Summary of bank logistics work and planning examples

After death, 20 19 passed in a blink of an eye, and the New Year arrived. So how to write the summary and plan of bank logistics work? The following is a summary of the bank's logistics work and an example of the scheme I brought to you. I hope you like it!

Example of Bank Logistics Work Summary and Plan Part I

In the first half of the year, the bank conscientiously implemented the spirit of the working meeting of a city branch, firmly established the Scientific Outlook on Development, further deepened the reform, strengthened team building, and strengthened internal control and risk management. Qi Xin made concerted efforts to implement it, which ensured the steady operation of all indicators in the first half of a year and laid a solid foundation for completing the annual objectives and tasks.

I. Completion of various indicators

In the first half of this year, affected by the market and credit policies, the loan business contracted, but other business indicators maintained a good development trend.

1, the deposit business indicators have increased substantially. At the end of June, the balance of RMB deposits was 1 10,000 yuan, an increase of 1 10,000 yuan compared with the beginning of the year, and the RMB deposit plan of the city branch was completed. Among them, the balance of RMB private deposits reached 1 10,000 yuan, and the balance increased by 1 10,000 yuan, completing the plan of the city branch. ; The company's deposit balance reached 1 10,000 yuan, and the balance increased by 1 10,000 yuan, completing the plan of the city branch; The deposit balance of financial institutions is 1 10,000 yuan, increasing by 1 10,000 yuan, thus completing the plan of city branch. Foreign currency deposits were affected by the pressure of RMB appreciation, with a negative growth of 1 10,000 USD compared with the beginning of the year.

2. The total amount of credit business decreased slightly, and the proportion of non-performing loans decreased significantly. On June 30, the balance of RMB loans was 1 10,000 yuan, a decrease of 1 10,000 yuan compared with the beginning of the year, of which retail loans decreased by 1 10,000 yuan; Corporate loans decreased by 1 10,000 yuan compared with the beginning of the year; Discounted balance of bills decreased by10,000 yuan. Through vigorous collection, overdue loans of a limited company and retail non-performing loans of RMB 10000 were recovered, and our non-performing loan ratio decreased from RMB 10000 at the beginning of the year to RMB 10000.

Second, the first half of the main work review.

(a) adhere to the people-oriented, pay close attention to the construction of staff, fully mobilize the enthusiasm of employees, enhance their sense of belonging, and strive to build a United, harmonious and efficient fighting collective. Since the beginning of this year, the sub-branch has put team building as the top priority, adhered to the people-oriented principle from beginning to end, worked hard for development, did practical things sincerely, managed popularity, and condensed people's hearts.

(2) Adhere to market orientation, further expand the customer base by means of product marketing and personalized service, and ensure the rapid development of various businesses of the sub-branch. First, reform the business process and marketing model of the business development sector, and increase the marketing of private deposits and the management of outlets. The second is to reform the marketing model, and change the single-handedness and straggle marketing of first-line outlets into the overall linkage, overwhelming and bombing marketing of all employees. Third, pay attention to the construction of customer groups, consolidate old customers, strive for new customers, and embezzle and encroach on key customers of other banks through various channels. Our customer base is gradually expanding, which reserves deep customer resources for the extraordinary development of our business. Fourth, increase the marketing of bill business, broaden the channels of bill, initially form a certain scale of customer base, and the bill business has entered a benign development track.

(three) adhere to the law and compliance management, to further strengthen internal management, to ensure safety and no accidents. This year is a crucial year for the business development of the Postal Savings Bank, and the employees' thoughts fluctuated greatly at one time. In order to quickly reverse this situation, on the one hand, the branch actively publicized the share reform through patient and meticulous ideological and political work, and timely guided employees out of ideological misunderstandings. On the other hand, we will unswervingly adhere to strict governance, constantly strengthen internal management, and intensify the inspection and supervision of risk points to ensure the healthy and smooth operation of various businesses.

