1 20xx summary of the work of the person in charge of the bank branch Under the leadership of the branch, with the help of various departments, all the staff of our branch earnestly studied, carried out and implemented various rules and regulations. Focusing on the service work proposed by the municipal branch, combined with the actual work of the branch, give full play to the image of the branch's service window, do a good job in the accounting and settlement business of the whole bank, and contribute to the work of the whole bank throughout the year.
First, do a good job in daily service settlement.
As a branch, it is a large-scale integrated network, which is not only the external service window, but also the business processing center of the whole bank. We think the most important thing is to do a good job in daily business processing, external service and internal settlement.
1. Around the Spring Festival, a lot of cash came in and out. Two funds1.500 million were withdrawn from the People's Bank before the Spring Festival, and xx cash was withdrawn from the People's Bank after the Spring Festival.
2. Twice a year, give maximum cooperation to personnel and business in school fees, timely count the recovered cash, timely issue invoices for administrative fees and return them to the school, and timely transfer the money to finance.
3. Transfer the agency business from the personal business department to the sub-branch, and centrally handle the payroll service at all savings outlets of the whole bank, so as to speed up the payment of wages to households and meet customer requirements.
Second, improve service quality and ensure the smooth development of various businesses.
Branches focus on the background of the whole bank's accounting business, and have higher requirements for business level, business scope and service means than all other outlets, and their business level depends on service skills. Only by improving business processing ability can we serve customers well!
1. We use the regular meeting every Tuesday to make service comments, point out the shortcomings of employees in counter service, and reward and punish employees according to their counter performance, so as to improve the overall service level.
2. Conduct business training after service evaluation, especially new business. This year's business updates are faster than in previous years, such as the management of the deposit for bank acceptance bills, the business processing flow of bank acceptance bills, the handling of entrusted loans, and the most important account collection this year. All employees are required to understand and deal with it in time, so as to better serve customers and improve the service level with a higher business level.
3. From June 165438+ 10, under the arrangement of the president's office, we have a morning meeting system every day, summarizing the work situation of the branch the day before and the work arrangement of the day, or conveying important meeting information, emphasizing the implementation of the teller system.
4. After several months' efforts, we have completed the work of the electronic exchange system for entrusted charges by the Telecommunications Bureau, the Power Supply Bureau and the Social Security Fund. In the early stage, we spent a lot of manpower and time checking account information with commercial banks.
5. In order to strengthen the bank-enterprise reconciliation and reduce the risk, the bank-enterprise face-to-face reconciliation began on June 5438+00, and the branches concentrated on checking the reconciliation results. On June 5438+0 10, we adjusted the positions of tellers according to the characteristics of account collection, set up a bank-enterprise reconciliation post, and installed an electronic bank on the door to try our best to serve customers.
Third, cooperate with the service work and trade union work in the industry.
1. Solve the requirements put forward by various departments in time. For example, the accounting and settlement department, corporate business department, business development department and personal business department will arrange personnel to solve the problem in time if they need to cooperate or work overtime in business.
2. There are many kinds of business in the branch, and the business is busy. In addition, tellers usually pay more attention to the practice of business skills, and branches have also trained many technical experts. This time, the branch sent four players to participate in the competition and achieved impressive results.
Fourth, strengthen system implementation and guard against risks.
1. The new regulations issued by the municipal branch shall be organized for the person in charge of the counter to learn in time and conveyed to every teller in time. Please ask the accounting and settlement department for guidance in time and try to do a good job.
2. Check the business premises regularly and irregularly. If any violation of the system is found, put forward and urge the rectification in time, and strictly implement the system.
3. Because there are many people coming in and out of the branch and the stability coefficient is low, we dare not treat our business lightly. Every time we find an error, we will discuss the possibility of the error with the error narrator, point out the shortcomings and criticize it, and strive to reduce the occurrence of the error.
