Summary of personal probation period of bank staff

Summary of Personal Trainee Work of Bank Employees Fan Wenxuan

Every day is over, every day is over. Summarize your study and work every day to improve your ability. To this end, I have specially compiled the following work summary model articles for your reference!

Chapter 1: Overview of personal probation for bank employees.

In a blink of an eye, the two-month probation period is coming to an end. During this period, with the care and help of company leaders, department leaders and colleagues, I have gradually adapted to the surrounding living and working environment from the beginning, and the sales support work has gradually entered a state. From my own point of view, I have made further progress, and now I summarize my work in these two months as follows:

First of all, personnel management:

1. Find salespeople by phone and attending job fairs, and arrange interviews for qualified candidates.

2. For the new employees who have passed the interview, prepare relevant employment materials according to the requirements of hr, and mark the job number on the system for the new employees.

3, do a good job in the attendance of sales staff, as well as their commission and salary calculation.

Second, the industry management:

1. During the signing of the agreement between CITIC and Bank of Communications, keep in touch with branches, track the countersigning process of the agreement, and set relevant network information in the system after the signing of the agreement, so as to ensure the entry of insurance policies and the normal issuance of bills.

2. Be responsible for receiving, reviewing and sending daily bills, and make daily business records and business broadcasts. If there are any problems such as remarks, follow them up and deal with them in time.

3. According to the requirements of the Director, formulate the channel business plan and expense budget management.

4. Be responsible for making incentive plans for bank and brc personnel, implementing and tracking them, and doing a good job of reimbursement at the end of the month.

5. Communicate with finance and banks, check the bill at the beginning of each month, and calculate and pay bank fees in time.

6. Make training plans for related businesses and reimburse the expenses incurred during the training.

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

8. Do a good job in the subscription of silver insurance policies, and timely check and sort out the inventory information.

9. Complete all the work arranged by the general manager and provide good logistics support and service for our sales team.

As a newcomer, I always lack planning at the beginning and can't tell the priorities of my work. Because of my carelessness, I also made several mistakes. However, after two months of training, I realized my own problems, insisted on making a personal work plan before starting work, clearly defined the priorities of the work, and completed it one by one in time, which achieved the expected results, completed the work with good quality and quantity, and improved the work efficiency. At the same time, I also learned a lot at work and exercised myself. Through unremitting efforts, my work level has made great progress compared with when I first took over, creating a new situation in my work. In the following days, I will keep a good working attitude, step up my study and enrich myself better, so as to be better qualified for this job.

Of course, there are still some shortcomings in my work. For example, in dealing with problems, we still need to look at problems comprehensively with our brains, and our familiarity with the work is also insufficient. However, I believe that through my future work, I will gradually get familiar with, understand and master the work of sales support. I will continue to work hard, improve and perfect in the future, and make my contribution to the development of the company.

Chapter II: Overview of personal probation for bank employees.

On March 3rd, Kloc-0/started training in xx Company. After nearly two months' probation, I will soon become a full-time employee. In these two months, I am honored to experience the training and preparation in the early stage of opening xx with you. I was fortunate enough to witness the solemn and exciting moment of the company's opening day, the joy of caring with our family, and the experience of running to talk business with customers is still very clear. I play my role very seriously.

Up to now, I have worked and studied for nearly two months, and my heart has been enriched a lot. From the beginning of recording the important events of the morning meeting to the end of recording the daily work log, I can still see what I have done all day, remind myself of what I have to do, and occasionally have thoughts in my heart.

As an account manager, ideologically and mentally, I consciously cultivate my own quality and self-cultivation, constantly improve myself and do the details well. I also want to thank Mr. Wang for his teaching at that early meeting. Everyone deserves respect and courtesy. After the unexpected negligence deeply touched my heart, I paid more attention to details and habits. Thank you very much for Mr. Wang's help and education in our thoughts and behaviors. Seeing my own growth, I feel very full and happy! I also thank Miss Li for her encouragement during the training. We are professional managers? That is the direction of my unremitting efforts, and I will do better!

In my work and business, up to now, I have basically understood the company's products, concepts, processes and systems. I remember at the beginning, customers were blank and could only attend. They are not familiar with the problems to be understood and verified and the materials to be collected. So far, they can basically grasp the main points, talk and communicate with customers with confidence, and clearly complete the collection of materials, as well as the on-the-spot investigation of customers' business strength in the workshop and the verification of inventory list. Every step has been recognized and summarized. Very much in favor of the company? Don't drink a cup of tea from customers? We always take it to heart, do not increase the extra cost of customers, and politely refuse every warm invitation from customers, hoping to help the company adhere to and continue the original good way. And try to do it in all the little details? Risk control, speed, affinity, innovation? Differentiate competition, strive to leave a good impression on all customers and cultivate their own high-quality customers.