Three. Work opinions in the second half of the year

In the first half of this year, the bank achieved rapid development in various businesses and greatly improved its operating efficiency, which is indeed gratifying. However, while enjoying the joy of victory, we must also be soberly aware of the great difficulties and challenges we are facing in the second half of this year. Therefore, we must work hard, strengthen our faith, take the "efficiency storm" action as an opportunity, and pay close attention to the implementation of the work objectives and measures formulated at the beginning of the year. Adhere to strict management, increase market expansion, promote the healthy development of all work in the second half of the year, further improve all operating conditions and significantly improve operating efficiency.

Four. Our priorities for the second half of the year 20 19

First, actively and steadily promote the reform of human resources, and initially establish a human resources management mechanism and performance appraisal mechanism that conform to the internal operation mechanism of joint-stock banks. Do a good job in team building and further enhance the sense of organizational belonging and professional mission of all employees.

Second, further intensify marketing and customer service, further consolidate and develop the achievements made in the first half of the year, and go all out to fully accomplish the annual goals and tasks.

Third, actively solve the prominent contradiction between expense resources and expense demand, and realize the synchronous and stable growth of employee income while developing business and benefits.

Fourth, further strengthen internal management, implement the safety system, do a good job in anti-corruption and case prevention, and ensure the healthy operation of all work.

Personal work summary and planning examples of bank security Part II

The work of this year is summarized as follows:

First, the ordinary post, the spirit of ownership

Bank security is an ordinary post, but it is also a special and dangerous job. But I firmly believe that as long as you have a dream and dare to challenge yourself, you will still have a wonderful life through unremitting efforts.

Although I am an ordinary security guard, I always remember my responsibility of "guarding XXX and protecting my home". I want to have the spirit of ownership, take the bank as the master and treat the leading colleagues in the bank as brothers and sisters. Therefore, business is my own business, and I will take good care of my home.

In the past year, I was mainly responsible for the duty security of business halls and ATMs, and the daily cleaning and escort work of branches. I always keep my job in mind, do a good job in security and maintain order in the hall. Responsible for the daily safety inspection of ATM machines, and also assist the lobby manager to do a good job in hygiene and help complete the leading work. With my careful accumulation day by day, I have more understanding and mastery of the bank's business knowledge. This also makes me feel the joy of learning, and I feel more and more fulfilled every day.

At work, I have always maintained a serious work attitude, and I have always been bold and cautious in my daily work, trying to make every job perfect. At work, I learn while doing. If you don't understand, ask your colleagues humbly to improve your business level and ability. At the same time, I will resolutely complete every task assigned to me by my superiors and banks, and strive to reassure banks and make depositors more confident in us.

Second, strengthen business study and constantly improve their own quality.

As the saying goes, "it takes hard work to strike while the iron is hot." How to satisfy customers with a little knowledge? Therefore, I actively participated in various political theory studies, professional skills studies and laws and regulations studies organized by security companies and banks, and participated in activities such as Theory of Three Represents Theory, civil ethics, regulations on administrative penalties for public security, and fire prevention laws when I was studying as a team. At ordinary times, the team leader also asked us to help each other exchange learning experiences, and occasionally selected excellent articles to read in the company and discussed them together in combination with the actual situation, forming a good atmosphere of "comparing, learning, catching up, helping and surpassing". Not only improved my ideological and moral quality, but also improved my political and theoretical cultivation level.

While participating in ideological and moral education, I also actively participate in physical training, including queue training, grasping, 30-minute push-ups, dumbbells and other physical exercises, and also participate in mountain climbing and other sports during rest. Adhere to the expected goals and complete the training plan with good quality and quantity. At first, I was tired of complaining, but I understand that as a bank guard, only by practicing excellent business skills and having a healthy body can I better play its role.

Without daily hard training, how can you play your role at a critical moment? Therefore, I am not afraid of hardship or fatigue. Summary of personal work of bank security No matter what you do, you should do your best, because it determines the success or failure of a person's career. I know very well that as a bank security guard, there are many opportunities to get in touch with cash at ordinary times, so we must firmly establish correct values, otherwise it is easy to make mistakes. Therefore, only by constantly strengthening study can we continuously improve our comprehensive quality and professional level, and we can continuously improve our overall work level and professional ability.

