Summary of personal work of bank account manager

202 1 personal work summary of bank account manager (7 selected articles)

A period of work ended before you knew it. Looking back on this work, theoretical knowledge and professional level have been greatly improved. Let's write a work summary for this year's work. In order to make it easier and more convenient for you to write a work summary, here is my personal work summary of the bank account manager for your reference only. Let's have a look.

Personal Work Summary of Bank Account Manager 1 Strive to adapt to the development requirements of property management under the new situation, and on the basis of emphasizing "higher level of service and higher level of management", through the concerted efforts of all employees, we have successfully completed all the work tasks throughout the year. The main work of our company in XX years is summarized as follows:

(a) Focus on property management and engineering maintenance, and fully complete the central tasks assigned by xxx and xxx.

In terms of property management, our company successfully completed the property management of residential quarters and office buildings. In addition, entrusted by xxx, our company is responsible for the management of xxx temporary parking lot, which has achieved good social benefits and successfully completed the tasks entrusted by superiors. In terms of property engineering maintenance, our company has completed 9 renovation projects, including 387 sets of housing maintenance in various communities and sporadic renovation projects in other communities 13, which further improved the office environment of the office building and the living environment in various communities and ensured the smooth progress of all the work. Statistics show that our company invested 6,794,900 yuan in engineering maintenance, more than twice as much as last year.

(two) improve the rules and regulations, establish and improve the internal management mechanism, and further deepen the reform of enterprise management system.

XX is a crucial year for the transformation of business functions and the merger and reorganization of subsidiaries of our company. Our company dares to meet the challenge, seize the opportunity actively, make a fuss about strengthening property management and internal management, and deepen the reform of management system according to the standards and requirements of modern enterprise system. After careful analysis and accurate positioning of the current form, we have changed the single work mode and development idea of daily maintenance and management of resettlement communities in the past, and will take expanding the service scope, improving the level of property management, participating in market competition and actively exploring the urban public property management market as the future sustainable development path. Therefore, we have established and improved a series of rules and regulations that meet the needs of the company's own development and market competition. For example, temporary provisions on material procurement, regulations on waste materials management, overtime system, regulations on supervision of maintenance projects, and assessment form for target responsibility of community management (including office housekeeping, safety precautions, vehicle management, mechanical and electrical equipment, planting hygiene, household complaints, decoration and maintenance, etc.). ), as well as the provisions on paid services for property management, laid the foundation for the standardization and sustainability of the company's development.

By the end of 65438+February, our company * * * achieved a revenue of xxx million, achieved a slight surplus in the overall balance of payments, and basically embarked on the development track of independent operation.

Summary of personal work of bank account manager 2 Time flies, and 20xx years have passed in an instant. During my one-year tenure as account manager in xx Branch, I worked hard and made continuous progress. At the same time, my professional level has been greatly improved, and my thoughts have also made great progress. The work in 20xx is now reported as follows:

1.20xx years, under the care and guidance of the president and leaders of the branch, I quickly became familiar with the new working environment.

In my work, I study various financial laws and regulations seriously, actively participate in various learning activities organized by banks, and constantly improve my theoretical quality and business skills. In the new working environment, there are some shortcomings in work experience and marketing skills. In addition, the branch has set up a new foreign branch, first of all, we must increase the customer base. In my work, I always strive for customers' support for our business, expand the number of my own customers, collect information and seek support through high-quality service and professionalism in a relatively short period of time, and successfully market a large number of high-quality customers and businesses such as xx Guijiu Trading Center, xx Power Industry Company and xx SME Service Center. Although my current contribution is not great, I have saved hundreds of millions of yuan in deposits and loans to prepare for the future. By the end of 65438+February, the accumulated personal deposits had exceeded 22 million yuan, with an annual average of over180,000 yuan, and new breakthroughs had been made in businesses such as PS merchants and notice deposits.

Second, since I became an account manager, I deeply understand and feel the responsibility and mission of this position.

The account manager is a business card for our bank to serve the public and a hub for customers to contact our bank. The way and manner of communication with customers represent the image of our bank. I always learn communication skills, master communication methods, and treat work with the attitude of "work is my career" and the way of running forward. Collect high-quality customer information from all aspects, keep abreast of customer trends, visit the bridge between customers, go down to enterprises and institutions, go deep into customers, take the bus when there is no bus, and carry out daily maintenance for different customers as always, even if it is a blessing and greeting from a short message, it represents our bank's yearning for customers.

