Bank annual work summary and the next year's work plan (two)

Bank work summary and the next year's work plan 1

The end of the year is approaching, looking back at the year, I always adhere to the "Road, although it does not work not to, although small things do not do not" creed of life, in the work of the branch closely follow the pace of the leadership team, around the focus of the work of the branch, the outstanding completion of the work of all the tasks, with wisdom and perspiration, and with the effect of the action and embodied in the love of duty and dedication, selfless devotion! The spirit of selfless dedication. Here I summarize my work in 20xx from three aspects:

First, correct thinking, rise to the challenge, always maintain efficient work

I always establish the customer first thought in the work, the customer's business as their own, anxious customer's urgency, think of the customer's thoughts, require their own treatment of the work must have a strong sense of enterprise and responsibility, hard work, positive work, never picking and choosing, and the work of the customer's work. In the daily work, always adhere to their own high standards, strict requirements, taking into account the overall situation, regardless of gain or loss, in order to complete the various tasks, at the expense of spare time, use all the time and opportunities for customer service, and customers to make friends, do customers are willing to deal with friends, through their own unremitting efforts, in 20xx, the year of the customer, the customer's business as their own, the customer's business as their own, the customer's business as their own. Through his unremitting efforts, in the work of 20xx, for their own delivery of a satisfactory answer.

Second, physically, pay close attention to the implementation, and strive to complete the task successfully

In the work method, I always do "three hard", that is, hard legs, hard work, hard work, in order to win the customer's support for the bank's business. In the actual work can do a person with a heart, in a visit to friends and relatives, I have no intention from the mouth of the six uncles learned that our neighboring villages will recently have a sub-lot of money, and then through the introduction of the six uncles, and their own several visits to the customer to publicize the advantages of the bank's services and products, and ultimately persuade the customer to plan to 1.3 million sub-lot of money deposited in our bank, I know that this is not the final success, in the customer to get the transfer check I know that this is not the final success, in the customer to get the transfer check, I also took the initiative to assist the customer to collect the villagers ID card number, verify and confirm the amount of customer subsection, and so on 52 copies of the depository receipt distributed to the hands of each villager, I just in the heart of the deep sigh of relief.

In the process of serving the customers, I am careful and meticulous, the brotherhood and friendship into the work, so that the simple and boring service work becomes rich and colorful, truly reflects the concept of customer first. In the process of dealing with customers, truly sincere treatment, the interests of customers as their own interests, to understand the customer's movements, know what customers think and desire, for each customer tailored to recommend a variety of financial products of the Bank, through my unremitting efforts, in the "fight for one to protect the two" activities completed the marketing of deposits of 1.8 million, wealth management gold card 8, credit card 5, the Bank's financial products, the Bank's financial products and services. The most gratifying thing is that the customers also got a double win, they meet their own needs at the same time, but also enjoy the CCB more detailed and thoughtful service.

Third, hard to learn, constantly enterprising, comprehensively improve their own business quality

As a front desk staff, sometimes their own services in the service is not enough patience and meticulous, the need to master the knowledge of a lot of people in the future work I will consciously strengthen the study, to the theory of learning, to the professional knowledge of the study, to the side of the colleague to learn, and to further improve their own theoretical level and business skills, especially the knowledge of financial services, the knowledge of the business, and the knowledge of the future work. I will further improve my theoretical level and business ability, especially the knowledge of financial management business, and comprehensively improve the level of comprehensive business knowledge. Overcome the young and impatient, to be down-to-earth, improve work initiative, not afraid to do more work, not afraid to do small things, in the practice of perfecting and improving their own, never because of a small achievement and complacent, proud and arrogant, but to maintain a clear mind, advancing with the times, to create greater glory. At the same time continue to improve their own political cultivation, strengthen the customer service for the purpose of consciousness, and strive to make themselves a more qualified CCB people.

There is a cause that requires youth and ideals to pursue, there is a pursuit of hard labor and sweat of the heart, I would like to be engaged in the financial services I am always young and magnificent, prosperous and developed.

Bank work summary and the next year's work plan2

Over the past year, our bank in the city under the leadership of the branch, under the guidance of the county government, to carry out the work in earnest, in the "good faith based on the pursuit of excellence" under the guidance of the entrepreneurial spirit, my branch continues to uphold the "customer is God" standard strict. is God" standard strictly require themselves to excellent service ethics, quality service concept, excellent service skills to win the trust of the general public, has been unanimously recognized at all levels of the organization.

First, in 2016, the bank's various tasks and objectives to complete the situation

As of the end of December this year, the savings point balance of XX million yuan, the company's deposit balance of XX million yuan, the increase in personal deposits and other lines compared to the development of the slower, mainly because of the current market downturn, the central bank this year for five consecutive interest rate cuts, resulting in fewer deposits. Company deposits this year compared to last year, there is a certain increase, mainly due to the increase in financial deposit accounts.

