The content of this article

1. Summary of Bank Marketing Work

2. Summary of bank marketing staff's work

3. Summary of bank marketing work

Under the guidance of the correct leadership of the Party Committee of xx Branch and the spirit of the meeting of the municipal branch, the sales department of XX Branch took the opportunity of the comprehensive marketing activity of "Growing with you and acting in spring", relied on traditional businesses such as deposits and loans, supplemented by intermediary businesses, focused on developing and maintaining high-quality customers, and based on efficient income, effectively integrated the marketing resources of the whole bank, comprehensively improved the comprehensive marketing ability and level, and strived for the deposit market. Under the leadership of the team, the staff of the whole bank went all out.

I. Completion of various indicators

(2) The company's deposit was RMB 465,438+0,965,438+0,000, a decrease of RMB 654,386,450 compared with the same period of last year and RMB 865,438+0,700 compared with the end of last year.

On the same day, the company's deposits increased by11050,000 yuan compared with the same period of last year.

(3) Inter-bank deposits were RMB600,000, a year-on-year decrease of RMB22.82 million and RMB440,000.

The daily average of interbank deposits was15.89 million yuan, a year-on-year decrease of 7.96 million yuan and a year-on-year decrease of16.39 million yuan.

(4) The income from bank card business was completed, which was 30,000 yuan less than planned, accounting for 95.3438+0% of the planned income.

Bank work sums up my life. As a party member, I am diligent and thrifty. Put forward reasonable suggestions on the savings plan of the branch, such as the preservation of daily identity cards.

Second, the bank marketing summary report template 5

Bank Marketing Summary Report Template 1

As a member of the bank, we should better recommend our online banking and mobile banking services to customers in need, and bring them more convenient and effective service methods. The following are some of my marketing experiences in online banking and mobile banking:

First, the understanding of the product. First of all, we should have a comprehensive understanding of the products we market and highlight its advantages. Tell customers the benefits, uses and functions of the product. For example, our online banking and mobile banking are free of use fees and function fees; No matter cross-bank or off-site, the transfer fee is free; Rich in functions, you can recharge the phone bill. Before marketing, we must understand its content, how to use it and its benefits.

Second, recommend products to customers in need. First of all, according to the marketing of different people and groups, college students and young people are more likely to accept new things. Generally, this group is much more expensive, but sometimes they don't have time to pay the phone bill at the business counter. Mobile banking has this function, which is undoubtedly a convenience for them. In addition, most young people are using mobile network services such as mobile qq, and it is easier for them to accept products such as mobile banking. The disadvantage is that the consumption level and consumption patterns of this group of people are limited. At present, the use of mobile banking is limited to paying phone bills. It is suggested to appropriately expand the scope of use, such as adding new services such as charging game cards and online shopping. Secondly, there is another group that often transfers money or collects accounts. They always want to have a computer or mobile phone to carry with them, and check the account balance and transfer money at any time. Online banking and mobile banking meet their needs, which can help them realize this desire and promote the marketing of mobile banking. We should use different languages to serve people with different personalities, really think what customers think and worry about what customers are anxious about, so that customers' reputation will be good, and naturally it will become a living advertisement, and naturally someone will come to consult. Finally, many bank card customers open online banking and mobile banking to facilitate shopping and checking bills. You can also recommend online banking and mobile banking to customers, indicating that online banking and mobile banking can check the transaction details of accounts at any time to determine whether to spend. And you don't have to queue up at the outlets to handle business.

Third, marketing skills. Sincerely ask customers whether they need to open online banking and mobile banking, and emphasize that online banking and mobile banking are free. Suggesting customers to use this product directly can save them a lot of trouble.

The above is just my personal experience in handling online banking and mobile banking, and I would like to share it with you. What are the disadvantages? We need to point out and learn from each other.

