Work Summary and Report Template of Banking Department

Work Summary and Report of Banking Department 1 Personal Work Summary of Banking Department Looking back on my work in the past six months, with the support and help of the unit leaders and colleagues, I have been strict with myself and completed the work well according to the requirements of the unit leaders. Through the study and work in the past six months, the working style has made a new breakthrough and changed greatly. The work in the past six months is summarized as follows:

First, the daily management of the business department:

The sales department is my familiar field of work. As a middle-level cadre in the sales department, I clearly realize that I am the assistant of the sales manager and have the obligation to help carry out a series of work and strive to push the top to the top. In the face of a large number of complicated and trivial daily work, we have strengthened our work consciousness, paid attention to speeding up the pace of work, improving work efficiency, calmly handling various affairs, and strived to be comprehensive, accurate and moderate, avoiding omissions and mistakes. So far, we have basically achieved all our goals. In the first half of the year, I was able to complete the work assigned by the leaders without major mistakes, and I was able to submit various accounting statements and analysis reports on time; Understand the customer situation in time, and provide basis for leadership decision-making; Do a good job in the daily work of banking management and strictly check according to the examination and approval system; Atm services can adhere to a series of services such as daily bookkeeping, reconciliation and clearing. To ensure the normal operation of atm, which not only increases the income of our intermediary business, but also avoids many customers staying at the counter; In terms of safety work, I can always remind myself and tellers not to be careless, not to take it lightly, not to have any lax thoughts and fluky psychology, to act in strict accordance with the rules and regulations, to do all kinds of safety work well, and to ensure foolproof. ...

Second, strengthen their own learning and improve their professional level:

Implementing flat management, our employees have a heavy burden, and their knowledge, ability, experience and positions are far from each other. They always dare not take it lightly and learn from books, leaders and colleagues around them. Through continuous learning and the accumulation of working experience in the sales department, I can calmly deal with various problems in my daily work, and my organizational management ability, comprehensive analysis ability, coordination ability and written and oral expression ability have been greatly improved, which ensures the normal operation of all the work in this position, can treat all the tasks with a correct attitude, love my job and strive to implement it in practical work. Actively improve their professional quality, strive for the initiative in work, have a strong sense of professionalism and responsibility, and strive to improve work efficiency and quality.

Three. Existing problems and future efforts:

Over the past six months, I have been able to work conscientiously and creatively, and I have made some achievements in warehousing, but there are also some problems and shortcomings, mainly in the following aspects: First, the work of the sales department is a new position for me, because I have little contact with the new system after it went online, and I have been groping for a lot of work, so that I can't do it easily, and the work efficiency needs to be further improved; Second, some work is not meticulous enough, and some work is not well coordinated; Third, I am not good at expressing my words and deeds when dealing with problems at work, which leads to misunderstanding among my colleagues.

In the second half of the year, I am determined to seriously improve my business and work level and contribute to the leap-forward development of the unit economy. I think I should try my best to do it: first, strengthen my study and broaden my knowledge. Study hard financial professional knowledge and relevant legal common sense; Second, based on the principle of seeking truth from facts, release the upper situation and report the lower situation; Really be the assistant of the leader; Third, pay attention to the style construction of this department, strengthen management, unite as one, work hard, and form a good working atmosphere in this department. Continuously improve the service level of our branch, actively create higher value for our branch, and strive to achieve greater work results.

Summary and Report on the Work of Banking Department In the past 2 xx years, under the correct leadership of the superior and the Party Committee of the branch, the XX business department of our bank has actively rallied people, strived to innovate services, boldly managed, and been pragmatic, and successfully completed all tasks entrusted by the branch. The corporate deposit time is X million yuan, a net increase of X million yuan compared with the beginning of the year, the average daily deposit is X million yuan, and the savings deposit is X million yuan. The work of the past year is summarized as follows:

First, unite people and build a high-quality team.

Thought is the guide to action. If people are distracted, nothing can be done. A group of people in the sales director's office have a deep understanding of this, so we will put cohesion in a prominent position.

1, take the lead in setting an example, be upright and correct yourself. A group of people in the director's office set an example, strengthen their study, and be typical advocates, organizers and practitioners of learning. Be a teacher by example, be honest, diligent and cultivate one's morality, and influence every employee with his own quality. Always adhere to the principle of fairness and justice in the work, do not engage in personal relationships, do not pull gangs, and achieve a bowl of water. Encourage employees to give more opinions and adopt them as long as they are reasonable. Fully mobilize the enthusiasm of employees to participate. On the sensitive issue of performance distribution, we should be open and enhance transparency. Ensure that every employee sees peace of mind and feels comfortable.

