Lobby Manager's Annual Work Summary Bank Lobby Manager's Summary (1)
Even at the end of the year, you have to stand in the last shift of bank work, not to mention that as a bank lobby manager, you have certain responsibilities in many things. Therefore, you should be cautious about the problems in your work in order to reap the tears of joy after your efforts. Fortunately, with the joint efforts of yourself and the bank staff, you finally completed the important task entrusted by the leader. Considering the future development, you should sum up the work of the bank lobby manager this year.
Only by maintaining a good service attitude can we leave a good impression on the clients of consulting business. Considering the importance of service ability to their own work, they naturally need to make continuous efforts in banking work. Therefore, in this year's work, they seriously received every customer who came to the bank lobby. Even if the other party did not know how to handle bank cards and savings transfers, they would kindly inform the other party. Customers will feel very happy when they know something about banking business because of their own explanations. In fact, they can help customers through practical actions and have a corresponding sense of accomplishment. It's just in my opinion that it takes a long time to get the gratitude of the other party if you want to solve the customer's doubts.
When the order in the bank lobby becomes chaotic, I will also help the security guard to maintain order. In fact, in my work this year, I did encounter several times when the bank received too many customers. When the scene becomes chaotic, it also means that I need to deal with it as soon as possible and get it back on track. Moreover, an orderly working environment has also played an important role in my own play. So in the face of these chaotic situations, I made corresponding adjustments to avoid contradictions. If customers quarrel in the bank because of contradictions, it means that my work is not satisfactory. Fortunately, with the help of other bank employees, I made myself feel comfortable.
Listening to customers' complaints while working in a bank can also help you understand your own shortcomings, so I pay more attention to explanation and simplification of customers' opinions in this year's banking work. I can help customers understand the nature of different banking businesses with concise language, and then guide customers to know what to do when handling business according to this logic. It is not so easy for customers to know what they need when consulting business through their own efforts, so even if they finish the work in the bank lobby this year, they need to be cautious in the task next year.
Summing up my work as a bank lobby manager this year has also made me aware of my responsibilities, so I need to take this job seriously next year and try my best to satisfy every customer, so I feel lucky even if I don't make any achievements in bank work.
Lobby Manager's Annual Work Summary Bank Lobby Manager's Summary (2)
In the first half of xx, * * Sub-branch earnestly implemented the work arrangements of * *, guided by the spirit of President * * *' s speech at the work meeting at the beginning of the year, and led by the leaders of branches and related offices, with the goal of building "* * * * *" and becoming a bank with * * * credit business characteristics, and closely centering on the work theme of "* * * *", expanded the market and improved performance.
I. Completion of major business indicators in the first half of the year
As of the end of June
(1) The loan balance was * * billion yuan, an increase of * * billion yuan or *% compared with the beginning of the year, and the planned increment was * *%. A total of * * loans were issued with a total investment of * * billion yuan; Interest income * * billion yuan, accounting for * *% of the plan for the same period.
(2) The average daily loan balance was RMB * * billion, an increase of RMB * * billion compared with the beginning of the year, and * *% of the plan for the same period was completed.
(3) The income from various intermediary businesses is * * ten thousand yuan. Among them, the financial consultant fee is * * million yuan, and other handling fee income is * * million yuan.
(4) Handling bank acceptance bills of * * million yuan, of which 65,438+000% guarantee acceptance of * * million yuan.
(5) The number of customers was * *, an increase of * * compared with the beginning of the year, and the customer expansion plan was completed by * *%.
Second, the business development analysis
(A) loan industry analysis
According to this year's * * * financial business marketing guidance, the focus of * * * * loans of * * sub-branches is * * * * loans. From the perspective of the industry, the wholesale and retail industry put in loans of * * * billion yuan in the first half of the year; Made * * pen * * one hundred million yuan; Other industries * * pen * * one hundred million yuan.
(b) Analysis of loan product delivery
In the first half of the year, * * Sub-branch invested * * billion yuan, of which * * * loan * * billion yuan, accounting for * *%; * * * loans * * billion yuan, accounting for * *%; * * * loans * * billion yuan, accounting for * *%; * * * loans * * billion yuan, accounting for * *%.
(C) Analysis of loan guarantee methods
In the first half of the year, mortgage-secured loans amounted to * * billion yuan, accounting for * *%; Guaranteed loans * * billion yuan, accounting for * *%; Credit loans reached * * billion yuan, accounting for * *%.
Third, the main measures taken in the work
In the first half of the year, * * Sub-branch actively promoted * * * loan innovation through various forms in accordance with the deployment of the planned work meeting at the beginning of the year, and strived to bring all work to a new level. The main measures are:
(a) clear market positioning, adhere to innovation and development.