Over the past year, there have been many shortcomings in the branches, especially in the implementation of the system. At the same time, the quality of employees still cannot meet the high-intensity business risks of banks. Therefore, in xx, we mainly start with the implementation of the system and the improvement of the quality of employees to improve the work level of the branch.
1. Strictly implement the system, but provide good service for business development.
2. Continue to strengthen business training, do a good job rotation, and improve our professional quality.
3. Strengthen the evaluation and supervision of errors and reduce the error rate.
Summary of the work of the person in charge of the bank outlet 2 pages. 1. Strengthen the organization of deposits, strengthen the financial strength and consolidate the achievements of deposits.
First, our department makes arrangements for the deposit work early, strengthens the sense of competition, dares and is good at competition, and ensures the smooth development of the deposit work.
Second, the correct leadership of the Party Committee, the close cooperation of the organs and the joint efforts of all the staff in the business department are the basis for the steady growth of deposits. Our department has carried out a lot of work, such as the public deposit system, the tuition collection system for savings, and the public networking system for savings. On the one hand, it has ensured the stability of the original depositors, on the other hand, it has attracted some systematic industry deposits through network advantages. Under the leadership of the president, with the cooperation of the customer department and the credit department, our department has intensified the systematic public relations, grasped the system to catch large households, consolidated old households and expanded new households, and the deposits have shown a steady growth trend. Finance, medical reform, tobacco, construction, energy, transportation, schools, hospitals and other units and systems are the top priority of our public relations. By the end of 20xx, these system customers accounted for more than two-thirds of our total deposits.
Three, improve the service level, win by Excellence, and establish a good social image of our department. We should establish the concept that quality service of literature produces benefits, quality products and quality service of literature are always unremitting efforts. Combined with the standardization requirements of civilized and high-quality services of municipal branches and sub-branches, our department has paid close attention to counter services, and the level of literary talent has been significantly improved. According to the requirements of different customer groups, our department has also taken personalized service measures, equipped with special delivery personnel (namely account managers) to provide on-site service, which not only extends the counter, shortens the distance with customers, but also captures customer information, providing an important basis for leadership decision-making.
Fourth, improve the incentive mechanism, strengthen the assessment, implement the work efficiency linkage, give certain material and spiritual rewards to the experts who save money, and fully mobilize the enthusiasm of employees to organize deposits. Intensify the adjustment of credit structure and fully implement the double-excellent strategy.
Credit assets are the lifeline of banks' survival and development. Our department should further strengthen the adjustment of credit structure in accordance with the requirements of the superior bank, and make progress and retreat, and do something different.
First, intensify market development, expand double-excellent customers, strengthen the competition for superior industries and excellent customers, and actively promote the credit commitment of double-excellent customers. This year's loans were invested in advantageous industries, such as tobacco, schools, transportation, coal, agricultural breeding and national infrastructure projects. This year, the loan is xx billion yuan, mainly Longyan Cigarette Factory, xx Company, xx College, xx Industry and xxx.
Second, establish an elimination mechanism and resolutely eliminate inferior customers. Resolutely withdraw from the industries, industries and product fields restricted and prohibited by national policies, especially the five small industries explicitly prohibited by the state. In combination with the requirements of cleaning work, our department held an on-site meeting in time to clarify the key points of cleaning. For debtors, after comprehensive queuing, they should sue according to law, strive for prosecution, win the case and collect a sum.
Two, adhere to strict management, management, to ensure the healthy development of various businesses.
Our department pays close attention to the implementation of the basic system and implements ten directors and eight class teachers at the grassroots level. The counter staff and the class teacher should handle every business in strict accordance with the rules and regulations and in accordance with the requirements of the Accounting Law and the Accounting Cashier's Code. Our department successfully passed the accounting standardization inspection and the accounting computer system upgrade. In terms of credit management, our department adhered to the rules, standardized credit decision-making behavior, prevented and resolved credit risks, and successfully completed the preliminary work of credit system upgrading and five-level classification identification. Our department has effectively strengthened the work of three defenses and one guarantee, firmly established the concept that safety is benefit, and ensured the steady development of business and the realization of the goal of safety without accidents.
