Summary refers to analyzing the experience or situation in a certain stage of work, study or thought, and making written materials with regular conclusions, which can help us sum up previous thoughts and carry forward our achievements. It is better to act immediately and write a summary. Have you figured out how to write a summary? The following is a summary of our activities in the community, which is for reference only and I hope it will help you.
Summary of bank community activities 1 With the development of economy, financial activities are increasingly close to the daily life of ordinary people. 65438+1October 65438+March, the bank selected the community "Fu 'an B District" with high occupancy rate within its jurisdiction to carry out activities of popularizing financial management knowledge and preaching common sense of financial management. Provide financial consulting services for community residents at close range, and impart the financial knowledge and skills that ordinary people need to know in their daily lives to community residents.
At the event site, we used posters, exhibition boards, leaflets and other means to promote activities in all directions, creating a good publicity atmosphere. During the activity, our staff warmly and generously distributed financial knowledge leaflets to passers-by and community residents, and communicated face-to-face with customers while distributing promotional materials to keep abreast of the needs of customers with personal work plans. At the same time, it also explained the topics that residents have recently paid attention to, such as interest rate marketization, RMB anti-counterfeiting, and prevention and control of fraud cases. Community residents responded well, indicating great gains.
"Look, this is a counterfeit banknote with a face value of 50 yuan. The difference between it and real money is that" dozens of residents are listening to the staff of our bank explaining the knowledge of counterfeit money, from the characteristics of 10 yuan counterfeit money to the difference between 100 yuan counterfeit money and real money.
Then, the staff told everyone about the bank's current deposit interest rate and deposit skills. During the exchange, a resident mentioned that when the old man made a deposit in the bank, he was accidentally saved as an insurance policy. The staff of our bank told the resident that when depositing money in the bank, we should first read the name of the certificate clearly. If the other party gives an insurance policy for depositors to fill out, the insurance policy will generally indicate the name of the insurance company, the types of insurance and many additional terms. If it is a time deposit certificate, it will show the deposit term, deposit interest rate and other contents, and the title of the deposit certificate is often marked with the words "XXX bank time deposit certificate". The name of the banking institution will not be displayed on the insurance policy.
It also explained the use and convenience of personal online banking, mobile banking, SMS, telephone banking and other electronic banking, so that customers can fully understand the advantages of our electronic banking products and the convenience of handling business, which has been recognized by more customers.
Summary of bank community activities. The Personal Finance Department of Jincheng Branch has set a new goal when formulating the assessment method and work focus of personal finance from April to September in 20xx, focusing on targeted financial management and targeted marketing (high-end, community) in off-season marketing. In the third quarter, we launched the activity of "bending into the community" to improve the market share of high-end customers in the radiation area of outlets. Specifically:
First, outlets choose their own communities. Communities include not only residential communities, but also various professional markets, such as clothing market, commodity market, building materials market and logistics market. The extension of the community has expanded.
The second is to make a quantitative goal plan. Who are your target customers, how many, through what channels and means, what product areas are covered, and what goals are to be achieved.
During the transition period in the third and fourth quarters, the president in charge and the department manager conducted a comprehensive survey at various outlets, and assigned special personnel to promote and summarize good practices and experiences. It is consistent with the continuous single-target group theme marketing activities on expanding the market scale of payment and settlement products in Jinjian Jinge [20xx] No.42 issued by Shanxi Branch at the beginning of the year.
Summary of Bank Community Activities Three days ago, Bank of Communications entered community activities and Jinyun Jiayuan Square, Zhongxing Road, Buji. According to reports, the activities of the day attracted many residents' positive responses.
According to reports, the convenience service of Bank of Communications entered the community activities to thank the owners for their support to the business of Bank of Communications, and to show the characteristics of the convenience business types of Bank of Communications, including the self-service functions of Bank of Communications, such as the recharge business of Yuetong Card and shenzhen tong, and the payment of water, electricity and coal fees and traffic fines. Mobile banking is free, movie tickets are booked by mobile phone, mobile phone recharge business, and credit cards and bank cards are handled on site.