2. Give full play to party member's exemplary leading role. There are 29 employees in the sales department, including party member 13. Party member's role among the masses is particularly important in the sales department. The Party branch of the Division analyzes the objectives and tasks assigned by the sub-branch, unifies the understanding, ensures that every party member is a benchmark, and gives full play to the role of the grass-roots Party branch as a fighting fortress. Under the exemplary role of party member, actively cultivate reserve forces and attract outstanding employees to move closer to the organization.

Second, excellent service and successful strategy.

Service innovation is the eternal theme of bank work. Only by strengthening services can we win the market and create benefits. A group of people in the office of the director of the business department responded to the call of the municipal branch and Rugao municipal government and actively participated in the activity of creating a "civilized and honest" window, which made the service level of the business department reach a new level. The advanced practice of our department has been reported by Nantong ICBC Net News and Rugao Daily. Reprinted by the provincial network news.

1. Seize the opportunity of creating a "civilized window", the office of the director of employee professional ethics education regularly organizes employees to learn the rules and regulations such as China Industrial and Commercial Bank's Basic Literacy and Service Code, and China Industrial and Commercial Bank's Standardized Service Standard, constantly standardizing employees' service words and deeds, urging employees to strictly abide by the "eight requirements and nine hundred percent", truly treating customers as parents and advocating "intentions". Zhangyan, an employee, can use "three tones, two stops and one smile" in counter service, and has been commended for many times in the unannounced visit of the city branch.

2. Do a good job in the assessment and incentive mechanism. First, establish a reward and punishment file for employees' high-quality and civilized service, and incorporate employee service performance into the annual evaluation and selection, thus enhancing employees' sense of hardship and improving their sense of service; The second is to establish an assessment mechanism linking service quality with business volume, and create a fair competition mechanism of "more work and more pay, less work and less pay", which has formed a good situation for employees of the whole bank to "strive for merit" and "grab merit". The third is to establish an audit mechanism for outlets, account managers and customers. The person-in-charge of the outlet will assess the warehouse keeper and teller, the customer and account manager will assess the counter receiver, and the accounting counter receiver, cashier counter receiver and warehouse teller will each select 1 advanced service, which will be rewarded every quarter. The fourth is to set up a reward fund for high-quality and civilized services to commend the advanced and spur the backward.

3. Do a good job in the service of relevant departments. The sales department is not only an independent service department, but also the hub of branches and outlets. First, actively cooperate with the account manager to make various loans and withdraw funds. In August this year, I actively cooperated with the account manager to handle the factoring business of xx million, and achieved economic benefits of XX million. The second is to serve the grassroots outlets well. Efforts should be made to extract the service level of senior staff and warehouse personnel, and timely transfer cash and deliver relevant documents of branches.

In the big family of * * Bank, my achievements today are closely related to the group. I am glad that I can work in such a united and cooperative group. It is such a group that gives me the opportunity to learn and improve, and I cherish this opportunity. In the future work, I will win and retain customers with more thoughtful and enthusiastic service, and firmly establish the concept that "service is the foundation of the company and innovation is the road to development". With the spirit of "dedication, love of posts, pragmatism and dedication" as the driving force, we will continue to forge ahead, work hard, grow together with * * Bank and create a better tomorrow.

Summary and Report on the Work of Banking Department 3 After hard selection and application, I finally became a bank employee, but this is only the beginning, and there is still a long way to go. I said to myself, I must cherish my present job, do my own job well and go further in continuous progress. At present, I am still unfamiliar with the work of the bank, so I need more development, I need more efforts, I think I should do better, I think I should turn my efforts into motivation. As an employee of the internship bank, I want to do all this well.

From July to September, 20xx, two other colleagues and I were assigned to xx Branch for internship. XX Sub-branch is a training base for provincial senior workers. In recent years, it ranks among the best in the performance evaluation of X-ray system in XX city, largely because it has high-quality customers such as XX cigarette factory and XX company. What cannot be ignored is that XX has a cohesive marketing team, a harmonious working environment, a compact working rhythm and a good learning atmosphere. In the past two months, I have worked as an intern in the accounting department and the credit department successively, and I have been cared by the leaders and helped by my colleagues in various departments. This valuable internship period is a key stage for me to change from a student at school to a qualified company employee. Now I will sum up my work and study in these two months.