In the first half of the year, the bank insisted on taking * * as the development direction of * * * credit business, gave full play to its advantages and strived for high-quality customer loans, which not only consolidated its existing market advantages, but also focused on promoting new products. In the first half of the year, the bank focused on marketing and successfully marketed * * loans with a total amount of * * billion yuan.
(B) a clear division of responsibilities, forming a * * * control model.
According to the requirements of * * * *, the bank reconfigured the credit practitioners in the first half of the year, selected a group of credit practitioners with high moral standards and strong business ability, and established a * * * * risk management and control model of mutual assistance and mutual restraint according to the * * * * model, which laid a strong organizational guarantee for fully promoting the development of * * * * credit business in the future.
(c) Standardize business process requirements and prevent business risks.
In the first half of the year, * * Sub-branch reorganized the operation flow of credit business, standardized the requirements of each operation link, and handled the business in strict accordance with the operation flow of credit business issued by the Head Office. And conducted a comprehensive self-examination of the bank's bill business, new loan regulations and low-risk business.
(four) to strengthen business training, improve the quality of personnel.
In the first half of the year, the Bank worked out an implementation plan for staff training of * * sub-branch for 20 1 1 year, and determined that every Saturday was a concentrated study day. On the premise of completing various training tasks, give full play to the frontier advantages of business backbones, take various forms, and organize training in different levels and categories according to operational risks, business theories, work skills, etc. In the first half of the year, the bank organized business training * * * times.
(5) Taking deposits as a breakthrough to comprehensively improve comprehensive benefits.
In order to comprehensively improve the comprehensive benefits, our department regards deposit as one of the key tasks throughout the year. In the first half of the year, our department formulated the annual deposit marketing activity plan. Clear objectives, corresponding indicators, decomposition and implementation until people arrive at their posts, at the same time, formulate corresponding reward and punishment measures, and adopt assessment methods such as ten-day notification, monthly summary and quarterly reward to stimulate employees' marketing passion and make the concept of deposit marketing deeply rooted in people's hearts. In the first half of the year, through the efforts of the whole bank, the savings deposit was * billion yuan, and the set target was successfully completed.
Four, the difficulties and problems encountered in the work
I found * * * * * * * * * * in marketing, and suggested that we can launch new business varieties as soon as possible according to this demand, so that we can quickly occupy this blank market.
Lobby Manager: Annual Work Summary Bank Lobby Manager's Work Summary (3)
The internship position is lobby manager, and the work involved is basically: teaching customers the process of opening an account, filling out documents and exchanging foreign currency, and guiding public and private businesses. And provide customers with advice on deposits and loans, introduce customers' financial channels and provide customers with some financial information. There are also teaching customers how to use atm, automatic payment machine, online banking and so on.
Internship experience: As a college student majoring in international trade in the Department of Economic Management, I have been looking forward to the opportunity to practice in companies in banking, securities, insurance and other financial fields. This long-awaited dream finally came true this summer: summer internship at Bank of China Chizhou Branch. Although the internship lasted only a short month, it gave me a far-reaching practical lesson in financial knowledge, banking business and internal management of the company. In particular, the careful teaching and care of the managers of various departments of China Bank made me feel the beauty and warmth of the big family of China Bank, which filled me with gratitude and admiration!
The bank is not as easy as I thought before, and the staff in the bank are also very hard. The seemingly simple work actually contains many details, and every step requires the care of the staff. Moreover, they often work overtime in order to complete a certain job. Of course, this is also because BOC employees have a strong sense of responsibility and will take the initiative to work overtime to complete unfinished work, even if overtime is free.
This makes me feel the unity and responsibility of the big family of Bank of China, which is particularly important for enterprises. Without unity, enterprises will be chaotic and difficult to develop. As long as enterprises unite, they will be invincible. No matter how difficult it is, as long as we unite, we will succeed. However, if there is only unity and no sense of responsibility, it will be difficult for enterprises to gain a comparative advantage with competitors in the market economy environment, to reflect their market position, and to be widely recognized by customers, so the development of enterprises will be difficult. What BOC showed me at this time is such a united and responsible corporate image. I believe that through the joint efforts of China Bank employees Qi Xin and the farsighted leadership of China Bank, China Bank will definitely gain greater advantages than its competitors.
