Summary of financial work in 2022: 4 articles

Time flies, the year has passed so fast that many staff members are asked to write an annual summary. Work summary can help employees make better progress in the next year. So how can the annual personal summary of a post be written well? Maybe the Annual Summary of Financial Work is what you are looking for. I suggest you collect it and share it with other friends in need!

Annual Summary of Financial Work (1) Dear leading comrades,

Hello!

My name is xxx, xx years old, with a college degree, and I am an assistant economist. Now, I will summarize and report my work and study in the past three years.

First, take "being diligent and pragmatic, being brave in innovation" as the creed, strengthen study and improve one's own quality.

Over the past three years, I have been able to seriously study various financial laws and regulations, actively participate in various learning activities organized by banks, and constantly improve my theoretical quality and business skills. In his spare time, he passed the self-study exam and obtained the junior college degree in finance and assistant teacher qualification of Shandong University of Economics. While doing a good job in learning their own business theory, they can base themselves on their own work and practice the basic skills of cashiers, with good results. He has successively won the titles of provincial bank-level single-finger-sheet, banknote counting expert and head office-level banknote counting expert, won the first place in the third business technology competition of the provincial branch, and was recommended to participate in the cashier maintenance and anti-counterfeiting training of the cadre management school of the provincial branch in xx, 20xx, which laid a solid theoretical foundation for future work. In xx, 20xx, in the post competition, I competed for the second savings office. After arriving at the post, with the help of the leaders and directors of the office, I immediately devoted myself to learning all kinds of rules and professional knowledge of savings, and I was able to handle the business independently in a short time. At that time, the savings specialty was faced with the problem of comprehensive savings business, with tight time and heavy tasks. I cherish every opportunity to go out to study and practice on the computer, ask more questions, learn more, practice more, work overtime day and night, and combine my knowledge and experience gained in computer operation of accounting business system, and I soon became familiar with the computer operation of savings professional system. On xx, xx, XX, my savings office successfully completed the first day of work after boarding the computer.

2. In line with the concept of "based on one's own duties and working hard", be diligent and pragmatic and do one's duty for the development of ICBC.

In the past three years, I have worked in different positions, such as warehouse keeper, cashier and saver. No matter where you work, you can stand on your post, love your post and devote yourself selflessly to the development of ICBC. In xx month of 20xx, after the retirees of our bank left their jobs, there was a big gap in the cashier department, and I took the initiative to undertake a lot of work. Counting cash is a laborious and arduous task. I always strictly demand myself to operate according to the rules and regulations, and run every business quickly and efficiently. In the third and fourth quarters, my daily income is more than 3 million yuan per month, accounting for about 40% of our monthly income. During my work in the cashier department, I also worked as a warehouse keeper. As we all know, the warehouse keeper has to work late into the night early in the morning. In my work, I have carefully studied the Code for Warehouse Keepers and the provisions of warehouse management, strictly observed the management provisions of warehouse keys, assisted department leaders to do a good job of cash counting and handing over to the People's Bank of China, and timely and accurately made the professional savings warehouse package out and in, ensuring the needs of front-line work. When I was in charge of business in the institute, I actively cooperated with the director to do a good job of all the workpieces in the institute, used what I learned to maintain and repair the machines and tools in the institute, ensured the normal operation of the business, and thoroughly cleaned the sanitation in the institute before the business. After the business is over, check the safety measures one by one, turn off the water and electricity, and then leave the office.

Three, to customer satisfaction and business development as the goal, do a good job in service, establish a good window image of warm service.

We go out to collect money, and wherever we go, everything we say and do can represent the image of ICBC. So I have high standards and strict requirements for myself. I don't say things I shouldn't say, and I don't do things I shouldn't do. I actively think of my customers, and I have accumulated them to exchange and receive damaged coins within the prescribed scope, which greatly facilitates customers. At the same time, we will publicize our new technology, new business and new policies to our customers and expand our popularity. Timely report the amount of cash, major investments and transfer of special funds to the credit department to provide timely and useful information for banks to fully understand the enterprise and credit work. In many seasonal large cash collections, I take every large cash collection task seriously, and my work during the period has also been recognized by the leaders and colleagues of the credit and public deposit departments.