In addition, for customers who have newly established Bank of Communications credit cards and Yuetong cards, the bank has also given different degrees of concessions while giving exquisite gifts. In order to attract the enthusiasm of community residents, the bank held a variety of on-site activities, including offering more than 20 kinds of daily necessities far below the price of supermarkets for sale, and exchanging points for parent-child games for gifts and on-site lottery. The film screening that night was welcomed by the residents of the community, and also made the brand image of Bank of Communications Financial Management more deeply rooted in the hearts of the people.
Summary of Bank Community Activities 4 In order to improve the cleanliness of circulating RMB, further optimize the structure of circulating RMB bonds, improve the cleanliness of circulating RMB, and increase the recovery of RMB that is not suitable for circulation, HSBC Sub-branch launched the "Cash Service into the Community and Market Convenience Activities" at the entrance of the business hall on July 24, 20xx, providing services such as change, residual currency exchange and anti-counterfeiting knowledge explanation to nearby merchants and community residents at close range.
The activities were carried out in the form of electronic lintels, electronic screens, hanging banners, placing RMB anti-counterfeiting knowledge, brochures and posters at the damaged currency exchange office, and distributing promotional materials and small gifts on the spot to explain anti-counterfeiting features and other knowledge, and handling small damaged currency exchange business for customers.
Chief XX of the Currency Distribution Department of the People's Bank of China came to the site to guide the staff of our branch to carry out this activity together with Director XX of the Redian Center of XX Rural Commercial Bank, and to explain the anti-counterfeiting knowledge of RMB and the exchange standard of residual coins to the people who came to consult together with the staff of our branch.
During the activity, our sub-branch specially formed a publicity team, carrying new RMB coupons and brochures with different denominations, and went to nearby shops, communities and other crowded places for mobile publicity, and distributed leaflets to the masses, explaining in detail the currency knowledge such as RMB exchange standards and how to keep RMB clean, which further established the good image of HSBC sub-branch in facilitating the people and serving the society and achieved good social response.
The atmosphere at the event was warm and the interaction was frequent. Bayannaoer TV reporters recorded the whole process of "cash service into the community, into the market to facilitate the people" activities, which expanded the radiation of publicity and enhanced the coverage and influence of the activities.
In this publicity campaign, * * * exchanged RMB 6,600 in small denomination, damaged RMB 250 yuan, visited 30 merchants, visited merchants to exchange RMB 1 0,000 in small denomination, and 500 yuan, * * * distributed 500 leaflets and answered questions from the masses for 60 times, which was highly recognized by nearby merchants and surrounding people. In the future, HSBC Sub-branch will continue to give full play to the geographical advantages of business outlets, carry forward the service spirit of satisfying every customer, actively cooperate with the People's Bank of China to do a good job in cash receipt and payment, and better provide cash services to the broad masses of the people.
Summary of bank community activities 5. In order to enhance the public's awareness of financial safety and knowledge, and create a good financial service environment, according to the notice requirements of China Banking Association on launching the 20xx annual "Universal Financial Knowledge Miles" campaign, the Bank organized a special publicity campaign of "Financial Services for All" in April. The relevant information is hereby notified as follows:
I. Organizational arrangements
In order to ensure the smooth development of the publicity activities of "Financial Services Inclusive Public Service Month", the retail business department of the Head Office is responsible for the unified deployment, organization and coordination of the publicity activities of the whole bank, and issued the Notice on Launching the Special Publicity Activities of "Financial Services Inclusive Public Service Month", which clarified the objectives of the activities and required the sales department of the Head Office, regional management headquarters of branches and retail business departments to arrange special personnel to implement specific activity plans, and be responsible for the promotion, tracking and summary of the overall activities.
Second, the overall situation of the activities
1, participation
In April, all regional branches of the Bank responded positively, mobilized all staff and carefully organized and carried out this activity. According to statistics, more than 230 outlets of the whole bank participated in this activity, carried out more than 300 activities of different forms and scales, distributed more than 60 million copies of various publicity materials, employed about 1500 people and had nearly 8,000 customers. The monthly activities are mainly divided into April 1 concentrated publicity day and publicity activities during the service month. The forms of activities mainly include setting up stalls in the core area of the centralized publicity day, promoting bank outlets, promoting communities and promoting financial knowledge through multimedia channels.