Asset business: As of now the loan balance of XX billion yuan. Among them, the small loan balance XX million yuan, consumer loan balance XX million yuan, individual business loan balance XX million yuan, small business balance XX million yuan.

Second, the work carried out throughout 2016

(a) the company business to speed up the adjustment of the structure, promote the transformation, play a project-driven role

The successful marketing of urban construction, social security, finance and other projects for the transformation and development of the company business of the county branch played a leading role in the development of the company business, the company business to hold on to the three major projects, to take a three-step marketing strategy, that is, go out and take out a weekly A certain amount of time to the relevant units in the county to visit, more walking, to be able to grasp the customer's situation, to understand the situation of the relevant projects in the county, to grasp the information in a timely manner, for the development of the business to win the initiative and the time limit; come into the invitation of the associated units from time to time to our bank as a guest, increase feelings, strengthen the customer's adhesion, to consolidate the bank's business development plays a role.

(ii) Implementation of government-bank cooperation projects to drive the development of various businesses.

Using the government platform to promote small business lending business, with the county government signed a "guarantee loan", "poverty alleviation loan" business agreement, with the government as the intermediary as a guarantee, to realize the enterprise loan XX million yuan, the poor household loans also have a great growth! The loans to poor households have also increased significantly, actively promoting the development of the local economy. Microfinance to cooperate with the government as a grasp, continue to do a good job of re-employment and poverty alleviation and subsidized loans to promote the work of expanding the scale of re-employment loans, strengthen the communication with the Bureau of Human Resources and Social Security, make good use of the security deposit, the use of poverty alleviation loans, and to strengthen the cooperation with the countryside at both levels of government, in order to promote the development of the traditional microfinance business, and to open up a new way to new ways of microcredit.

(C) Accelerate the development of credit cards to enhance market share.

To gas full reduction, credit card activities as the basis, and actively promote the development of official cards, trade union cards, increase the promotion of small platinum card, the use of gas full reduction and activities, and strive to set off in the county units of the post bank small platinum card heat and do credit card fever.

Third, the 2017 work plan

1, immediately into 2017, is about to usher in the golden season of the development of personal gold business, increase marketing efforts, play the enthusiasm of all employees, and strive to save in the first quarter of the year to complete 75% of the annual plan.

2, improve the quality of service and establish a good social image. Our bank's quality service in Guangzong County has an extremely good reputation, on the basis of adhering to the image of high-quality service, to further improve the quality of service, and constantly improve the bank's positive and good influence, will inevitably lead to the steady development of the bank's business.

3, increase financial management, insurance business promotion activities. Screening the strength of the customer, do a good job of customer retention at the same time, and actively recommend the bank's financial business. Do a good job of marketing the wealth management manager of the wealth management business, increase the training of wealth management managers, improve the business knowledge of wealth management managers, and strive to have a greater breakthrough in wealth management and insurance business throughout the year.

4, focus on the development of credit card business. Our bank puts the credit card business as the key work of 17 years of personal money business, with the development of business card as the main driving force for the overall development of the credit card business. Our bank's goal is to issue XX cards throughout the year and strive to achieve XX cards.

5, actively marketing payroll and collection business, to send and collect business to drive the development of personal money business, focusing on enterprises to carry out the marketing of payroll business, focusing on small business loan accounts, expanding the scope of the payroll business, and actively carry out marketing activities to the large and medium-sized enterprises in the county, and strive to payroll breakthroughs in the XX households. Increase the marketing of heating, electricity and water charges, and strive to achieve a comprehensive collection of heating and water charges, and the vast majority of electricity charges.

6, the development of microfinance to XXX industry, digging deep potential to expand the market share of the industry, so that the industry loans to drive the rapid development of microfinance business of the main force. Increase the breeding industry, commercial services, timber processing industry and crop processing industry loan development efforts to expand the loan sources, to realize the situation of microfinance multi-industry development, to resolve the industry risk brought about by a single industry.

7, and actively utilize various platforms to develop business, increase the closeness of cooperation with the Social Security Bureau to ensure that the re-employment loan is stable and rising, and actively cooperate with tobacco, agriculture, urban construction, industrial and commercial sectors to promote the tobacco loan, farming loans, housing loans and the development of the start-up and promotion of the impact of our microfinance in the private business owners and expand market share.

My branch will continue under the correct leadership of the city branch, under the guidance and support of the county government, to implement various development policies, increase market development, improve the quality of the workforce, strengthen risk management, improve the economic efficiency of enterprises, and strive to promote XX to a new level. 1.Bank annual work summary report sample (two) 2.School office annual work summary sample (three) 3.Teacher party members annual work summary sample (three) 4.Bank individual annual work summary report sample (four) 5.2022 sales staff annual work plan sample (three) 6.Teacher staff annual assessment of the personal summary of the sample (three) 7.Construction company finance department Annual work summary report (five) 8. Annual work summary of the company's finance department model (three) 9. Medical staff personal annual work plan model (three) 10. Nurses personal annual work plan model (three) ;