After I went to work in the second office, I was concerned about many things in various units because the salary given by the government was relatively large. Payment, payment on various machines, and business between units and banks. Think about what customers think, worry about what customers are anxious about, and cooperate with the director of the institute to do a good job in service. Won the trust and support of accounting personnel in various units. When retired workers exchange wages, they should change tickets in advance, take the initiative and enthusiasm, and do their best to provide convenience for the elderly, so that they can come happily and return home satisfied. On one occasion, an agricultural business owner in Dongguan wholesale market sent three sacks of change, scraps and coins, asking for exchange. We worked overtime and delivered more than 30,000 yuan in cash to depositors in just one week. Since then, this depositor has successively transferred his own funds to our office and became a gold depositor of our bank. There are many such examples. Due to my hard work, I was rated as excellent in the 20xx annual assessment.

In the past ten years, in different positions, I have worked hard and made some achievements. Summing up the past is to learn from the past and do better in the future. Please criticize and correct the shortcomings and deficiencies in our work. At the same time, I also look forward to the opportunity to continue to contribute to the future development of ICBC.

thank you

Financial Work Annual Work Summary (Part II) I have been working from _ _ _ _ _ _ _ _ for one year. During this year, under the careful care and guidance of leaders and colleagues, I have made great progress in all aspects through my unremitting efforts.

I remember when I was in the graduation interview, an examiner asked me what a rural credit cooperative was. I was speechless and thought for a long time before answering that rural credit cooperatives are financial institutions. In addition, I know nothing about rural credit cooperatives. Therefore, when I was hired by the company, how to know, understand and be familiar with the industry I was engaged in became my top priority.

First of all, theoretical study made me have a preliminary understanding and understanding of rural credit cooperatives.

Ignorance of school education is the premise and foundation of all progress. Teaching materials and books such as Management of Rural Credit Cooperatives, Learning Materials for Economic Workers, China Finance, Guangxi Finance Research, Financial Management of Credit Cooperatives and Rural Credit. I have always been in my hands, because the foundation of professional courses in the university makes it easier for me to understand and master these financial knowledge. After learning some theoretical knowledge, I began to know that rural credit cooperatives are cooperative financial organizations in which farmers share shares in accordance with the principles of voluntariness, democracy and mutual benefit and are democratically managed by members. After more than 50 years of reform and development, they have become an important part of China's financial system and the basic force of rural finance. Rural credit cooperatives are the main force of rural finance and the financial link between farmers. Rural credit cooperatives are rooted in rural areas, and without rural areas, they will become passive water ... but these understandings are still very superficial, and I need to continue to understand them in practice.

Second, I persisted in ideological and political study, which constantly improved my ideological and theoretical quality.

Annual Summary of Financial Work (Chapter III) The competition in the financial industry is not only the competition of reputation, but also the competition of service. Whoever has a good reputation and good service can better meet the needs of customers and occupy more markets. Bank service embodies the level of bank management, and also includes the cultural connotation of the bank itself and the mental outlook of employees, showing the public a brand. As a service industry, banks are based on services. Only by constantly enhancing service awareness, changing service concepts and strengthening service measures can we improve the level of high-quality and civilized service from the aspects of service quality, service means, service content, service attitude and service environment.

Personally, I think service is a kind of management. The improvement of the level of high-quality civilization inevitably requires strict, standardized and scientific management, and strict and standardized management can improve the level of high-quality civilized service. High quality and civilized service reflects the management level of a bank. Therefore, banks should strictly rely on the management system in the process of implementing high-quality and civilized services. This includes work norms, dressing the, gfd, civilized language, telephone language, etc. All these should form a system and become the code of conduct of every employee, which should be strictly implemented. Service is a kind of culture. The construction of bank service culture system should include: employees should have the service spirit of love and dedication, the morality and values of service first, and the unique entrepreneurial spirit of selflessness, unity and hard work, which can enable bank employees to establish risk awareness and income awareness, so as to give full play to the incentive function of this service culture. Service is a kind of spirit. The core content of civilized and high-quality service activities of banks is to guide employees to establish correct values, professional ethics and professionalism, with the service concept of sharing weal and woe and taking professional ethics as the standard. To establish and improve employees' service consciousness and behavior, it is necessary to establish customers.

First, the concepts of active service and overall service.