Answering questions for customers with enthusiasm and patience, facing customers calmly with a relaxed attitude and a kind smile, conveying the information I want to know to customers quickly and clearly, communicating well with customers and achieving good results, and winning the general recognition of customers for my work. In the credit business, do a good job in pre-loan investigation, post-loan inspection and follow-up investigation, and submit the examination and filing materials in time. Accumulated loans in 20xx amounted to more than 33.5 million yuan, and the loans were collected on time by 64 1 10,000 yuan, among which none of the non-performing loans and non-performing credit occurred. At the same time, high-quality operating profits were obtained, personal compliance work was realized, and the safety of credit funds was ensured.

Third, the existing problems

In the past year, although I made some achievements in various aspects, I also clearly saw my own shortcomings.

(1) Not enough study. Facing the deepening of financial reform and the diversification of market economy, how to master the latest financial information and the development of our city sometimes can't keep up with the pace.

(2) Excavate the existing customer resources, select the best customer, improve the quantity and quality of customers, and enhance customers' greater contribution and loyalty to the bank.

(3) further customer service, down-to-earth, improve work initiative, do more and talk less, and improve yourself in practice. I am trying to correct the above shortcomings.

Fourth, the direction of future efforts.

In the new year, I will make persistent efforts, pay more attention to the study and research of new laws and regulations, new businesses and new knowledge, improve my working methods, make active efforts, enhance my sense of service purpose, show my dauntless spirit and pioneering spirit, consolidate my business foundation, work hard in a higher and further direction, and solve all kinds of difficulties encountered in practical work with "new" work.

Summary of personal work of bank account manager 3 When the calendar is torn off page by page, only the last page is left, and a year has passed unconsciously and quietly. Looking back on this year, I have been studying, summarizing, improving and perfecting myself in order to be qualified for the position of wealth management account manager. The following is a summary of my work in the past year.

I. Indicators of tasks, study and work

1, task indicator:

fund

Individual task index 10000, the completion rate is 24 1%.

wealth management products

Single task index 10000, and the completion rate was 22.6%.

Wealth management customers

Add a new account and complete 1 1 1%.

precious metal

The task target is one million, the sales volume is one million, and the completion rate is 1 15%.

platinum card

There are 3 task indicators and 3 completion indicators, and the completion rate is 130%.

credit card

Personal task indicators, completion, completion rate of 206%.

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 the customer is going to remit some funds from other places in the near future. At present, I have visited several banks and offered to introduce the convenience, rapidity and preferential treatment of our online bank remittance. 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 is 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. This customer is 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 yuan for our bank.

3) Answer customer 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 don't have any experience, I know that customers trust me when they call me.

4)

Assist bank leaders in active marketing.

While doing a good job in this position, assist the bank to lead the marketing of electronic settlement business of xxx, xxx, xxx and xxx units.

Second, the 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.

Three. Work plan for 20xx years:

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: Learn more marketing skills, strengthen your communication skills and deal with difficult problems flexibly.

The new year has come, and I will redouble my efforts to strive for by going up one flight of stairs in performance!

Summary of personal work of bank account manager 4. I transferred to the bank in 20xx, and now I am a bank account manager. I have been a grass-roots account manager for many years. I am strict with myself, love my work and keep making progress. I have achieved good results, been recognized by customers and praised by leaders and colleagues. By the end of 20xx, the accumulated loan contract amount was RMB million, the accumulated loan amount was RMB million, and the loan amount was RMB million, and none of them was defective. I have great love and passion for the sacred profession of bank account manager, and express my life without regrets! Now, I will report my personal work performance in the past few years and my next work plan as follows:

First, strengthen theoretical study and improve comprehensive quality.

Over the years, I have adhered to the requirements of the party and the state's financial policies and relevant rules and regulations, and constantly standardized business practices; Earnestly study and implement the spirit of superior documents, strive for survival in management and development in competition. At the same time, in order to continuously improve their theoretical level and management level, they made detailed study plans, persisted in studying financial theory and relevant policies and documents of rural credit cooperatives reform, and their theoretical level and leadership ability were significantly improved. We update our knowledge and business, and make use of what we have learned.