Bank Marketing Summary Report Template 2

As an old employee who has worked for two years, I have experienced the whole transformation process of Sanshui Sub-branch. Before the transformation, there were some gaps in systems and concepts between the Bank and other banks, which were reflected in the network environment and post setting. In the past, we didn't have full-time financial managers and account managers, the network facilities were backward, and the business we handled was relatively simple, which didn't match the identity of our state-owned big bank. After the transformation, we should adhere to the concept of "from transaction accounting to service marketing", comprehensively improve the quality and civilized service level of business outlets, improve their comprehensive competitiveness, and seriously learn the management experience of modern banks. Starting from steady operation, according to the current situation of the team, we will change the professional structure of employees, comprehensively improve the overall quality of employees, and gradually adapt to the development needs of the Postal Savings Bank. By constantly strengthening the internal management and risk control capabilities of banks, we will gradually expand new business and improve economic benefits.

Since the transformation, I think there are several aspects that need our firm transformation:

First, strengthen leadership We should have a clear understanding of the significance, content, steps, objectives and requirements of network transformation, take these theories as our guiding ideology for implementing network transformation, and take promoting and perfecting network transformation as a heavy task to improve employees' sense of responsibility and customer satisfaction, improve the marketing service ability and core competitiveness of network, and enhance employees' execution, so as to achieve work objectives.

Second, unified standards use unified standards to standardize the service marketing model and business model of outlets, such as the unified standards of fixed location and service etiquette, so as to achieve the consistency of service standardization and customer experience. While improving customer satisfaction, it also improves our marketing ability of products, thus improving the comprehensive transformation of network functions and realizing the steady improvement of enterprise benefits.

Third, formulate a reasonable assessment method. An important link in the transformation of outlets is to change the way of performance appraisal with employees. The current integral system is a test of the implementation of transformation to a great extent. All departments should conduct a comprehensive inspection, supervision and evaluation of the implementation of the network transformation standards to ensure the quality and effect of the network standardization construction. Through the integral system to mobilize the enthusiasm of employees for service and active marketing, to implement the transformation. Only by formulating a truly reasonable assessment method can we achieve tangible results in restraining and motivating employees' behavior, so that rewards and punishments can be based on evidence, and the transformation can be smoother and more thorough, and the effect will be more obvious.

Fourth, enhance the sense of responsibility of employees. Employees are the soul of outlets. A dynamic and cohesive team must be a team full of responsibility. For every employee, whether his post is a financial manager or a noble teller, whether he is a leader or an ordinary employee, he should be full of responsibility for his post, the whole network and the whole postal service. Every conscientious and responsible employee is a treasure of the network. Only when employees are full of sense of responsibility and perform their duties, the whole team can flourish and the whole network can always be on the road of rapid development.

Bank Marketing Summary Report Template 3

In the first quarter of this year, the province's postal financial business showed a good momentum of sustained and rapid development, successfully completed all the tasks of postal financial personal business marketing activities in the peak season, and achieved a "good start." In order to summarize the experience and achievements of marketing activities in peak season, commend the advanced and deploy the main work in the next stage, from April 2/kloc-0 to April 22, the provincial postal company and the provincial postal savings bank held a summary commendation meeting for marketing activities in peak season of postal finance in Lu' an city. Ju Yong, General Manager of Provincial Postal Company, Jin Genzhu, Deputy General Manager, and Zhang Hong, President of Provincial Postal Savings Bank attended the meeting.