The cultural concept of China Bank where I work is smile service. We should warmly welcome and treat every customer's arrival and request, especially some older customers, and we should take the trouble to explain these economic details slowly. One is to win a better reputation for the enterprise, and the other is that the bank's business-related funds are the painstaking efforts of every customer, so we must be serious and responsible, trust them and trust us. Banks not only ask us to greet every customer with a smile, but also ask us to care and love every colleague.
What is commendable is that colleagues will take every little request of customers to heart and take it seriously, and they all have a good habit of thrift and don't waste it at work. The morning meeting every morning is a time to sum up the day's work, check each other's gfd, and then start the day's work with a new attitude and outlook. I think that no matter which enterprise has a good corporate culture and employees have positive emotions, then the development of this enterprise will flourish and it will be a place for more talents to yearn for.
I got along well with every colleague in the bank and learned a lot, including the basic knowledge about banks and bank-related insurance, ways and means of dealing with people, social knowledge and experience learned from customer conversations and so on. I think internship is of great significance and necessary to college students.
Through practice, I will constantly enrich and improve my knowledge structure, cultivate my ability of self-education, self-management and self-development, integrate what I have learned into practice and test it in practice, and exercise my adaptability and social skills, so as to accumulate social experience and work experience, step out of the first step of successful employment and make due contributions to the country and society. I hope this internship experience can provide some help for my job search and development after graduation, and more importantly, let me have more confidence in my future success.
Lobby Manager's Annual Work Summary Bank Lobby Manager's Summary (4)
In a blink of an eye, the one-month internship is coming to an end. First of all, I want to thank Touching Branch for giving me this opportunity to join this group. One month's internship in Taixing Branch is the first step for me to go out of school and go to society. This stage is the main transition from students to work, which is of great help to me and a solid foundation for my future work.
Although the internship is hard and tiring, it doesn't matter. Mainly because I have an inevitable harvest through the process of internship. The internship made me familiar with and conform to some basic processes and business operation links of the bank, and realized what work is, what is the whole work, what kind of work suits me, and how to deal with complex and subtle social interpersonal relationships. Through the process of internship, I thoroughly appreciated myself again and designed, filled and adjusted my career and life.
My induced infection is: at school, I learned theoretical common sense; In the bank, every employee in the branch is my master. I want to learn from the work experience of the masters with an open mind, combine the common sense I have learned with practice, discover more, analyze more, struggle more, think more, summarize more, teach more, and enrich my aesthetic initiative and work enthusiasm.
My internship position is a university administrator. I've just been down for a few days, and I really feel uncomfortable. Not only do I have backache, but I also have to face customers' inquiries. I feel that my university manager is very unqualified, not only unfamiliar with the business, but also frightened by the dissatisfaction of some customers. After a month of training, I feel that these aspects have been greatly improved, and customers' inquiries can be answered on the basis, so that they can comfort customers properly and do their own work well.
The time for internship is limited. Although it is only a short month, I feel that I have gained a lot. Here, thanks to the masters who touched me. They helped me to answer any questions I didn't understand in my business, which greatly improved my familiarity with banking. And after a month of transition, I have been deeply integrated into the corporate culture of the branch and into the collective. In my future work, I will redouble my efforts and do better.
I am going to work soon, and this month's internship will be a very important process in my career and life. Finally, I thank the leaders of the moving branch for their concern and concern, and the masters for their careful guidance.
Lobby Manager's Annual Work Summary Bank Lobby Manager's Summary (5)
According to the relevant spirit of the Bank of Communications Staff Appraisal Regulations formulated by the head office, and combined with my work in the lobby for more than one year, I made a work report to the bank leaders at the end of this year. The summary report of this work can make leaders better understand our performance in ideological and political work, so as to point out the problems in our work in time, correct them in time and make continuous progress; The following is my work in 2008. The report is as follows:
First, the main work of the year
This year, I worked as a lobby manager in Kaohsiung Sub-branch. With the marketization of commercial banks, services are paid more and more attention. Lobby work is the beginning of customers' contact with our quality service and the first impression of our bank, so our bank is also very strict with us. The lobby manager is the link between customers, tellers, account managers and ward managers. We are not only employees, but also spokesmen for customers. When customers are confused, we point out the direction for them; We help customers when they are in trouble; When customers don't understand, we patiently explain; We should win every customer with perfect service at any time and place, worry about what customers are anxious and think about what customers think. Let every customer feel our smile, our enthusiasm, our professionalism and feel at home. Our Kaohsiung Sub-branch is located in the residential area, which is also a famous nightlife dining area. Because of this, it has brought a series of problems to our bank. Usually, most of the customers who come to handle business every day are elderly customers, and sometimes there are large-scale wholesale and retail businesses, which increases the pressure on the counter; In order to solve these problems, we have prepared several plans to carry out at the same time. In view of the problem of many elderly customers and passbook business, we usually arrange the staff in the lobby to take customers to the self-service equipment in time to help them audit their accounts, and customers with cards go to the self-service equipment to handle them, so as to divert customers and reduce the pressure on the counter. Whenever there is a large passenger flow, I will ask loudly: "* * customers please go to the counter * to handle business", so as to divert customers' tasks, avoid some customers leaving blank numbers in the middle to take up time and maintain a good working order in the business hall. Because only good business orders can successfully find our target customers, market our wealth management products and introduce them to our account managers, and realize the integration of service and marketing. On the issue of changing business, we announced the implementation of counters, that is, counters are specially handled at special times, which greatly reduced the pressure on the lobby; Our bank has been here for many years, and the equipment often breaks down, and customers often make comments. In order to solve this problem, we regularly check and maintain the machine every day, find it early and deal with it early, and minimize the inconvenience caused by outdated equipment.
