn more marketing skills, strengthen communication skills and deal with difficult problems flexibly.

Bank manager's annual work summary 3 1. Customer first, deposit as the center.

In my work, I always set up the concept of customer first, taking the customer's affairs as my own business, worrying about the customer's urgency and thinking about the customer's thoughts. In terms of working methods, I always achieve "three diligence", diligent in moving my legs, diligent in hands-on and diligent in thinking, so as to win the support of customers for our business. I can be a conscientious person in my work, capture information from a humble remark of a company's financial staff, and give feedback and follow up in time. Finally, nearly 27 million yuan of funds arrived at the beginning of the year, which achieved a "good start" and laid a good foundation for the bank's reserve increase work.

In the process of serving customers, I am careful and inject brotherhood and friendship into my work, which makes the simple and boring service work colorful and truly embodies the concept of customer first. Customers will be moved by surprises when they receive flowers from me on their birthdays. If customers receive interesting information from me when they are upset, they will definitely put the unhappiness behind them for the time being and hold a little gratitude; And when the customer is unfortunately lying in the hospital bed, he will see me running upstairs and downstairs after I am busy. ...

Second, "the needs of customers are my job"

I have been engaged in credit and deposit work in banks for more than ten years, and I have a comprehensive ability to work independently. With the needs of bank reform, my working ability and comprehensive quality have been greatly improved, and my business level and professional skills have also been updated and improved with the reform of CCB at various stages. In order to fulfill my mission and complete the tasks assigned by my superiors, as the account manager in charge of several key customers, with the help of branch leaders and department colleagues, I boldly explored ideas, established the concept of customer first, recruited different customers, adopted different working methods, and strived to provide customers with the best financial services. In my own understanding of work, it is "the needs of customers are my work".

Third, open up new ideas, be brave in innovation and work creatively.

With the reform of China's economic system and financial system, the trend of customers choosing banks has been formed, and the competition among banks is becoming increasingly fierce. In terms of business development, you have me and I have you. In order to survive and develop in the competition, how to serve key customers plays a decisive role in our business development.

I think, as an excellent account manager, we should always pay attention to market research and market dynamics. Studying the market is to analyze the marketing environment, study the customers on the premise of grasping the objective environment, understand the operating rules of customers' funds through the research on customers, and strive to track the downstream funds from customers to our bank, so as to realize the "monopoly control" of funds from the source, realize the internal circulation of funds and consolidate our financial strength. Among the xx customers I am responsible for this year, the capital flow is relatively large. In order to make their funds circulate in the body, I started from scratch, won the trust of the unit with high-quality service, and gradually found out the downstream units of the unit. Through many door-to-door contacts, all the infrastructure funds allocated by the unit have been opened in our bank. In addition, in July this year, when the municipal government asked the treasury to receive and pay the budget unit account and transfer the funds to xx Bank, I actively contacted the door and successfully retained xx customers to open accounts in our bank.

Another example is to carry out table tennis and badminton activities with customers based on health and fitness activities, which not only pushes the communication with customers deeper, but also breaks the traditional public relations model and receives very good results in the work. In September this year, when I had a friendly skill exchange with the relevant personnel of a real estate company, I learned that customers were going to auction some of their properties, and I worked actively to transfer the auction money of 5 million yuan to our bank smoothly.

I have a strong sense of professionalism and responsibility in my work. I work hard and actively. I never pick and choose, and I don't pick heavy ones. I can try my best to finish every job on time and with good quality. In my daily work, I always insist on high standards and strict demands on myself, taking the overall situation into account, regardless of gains and losses. In order to complete various tasks, I will sacrifice my spare time, give up weekends and holidays, and use all the time and opportunities to serve customers, make friends with customers and be friends that customers are willing to associate with. Through unremitting efforts, I handed in a satisfactory answer sheet for myself in my 20xx years of work.

Summary of bank manager's annual work in a blink of an eye, 20XX has become history. Looking back on this extraordinary year, there were laughter, tears, growth and shortcomings. When I think about it, I feel deeply. As the new year begins slowly, it is necessary to make a simple summary of my work last year, so that I can go into battle lightly and strive for the first place in 20XX.

20XX is destined to be an extraordinary year. Faced with the downward pressure of the economic situation, the concentrated exposure of non-performing loans, the deterioration of the competitive environment and the continuous deepening of internal and external management, the Bank, based on its own characteristics, adhered to the responsibility of guarding the land and forge ahead, carried forward the spirit of being brave in difficulties and pioneering, and created a double-track standard and a perfect ending. In this process, under the care and guidance of the branch president and leaders, I have gained a lot, mainly in the following aspects:

First, in-depth study of product knowledge, and constantly improve their overall quality.

In the first three quarters, under the leadership of the President's Office and line leaders, while doing my job well, I persisted in studying the current financial guidance strategies and policies and the relevant rules and regulations of the Bank, constantly improving compliance behavior and raising awareness of compliance management; Earnestly study and implement the policy requirements of superiors, strive for survival in management and development in competition. To this end, I also made a detailed study plan and insisted on learning the latest financial theory and related policies and documents of a specific product every week, which greatly improved my theoretical level and business ability. By updating knowledge and business, we can accurately grasp the difficulties and risks of this business when dealing with customer business, find them in time, make up for them as soon as possible, and get twice the result with half the effort.