Third, vigorously promote party building and spiritual civilization construction.
First, strengthen and improve the systematic party building work, take business as the center and promote business with party building. Our department has made great efforts in improving quality, perfecting structure, strengthening management, perfecting system and strengthening unity, which has added internal vitality to the business department and further exerted its overall function. After the establishment of the Party branch of the Division, it is necessary to earnestly perform the responsibilities of one post and two responsibilities, do a good job in the implementation of various rules and regulations such as party member's education management, three meetings and one lesson, party member's democratic appraisal, and the quantitative assessment of the responsibility system for party style and clean government construction, and strive to follow the example of the Red Party branch and strive to create an advanced Party branch. The second is to deepen the activities of creating civilized units, creating civilized industries, building satisfaction windows, striving for the national youth civilization, strengthening the construction of professional ethics, improving the level and popularity of civilized and high-quality services, winning customers and credibility, and expanding new business. Third, earnestly strengthen and improve ideological and political work, continue to carry out in-depth learning activities from xx, xx and xx, and strive for both material prosperity and spiritual civilization.
While maintaining the honor of Agricultural Bank of China Youth Civilization, our department actively strives for the honorary title of National Youth Civilization, and further enhances the civilized and high-quality service level through its strong internal quality and external image. In the 65438+ organized by the city branch at the end of February, our department was rated as a perfect score, but there is still a big gap between the level of civilized and high-quality service and its own requirements. For example, the quality of employees is far from the requirements of the comprehensive teller system, and the loan officer can not meet the requirements of the account manager. Our department will work harder to further improve the quality and promote the service level of literary friends to a new level.
Fourth, the existing problems and shortcomings.
At present, the main difficulty of field management is that there are only two field personnel, a large amount of credit and a lot of routine work. Our department will adjust and enrich the field staff, strengthen the management of account managers, effectively standardize and strengthen the level of account managers, and actively expand business.
20xx is a year of development and innovation, and the work of the business department is still arduous. I will learn from Rao Caifu, He Guiping, Lin Hong and other activities, taking Hongfang Business Hall and Shexing Branch Office as examples. Keep in mind the requirements of superiors, make new measures in management, make new development in business and make new breakthroughs in thought, strive to reach a new level in business operation and create a bumper harvest in spiritual civilization construction.
Summary of the work of the person in charge of the bank branch 3 Looking back at the cashier's work in the past year, it is first a mistake, or a mistake, and finally a small achievement and experience. Below, I will summarize the cashier's work as follows, please give your valuable advice.
On mistakes, shortcomings and experiences
I used to be an accountant in the company, but I didn't have any specific operation and practice in cashier business. I always thought it was a scam, but I didn't think so. But I just started working as a cashier with this mentality, and I made many mistakes. The first mistake is the mistake of writing a check.
System requirements: Checks must be written neatly, without Lian Bi, and cannot be modified. Besides, my basic skills in block letters calligraphy are really too weak. If the strokes are not connected, the words cannot be written. Finally, it is also a skill to write the name of the company payable by cheque neatly and stamp the bank reservation seal. If the seal is heavy or double, the bank will refund it and delay the work.
Based on the above business requirements, according to my own software implementation experience and computer knowledge in the software company and my own work requirements, I developed the excel system for bill matching of Bank of Communications, which solved the shortcomings in practical work and improved work efficiency.
It can be seen that an open-minded and positive attitude is the basis for doing all the work well; The combination of study and practice can produce results. In college, the knowledge learned can't be used to solve specific problems, and it is empty and tasteless, because there is no problem in front of you, and the result exists in front of specific problems.
Second, the achievements made
During this period, I did the following specific work in finance and housekeeping.