2. Set up a booth in the core area of the concentrated publicity day.
On the publicity day of April 1 day, all business units in Shanghai set up publicity desks in branches or outdoors in main core areas and crowded areas, covering not only the bustling People's Square in Shanghai, Jing 'an Temple business district on Nanjing West Road, Xujiahui business district and Sichuan North Road, but also suburban counties such as Chongming, Jinshan, Fengxian and Qingpu. The participating outlets of local branches cover at least the city where the branch is located. By setting up a publicity desk, we will popularize banking knowledge such as bank cards, financial services, self-help channels, loans for small and medium-sized enterprises, and services for agriculture, rural areas and farmers around the characteristics and service processes of our financial services, and accept financial consumer consultation.
3. Network promotion
All participating outlets will put promotional materials such as the "Financial Knowledge Miles" activity brochure, the Bank's "Cai Hui" wealth management products and the "Kumquat Loan" personal consumption loan at the service desk of the outlets. The president of Lu Sub-branch is responsible for the outlets, and the lobby manager, lobby assistant, account manager and other key personnel participate in the publicity group, distribute publicity materials to customers, popularize banking knowledge such as bank cards, wealth management services, self-help channels, loan payment for small and medium-sized enterprises, accept financial consumption consultation, and answer customers' questions and puzzles in detail.
While doing a good job in popularizing financial knowledge, the outlets publicize the Bank's business characteristics and related product advantages. First, focus on promoting bank cards and self-service channels, and use our good life card to withdraw money from ATM without handling fees; Exclusive services for elderly customers such as entering the wrong password and not swallowing the card; Inclusive activities such as inter-bank transfer fee 1 yuan in the same city. At the same time, guide customers to the "online banking experience zone", and the computers specially used by customers are open at any time. Due to the complicated steps of registering personal online banking for the first time, although there are illustrated guides in the U shield box, it is still difficult for middle-aged and elderly customers who are not good at using computers. With the patient help of the service staff in the lobby of outlets, many customers have completed all the preparations for using personal online banking, which has won unanimous praise from customers. Second, focus on publicizing the wealth management, personal loan service features and service processes of banks. For example, many suburban residents know little about wealth management business. Zhao Xiang Sub-branch lists our wealth management products to customers in the form of theme boards and answers their questions one by one. Another example is that Mr. Jiang, a customer, was very interested in our "kumquat loan" business when consulting in Tianshan Sub-branch. The account manager analyzed the customer's needs and assets, and introduced the four characteristics of kumquat loan and Mr. Jiang in detail. Knowing that Mr. Jiang is a mortgage customer of our bank, his children need capital turnover for studying abroad, and his conditions have met the requirements of kumquat loan, after making further plans and clarifying the specific payment requirements of customers, we invite customers to our bank for quick financing.
4, into the community publicity
In order to strengthen the publicity effect, all business units actively deployed to make all outlets "go out", enter the community, approach the citizens, form a professional publicity team, and actively provide on-site financial knowledge popularization services for community citizens and corporate customers.
During the activity month, Deping Road Sub-branch of Pudong Branch carried out activities to popularize financial knowledge in Huangshan Third Neighborhood Committee. First of all, the branch account manager introduced our various wealth management products and funds to customers, and many people showed great interest in our wealth management products and funds, saying that they would go to the branch to buy wealth management products, and the activities received good response. Secondly, the lobby manager of Deping Road Sub-branch introduced the geographical location, traffic situation and business scope of Shanghai Bank, and introduced the anti-counterfeiting skills and anti-fraud points to customers. With the case of successfully intercepting fraud in Deping Road Sub-branch, he vividly taught customers how to identify fraud and told them not to believe other people's bluff, to keep a clear head and to ensure the safety of funds. At the same time, it also introduces the characteristics and advantages of China's credit cards. The lobby manager explained the benefits of using a credit card with his own personal experience, and the effect was very good. He applied for a 18 credit card on the spot.
The business department of Ningbo Branch, Ningbo Haishu Sub-branch, Ningbo Yinzhou Sub-branch and Ningbo Jiangbei Sub-branch respectively stationed in Tianguan Heting Community, Xingfuyuan Community, Fan Jing Garden and Jinshan Road Sanjiang to preach financial knowledge.