Three. Existing problems and plans for next year

In this year's work, although there are many gains and progress, there are also many shortcomings and deficiencies:

1, the ideological and political level is not high, which needs to be further strengthened and improved;

2, sometimes things are not flexible enough, too old-fashioned;

3. The ability to analyze and solve problems is not enough, and there is no foresight for some things, and there is still a certain distance from the requirements of banks and companies, which needs to be further strengthened in peacetime;

4, the depth of business knowledge is not enough, especially the mastery of relevant laws and regulations is still relatively limited, and further study is needed;

5, the service attitude to customers, sometimes affected by emotions, can not smile at every customer service. Therefore, I will constantly overcome and improve all these shortcomings by strengthening my study in my future work. In order to improve their comprehensive quality and professional level.

In short, although my position is very ordinary, I love a certain line, my family and my career. I am willing to dedicate my ordinary and determined youth and vitality to my beloved career and family. In the future, I will, as always, do my job well, be more strict with myself, strengthen my business study, strive to improve my comprehensive quality and professional level, and contribute my meager strength to a bank! At the same time, I also wish our bank a prosperous career and a better tomorrow and a better future!

Bank Logistics Work Summary and Plan Example Part III

In 20 19, I entered a branch full of yearning and pursuit for financial career, where I will release the energy of youth and ignite my career dream. Time flies, I have been in a branch for one year. In this short year, great changes have taken place in my life, and I have gradually matured in my work, study and thought.

I have the most common job in a branch? Tyler. Some people may say that ordinary tellers are not professional. No, they can do brilliant work on the counter. Excellence begins with the ordinary, and perfection comes from the earnest.

I love this job and regard it as the starting point of my career. As an employee of ABC, especially a frontline employee, I deeply feel the heavy responsibility I shoulder. Counter service is a "civilized window" to show the good service of ABC system, so I win the trust of customers with full enthusiasm, sincere service and positive working attitude every day.

Yes, among the employees of ABC, the tellers are directly facing the customers, and the counter is the window to show the image of ABC. Tellers' daily work may be busy and monotonous. But in the face of all kinds of customers, tellers should be skilled in operation and enthusiastic in service, day after day, so that customers can truly appreciate the sincerity of ABC people and feel the warmth of doing business in ABC. This kind of work is extraordinary, and I am proud of my position! To this end, I ask myself to do:

First, master excellent business skills and never relax business learning;

Second, maintain good professional ethics and abide by national laws and regulations;

Third, cultivate harmonious interpersonal relationships and get along well with colleagues; Fourth, know yourself and yourself, win without arrogance, and lose with grace.

Since I joined the work, I have stuck to my post, worked hard, learned business knowledge and asked my experienced colleagues for advice. Only in this way can I really do a good job that can stand the test of time. Little things make me deeply realize that as a frontline employee, he is destined to be ordinary, because he can't block the gun like a frontline soldier, blow up the bunker with full blood, and leave the world a hero's reputation. He can't even sow summer harvest in winter and harvest in summer like a farmer.

Some just repeat those boring operations and complicated affairs year after year, such as deposit, withdrawal, entry, collection, distribution, marketing, maintenance and welcoming. In this ordinary post, let me deeply realize that greatness lies in the ordinary, ordinary we can contribute, our enthusiasm, our sincerity and our youth.

Ordinary people can also create a beautiful sky. Without foundation, there is no tall building, and without ordinary, there is no greatness! The value of life can only be sublimated and perfected through ordinary dedication.

In the process of serving customers, I always adhere to the principle of "thinking what customers think, meeting their needs and eliminating their worries", and provide customers with all-round, thoughtful, convenient and efficient services, so as to achieve standardized operation, standardized service, polite language and decent manners, leave a good impression on customers and win their trust. When actually handling business, under the premise of ensuring compliance with the rules and regulations of the bank, we should master the marketing methods flexibly, provide certain convenience for customers, and provide personalized and fast services flexibly and moderately.