During my study in the field of non-cash business, through reading, asking and thinking, I got a preliminary understanding of the main accounting processes of the accounting department-bookkeeping, checking and cashier; In addition, I have a special experience, that is, being a trainee lobby manager. The lobby manager is the first window for many customers to understand ICBC. My main job is to guide customers' various businesses, handle customers' inquiries and complaints in time, and issue receipts and statements. Under the guidance of the concept of customer first, my dedicated service has won unanimous praise from customers. In the process of face-to-face communication with customers, on the one hand, we have exercised our communication skills, on the other hand, we can also listen to customers' opinions and suggestions on ICBC, which is helpful for us to continuously improve our work and services.

In August, I was transferred to the credit department to study personal and corporate loans. During this period, we learned credit knowledge and marketing skills from business managers, tried to communicate with individual and corporate customers, learned to handle personal housing and consumer loans, and learned to use XXX system to rate and credit corporate customers. As XX is a high-quality customer of our bank, it keeps frequent business contacts with many foreign enterprises, which gives us the opportunity to get in touch with some international businesses, mainly those related to the letter of credit opening process.

Work summary and report of the banking department. 1. Constantly strengthen learning and improve their own quality.

With the development of the times, the banking industry has changed from the most stable industry to the most rapidly changing and challenging industry. For bankers, learning is more important and urgent than ever. Nowadays, the competition in China's financial industry is increasingly fierce, financial products are constantly innovating, and business varieties are increasingly rich, especially with the introduction of electronic products such as online banking, telephone banking and mobile banking. Only by learning the basic characteristics of these products and applying them can they be marketed to other customers. This is not only a matter of simply learning some operating procedures, but also a matter of knowing some knowledge about microcomputer operation. All these require us to constantly strengthen our study and consciously overcome the one-sided understanding that mastering certain accounting operation skills is qualified talents. Only by studying and broadening our horizons can we keep up with the needs of business development.

Our young employees are active in thinking, quick to accept new things and have strong understanding ability. To strengthen their study, we should not only strengthen the study of professional theory and related business technology to improve their business skills, but also strengthen the study of laws and financial rules and regulations in a targeted manner, so that our business can develop rapidly under the premise of controlling risks to the maximum extent. In cooperation with colleagues, we not only do our job well, but also help other colleagues to do their job well together, especially in business communication, actively introduce good methods in our work to colleagues, carefully help comrades who are not very skilled in business to improve their operational skills, help them improve their business level and improve our overall service quality. Our young employees should not only learn by themselves, but also drive other comrades to learn together, form a good learning atmosphere, constantly improve their own quality, become the backbone of obeying the system and being proficient in business, and become the technical talents that the leaders trust comrades to convince.

The second is based on the post and selfless dedication.

Love and dedication are the most basic professional ethics that each of us should have, but as young people, sometimes they are too ambitious and always complain about how trivial their work is, which is far from their lofty ideals. In fact, all major events in the world are made up of small things, which also illustrates this truth. As long as this understanding is clear, we should start from bit by bit in our work, not afraid of suffering. When you encounter difficulties in your work, don't be discouraged and don't shirk. You should consult old comrades with an open mind and actively seek solutions to problems. After the problem is solved, we should sum up our experience in time, improve our working methods and avoid repeating the same mistakes. As young people, we have more energy to devote to our work and stronger ability to accept new business. We should give full play to our own advantages and explain new business and skills to other comrades, so that everyone can master them as soon as possible and promote faster business development.

Third, establish the idea of "promoting my honor and restraining my shame".

At present, CCB and BOC have been listed successfully, and ICBC is also actively preparing for listing. In this context, the topic of the reform of Agricultural Bank of China has been widely concerned. Although people's concerns are reasonable, some inaccurate reports have also added some unnecessary pressure to the reform of ABC, which has affected the brand image of ABC. Although ABC has a heavy historical burden, a high proportion of non-performing assets and many institutional outlets, the reform is more complicated and difficult than the other three state-owned commercial banks. As young employees of ABC, we should strengthen our confidence in reform, firmly establish the idea of "promoting my career, promoting my career and humiliating my career", shape the good image of ABC with our good words and deeds, and build its first-class brand. For the healthy and strong development of ABC, our young employees should forge ahead and innovate constantly. As an ordinary employee in the front office, we should not only serve our customers well, but also deeply understand their needs and what products they need, and then feed this information back to the back office science and technology department, so that they can develop new products and integrate existing products, improve the richness and convenience of product functions, and thus improve the comprehensive competitiveness of the whole bank. As a young manager, we should organize and coordinate the existing labor resources, realize labor optimization and maximize efficiency, and make suggestions for leaders.