In the fourth quarter, I was lucky enough to be transferred to the company department to study the company's business. Thank you very much. Because the personal financial management experience in the previous two years has formed a certain qualitative thinking, there are many differences in the company's business, so it is not suitable at first, but with the gradual understanding of the company's business, we can also find the laws. It's just that the company's business is a bigger and more systematic project, involving the core of a bank, and the value created is the profit pillar of the bank, so the products are rich and the business operation is more standardized and comprehensive.

Second, adhere to customer-centric and provide good service.

In daily work, I can proceed from my own work reality, adhere to customer needs as the center, and devote myself to business development with a good sense of service and responsibility; Facing customers with high-quality and efficient service; Reward the trust of leaders with sincere work.

1. Establish a customer information base, collect and sort out information such as the enterprise's environment, its own basic situation, the product characteristics of other peers, the policy orientation of the industry, establish and maintain customer file information, and carry out work with high efficiency and quality.

2. Establish good personal relationship with the enterprise. In the competition of the same industry, diligence is a huge destructive weapon. Many enterprises or customers will trust you if they can see you often, and many businesses will be willing to consult or handle you. When I am not very busy, I usually send a receipt to the customer and go to the company to learn more about the situation. At the same time, I can effectively improve my personal relationship with business managers or financial personnel.

3. Do a good job in deposit marketing. Under the leadership of the president's office and the marketing department, there will be a storage war at the end of each month. In this war without smoke, our task is quite heavy, and our responsibility is also quite important. Because customers are the foundation of the development of commercial banks, we must make great efforts to tap the source of customers to ensure the realization of the task. The measures we have taken mainly include: First, make full use of our credit advantages, face credit institutions, and put loan-to-deposit ratio requirements in the first place, so as to ensure that our deposit task can reach more than 60% while loan-to-deposit ratio fully meets the standards. Second, strive for funds from other banks. In the face of many customers, we keep in touch with enterprises, fully tap the potential, sort out potential customers over and over again, aim at units to find relationships, and attack in all directions. Pay silently for our deposit task. Personally, if we can actively establish a good emotional relationship with customers, form a customer-centered business philosophy, think about what customers think, worry about their urgency, and let customers truly feel the superiority of our quality service, then customers are very willing to cooperate and support our work at critical moments.

4. Actively carry out loan marketing. In the team of a big company, what I do is mainly to maintain existing customers, but in this process, there will also be new projects for marketing, and I can also tap the potential of existing customers, increase the credit line and increase new loans.

Three. New year's resolution

In the new year, I will continue to advance and strive to achieve new and better results.

Summary of the bank manager's annual work Chapter 5 First of all, step by step, targeted.

The first task of the account manager is to expand customers, but when I saw that the task of "522 1" required to add an AUM 500 million customers, I was not sure, but I knew what my goal was. Because I just arrived at Daqing Road Savings Office in September, 20XX began to pay attention to customers above platinum level, analyze the flow of their cards, and make an appointment to visit customers to understand the situation. It was found in the system that there was a demand deposit of 700,000 in a platinum customer card, but it remained unchanged for half a year. I feel very sorry, because even if customers want to use money at any time and deposit it in our 7-day notice deposit, the income is very considerable.

I contacted my client, who said that he was often away from home, too busy to go to the bank for financial management. On June+10, 5438, customers came to the outlets. I learned that customers mainly do mining business and go to remote places. I introduced our online banking and mobile banking in detail. Customers didn't expect that mobile phones can also manage money, and they like such convenient and fast financial channels very much. On the spot, I bought 654.38+10,000 yuan of wealth management by mobile banking, and said that I could inform him of the appropriate wealth management products in the future. In this way, whenever there is a suitable wealth management product, I will call the customer and the customer will buy it on the mobile banking, although only a few hundred thousand at a time. With the maturity of previous wealth management products, the income is not bad, and trust is gradually established. In this way, customers gradually transferred money from other banks and bought 5 million wealth management products, which became our diamond customers. From the expansion of this customer, I found that some high-end customers pay great attention to convenience. They are usually busy, especially when they are on business trips. It is impossible to make a special trip to buy a product. We have many products, but our customers know very little. It is necessary to recommend financial management methods and channels that meet customers from a professional perspective. Only follow the trend, step by step, and be targeted can it be accepted by customers.

Second, intersect with the heart and grow into it.

As an account manager, product sales are particularly critical, and the ultimate goal of expanding and maintaining customers is sales. Only by selling the products can the interests of customers and CCB be maximized. OCRM system provides us with the most basic goal, and the linkage mechanism of the whole savings office is indispensable. As far as linkage mechanism is concerned, a colleague from Gao Gui recommended me a customer who is interested in gold. I searched the OCRM system and found that it is a gold-level customer of our institute. There are no wealth management products and time deposits. The operation record of the card found that there were many large deposits and withdrawals. In the follow-up service, it is found that the customer is mainly selling, and the customer relationship network is complex, and he is worried about giving gifts every New Year. After understanding these situations, I found a classmate who specializes in public relations to make a plan for it, which also received good results and the customers were very satisfied. After that, the money sold by customers was basically extra from our gold card, which contributed a lot to my deposit time.