Perfection comes from seriousness. On the basis of doing a good job in counter service, we will try our best to provide more thoughtful service to customers. Because, there are no picky customers, only imperfect services. In my daily work, I actively and assiduously learn new knowledge and new business, integrate theory with practice, and master various service skills. I start with small things, try my best to handle business quickly, accurately and efficiently, so that customers can wait less, run less and ask less, and provide customers with timely, punctual, timed and anytime services.

Youth is the most precious time in life, because you are full of ambition and vitality, because you dare to do things, because you have too many dreams and hopes, so you are full of vitality! But in my opinion, the preciousness of youth still includes unremitting pursuit and team integration, lofty moral cultivation, strong will, and more importantly, it is necessary to stand up to the ordinary, stand on the ordinary, be indifferent to fame and fortune, and be brave in dedication!

In the coming 20 19, with the care and help of the bank leaders, I have been maintaining a good working condition and being strict with myself as a qualified bank employee. Based on my own work, I have devoted myself to learning business skills, so that I can contribute silently in my ordinary post and make a contribution to our banking industry. As a front-line employee of savings position, I deeply realize that we should strengthen our business skills, so as to work with peace of mind and better provide convenient, fast and accurate services to customers. With "customer satisfaction and business development"; Target, do a good job in service, establish a good window image of warm service, and let every customer come and be satisfied.

Chapter IV Summary of Bank Logistics Work and Examples of Planning

I. Completion of various indicators and measures taken

(1) RMB savings deposits increased abnormally, with a net increase of 95 1.3 million yuan, accounting for 3 1.7% of the tasks assigned by the branch. The measures taken are as follows.

1. Due to the catastrophic floods last year, the victims have rebuilt their homes this year, which has brought difficulties to the work of savings and deposits. Therefore, leaders of branches attached great importance to savings deposits at the beginning of the year. Investigate the storage sources of business outlets in the jurisdiction one by one, pay attention to the trends of the same industry, accurately predict with the person in charge of the outlets, and allocate tasks as reasonably as possible. Bank leaders often go deep into the front line to study measures to increase deposits, and go deep into enterprises to help outlets overcome difficulties in marketing.

2. Focusing on paying wages and education savings, the leaders at the bank level, the person in charge of the outlets and the front-line employees are linked up and down, and actively marketing the enterprise. On the basis of marketing 4025 households last year, this year, we paid attention to the "digging project" and added 3235 households to pay wages. Education savings increased by 1 ten thousand yuan.

3. At the beginning of the year, we fully discussed and formulated the performance appraisal method for front-line employees, including seven indicators. Contractors and agents receive equal pay for equal work, which is evaluated in terms of workload, business marketing, service quality, labor discipline, safety and health, etc., so as to give full play to its leverage. At the same time, according to the actual situation, constantly improve measures. Payroll marketing rewards each household 1.5 yuan, and businesses such as large deposit and loss reporting shall not be less than 15. In the face of the increase of customers merging and merging outlets, objectively, the speed of handling business for bank employees is required to be higher. We have increased the assessment ratio of the number of transactions handled by employees and the amount of money collected, and carefully accounted for performance pay every month. The official document notification has high transparency, which mobilizes the enthusiasm of employees to compete for business and grab high-quality customer business, enhances the competitiveness of the same industry, and mobilizes the enthusiasm of outlets to increase expenditure and maintain stability.

4. Leaders of sub-branches and heads of outlets often visit large households, pay attention to the marketing of large households, overcome difficulties and strive to compete with other banks. Molybdenum Company 1 month pays dividends of 8 million yuan, June pays dividends of10.20 million yuan, June pays dividends of 5.5 million yuan and February pays dividends of1/0.738 yuan.

5, from time to time with television advertising, hanging banners, changing billboards and other forms of publicity. Give play to the guiding role of public opinion, check and supervise the service work at the same time, strengthen the counter service, and improve the visibility of ICBC in the regional economy.

(2) Accumulated consumer credit of RMB million was issued, RMB million was recovered, and interest income of RMB million was realized. Hua county's backward regional economy and lack of economic vitality have caused certain difficulties in personal loan work. Coupled with performance pay assessment, the enthusiasm was mobilized and the personal loan marketing task was completed.