In recent years, we have allocated very few college students, and even less to county banks. In this case, our existing young employees should play a good role in their posts, drive the employees of the whole bank to establish a positive atmosphere, establish the first-class brand image of ABC, and make contributions to the healthy and powerful development of xx Agricultural Bank! l

Work summary and report of the banking department. Under the correct leadership of the Party Committee and President's Office of the superior bank and sub-branch, the business department takes rallying people's hearts as the driving force, innovative services as the starting point, bold management, truth-seeking and pragmatic. Successfully completed the tasks assigned by the sub-branch, the company's deposit time was xx million yuan, a net increase of xx million yuan compared with the beginning of the year, the average daily deposit was xx million yuan, and the savings deposit increased by xx million yuan. This paper summarizes the work of the past year.

First, unite people and build a high-quality team.

Thought is the guide to action. If people are distracted, nothing can be done. A group of people in the sales director's office have a deep understanding of this, so we will put cohesion in a prominent position.

1, take the lead in setting an example, be upright and correct yourself. A group of people in the director's office set an example, strengthen their study, and be typical advocates, organizers and practitioners of learning. Be a teacher by example, be honest, diligent and cultivate one's morality, and influence every employee with his own quality. Always adhere to the principle of fairness and justice in the work, do not engage in personal relationships, do not pull gangs, and achieve a bowl of water. Encourage employees to give more opinions and adopt them as long as they are reasonable. Fully mobilize the enthusiasm of employees to participate. On the sensitive issue of performance distribution, we should be open and enhance transparency. Ensure that every employee sees peace of mind and feels comfortable.

2. Give full play to party member's exemplary leading role. There are 29 employees in the sales department, including party member 13. Party member's role among the masses is particularly important in the sales department. The Party branch of the Division analyzes the objectives and tasks assigned by the sub-branch, unifies the understanding, ensures that every party member is a benchmark, and gives full play to the role of the grass-roots Party branch as a fighting fortress. Under the exemplary role of party member, actively cultivate reserve forces and attract outstanding employees to move closer to the organization.

Second, excellent service and successful strategy.

Service innovation is the eternal theme of bank work. Only by strengthening services can we win the market and create benefits. A group of people in the office of the director of the business department responded to the call of the municipal branch and Rugao municipal government and actively participated in the activity of creating a "civilized and honest" window, which made the service level of the business department reach a new level. The advanced practice of our department has been reported by Nantong ICBC Net News and Rugao Daily. Provincial network news.

1. Seize the opportunity of creating a "civilized window", the office of the director of employee professional ethics education regularly organizes employees to learn the rules and regulations such as China Industrial and Commercial Bank's Basic Literacy and Service Code, and China Industrial and Commercial Bank's Standardized Service Standard, constantly standardizing employees' service words and deeds, urging employees to strictly abide by the "eight requirements and nine hundred percent", truly treating customers as parents and advocating "intentions". Zhangyan, an employee, can use "three tones, two stops and one smile" in counter service, and has been commended for many times in the unannounced visit of the city branch.

2. Do a good job in the assessment and incentive mechanism. First, establish a reward and punishment file for employees' high-quality and civilized service, and incorporate employee service performance into the annual evaluation and selection, thus enhancing employees' sense of hardship and improving their sense of service; The second is to establish an assessment mechanism linking service quality with business volume, and create a fair competition mechanism of "more work and more pay, less work and less pay", which has formed a good situation for employees of the whole bank to "strive for merit" and "grab merit". The third is to establish an audit mechanism for outlets, account managers and customers. The person-in-charge of the outlet will assess the warehouse keeper and teller, the customer and account manager will assess the counter receiver, and the accounting counter receiver, cashier counter receiver and warehouse teller will each select 1 advanced service, which will be rewarded every quarter. The fourth is to set up a reward fund for high-quality and civilized services to commend the advanced and spur the backward.

3. Do a good job in the service of relevant departments. The sales department is not only an independent service department, but also the hub of branches and outlets. First, actively cooperate with the account manager to make various loans and withdraw funds. In August this year, I actively cooperated with the account manager to handle the factoring business of RMB 10,000, and achieved economic benefits of RMB 10,000. The second is to serve the grassroots outlets well. Efforts should be made to extract the service level of senior staff and warehouse personnel, and timely transfer cash and deliver relevant documents of branches.