First, be proactive, take the excellent completion of one's own work as the specific requirement to test one's ideological style, and take the good or bad work performance as the standard to test one's understanding and cognition of the theory;

The second is to strive to improve the business level and operational ability. I constantly sum up my experience and actively communicate with my colleagues around me, trying to get familiar with the new working environment and content in the shortest possible time.

During the period from 20xx to 20xx, deposits increased from 1 10,000 yuan to 1 10,000 yuan, including intermediary business, credit card, insurance, collection of non-performing loans and other assessments, all of which were overfulfilled, ranking among the best in the bank's performance and being elected as an excellent account manager for many years in a row.

Second, persist in being realistic and innovative, and do a good job in various businesses.

In daily work, I can start from my own work reality and devote myself to my work with a good sense of overall situation, innovation and responsibility. Facing customers with quality service; Work hard and repay the trust of the leaders. Adhere to the scientific attitude and down-to-earth spirit, and conscientiously do all the work.

1. Create customer profile information. Always know the customers of the refining and chemical company in charge, master the first-hand information of customers, collect and sort out customer information, and establish and maintain complete customer files. For example, in a customer communication, I learned that the refining and chemical company was going to raise funds for its employees. I intervened in time, and through external public relations and internal coordination, I finally succeeded in issuing a personal loan of xx million yuan.

2. Establish a credit service system for key enterprises and individuals. I often maintain good personal relationships with important customers of enterprises. For example, at the end of 2008, I chatted with a company leader and learned that the company was a little short of funds. I was trying to alleviate the financial difficulties by delaying the payment of electricity bills to the power generation company. After I learned this information, he asked the superior bank whether the bank still had the scale of issuing bills, and at the same time mobilized the business leaders to solve the financial difficulties with the bills of his branch. Through his unremitting efforts, he increased the bill business of 1 100 million yuan for the branch.

3. Do a good job in deposit marketing. Under the leadership of the president's office and the marketing department, cooperate with the network director to do a good job in deposit and loan business and intermediary business. In my business activities, I put serving the grassroots and customers in the first place, and my communication with outlets and customers is in a harmonious state, and many things are solved. Our customer department has more management functions than the agency security department, and more management functions than the business outlets. It is necessary to manage and operate. For the business departments, outlets and key customers of the superior bank, our tasks are quite heavy and our responsibilities are also considerable. Customers are the foundation of the development of commercial banks, and commercial banks strive to tap customer resources to ensure the realization of their tasks. First, make full use of our settlement advantages, find a town-oriented account opening unit, and tap many high-quality customers from it. The second is to dig other bank deposits, aim at the unit to find relationships, and attack in all directions. Actively establish a good emotional relationship with customers, form a customer-centered business philosophy, think about what customers think and worry about what customers are anxious, so that customers can truly feel the superiority of our branch. At present, the following achievements have been made: in terms of international business, the settlement volume last year was more than 50 million US dollars, which was in the leading position of the branch; The loan stock is billion yuan, including short-term billion yuan, housing and medium and long-term billion yuan. There are many existing households, and the current loan stock and households are the first in the city.

4. Actively carry out loan marketing. In order to meet the needs of farmers and rural economic development in the new era, solve farmers' loan difficulties, increase farmers' income, and improve banking business, our bank actively promotes farmers' micro-credit loans and publicizes our policy and service commitment of benefiting farmers according to the work requirements of the "Action Plan for Supporting Agriculture and Benefiting the People" launched by provincial branches. Based on the principle of "benefiting farmers and enriching the people, supporting agriculture and enriching the people, being honest and trustworthy, treating them differently, being fast and efficient, facilitating farmers and giving priority to credit users", we will innovate our working ideas, strengthen our marketing concept and vigorously promote the "Supporting Youth Entrepreneurship Project" and "Credit Construction Project". In order to ensure the smooth development of supporting agriculture and benefiting the people, I often go deep into farmers to understand their needs and ideas, and also participate in on-site evaluation of credit users, on-site loan issuance, and open credit operation procedures with township party Committee cadres to enhance people's understanding and trust in the "Huinong Card" and ensure the smooth development of the "Huinong Card". In 20xx years, I accumulated hundreds of millions of loans, which effectively promoted the structural adjustment of agricultural industrialization and the transformation and development of small and medium-sized enterprises.

