Fan, the monthly work summary of the finance company, joined the company on October 30th, xxxx/KLOC-0, and it has been three months since. During this period, company leaders and colleagues have given me a lot of help in my work and life. In the initial stage of the company's customer service center, I learned a higher understanding of customer service center construction and customer service through my daily work, and actively communicated with leaders and colleagues in order to integrate into Dongxing Securities as soon as possible.
During the probation period, I was mainly responsible for completing the following tasks:
1. Because the customer service platform of the company's customer service center is in the development stage, I entered the company myself, and first put forward the functional requirements of the customer service platform by using my previous work experience. Xxxx, 12, 14, 12, I organized the staff of the customer service center and business department at headquarters to test the customer service platform. At the same time, feedback the test results to the staff of Kim Jong Company in time, communicate with the staff of Kim Jong Company to discuss the functional improvement of the customer service platform, complete the functional improvement proposal and submit it to the staff of Kim Jong Company on xxxx 65438+ 10/5;
2. Be responsible for editing the quality inspection management measures of the company's customer service center, assisting in formulating the management measures of the company's customer service center and editing the standard terms of the company's customer service center, and improving the system construction of the company's customer service center;
3. Conduct spot checks and quality inspections on the traffic of the headquarters and the customer service center of the Division on a regular basis every month, summarize the problems existing in the traffic and send them to relevant staff to communicate the quality inspection problems, and submit the monthly quality inspection report of the customer service center at the same time, so as to improve the service level of the customer service center through this work;
4. After the agent system of customer service platform of customer service center was launched on June 5438+ 10, xxxx, it began to answer customer consultation calls, which promoted the learning of business knowledge and improved customer service awareness.
5. Organize the morning meeting of the staff of the customer service center every day, and get to know the market information at that time through the morning meeting, * * * learn the daily difficult business knowledge and new business knowledge, and understand the company's recent work tasks and priorities;
6. Train the relevant personnel of Beijing Sales Department according to the workflow, standard language and related work of the customer service center, understand the workflow of the customer service center through training, and improve service awareness;
7. After the seating system of the customer service platform of the headquarters and the business department goes online, the business department will be guided to complete the return visit of new customers through the seating system, and the problem of outbound personnel of the business department will be solved in time;
8. According to the requirements of the company's leaders, in order to strengthen the business communication between various departments of the company, the difficult business of the day is collected and sorted out after the market closes every day, and the difficult business is summarized and sent to the leaders of the brokerage business department at headquarters and the customer service supervisors of each business department every week.
Through the completion of the above tasks, I found that I still need to improve in many aspects:
1, strengthen the study of business knowledge. Through the process of constantly answering customer consultation calls, I found that I still need to strengthen my study of many business knowledge of the company, so as to improve my service level to customers;
2. Strengthen team communication and cooperation. After joining a new group, we must communicate with leaders and colleagues in the construction stage of the company's customer service center to ensure the development and completion of all work. In particular, according to the development goal of the company's customer service center, actively strengthen communication with the customer service supervisors of various business departments;
3. For the construction stage of the company's customer service center, we should use our previous work experience and knowledge of the operation and management of the customer service center to strengthen our innovation ability and find a road suitable for the construction of the company's customer service center.
After officially becoming a member of Dongxing Securities, I made serious improvements according to the shortcomings found during the probation period, and actively completed the tasks assigned by the company leaders, making my own efforts for the construction of the company's customer service center. Complete the online work of the agent system of the customer service platform in the headquarters and the customer service centers of all business departments on schedule, and seriously assist the online work of the customer service centers of all business departments of the company, and at the same time seriously assist the construction of the customer service center system of the company, strengthen the team building management of the customer service center you are responsible for in the future, and actively cooperate with leaders and colleagues to carry out various tasks.
Monthly summary of financial company's work Fan has been in this company for two months unconsciously. During this period, I am gradually changing from an ignorant newcomer, because everything is brand new to me, and I need to know our industry, our company and our business products again. Through constant observation and study, as well as the guidance and help of leading colleagues, I am very grateful to the leaders and colleagues for their selfless transfer of experience to me. Their experiences of success and failure are my best teachers. By learning their experience and knowledge, I can greatly reduce my own mistakes and shorten the time of exploration. Now I have a preliminary understanding of the company's business operation and post responsibilities.
Since August, in addition to doing some daily work, such as making weekly reports, writing meeting minutes and collecting rent, I have also started to contact some project co-organizers, such as some financial statistics of projects such as Xincheng, Wenxing, Guoxin and Chuangxian, and the advantages and disadvantages of the company's industry competition. At first, to be honest, I didn't know how to start these tasks. It was the leaders XX and XX and other colleagues who patiently taught me how to perform these tasks. Although I don't know much about it yet, at least I have a general understanding. I believe that with continuous learning and accumulation, I will gradually form my own methods and skills.
In addition to the above work, the most important work in August was to collect and sort out the information about Brazil's financial market and cross-border financing transaction mode according to the requirements of the leaders and summarize it into training materials. During the period, I collected information through different channels, obtained information, including online search, and contacted friends who knew about this. However, due to limited ability and lack of experience, some materials cannot be collected completely, and some transaction modes of cross-border financing will be misunderstood, which will delay the production of training materials. Fortunately, the selfless teaching of the leaders has gradually improved these materials. At present, the training textbook of "Cross-border Financing Transaction Mode" has been basically completed, and "Brazil Investment and Financing Analysis" is still being finalized. In addition, it also helped colleagues in other departments to sort out the information of "cooperative mode of leasing banks" and make it into PPT.
In August, as a member of the business department, I also attended the project meeting of other colleagues in the department. In this process, I can not only understand the process of the project meeting, but also understand the attention and evaluation style of the evaluation Committee members, which is the most substantial help for me to do commercial projects in the future. Whether the project is passed or not, there are always some shortcomings in the project report, and these have become the driving force for all salesmen to learn and grow up and become more and more professional.
In the next work, I will strive to improve my own quality, overcome my own shortcomings, and work in the following directions:
(1) Develop the habit of learning;
The first product that business people sell is actually selling themselves; According to what President Zhou once told me, in our company, the product we actually want to sell is this customer. Only by successfully selling this customer can a project be truly successful. Every successful salesman can always have a lot of knowledge with his customers, which is inseparable from the knowledge and insight of the business people themselves. How much knowledge and courage, how many patterns. I still lack this aspect, so I must keep learning. This is a process of continuous self-summary and accumulation. I want to study purposefully and constantly enrich myself!
(2) Have a sense of responsibility;
Constantly exercise your courage and perseverance, improve your ability to solve practical problems, adhere to the sense of responsibility to the company, customers and yourself in the work process, and treat every day positively, enthusiastically and seriously!
(3) Being good at summarizing and self-summarizing;
The ability to grasp and analyze the market in my work is still immature and lacking, so all these need me to sum up, improve and strengthen in my future work. Now my understanding of the company's business is only superficial, not to mention the ability to grasp the market, so I must pay more hardships and perseverance than others to continuously improve myself.
Monthly Work Summary of Finance Company: Fan Wensan 20XX165438+1October 27th. It is my honor to be a member of XX Finance and work as an accountant in the Finance Department. Up to now, I have been a member of XX family for a whole month. During this month, I got a better understanding of the company's structure, management, operation mode and business.
Although I am not a fresh graduate and have nearly three years of accounting experience, I always feel a little uneasy in the face of this industry that I have never been exposed to. In my previous work unit, I was mainly engaged in bookkeeping and audit consulting, which basically involved the tax accounting treatment, tax planning and communication between enterprises and government departments in manufacturing and commercial enterprises, and did not involve the daily financial work within the enterprise, so I didn't know much about the internal accounting and its management. Therefore, in the face of new industries and new job functions, although I have consulted and understood the accounting systems and policies of related industries before I joined the company, I always feel insecure and helpless. When I joined XX, the relaxed and harmonious working atmosphere of the company relaxed my original nervous mood and quickly adapted to the new working environment.
During this short one-month working time, I felt a lot.
First of all, in terms of interpersonal communication. Although there are not many employees in the company, and most of them are new employees, everyone gets along well and forms a harmonious group.
Secondly, work, get some exercise and promotion:
1. Thanks to my previous work, I skillfully used the common functions of excel worksheets, which made me get twice the result with half the effort when calculating the company's product income and designing related documents and tables. Although I was not familiar with the business at first, I was often in a hurry when calculating the product income, but I was able to grasp the law and finish the work smoothly in the end, and after collecting and testing the data, I successfully designed the loan schedule as required.
2. Because I am responsible for the daily expenses and reimbursement of the company, I have a deeper understanding of the standardization and reimbursement management of expense documents. In principle, the reimbursement form only accepts invoice reimbursement. If the invoice cannot be obtained, the receipt reimbursement is allowed, but the situation must be explained. Reimbursement must be approved by the leader before financial reimbursement can be made. The standardization of expense documents and the establishment of reimbursement management system are important links to strengthen company document management and cost control.
3. As the company has just started, the office system and financial system have not been configured yet. So finding and screening suitable office systems and financial systems is part of my previous work. In the process of initial understanding of software and negotiation with software suppliers, I can find my own lack of negotiation ability. I have always admired the clear position, concise and powerful arguments and ingenious eloquence in each negotiation process. This is an object worth learning!
4. In the middle and late of this month, the company's business began to develop initially, and service fee income and corresponding business expenses occurred alternately. After each loan project, the service fee and survey fee of each loan project can be registered in time, and the customer service specialist who follows up each loan project successfully completes the docking and registration business.
Of course, in this month's work, my shortcomings have also been reflected. As a corporate accountant,
My work independence is not enough. In my previous work, I was more in the position of executor and receiver. I only need to report the corresponding financial data and indicators of the responsible customers to the superior leaders on a regular basis, so that the leaders can master the basic situation of the agent customers and carry out corresponding operations according to the instructions of the leaders, without thinking about every operation at the management level. So work dependence is strong. In this new position, while performing duties, we need to think about whether the operations are reasonable and really participate in the grass-roots management of enterprises. Therefore, we need greater independence in our work. In addition, when I received the service fee income for the first time, due to poor communication with leaders and customer service personnel, there were some minor mistakes in transfer, registration and contact with customers. Fortunately, it was corrected in time at last, which also set a precedent for future work. Although I only joined XX for a short month, I did learn a lot and realized a lot. Although my professional skills are still unfamiliar in this new industry, I will continue to study, always pay attention to the latest accounting policies, strive to improve my professional skills, accumulate experience in dealing with problems, do my best to do my job well, reflect my own value, grow up with the company and look forward to a better future with the company!