In his speech, General Manager Ju Yong fully affirmed the achievements of postal finance in the province in the first quarter. In view of how to better complete the next stage of this year's work, General Manager Ju Yong pointed out that the cooperative development between Postal Savings Bank and banks is the key to the sustainable development of postal financial business. Adhere to the postal and banking cooperation mechanism, and truly achieve unified development goals, unified brand image, unified planning actions and unified assessment management in formulating business development planning objectives, launching marketing activity planning schemes, implementing incentive policies and formulating assessment methods, so as to enhance the external competitiveness of postal finance with a high degree of internal unity and truly maximize the interests of the industry. He stressed the need to fully understand the current favorable situation, seize the opportunity and develop rapidly. This year, the state continued to implement a proactive fiscal policy and a moderately loose monetary policy, striving to maintain steady and rapid economic development and effectively promoting economic restructuring. At present, Anhui is in the stage of accelerated development of industrialization and urbanization. The comparative advantage and late-comer advantage of our province are increasingly prominent, and its influence is constantly improving, which has created good conditions for expanding opening up, undertaking industrial transfer and upgrading industrial level. In particular, the construction of the national Wanjiang city belt to undertake industrial transfer demonstration zone has been fully launched, and the construction of a pilot province for scientific and technological innovation projects has risen to a national strategy, which will provide a new driving engine for the economic development of our province. It can be seen that the development of postal financial services has a broad market space. It is necessary to strengthen regional policy research and industry analysis, increase financial services to local infrastructure, pillar industries and important customers, continuously improve the ability of postal finance to serve the local economy, realize a win-win pattern of local government recognition, user support and enterprise benefit, and push postal finance to a new level. Ju Yong, the general manager, requested to further optimize and adjust the business structure and strive to improve the quality and efficiency of development. Pay attention to the adjustment of deposit structure, income structure, product structure and customer structure. He pointed out that it is necessary to strengthen basic capacity building and enhance the stamina of business development. Strengthen the staffing of outlets, increase the transformation of outlets and equipment investment. General manager Ju Yong called for actively fulfilling social responsibilities and improving people's quality of life. Accelerate the establishment of micro-credit business in secondary branches; Continue to do a good job in the qualification identification and service of the new rural insurance agency. The Postal Savings Bank should make full use of the social resources and personal connections of the postal service for many years, further improve communication and coordination with government departments, especially social security departments, and continue to strive for the local "new rural insurance" business qualification. At the same time, give full play to the advantages of postal savings in rural financial services and handle the "new rural insurance" business on behalf of the government. General Manager Ju Yong finally stressed that it is necessary to speed up the application of financial informatization and provide modern postal financial services. The introduction of telephone banking and personal online banking system is a further improvement of the application level of postal financial informatization and an important means to provide customers with modern postal financial services. It can not only effectively broaden the service channels, facilitate customers to handle their own business, but also enhance the overall image and service level of postal finance. At present, there are only 270,000 registered customers of telephone banking in our province. All localities should further strengthen the promotion of telephone banking and actively cultivate customers' awareness of self-service. The personal online banking system is currently being promoted in the system and officially opened to the public on June 1 day. All localities should attach great importance to and carefully organize the use and promotion of employees within the system. In the internal promotion stage, we should pay attention to the implementation of relevant incentive policies, actively guide internal employees to do more work, do a good job in relevant training, and ensure the completion of various task indicators issued by the group company.

President Zhang Hong first summarized the overall situation of postal financial personal business marketing activities in the province in the first quarter. She pointed out that in the first quarter, the development of postal financial personal business in the province showed three characteristics: close cooperation between postal savings banks; Grasp the safety of funds; Vigorously carry out publicity, marketing and standardization services. President Zhang Hong put forward specific requirements for the main work of postal finance in the province in the next stage: taking project marketing as the starting point, developing card business scientifically, and consolidating and maintaining the achievements of savings deposits. Continue to do a good job in accepting migrant workers' bank cards and further increase the transaction volume; Vigorously develop green cartoon business, prepare to issue VIP cards, actively strive for high-quality high-end customers, and improve customer structure; Accelerate the development of green card online payment business and promote the pilot of personal online banking within enterprises. Steadily carry out the social promotion of credit cards; Continue to do a good job in customer maintenance of Shangyitong, strengthen internal assessment and incentives, strengthen external marketing services, and strive to improve the quality of development; Seriously organize the prize-winning "swipe the green card to visit the Expo" activity. We will continue to accelerate product innovation, absorb demand deposits and adjust the deposit structure by expanding the scale of collection, payment and bulk withholding business. From a political and strategic perspective, we will continue to attach great importance to the agency work of the "new rural insurance". With the goal of cultivating high-quality customers, we will improve our marketing ability and promote the common development of wealth management business and savings business. In order to meet the diversified needs of customers, the benign interaction between savings and financial management is realized by helping customers rationally allocate assets between deposits and various financial products; Carefully carry out targeted marketing, strengthen the screening and recommendation of funds and wealth management products, and actively seize the high-end customer market below the county level; Starting with cultivating teams and improving marketing capabilities, we will continue to carry out in-depth cooperation between banks and insurance companies. With the goal of improving the postal financial business and comprehensive competitiveness, we will further expand the retail asset business and accelerate the start-up of secondary branches. Postal enterprises and postal savings banks at all levels should stand at the height of strategic development, win-win cooperation, base themselves on the present and take a long-term view, and follow the principles of "mature one, open one" and "conducive to business development", increase the intensity of market research in the early stage, give full support to human resources, effectively guarantee hardware investment, actively communicate with regulatory authorities to implement the qualification certification of senior managers, and at the same time increase personnel training to speed up the opening of secondary branches. Continue to attach importance to the development of deposit receipt business, steadily increase the number of outlets and expand the scope of services; Through effective marketing measures, give full play to the advantages of simple procedures, fast distribution and low interest rate, and make it a long-term and stable profit growth point of postal financial business. Focus on the safety of funds, improve the coordination mechanism of postal and banking, and strengthen internal control. On the basis of improving sales and service capabilities, we will speed up channel construction and standardize services. Take the construction of marketing system as the starting point, strengthen team building and training, and enhance marketing ability. Take the promotion of brand influence as the fundamental task, and further increase publicity.