Third, be strict with yourself and establish a good image.

As a customer manager in the financial industry, people who are in contact with successful people from all walks of life will inevitably encounter various economic temptations. In the face of these, I have skillfully resolved, lead an honest and clean life, maintained the true colors of an excellent account manager, and set an industry model. More and more individual customers have made their assets more rationally allocated and realized more effective value-added and preservation through professional and honest quality services. Many customers have repeatedly expressed their gratitude by giving me gifts or cash, and some even sent me gifts or shopping cards directly. Faced with this situation, I didn't directly refuse the customer's kindness, but made an appointment with the customer alone, returned the gift to the customer quietly and intact, patiently explained the bank's policies and systems to the customer, and expressed my heartfelt thanks to the customer for his appreciation. After my proper handling, these customers not only took the initiative to take back the gifts, but also trusted and respected me more than before. These small "episodes" did not affect the feelings between me and my customers, but made my relationship with my customers more harmonious. Many customers will sincerely say that I am their trustworthy person!

Fourth, the next step of work ideas

The account manager is the window of external service and the external image of the branch. Personal quality directly reflects the service level of our bank. I know that I still have many shortcomings, such as being impatient when encountering difficulties, needing to improve my comprehensive coordination ability, needing to enrich my work experience, and not working systematically enough. In the future, I will try my best to do the following. I hope leaders and colleagues will supervise and guide me.

1, strengthen team consciousness and establish collective concept. Team spirit is the concentrated expression of collective cohesion and combat effectiveness. The completion of anything needs the combination of collective wisdom. With a strong team, there will be no insurmountable difficulties and obstacles. One chopstick is easy to break, but ten chopsticks are hard to break. After all, a person's strength is limited. Therefore, as account managers, we must unite as one, devote ourselves to the reform and development of banks with great efforts and high passion, reshape the brand-new image of bank employees and build a first-class staff.

2. Keep improving and serve customers in an all-round way. A scholar said: the real quality service is a conscious behavior from the heart, not a mechanical compliance with rules and regulations. Therefore, we should further improve the service quality, strive for a service brand, attract customers with high-quality services, and effectively improve customer satisfaction.

3. Increase marketing efforts and do a good job in lending.

(1) While maintaining old customers, explore new resources, such as gold customers, oil refining companies, companies, companies, etc. , looking for new breakthroughs in loans. Do a good job in the company, develop international business, intermediate business and full margin bill business, and improve deposit business.

(2) Strengthen enterprise marketing in industrial parks. In the case of tight credit funds this year, we will make more use of credit resources. Visit the park frequently, get information, understand the needs of enterprises in time, provide all-round services and achieve win-win and mutual benefit.

(3) Overcome the impatience of youth, be down-to-earth, improve work initiative, be not afraid of many things or trivial matters, improve and improve yourself in bit by bit practice, and never be complacent and arrogant because of a little achievement, but keep a clear head, keep pace with the times and create greater glory.

The above is my personal work performance in recent years and my next work plan. If there are any shortcomings, please criticize and correct me!

Summary of personal work of bank account manager 5 The first quarter has become history in a blink of an eye, and there are many feelings about the work in the first quarter. This year, with the change of business philosophy, the company departments have also changed their marketing concepts, stratified customers and used products for in-depth marketing. Manage customers with "one formula, two dimensions, three big trees and six driving forces" put forward by leaders, and strengthen the concept of retail transformation. In view of the change of policy, I also made a daily work plan for myself, arranged my work according to the plan every day, made a post-evaluation of my work for a week, summed up my experience and found out my shortcomings. In the first quarter, I completed my first working capital loan report. While marketing our POS machines, I also found my own shortcomings. In order to do a better job in the future, the following is a summary of the problems in the first quarter:

(1) is inefficient. Mainly due to the lack of professional knowledge, I fully realized the importance of mastering professional business knowledge to improve work efficiency when writing liquidity report.

(2) poor marketing ability. Mainly unfamiliar with the product.

(3) Slow performance growth. Finding new customers is slow.

Generally speaking, my work status in the first quarter was not good, mainly due to my lack of professional knowledge. Efficiency is to have enough professional knowledge as a guarantee, so in the future work, I must strengthen the study of professional knowledge, master various business processes, and strive to learn more knowledge in the shortest possible time.