The core of banking service is to maintain and strengthen contact with customers. Therefore, the Bank should always take customers as the center and adjust itself, and its service should shift from simply dealing in financial products to maintaining and deepening contact with customers. It is not enough to just pay attention to meeting the needs of customers. We must also study the complex factors behind customer needs. Only by firmly grasping the core of maintaining the relationship with customers, taking the market as the guide, and meeting the multi-level needs of customers with high-quality and diversified characteristic services, can we obtain the sustained motivation of our own development. The concept of "customer" is a concept of "big customer". Not only the customers directly served by the bank, but also the departments that have a restrictive relationship with the banking service and even the employees of the bank itself should be regarded as customers. Therefore, when dealing with the relationship with customers, banks should establish the awareness of big market and big customers and the concept that "service is a whole process". Build a new relationship between banks and customers, coordinate and manage the factors that restrict the relationship with customers, and enhance the stability of customers. Without good service as a guarantee, even customers who are temporarily sidelined may run away, so good service is word of mouth. Therefore, strengthening and improving service consciousness is the premise of developing high-quality and civilized service. Therefore, it is necessary to fully mobilize, launch in depth, and publicize high-quality and civilized services with great momentum. High-quality and civilized service is related to the image of the enterprise, so it must be carried out in an all-round way with full participation. So that our employees can have uniform, detailed and clear standards in all aspects of their work from receiving the first customer to sending the last customer away every day, that is to say, every employee is polite, moderate, standardized, fast and accurate in handling business, making customers feel harmonious, friendly and warm.

Therefore, doing a good job of service is related to the social image of the bank and affects the all-round development of various business activities of the bank. Therefore, every institution, department and employee of the whole bank should support and cooperate with each other, enhance service awareness, take the overall situation into account, give full play to the overall role, and strive to improve the service level and quality of the whole bank.

People-oriented is the key to good quality and civilized service. Through education, training and strengthening management, we can improve the political quality and professional quality of employees and create a high level of quality service with the high quality of employees. It is a new realm of quality service to educate all employees on professional ethics such as dedication, honesty and trustworthiness, fairness and justice, serving the masses and serving Fengxian society, so that every employee can understand that his behavior represents the image of the bank, contribute to Fengxian in his post and consciously safeguard the image and honor of the whole bank. For example, the counter is the place where banks have the most frequent contact with the public, and it is also the place where they directly handle business and derivative deposits. A good service image of a bank depends on counter service.

Strengthening the intensity and breadth of supervision and forming a complementary all-round supervision system are the guarantee for implementing high-quality and civilized services. We should always make unremitting efforts to provide quality services. Besides formulating and implementing various systems, we should also strengthen the supervision and inspection mechanism. There is no end to high-quality civilized service, and the emphasis is on persistence and implementation.

# # Ending the Annual Work Summary of Financial Work (Chapter IV) In XX years, I worked as the business supervisor in Changjiang Village Savings Office, mainly responsible for heavy control, internal control, quality accounting and counter normal business. By strengthening internal control management, the branch never ranked in the bottom 50 in accounting quality appraisal last year, and ranked in the top 30 or 40 for many times. I was rated as an "error-free teller" by Nan 'an Sub-branch for two consecutive months.

I always adhere to the concept of "customer first", regard the customer's affairs as my own business, put myself in the customer's shoes, think about the customer's urgent needs, boldly explore ideas, adopt different working methods for different customers, and strive to provide the best service for customers in order to win their support for our business. During my work in Changjiang Village Savings Office, I have developed from friendship with many customers to friendship, and I have been praised by different types of customers for many times, and I have never received a customer complaint.

The times are changing, the environment is changing, and the work of banks is changing from time to time. Every day something new appears and something new happens, which requires me to change with the situation. It is my goal to learn new knowledge, master new skills, adapt to the changes in the surrounding environment, improve my post-holding ability, train myself to be a comprehensive ICBC employee and plan my career better. Of course, I still have some shortcomings in handling and operating some details. In the future, I will continue to do my job well, always spur and improve myself with the service concept of "endless service, innovative service and lasting service", improve myself and be stricter with the care, guidance and help of leaders and colleagues, contribute to the reform and development process of ICBC, and implement the quality service work!

It's over. In the past year, my work can be described as excellent because my work performance has greatly increased. This is a reward for my years of hard work and study. I can get full marks for my own work this year because I have tried my best.

It's been several years since I graduated from college. After graduation, I got a job in a bank. After I got the job again, I was assigned to a bank as a loan officer. At first, I was unfamiliar with my job. Fortunately, I work hard and am actively familiar with my work. Finally, I successfully passed the internship and started the work of a formal bank loan officer. Over the past xx years, my work is summarized as follows: