Monthly summary report of operation supervisor 1
Since I took office, under the correct leadership of the bank leaders, with the strong support of all employees, I have actively cooperated with the superior leaders and earnestly fulfilled my post responsibilities, and successfully completed all the indicators and tasks issued by the branch, ranking among the best in all the assessments of the unit. The work of the past year is now reported as follows:
First, strengthen study and improve quality.
At present, we are facing a new environment. We should adapt to the new economic situation while learning from previous work experience. If you don't understand anything in your work, you should actively consult your colleagues with an open mind and master the business skills of each position as soon as possible. At the same time, we should carefully study all kinds of business documents issued by sub-branches and master the business development trends of sub-branches so as to correctly handle all kinds of business relationships in our work and enter the role as soon as possible.
Second, enter the role and earnestly perform your duties.
As an operation supervisor, I strictly follow the requirements of standardized services and my post responsibilities, meticulously implement them, adhere to the daily morning meeting system, and make the morning meeting as short as ten minutes colorful, which improves the morale of employees and inspires their spirit. Adhere to the three-day inspection system, daily regular meeting and weekly report meeting. Effectively mobilized and stimulated the enthusiasm of employees in marketing products. Combined with the quality customer management system, do a good job in quality customer maintenance, marketing and contract management.
(1) Strengthen the concept of quality service and improve the quality of counter service. Take the transformation of outlets and the introduction of standardized services as an opportunity. By organizing employees to learn, watch the process, service standards and marketing terms and skills of each position, and discussing and writing, employees can feel through games, so that employees can further understand the connotation of quality service, strengthen the concept of quality service, implement the service concept in their work, standardize the counter service standards, and master the service skills such as how to resolve customer dissatisfaction and properly answer customers, and the counter service level has been greatly improved. Marketing personnel conduct business diversion and customer guidance in the lobby, and guide customers to use self-service equipment; Business consultation and product promotion; Identify and recommend high-quality customers and expand potential customers; Personal financial product marketing and services, handling customer objections and complaints; Maintain the business environment and order. All kinds of postures are coordinated and relaxed. Many employees' professionalism and thoughtful service have been praised by most customers.
(2) Strengthen team building and give full play to the positive role of the incentive mechanism. In order to further improve the enthusiasm of employees, the performance distribution assessment of employees is refined and quantified according to the assessment standards, and obvious results have been achieved. In order to reflect the scientific nature of the assessment, different assessment indicators are set according to different jobs, and a work ledger is established for each employee, and all employees participate in the assessment. Teller assessment, marketing performance, error assessment and deduction are announced one by one every month, making the assessment more fair, just and open. With the adoption of indicators, employees' income increased.
(3) Actively expand business and successfully complete all indicators of the Bank. First, do a good job in the maintenance and intensive cultivation of existing customers, always take customer service as the service purpose, measure the quality of our work with customer satisfaction, always put customers first, and constantly improve the service model in order to achieve the effect of bringing the old with the new. Second, actively carry out various publicity and marketing work, develop new customers, enhance mutual understanding and trust through effective communication on weekdays, and treat every customer with inquiries, guidance, publicity and marketing, which has played a certain role in establishing our business brand and business development.
Third, do business honestly and establish an image.
During my tenure, I have been responding to and implementing the relevant policies of the superior bank, earnestly studying and understanding the spirit of the branch's documents, constantly changing my concept, improving my service level, raising my awareness of strengthening management and preventing risks, and maintaining a clean work style. As the operation supervisor, I unite all the employees, set an example, adopt an "open, fair and just" attitude in dealing with problems, take facts as the basis, be impartial and convince people by reasoning. After work, I will continue to strengthen my study, improve my business and management level, and strive to be a qualified deputy.
Four. Existing problems and work plan
Although I have made a lot of achievements in a year, there are still many shortcomings, such as insufficient innovation ability, insufficient management experience, and insufficient consideration and handling of individual problems; The comprehensive quality needs to be improved, the professional level is not comprehensive enough, and the management ability still needs to be strengthened. In 20_ years of work, I will do the following:
1. Take effective measures to strengthen services and make deposits grow steadily.
Quality service should be persistent, steady and unwavering. In addition to formulating and implementing various systems, it is also necessary to strengthen the supervision and inspection mechanism. There is no end to quality and civilized service. Persistence is the key, and implementation is the most important. Small windows reflect the overall appearance and reputation of banks, solicit opinions and suggestions from customers extensively, solve problems existing in service work, ensure that standardized service standards are implemented in every work link, and establish a good service image of banks with high quality, high efficiency, quickness and safety. First, give full play to the role of window, strengthen counter service, urge and guide tellers to use marketing terms in time, and carry out "three more" services, so that customers can feel that the business I handle is a pleasure. Second, give full play to the role of contact and cooperation with account managers, rely on the high-quality customer system and combine counter services, while maintaining existing high-quality customers, vigorously expand new high-quality customers, further improve marketing level, improve marketing efficiency, and drive deposit growth with diversified financial products. The third is to seize the favorable opportunity of comprehensive marketing of personal business during the holiday season, increase marketing efforts, and promote savings deposits to a new level.
2. Strengthen the maintenance and marketing of quality customers.
The core of the function transformation of outlets lies in customer stratification, business diversion and function division, so that more than 20% middle and high-end customers can enjoy the best service of CCB, thus enhancing the loyalty of high-quality customers, further enhancing the sales opportunities of products and services, and establishing CCB's own brand. For high-quality customers, we will further strengthen the service and expansion of high-quality customers in optimizing customer structure and improving the quality of business development. On the basis of strengthening the construction of outlets and standardizing counter services, combined with the opening of high-quality customers and VIP windows, we will provide multi-channel, all-round and diversified services to high-quality customers through self-service facilities, online banking and telephone banking. Increase the innovation of high-quality customer assets and intermediate business products, promote the gradual transformation of high-quality customer service from single product to multi-functional product service, and continuously improve the types and proportion of products used.
Times are changing, the environment is changing, and the work of banks is changing all the time, which requires me to change with the situation. Learn new knowledge, master new skills, adapt to the changes in the surrounding environment, improve their ability to perform their duties, train themselves to be a comprehensive and qualified operation director, be a good assistant and staff officer of superiors, and do their job properly. Of course, I still have some shortcomings in handling and operating some details. I will hone myself in my future work and study, improve myself with the guidance and help of my leaders and colleagues, develop my advantages and make up for my shortcomings.
The above is my debriefing report. Please criticize and correct my shortcomings.
Monthly summary report of operation supervisor 2
The end of the year is approaching, and I am grateful to the branches and savings offices for giving me the opportunity to study and exercise continuously during this year. In order to lay a good foundation for next year's work, I will summarize the work of _ _ _ for the whole year:
I always adhere to the principle of "work first", conscientiously implement all the rules and regulations in the hospital, be conscientious and work hard, always spur and improve myself with the service concept of "innovative service and lasting service", and strive to provide standardized and high-quality services for depositors with the purpose of customer satisfaction. Today, I am concerned about the quality training of employees in Tong Yuan Branch. I study business skills hard, and on the basis of mastering the original business process, I study new business seriously and actively, especially personal gold business. At work, he can always think about what customers think, worry about what customers are anxious about, and give customers the most satisfactory service. The annual business is handled quickly and accurately, and the business volume has been in the forefront of the hospital, with an average monthly business volume of 4,500. For example, in the second quarter, I opened a wealth management account with an amount of1million, and organized other banks to deposit more than 800,000 yuan.
I have been in charge of business since _ _ _ _. In the case of a serious shortage of staff in the savings office, I took the initiative to share the worries for the leaders, regardless of personal gains and losses, giving up long breaks and working overtime in the office, which played a correct role in the work.
In order to achieve "customer satisfaction first", I not only prepare to open the door on time every day before going to work and provide full service, but also often sacrifice my personal rest time to deal with various businesses of the unit and actively promote our products to customers, such as funds, national debt, insurance and so on. And make the explanation concise and easy to understand, so that customers can understand and accept our products in the shortest time. For high-quality customers, I basically use "standing service" to "welcome them when they come and send them when they leave". In addition, I patiently and meticulously explained personal financial services such as personal savings business, personal consumption loans, personal housing loans, and personal e-banking, which were well received by customers. Since the beginning of this year, it has been praised by customers for more than 20 times, and has not received a single customer complaint, and has been praised by unit leaders many times.
Based on a high sense of responsibility and customer-oriented service concept, after a year of hard work, study and practice, I won the honorary title of "Best Supervisor" of Nan 'an Sub-branch twice in the second quarter of this year, and won the "Best Accounting Quality" award of the branch twice, ranking third in the city in the number of errors in the second quarter. These honors and achievements can not be achieved without the training of leaders of expense banks and savings offices and the concern of colleagues.
In order to adapt to the new changes, while mastering modern office equipment and business skills, I also pay attention to improving my own quality to meet the needs of financial modernization. Recharge yourself after work and try to learn computer skills by yourself.
Through these years' work, I have improved my comprehensive quality and exercised more maturely. In the future work, I will continue to be a master, be conscientious, work hard, love my job, learn from each other's strengths, and make my modest contribution to the development of the institute as always.
My work slogan is: "provide better service to customers and implement quality service!" " "
Monthly summary report of operation supervisor 3
In order to strengthen the internal accounting control construction of Agricultural Bank, further improve the operation supervision mechanism, improve the verification quality of monitoring information, enhance the risk prevention ability, and build an effective internal control system, according to the duties of the operation supervisor and the relevant business rules and regulations of Agricultural Bank, the performance of the operation supervisor this month is reported as follows:
I. Work situation this month
(1) Check the preparation before business every day. The counters are placed in an orderly manner, the environment is clean, the front door and business premises are cleaned, all tellers are on duty, and the testing and monitoring equipment is running normally.
(2) Do a good job in baggage handover management, check the teller's cash box and heavy empty balance, report the cash allocation in time, reasonably arrange the payment of daily business cash and large amount of reported cash, supervise each teller to do the standardized operation of starting and signing in, and strictly follow the requirements of the Interim Measures for Business Management of Teller Fingerprint Authentication System of Agricultural Bank of China, and urge tellers to pay attention to the standardized operation of stamping password and touching the library twice a day when signing in.
(3) Do a good job in the registration of the operation supervisor, timely review the correctness of the previous day's accounting transaction, account use, entry, account cancellation and account cancellation, carefully check the accounts and transactions generated by the kernel system, and register the operation supervisor's work log as required.
(4) Do a good job in daily counter supervision and inspection, urge LaSalle to timely write off, timely receive accounts, timely handle inquiry and reply business, and timely handle small payment and large payment system business. It is strictly forbidden to unreasonably press tickets, lose tickets or refund tickets, carefully review authorized business, and insist on handling authorized business according to procedures, regulations and principles.
(5) Write off the centralized monitoring and early warning information in time as required, carefully review the information content, comprehensively and carefully verify the transaction details of the special information content, make a good description and registration of the information, report the abnormal situation of the system to the monitoring management personnel at the next higher level in time, do a good job of day-end follow-up, and check the account balance of each teller and the account balance of this department to achieve daily reconciliation.
II. Assessment of the situation
This month, the scanning rate of our outlets was 2%, and two accounts were erased, with an authorization success rate of more than 2%.
Three. Superior bank inspection
This month, I was inspected by the operation management department and supervision manager of the bank.
Fourth, the rectification situation
According to the problems found by the superior bank and other departments, we will carry out unified rectification in accordance with relevant systems, regulations and methods to ensure that whoever is responsible for rectification is responsible and everyone is responsible, leaving no dead ends. Organize all employees to seriously study the Measures for Handling Employees' Violation of Rules of Agricultural Bank of China, Operating Rules for Counter Business and Three Guidelines, and explain and analyze the causes of the problems in combination with the problems found. Prompt tellers to understand the causes of problems, enhance their understanding of problems and solutions, reduce operational risks to the lowest point, seriously reflect on problems that do not perform their duties at work, dare to take responsibility, dare to correct mistakes, make fewer mistakes in the future, and report the monthly report and rectification situation realistically.
Be diligent in thinking and adhere to principles in daily work, so as to maximize the supervision function of the operation supervisor.
Monthly summary report of operation supervisor 4
Over the past year, with the help of leaders at all levels of the sub-branch, I have always adhered to the first principle of "strictly controlling risks and operating safely", cooperated with the construction of "three industries, three railways" of the sub-branch, strengthened the internal management of outlets, strengthened the construction of internal control system, continuously improved the accounting quality and service level, and ensured the rapid and healthy development of the sub-branch business. It realized the irresponsible risk events and counter-complaints of the sub-branch throughout the year, and played its own modest role in the establishment of the "three transformations and three railways" of the sub-branch. Now I will report my performance to the leaders as follows:
First, lead by example, strict management, strong sense of professionalism and responsibility.
At work, I try my best to perform the duties of operation supervisor and become an excellent operation supervisor.
For the work, pragmatic, diligent and serious, dare to take responsibility. In the work of _ _ years, I can be strict with myself, strengthen my ideological and moral construction, improve my professional quality and establish a correct outlook on life and values. Pay attention to strengthening the cultivation of love and dedication, further enhance the sense of responsibility and dedication, love their jobs with the spirit of ownership, and constantly improve their own quality. In order to do a better job, based on their own posts, constantly self-pressure, study hard and concentrate on business skills.
Second, persist in carrying forward the spirit of being willing to endure hardship and dedication in daily work.
Arrive at work as early as possible before going to work every day, make all the preparations before business, leave the post last at the end of every day, check and do the finishing work of the day, and ensure that all the businesses accepted on that day are error-free; As long as there is something wrong with the outlet, whether you are resting or not, you can rush to the outlet in time to deal with it, so that the normal operation of the outlet can be guaranteed.
The third is the working idea of taking building "three industries, three railways" as the fundamental goal of accounting compliance construction of business outlets.
Pay close attention to the internal control management system and early warning monitoring system of outlets, and promptly remind and supervise the compliance operation of tellers. Make full use of the morning and evening meetings of outlets, organize outlets to learn the latest emails, operation methods and relevant regulations, strengthen ideological education for outlets' employees, improve their ideological quality and professional quality, make them realize the seriousness of rules and regulations and the importance of observing them, and firmly establish a line of defense for compliance management. Resolutely stop the handling of some non-compliant businesses and strengthen the compliance operation of outlets.
Four, in the construction of civilized service outlets, the branch has a glorious history, but also in the province to inform the backward situation.
It is also part of my job to do a good job in civilized service of outlets. I will report the monitoring situation of outlets in time every week, reminding employees to learn from what other outlets have done well and what they have not done enough, and make corrections to improve the civilized service level of their outlets. In the past 20__ years, the branch's civilized service of outlets has also made certain achievements, which has been affirmed by superiors.
In the new year, due to the change of position, I came to work in the sales department of the branch company. The branch business department is crowded and complicated, which is unmatched by previous outlets. I deeply feel my lack of ability and work here. However, with the support and help of leaders at all levels of the branch, I intend to calm down, clear my mind and cooperate with the operation director of the sales department to improve the work. In a word, I believe that as long as I am not afraid of difficulties, enhance my sense of responsibility, always maintain a positive working attitude and do my job well, I will certainly achieve better results in my new post.
Finally, I would like to express my heartfelt thanks to the leaders and colleagues at all levels who have supported and helped our branch in the past year! The above is my debriefing report, thank you!
Monthly summary report of operation supervisor 5
In a blink of an eye, a year passed. In this year, I have gained a lot, improved a lot and learned a lot. Generally speaking, my work in one year can be summarized from the following three aspects.
First, finish your work seriously. As a financial service person, I always put my service first and treat my customers as relatives. Sincerity is the purpose of my service. No matter what kind of customers I treat, I feel that sincerity can better promote communication with each other. No matter what problems I encounter, sincerity will be the best lubricant. As an operations supervisor, I always put compliance in mind and risk control in mind. I must put the interests of branches and rural commercial banks first, so that every business can be handled in compliance and every risk can be dissolved invisibly. In practical work, I strive to improve every job, and I have also been greatly improved.
Second, constantly strengthen the study of theoretical knowledge. Facing the new job, it is a challenge to have new requirements. Many times, you need to have strong theoretical knowledge to complete the work better. Therefore, during this year, I never stopped learning professional knowledge. Summarize the problems encountered in daily work in time, ask for advice from predecessors and communicate with colleagues. Reading business books and documents makes knowledge more scientific. In addition to learning business knowledge, I also learned the spirit of Du Yao Rural Commercial Bank, which is not afraid of hardship, fatigue and falling behind. Let me face the hard work without fear.
Third, constantly improve their professional quality. After entering Duyao Rural Commercial Bank, I have been strict with myself, actively demanding progress, improving my cognitive level and broadening my horizons. In the work, we should have a sense of ownership, be brave in taking responsibility and take the initiative to contribute. When you encounter difficulties, you don't want to escape, but take the initiative to meet them, think of solutions, unite all forces that can be United, and solve one problem after another. In the usual work, we should also guard against arrogance and rashness, and have a good attitude in order to complete the work better.
The experience gained in 20 years' work should be applied in the new year. In the new year, we should have higher requirements for ourselves, strive to improve our ability and let ourselves do every job well.
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