According to the problems in the first quarter, make the work plan for the second quarter:

(a) to strengthen the study of professional knowledge, continuous learning business processes, improve work efficiency.

(two) for the tasks assigned by the leadership, any trends should be timely feedback, there are difficulties should be timely communication with the leadership to solve, improve work efficiency.

(3) Strengthen marketing awareness and improve performance rapidly. Strive to add 3 payroll customers in the second quarter to complete payroll; Actively promote our products. In the second quarter, it is planned to add 150 retail customers, 50 effective customers and 2.5 million retail deposits.

I want to hone my patience and care in my future work. When I came to CITIC, I wanted to create value for CITIC and realize my own life value at the same time. I will work towards this goal and strive to become a qualified account manager as soon as possible.

Summary of Personal Work of Bank Account Manager 6 Time flies. It's almost a year since I joined the company. 20xx is my own lucky year. My social role has changed since I left my school days. With the careful training of leaders and the enthusiastic help of colleagues, I grew up from an inexperienced student. As an account manager, a day's work is trivial and busy; Ordinary and full. One year's employment time is not long, but it is enough to leave a deep memory for me.

During this year, with the help of leaders and colleagues, through their own efforts, the company's business knowledge has improved, communication with customers and personal marketing ability have also been improved.

In the work of 20xx, in terms of performance, there were 9 new corporate customers 10, with an average daily deposit of18.08 million, and two credit approvals were granted, thus completing the small and micro tasks assigned by the branch. In the credit business, I learned from leaders and colleagues, and learned from the documents issued to the head office and branches, and initially mastered the knowledge of our credit business.

As an account manager, his duty is to serve customers well, develop new customers and maintain existing customers. After a year of exercise, plus daily visits and telephone WeChat communication, he will increase his feelings with customers. After a year's work, I am not so nervous when customers sit in front of me. I face and serve customers with a calm attitude and a smile. Customers also take the initiative to introduce their upstream and downstream companies to our bank to open accounts, and also take the initiative to pay back the money to our bank at the end of the month and the end of the quarter.

Personal Work Summary of Bank Account Manager 7 Under the correct leadership of the school party branch, the new democratic financial management team of Sanhe Primary School in Jeffery Ji Central School has given full play to the functions of democratic financial management and democratic supervision. Starting from this semester, the school's public funds, data fees and students' living expenses have been reviewed in accordance with the spirit of relevant documents from higher authorities, and then reported on time. Finally, the report was publicized in time and was well received by the school staff. Now we will summarize the work of this semester as follows:

First, study hard and manage your finances on time.

Since taking office, members of our democratic financial management team feel a great responsibility and shoulder the supervision function of school staff on school finance. For this reason, we attach great importance to it ideologically, earnestly study the charter of democratic financial management, work meticulously, never be careless, actively absorb the opinions of the masses, and reflect it to the school leaders in time. We set the end of each month as the democratic financial management day of the school democratic financial management team. On this day, our team members carefully checked all kinds of receipts and payments bills of the school this month, checked them one by one, strictly controlled the bills, truthfully recorded all kinds of receipts and payments, and audited them in strict accordance with financial management procedures. All documents that do not meet the financial reimbursement requirements will not be approved, and the contents of each audit will be recorded, and I will actively participate in various relevant financial meetings of the school.

Second, timely reimbursement and timely publicity.

According to the regulations of the central school, we review the financial documents of public funds, data fees and students' living expenses once a month and report them to the central school on time. Then the financial situation of the school this month was publicized, which enhanced the financial transparency of the school.

Three, review the large maintenance budget, and timely report for approval.

This semester, according to the financial examination and approval system of the central school and the arrangement of the school Committee, we reviewed the projects put forward by the school, such as ground hardening, electricity to water, roof maintenance and so on. , and report to the central school in time, and implement it after being approved by the central school. This standardized the operating procedures and put the school's financial management on a standardized track.

Through our work over the past year, we have deeply realized that democratic financial management truly embodies that the people are the masters of their own affairs, and has truly achieved the goal of "clearing the innocence of cadres and giving the masses an understanding", which has truly enhanced the cohesion of leaders and the masses, truly consolidated the image of clean government among the masses, and made the work of leaders among the masses more convincing.

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