1, in strict accordance with the requirements of the financial system, handle expenses reimbursement, cash and cheque receipt and payment business.
2, the eighth working day of each month on time to pay the wages of employees of this unit.
3. Timely register cash and deposit journal. Prepare bank balance reconciliation statement at the end of the month.
4. Draft financial documents and personnel documents and distribute, circulate, file and keep them in time.
5, supervision personnel attendance registration, office drinking water arrangement.
6. Issue invoices for daily collection business, and keep blank invoices and other checks.
7. A bill printing system based on excel platform is developed.
8. Fill in the local tax return.
9. Complete the work assigned by the financial manager.
The cashier's job seems simple, but it is difficult to do. This achievement can not be achieved without the patient teaching and personal practice of the unit leaders. One year's post practice has made my financial work level by going up one flight of stairs. I know that being a cashier can never be described as "relaxed", nor is it a "trick". It is the front line of economic work, the gateway of financial revenue and expenditure, and occupies an important position.
Summary of the work of the person in charge of the bank branch 4 Since I worked in XX Bank Branch (according to the customer's own position), I have been good at summing up experience from my daily work and effectively improved my comprehensive quality. With the support of colleagues and presidents of outlets, the internal management mechanism of XX Bank has been continuously improved, and the service level and various achievements have been greatly improved. For the better development of our bank, I was assigned to work in X Bank by my superiors on X, X, X, during which I considered myself on the basis of "virtue, ability, diligence and success". It is like a ruler, weighing you up and down, looking at you, measuring you, weighing you, and becoming an idea of self-restraint, self-transformation, self-exercise and self-improvement. Below, I will summarize all aspects of my temporary work as follows, please comment.
I. Learning situation
After the attachment training began, in order to make up for my shortcomings in practice and help me integrate into the new working environment as soon as possible, XX Bank first arranged for me to have a ten-day study and understanding activity in various departments to learn about the good practices and advanced management models of XX Bank in business management. During these X days of study, I visited the accounting and settlement department, planning and finance department, corporate and institutional business center, personal banking center, risk management department and other departments of XX Bank. The heads of various departments patiently explained the main functions and business processes of their respective departments, and showed me various rules and regulations formulated in recent years, such as Detailed Rules for the Administration of Tellers of XX Bank, Measures for the Administration of Beijing Branch of XX Construction Bank, and Measures for the Assessment of Individual Account Managers of XX Branch. By reading these documents, I have a comprehensive understanding of the business types and management of XX Bank, which is of great reference value to my future teaching and professional construction. In addition, in order to cope with the increasingly fierce competition in the same industry, better adapt to the changes in market and customer demand, further improve the level of specialization, intensification and refinement of management, and reduce the management level, XX Bank has carried out active organizational reform, adopted flat management, and newly established a number of directly affiliated branches. The speed and intensity of such reform touched every employee and put forward a great test for the management and guarantee of XX Bank. In order to ensure the smooth development of the reform work, during this period, XX Bank issued a large number of rules and regulations on business standard integration, risk control, network transformation and security. After reading these documents, I deeply realized the confidence and determination of XX Bank to carry out this reform and the pioneering spirit of XX Bank in the face of changes in the market environment, which will add many vivid cases and materials to my teaching and help me to carry out targeted teaching activities in the future.
In order to further deepen my understanding of the banking system and learn from the advanced practices of banks in marketing, risk management and credit evaluation, after the department visit, I went to the savings office, personal financial center, SME service center, personal housing credit center and other business departments for in-depth investigation and study, and had face-to-face exchanges with front-line business personnel and customers, which benefited a lot. During my secondment in XX Bank, I actively communicated with the lobby manager and the front desk teller, and asked them some specific questions, such as the division of functions, post setting and responsibilities, cash management of outlets, business varieties of different outlets, the handling process of specific businesses, and the teller assessment system. Their enthusiastic answers have solved some puzzles in my daily work and invisibly improved my professional level.