Jin Genzhu, deputy general manager of the provincial company, presided over the summary and commendation meeting. On the morning of April 22nd, the Provincial Postal Company and the Provincial Postal Savings Bank held a symposium on postal agency finance and a banking conference respectively. Jin Genzhu, deputy general manager, pointed out at the symposium on financial work of postal agencies that although the postal financial business in the whole province has made gratifying development achievements in the first quarter, it still cannot be relaxed. We should continue to maintain strong fighting spirit, attach great importance to the development of financial business, and enhance our sense of responsibility and mission; Strengthen the coordination and communication between postal savings banks and strengthen the overall awareness from the perspective of the whole industry; Strengthen the safety management of funds, and run it through the whole process of postal financial work to ensure the smooth realization of the annual target of postal financial business in the province. The meeting commended the advanced units of marketing activities in 2000 and the first quarter of this year; Made a special speech on service, audit and capital security; Mengcheng and Fengtai County Sub-branches exchanged experiences on "New Rural Insurance"; Business training was given to online banking, telephone banking and bank card business.

Bank Marketing Summary Report Template 4

Since the beginning of this year, according to the unified arrangement and deployment of provincial branches, a bank has seized two times to return funds to the peak season and vigorously implemented comprehensive marketing activities with the theme of accompanying you to grow up in spring, with remarkable results in the development of various businesses. By February 5, 2000, the total deposits reached billion yuan, a net increase of billion yuan over the beginning of the year, of which the total personal savings deposits reached billion yuan, a net increase of billion yuan over the beginning of the year; The loan balance was billion yuan, a net increase of billion yuan over the beginning of the year; The income from intermediary business is million yuan, of which the income from bank card is million yuan.

Strengthen leadership and make careful arrangements for spring action After the provincial branch decided to implement the spring action, a bank quickly convened the president's office meeting, executive meeting and staff meeting to convey and implement the spirit of the provincial branch and study and arrange the spring action marketing activities of the whole bank.

First, strengthen leadership. In order to raise awareness, let all levels effectively strengthen the organization and leadership of the spring action and summarize the bank marketing activities. The Party Committee of the branch repeatedly stressed at the executive meeting and directors' meeting that the plan of the year lies in the spring, and during the two festivals, people flow, logistics and capital flow are highly concentrated, which is a scarce resource that cannot be regenerated within one year. Grasping the opportunity firmly and doing a good job in two-section marketing is of great strategic significance for successfully completing the annual work target of the whole bank. Through repeated transmission, the main responsible persons of all units have generally enhanced their sense of urgency and responsibility for spring action, and their work initiative has been greatly improved. At the same time, the sub-branch established a comprehensive marketing leading group in time, with the party secretary and the president as the team leader, the vice president as the deputy team leader, and the heads of the front and back departments of the sub-branch as members. Each unit has also set up a working group with the principal responsible person as the team leader and the business backbone as the members, clarified the specific responsibilities of the special team leaders and members at all levels to implement the work objectives and measures of the spring action, and effectively strengthened the organization and leadership of the spring action.