As a member of Sunshine Group, I have experienced the field investigation of commercial loan customer xxxx, insisting on risk control first and marketing customer second. We analyze customers from the three principles of strength, credit and benefit, paying special attention to the guarantee of customers' first repayment source and anti-risk, such as the verification of sales revenue. We try our best to check the sales invoices, sales contracts, VAT invoices, manuals and various financial statements in time during the visit, so as not to leave time for the other party to falsify. VAT and bank flow must be synchronized to accurately reflect. Carefully examine whether each report is false, objectively reflect any information collected by customers in the investigation report, and do not conceal or exaggerate it. For customers' doubts, I can communicate with customers reasonably from the perspective of safeguarding the company's interests and image. Try to provide convenience for customers in details such as service, such as sending contracts, sending IOUs and getting information for customers. Easy-to-pay loan business procedures are relatively simple. From the customer experience I have handled with Zeng and Tan Anshu, the most important thing is to verify the stable work and income of customers. Tan Jie, who applied for a special credit line of10.5 million yuan, was in charge of the collection of materials and the signing of the contract. In order to verify her work in the tobacco bureau, I went to her company to get the labor contract. On the one hand, it saves the trouble of customers, on the other hand, I am more sure of the collected information and working conditions, thus reducing the risk. This customer was in a hurry, so I made it ready for her within two days according to her needs, which also reflected the timeliness of the company to the greatest extent. The customer is also very satisfied with this and sent a thank-you letter. Moreover, I have a more thorough understanding of all the details and processes in the whole experience, and I believe that the easy loan business will be handled more smoothly.

Chapter III: Overview of personal probation for bank employees.

Time flies. In a blink of an eye, I have been working in China Agricultural Bank for one year. From school to society, from summer to winter, in this short year, I learned a lot and realized a lot. Let me summarize my work during the probation period since I entered the business:

The first induction lesson begins with induction training. Although the time schedule of induction training is quite tight, induction training is of great significance to our newcomers. Through on-the-job training, I learned about the corporate culture of Agricultural Bank of China, learned the basic knowledge of bank, company and financial management, cultivated team consciousness and realized the importance of communication. Induction training has benefited me a lot.

After a short induction training, I began to study counter business in Renmin Road Savings Office of Chongming County Branch. When I first went to the counter, I always felt in a hurry and was at a loss for customers' questions. With the sincere help and patient guidance of my master and colleagues, I study and consult with an open mind and take notes carefully. Soon, I learned the basic counter business such as deposit and withdrawal, loss reporting, foreign exchange trading, and deposit account opening. At the same time, I also realize that the counter business of the bank seems to be simple and repetitive, but in fact it needs the teller to be careful, patient and responsible: handle every business carefully, serve every customer patiently, always remember the responsibility of work and be responsible for every customer.

In the final analysis, banking belongs to the service industry, and for banks, each outlet is the first window to serve customers, and its service quality plays a vital role in the development of banks. Therefore, it is particularly important to do a good job of service. At work, I always keep in mind the importance of standardized service, treat people with a smile, use polite language, think about what customers think, worry about their worries, take customers as the center, and strive to make customers happy and satisfied.

Do a good job at the counter, and all skills must meet the standards. For me, I need to practice every skill of counting money, calculator, Chinese entry and personal gold business. With the help of my colleagues in the outlets, under the training guidance of the comprehensive management department and my own efforts, my skill level has been gradually improved, and the efficiency of handling business at the counter has also been improved. The level of skills depends entirely on the degree of effort. Therefore, in my future work, I will continue to practice my internal skills and strive for continuous progress.

Working in a bank is risky, so it is particularly important to conscientiously implement and abide by various rules and regulations, which is also a manifestation of a sense of responsibility. As a teller, I work in strict accordance with the relevant rules and regulations of Agricultural Bank of China. Whether it is the business process, or the use and storage of seals and vouchers, it is strictly in accordance with the requirements. In the long run, I consciously develop a cautious work style and try my best to reduce the risks in my work.

Marketing is also an important part of counter work. Because intermediary businesses such as funds and insurance are also one of the main sources of bank profits, marketing is the part that can create bright spots and profits in our counter work. In order to better carry out counter marketing, I learned the relevant basic knowledge and established the corresponding financial awareness. In outdoor marketing, I mainly take root in big markets and office buildings, and promote bank payment to merchants along the street. At the same time, I explore potential customers with financial needs and financing, leave their contact information and introduce them to our professional financial managers and loan officers to really do cross-marketing work.

During the one-year internship, I learned a lot of new knowledge, and at the same time, I realized that I still have many immature aspects to improve. In the future work, I will continue to adhere to the down-to-earth spirit, keep learning enthusiasm, keep a correct attitude, work hard, stand on my post, be honest and dedicated, and strive to grow and develop together with ABC in the spirit of pursuing Excellence.

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