(3) The income from intermediary business was 390,000 yuan, 6.5438+0.6 million yuan more than last year, and 95% of the annual tasks were completed. We increased the proportion of intermediary income in performance pay assessment to 180, which mobilized the enthusiasm of intermediary business income of personal funds in outlets and put an end to the phenomenon of leakage. Secondly, increase the Linksys card issuance ratio to 1.20, distribute salary cards on behalf of employees through billboards and banners, and personally market an e-Times card to reward 5 yuan's incentive policy. A total of 5,238 new Linksys cards were issued throughout the year, including 380 e-Times cards. Together with last year's 5720 cards, a total of 1. 1 000 cards were issued in two years, and the annual fee income of the cards reached more than 80,000 yuan. With the increase of card issuance, personal card remittance also increases. The counter publicizes the characteristics of quick and convenient personal settlement and provides quality services. Personal settlement income164 thousand yuan, an increase of 73 thousand yuan over the previous year. Third, vigorously develop life insurance marketing business. The president in charge personally led relevant personnel to promote business at various outlets, invited managers and lecturers of insurance companies to outlets for training five times, explained and practiced how to contact customers, how to praise customers and how to sell products, and held a bancassurance party, which greatly promoted the development of insurance business marketing. In the whole year, the agency marketing insurance was more than 4 million yuan, and the income from intermediary business was nearly 90 thousand yuan, 60 thousand yuan more than last year.

(D) Good management, effective management can promote the rapid and healthy development of enterprises. The Bank has successively formulated the Performance Pay Assessment Method for Front-line Staff of County Sub-branches and the Performance Pay Distribution Method for Front-line Staff of County Sub-branches, as well as various business incentive measures to carry out tuition collection for colleges and secondary schools. Acting as an agent for marketing insurance business competitions, implementing target management, monthly assessment and notification, and making great efforts to implement them, has promoted the rapid and healthy development of various businesses.

Second, some experience.

Over the past year, we have achieved good results, mainly due to the correct leadership of the branch, the unity and cooperation of the branch team, the active efforts of the person in charge of the branch, and the hard work of the frontline staff. Summing up the work in the past year, I have the following experiences.

(A) using policies to mobilize enthusiasm is the premise.

Using the lever of assessment and reward well, it is possible to fully mobilize the enthusiasm of employees. Before 20 19, 4000 households paid wages on their behalf. Moreover, because they eat the same pot, the wages paid on behalf of them are often found, and the performance appraisal of front-line employees is implemented. 1 household1.After 5 yuan's incentive policy, all the primary salaries will be paid on behalf of them.

We do the work of enterprises in depth and in detail, mobilize banks to pay salaries, and employees work overtime until late at night without complaining. Every time the agent marketing insurance increases 180 yuan, employees will go out of the counter and go deep into enterprise marketing. At the same time, our monthly assessment is notified by official documents, which is highly transparent. Although the wage gap has widened, our enthusiasm has improved.

(2) Leadership is the key.

Bank leaders and middle-level cadres took the lead in marketing, and the president and the in-charge president visited the heads of XXX, XXX, XXX branches and outlets for many times, overcoming the marketing difficulties and defeating the competition of other banks, and won the salary payment on behalf of XXX company's retirement office, XXX mine, XXX hospital, XXX middle school, XXX water supply team, XXX factory, XXX transportation and marketing company, XXX workshop, property management company and other 13 units to seize the opportunity.

In particular, after getting the information about the merger of a certain outlet, the governor in charge inquired about the units and households that pay wages, and the director of Chengnan Branch took the lead and paid wages on behalf of these units in advance. After arduous and tortuous competition, all the 1 156 households in six units paid salaries for our bank, and a certain outlet was merged and returned to the postal service, which can only be compared with it. So-and-so company's so-and-so mine, retirement office, and logistics department pay wages on behalf of so-and-so company in Siping branch. After hard marketing, the president, the in-charge president and the director of Jindui Sub-branch beat the competition of a certain sub-branch, and 1689 households paid wages on their behalf and settled in our bank. As the leaders take the lead, the enthusiasm of front-line employees to complete various tasks is stimulated.