Four employees of the Small Business Personal Business Department of Shaoxing Branch of Hangzhou Branch held a publicity activity of "Financial Services Inclusive Public Service Month" in the lobby on the first floor of Caizhi International Building, a high-end office building in Ke Qiao. During the activity, the branch's wealth management manager had face-to-face communication with the company's bosses and employees in the office building to publicize wealth management knowledge and introduce wealth management products. At the event site, customers came to consult the owners of financial products such as online banking, investment and wealth management, foreign exchange trading and credit cards, and the wealth management manager gave them patient and meticulous answers. By distributing publicity materials and giving small souvenirs at the entrance of the office building, we conveyed the professional service of Shanghai Bank to our customers, which was welcomed and praised by our customers.
The business department of Suzhou Branch cooperated with Suzhou Dushu Lake Library to hold financial knowledge exhibition and children's model airplane competition. About 30 families and more than 50 people attended the lecture. During the lecture, customers enthusiastically asked questions and actively participated in the interaction. Customers reported that parents and children learned a lot of financial knowledge through activities, and children also participated in the production of model airplanes, which gained a lot. The activity attracted the borrowing readers to wait, and affirmed the form and content of the activity.
5, the use of multimedia publicity channels to carry out financial knowledge publicity.
The slogan of this activity was displayed on more than 280 outlets and more than 300 outdoor electronic display screens: "Shanghai Bank's activity of popularizing financial knowledge is in full swing!" , forming a beautiful landscape.
Three. Short stories and typical cases in the activities.
During the activity, an aunt in her seventies came to the information desk, picked up the leaflet of our wealth management products and read it carefully. The lobby manager took the initiative to introduce. I didn't expect the old aunt to say, "The income of your products is too low. I was invited to dinner yesterday. The products introduced to me by others are 65,438+00% a year. My promissory note has just been opened and I'm going to buy it. " Going his own way, the lobby manager found something fishy, so he started a dialogue with the old aunt. During the conversation, I learned that the aunt attended a dinner hosted by an investment company that didn't even have her own name, and the investment direction of the so-called wealth management products was not clear. I just know that there are lawyers involved, euphemistically called "protecting the rights and interests of these minority shareholders", and there will be lawyers to supervise the flow of funds. Our lobby manager asked if it was a trust product, and my aunt said it was definitely not. In this case, we basically believed that the aunt had been cheated, so we patiently explained to her the income status of our bank wealth management products and the operating principle of the products. And explained to my aunt that a year's 10% product is risky and not suitable for her current situation. The aunt still didn't believe us, so we worked with her and asked her to call the younger generation at home. The daughter who is working is very anxious when she hears the old aunt say this, so we can't let the old man give this promissory note to the so-called investment company anyway. At the same time, she asked the old man to tell her the name and address of the investment company and help her to inquire online. Later, she found that there was no such company by the South Suzhou River, and the old man began to doubt it. Our bank staff also struck while the iron was hot, and advised my aunt not to worry. She took the promissory note and went home first, and then discussed it with the children. In addition, she also brought back a copy of our wealth management products for comparison. "At this age, it is better to have less interest than no principal at all, otherwise something will happen in a hurry." Through the lobby manager's constant persuasion, the old man thought about some truth and went home with the promotional materials of our bank.
Although this aunt is not a customer of our bank, she can save her savings for so many years, which also embodies the concept of "universal benefit".
Four. Activity effect evaluation
On the whole, the activity achieved the expected results, effectively deepened the public's knowledge and understanding of banking finance, conveyed advanced financial management concepts to the public, publicized the convenience and changes brought by various modern financial tools, enhanced the public's awareness of financial security and risk, improved the quality and efficiency of civilized and high-quality services, and actively displayed the brand image of Shanghai Bank.
This activity has narrowed the distance between banks and residents around outlets, conveyed our concept of serving the people, highlighted the image of "citizen bank", and expanded the radiation of outlets to the financial knowledge of surrounding communities and expanded the influence of banks. Citizens hope that banks can hold more similar publicity activities.
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