What moved me most was that the customer was in Shandong Construction Bank. When asking about gold, he found that the price of Shandong Construction Bank was 1 yuan cheaper than ours, but he went back to Xuzhou and bought 1000 grams of physical gold from me. The customer said, I make money by doing business, and you have to make money by opening a bank. You have a task. You helped me so much in the front, so I will buy it elsewhere, and I will feel embarrassed and uncomfortable. In this way, this customer not only became a platinum-level customer, but also contributed products. From this customer's marketing, I found that in fact, we are not only marketing products, but also a social relationship. Passers-by also help when they are in trouble. As VIP customers of CCB, how can we stand by and not share their worries? Modern banks have many homogeneous products. What do we win by? Only high-quality service, we should not only serve the products sold, but also serve to maintain this social relationship.

Third, those who are good at making things, do what they can, and do their best will get the position of bank account manager. What are the advantages of the account manager? I've been thinking about this problem a lot. I think we can have a lot of time to optimize our service process. High cabinets and low cabinets, with limited service time and a large number of people, are mass customers, while we are small and sophisticated high-end. Maybe when customers inquire about loans, payment telephones and online banking, high cabinets and low cabinets will pass by, but we have to find out the deep-seated needs of customers. A customer of Red Star Macalline handled remittance business in our office. The low cabinet learned that it was necessary to handle the payment phone, left me the contact information, and then sorted out the materials and submitted them. I found that the customer had already handled it when I approved it, but I explained the situation to the customer. At this time, the customer remembered that we applied for the POS machine at the same time when we went to the store to do activities. The customer was a little embarrassed. I thought it was nothing, so I went to the store to install a phone for him and demonstrated it.

Customers are in the furniture business, and there are many cross-bank remittances in different places. Just to save the handling fee, I went to the local office to handle the payment phone. On February 13, I saw the Reply on Reducing the Inter-bank Remittance Fee of Jiangsu Branch's Settlement Card, and called the customer at the first time to handle this business for him. Later, as customers became more and more close to my various businesses, customers applied for a gold card in our office and transferred 500,000 yuan to buy wealth management. Later, they introduced their friends to our office to apply for a gold card and transferred 6.5438+0 million yuan to buy wealth management. Through this customer, I found that the service to customers should be from beginning to end, and I can't shirk it just because I find that the intermediate service is unprofitable. You try your best to serve your customers, and they all keep in mind. For potential customers, you have to make some efforts, which is worth paying. Although the process is long, the final result is satisfactory.

Summary of annual work of bank managers 6 I. Coordination, communication, management and supervision

The general manager's office of our company mainly has three functions:

First, the management function of office public relations and coordination,

Second, the function of human resource management,

Three is the administrative affairs management function, specifically:

The work of the first office: lawyer coordination and litigation handling, company leadership secretarial services, collection, coordination and processing of various government subsidy information, distribution and filing of company documents; Communicate and coordinate the work between departments to turn the company's strategy into tactics, and the work is a link between the preceding and the following.

The second task is: to do a good job in human resource management, and to comprehensively implement and control the company's recruitment allocation, salary management, training and development, human resource planning, performance appraisal, labor relations, file management, and the establishment and improvement of comprehensive systems, so as to make the company's business jump efficiently and make every cell of the company excited;

The third main task is to do a good job in administrative affairs management, and do a good job in service company's safety, fire safety, environmental sanitation, logistics, canteen, sanitation, office supplies procurement, accommodation building sanitation management, repair, vehicle dispatching management and so on.

1. Strengthen basic management and create a good working environment.

Creating a good working environment for leaders and employees is one of the important tasks of the general manager's office. Over the past year, the general manager's office has earnestly performed its duties, strengthened coordination and communication with other departments, basically standardized the basic management work of the general manager's office, basically achieved the high-quality and efficient completion of related work, and created good conditions for the company to carry out various work.

For example, employees' personnel files, training files, meeting minutes, departmental files and other files are basically clear, and all important documents are put into the archives room, and the management is strict and standardized; Actively cooperate with leaders to send and receive documents in time to ensure accurate and timely handling of leadership instructions without delay; Control of office consumables and maintenance of office equipment, and normal and orderly settlement and reimbursement of daily administrative business; Successfully organized Mid-Autumn Festival celebrations, Women's Day activities on March 8th, etc. In dealing with people and things, personnel management, optimizing the office environment, ensuring office order and other aspects have done their due diligence; Established a good image for the company and played a window role; It is even more conscientious to serve the logistics of all departments of the company.

2. Strengthen services and establish a good working atmosphere.

The core of the general manager's office work is to do a good job in "three services", namely, serving leaders, employees and customers. Over the past year, around the core work of three services, we have achieved the following three points in service work.