(3) Service is fundamental.

Marketing has come up, but the counter service has not kept up. There is the possibility of deposit loss. We always educate employees based on service, guide employees from domestic and foreign cultural background, situation development, surrounding reality and other factors at the conference, and first solve the problem of employees' understanding of quality service ideologically. Most employees also gradually realize that leaders should provide quality services to retain deposits when overcoming difficulties and marketing their business back. On this basis, supervision and inspection were carried out in accordance with the work norms of high-quality civilized service, which improved the quality of counter service and won more customers.

Three. Existing Problems and Work Assumption in 2020

(1) Problems:

1. This year, we stepped up our marketing efforts, and the two branches of CCB merged to pay salaries, which was poached by our bank. Due to the improvement of counter service quality, a large number of high-quality customers have also deposited their money in ICBC. In addition, the staff of Molybdenum Company paid a one-time compensation of170,000 yuan on its behalf. These are unsustainable resources, and Lotus Office still has a balance of 6 million to lose. Facing the disorderly competition in the same industry regardless of cost,

2. Because the old customers of agency insurance marketing generally reported that the dividend insurance was lower than the income from education savings, the agency insurance marketing business made slow progress in the last few months of 2004, and the income from new products was not ideal. In 2006, agency insurance marketing will not develop greatly, which will greatly affect the income of intermediary business.

3. The income incentive mechanism needs to be constantly improved in practice. It is generally reflected that the performance pay this year is too low, which is far from the hard work of the front line.

4. There is no full-time marketing staff, and the regional economy of Huaxian County is relatively backward, and the marketing of new business is slow. Three wealth management accounts have been completed, and there is no bank-securities linkage. Due to the depreciation of the US dollar, foreign currency deposits decreased by 1 10,000 yuan compared with the previous year, and the task was not completed. It is estimated that 2006 is not optimistic either.

(ii) Working assumptions

1, work target

(1), ensure that the savings deposit is 25 million yuan, strive to complete 30 million yuan, and strive to complete the foreign currency savings deposit 1 ten thousand yuan.

(2), personal loan marketing 500 thousand yuan, and strive to complete 700 thousand yuan.

(3) The intermediate business target is 350,000 yuan, and strive to complete 400,000 yuan.

(4) 2,000 smart cards, 30 credit cards, 80 credit cards and 20 wealth management accounts.

2, work measures

(1) Strengthen the organization and leadership of personal fund business. The president of the sub-branch will cover the outlets, and at the same time, a personal financial management leading group with the president as the leader and the person in charge of the outlets as the members will be set up, with an office under which the personal financial manager in charge of the business department will serve as the director.

(2) Under the guidance of branches, it is the key work in 2020 to scientifically and reasonably formulate performance pay assessment and allocation methods and individual business incentive methods, and give full play to the incentive leverage.

(3) Do a good job in large-scale marketing, tilt to Jindui Branch in terms of cost, and do everything possible to do a good job in large-scale marketing of Molybdenum Company.

(4) In the aspect of wage payment, the key point is to consolidate the existing 1. 1.0000 households. Due to the increasingly fierce competition in the same industry, our original individual customers who pay salaries have been shaken. In 2020, regular return visits will be the main way to pay wages. Personal rewards for savings deposits cashed by branches must be cashed at outlets, and most of them will be used for business consolidation and development, which will bring the relationship between banks and customers closer. At the same time, it is necessary to mobilize employees to get in touch with personal quality customers and strive for more quality customers through marketing wealth management accounts.

(5) In terms of intermediary business, broaden the income channels of intermediary business, do a good job in bank card marketing, improve the quality of personal settlement services, do a good job in marketing all kinds of agency business, especially agency insurance, do a good job in publicity and marketing of electronic banking business, and increase the income of intermediary business.

(6) Do a good job in publicity and counter service, manage ATM machines, improve utilization rate and reduce counter pressure.