Years of work experience have made me fully realize the importance of learning and dare not slack off. Take an active part in various studies at work, learn and master the national guidelines, routes and policies in time, understand the strategic deployment and requirements of the head office, and constantly improve their ideological quality. In order to do a good job in the temporary work of XX Bank, I have been working hard to learn relevant theoretical knowledge in combination with my own work practice. Record the operation skills of each post in detail, and complete each task seriously, efficiently and on time through the knowledge you have learned, and successfully complete the post-employment goals; At the same time, we will continue to strengthen the training of our own ideological education in order to better serve our customers.
Two. Internal management achievements
In the development of bank outlets, we will conscientiously complete the contents of all kinds of documents newly issued by the head office and sub-branches this year and strictly implement the newly formulated regulations of each register; Strictly require each teller in the outlet to standardize the operation. In the internal management of bank outlets, I mainly did the following work during my tenure: First, I carefully sorted out the workflow and established an effective post responsibility system. In this process, through comprehensive analysis, I listed the responsibilities of various posts in the network and cancelled some inefficient posts. At the same time, in order to facilitate management, we also insist on separating some posts with great differences in work content to realize the systematic management of each post in the network. Adhere to the scientific and reasonable division of posts to achieve the purpose of preventing risks; The second is to improve the internal control and supervision institutions and improve the comprehensive quality of network members. In my daily work, I am very aware of the importance of internal control and supervision institutions, so I require the staff of internal control and supervision institutions in outlets to be familiar with various businesses and have a strong sense of responsibility. At the same time, I also formulated a scientific and reasonable inspection implementation plan according to the actual situation of outlets, so that all routine inspections can be implemented.
Thirdly, the cultivation of overall awareness, service awareness, management awareness according to law and competition awareness.
I have been working in XX Bank for XX (time). XX Bank is a constantly developing and innovative bank. Therefore, we can only keep pace with the development of XX Bank if we make common progress and grow rapidly together. "Deposits rely on public relations, and stable deposits rely on services." I have always had a deep understanding of this. Therefore, in the temporary work, I always maintain a good service ethics and constantly improve my service skills. In handling business for customers, I always seek the highest quality at the fastest speed. I would rather be tired than let customers wait one more minute. In order to improve the speed of handling business, I will also learn from other outstanding comrades, exchange good work experience with each other and make progress together. I remember when I was on the job, someone said, "A customer's complaint shows that the customer has needs, and the customer is willing to stay with you to do business, so they will express their opinions. If the customer has no demand, he can change to another bank without making any comments. " Therefore, if customers give me advice at work, I always accept it with an open mind and say that I will try my best to correct it, which not only wins the trust of customers, but also establishes a good image for XX Bank.
With the rapid development of XX Bank, its business is becoming more and more complicated and its customers' requirements are becoming more and more strict. The increasing business volume makes it difficult for us to adapt for a while. Some previous irregularities need a lot of time and energy to rectify. Someone asked me if I was tired working here. I often answer that I am not afraid of being tired, but I am afraid I won't. I'm not afraid of difficulties, but I'm afraid it's not done yet. Because we love this job and XX Bank, we are willing to spend more time on our work than others, and only want to complete all the work of the internal manager of the branch.
The achievements made in the affiliated work of XX Bank, no matter how big or small, are the past and history. Facing the reality and future, I will face up to my own shortcomings, think and analyze myself comprehensively, and strive to achieve the following points in my future work in accordance with the spirit of the 18th National Congress and the concept of "Chinese Dream": First, I will continue to strengthen the risk prevention of bank outlets, actively implement safe and civilized management, and make XX Bank (the bank where customers work) develop steadily and healthily; Second, constantly learn new business management knowledge, better display their talents, make outstanding achievements, and improve their working ability to a higher level. Contribute to the better development of XX Bank.