As a lobby manager, you should not only be familiar with your own business and products, but also go out and know yourself in order to win every battle. There are many similar situations among our customers. I remember one day this year 1 month, the whole business hall was crowded with people, and people came to consult wealth management products, change terms and get paid in an endless stream. I'm busy too. At this time, the security master brought a customer who consulted financial products. I briefly introduced him to the colorful series of new shares and Delibao, but the customers were not interested, saying that CCB's wealth management products were good. We transferred the money to CCB and went to the queue. At that time, I was surrounded by several customers and didn't have time to continue chatting with these two customers, but I kept thinking, "What products does CCB have to attract them?" I quickly finished my business and walked up to the two customers just now and said, "Can you tell me something about the products of China Construction Bank?" They gave me a leaflet on Pacific Insurance. As soon as I saw it, I quickly explained, "In fact, we also have this product you want to buy. Pacific Insurance is separate from our bank. Our bank has a close relationship with Pacific Insurance Company and has cooperated for many years. And we also have products from other insurance companies, such as Ping An and Xinhua. I can help you compare and give you more choices. " Then I introduce the product to the customer. Finally, through our efforts, the customer chose Taiping Insurance Company. This incident also reminded me that only by deeply understanding the situation of this industry and competitors can we do a better job in marketing. When recommending products to customers, we must pay attention to preventing risks, ask customers whether they are going to make long-term or short-term investments, and then introduce the corresponding products according to customers' conditions to prevent sales problems.
As lobby service personnel, in addition to being familiar with the financial products and business knowledge of banks, they should also strengthen their professional ethics and love their jobs. In the work, consciously safeguard the interests of the country, Bank of Communications and customers, and abide by social morality and professional ethics. Usually at work, the words and deeds of the lobby manager are usually paid attention to by customers at the first time, so we as lobby service personnel should have good coordination ability. However, in Kaohsiung Sub-branch, since there are no account managers and lobby receptionists, we need to pay attention to how to mobilize the work of the three parties and the security master and give full play to their roles. At ordinary times, attention should be paid to coordinating tellers and lobby staff to improve cohesion and bring team spirit into play. As for those stationed personnel, first of all, don't treat them as outsiders, but as our own, try to recommend some good customers to them, respect and care for them at ordinary times, and create a good working platform for them to achieve a win-win situation.
High-quality service can not only stay in the "three-tone service" code of conduct for environmental beauty, but also be a proactive consciousness, a responsible attitude and a good working mentality. It is more necessary for tellers to ask, forming an overall interaction and tacit cooperation. Only with good order, good process and good overall can we do our best. In order to better improve their service level and business level, I participated in the insurance qualifications examination, the qualification examination for fund practice and many times of study and drills on service standards organized by the branch this year, and passed smoothly. In the future work, I will continue to improve the quality of work and service art, and better provide quality services to customers.
Second, the problems existing in the work
In the past year, I learned a lot of experience in communicating with customers and some marketing skills in the position of lobby manager, but there are also many shortcomings. In the third quarter of this year, the bank ranked third from the bottom, and all branches and sub-branches were blacked out. After that, we learned from a painful experience and analyzed the reasons for losing points, mainly the external environment and some details. In view of these problems, we actively trained in peacetime, and through our efforts, we finally got a notice of praise from the branch code of conduct team in the fourth quarter. I believe that only a down-to-earth and obscure work can bear fruitful results. Next year, our bank is facing the task of relocation. It is suggested that branches also keep the self-service equipment service area in this position to avoid customer loss.
In the new year, I will work hard to learn service skills and professional knowledge, improve my business level, and provide better and better services to customers with a new look.
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