The second is to refine the marketing plan. This sub-branch timely issued the Comprehensive Marketing Implementation Plan for the Spring Action of Grow with You Bank, which detailed the action time, participating units, organizations, action objectives, marketing strategies, main guarantee mechanisms, assessment indicators, evaluation and rewards of the spring action. By establishing a team of account managers, building a comprehensive marketing platform, enriching financial products, optimizing customer structure, and improving the guarantee mechanism, we will strive to build a five-in-one comprehensive marketing system to realize the scientific, professional, standardized and systematic promotion of marketing work. Make the marketing plan have strong guidance for the marketing work of the whole bank.

Third, vigorously publicize and carry out bank marketing activities. On the basis of full preparation in the early stage, the sub-branch held the spring action marketing mobilization meeting of the whole bank in time. At the meeting, the Party Secretary and President of the Sub-branch made a keynote speech entitled "All staff take emergency actions to seize business opportunities and achieve a good marketing start in the first quarter of spring operation", which greatly boosted the morale of the whole bank. The leaders of the branch in charge and the heads of relevant departments redeploy the marketing activities; Representatives of various departments and branches made speeches. The spring action marketing activities of the whole bank were launched with a strong momentum, which laid the foundation for winning a good start.

Bank Marketing Summary Report Template 5

During the two festivals, in accordance with the requirements of the Notice on Launching New Year's Publicity Activities of Postal Savings Bank, the Bank carefully organized comprehensive publicity and business marketing activities and achieved good results. The relevant information is hereby notified as follows:

I. Strengthening leadership and refining measures In order to ensure that the cross-year publicity and marketing activities are carried out in an orderly manner and achieve the expected results, the Bank has set up a cross-year publicity and marketing leading group headed by the competent president, with the general managers of offices, finance and accounting departments, corporate business departments, credit business departments, channel departments and science and technology departments as members, and with the participation of relevant personnel from offices, finance and accounting departments, comprehensive business departments, corporate business departments, credit business departments and science and technology departments to take charge of the cross-year publicity and marketing activities. At the same time, according to the general requirements of the provincial bank's new year's publicity work, the Bank has formulated specific implementation plans in light of its own reality, and put forward specific and clear requirements for all branches, departments and outlets, with the responsibility going to people and progressing in stages.

Two. Focus on key points and innovate forms around the theme. According to the characteristics of New Year's Day and Spring Festival and the social awareness of the Postal Savings Bank, our branch will focus on image promotion and comprehensive business promotion, highlighting the image of the full-featured state-owned commercial bank of the Postal Savings Bank and highlighting its network advantages and product advantages. First, a number of business leaflets and publicity materials were issued to branches, and efforts were made to create a festive atmosphere at outlets, enhance the image of outlets, and establish the brand of Postal Savings Bank; The second is to enhance the social visibility of the Postal Savings Bank online through elevator advertisements, TV advertisements, lamp post advertisements and other media; Third, use the news media for publicity. During the "two festivals", we will continue to strengthen communication with "-Daily" and other media, organize and publish manuscripts with the theme of serving agriculture, rural areas and farmers, supporting the development of small and medium-sized enterprises and improving the service level, and enhance the popularity of the Postal Savings Bank through soft news.

Third, elaborate organization and systematic promotion. First, do a good job in the distribution and distribution of publicity materials. According to the actual situation of each branch, the promotional materials issued by the provincial bank and the promotional materials produced by the municipal branch will be distributed to each branch in time and distributed to each branch. Second, the heads of branches and outlets are required to attach great importance to publicity and marketing activities, and the heads of branches are required to stand in the front line of marketing and take the lead in setting an example. The third is to intensify window publicity, make use of the advantages of network resources, and carry out extensive business publicity in the form of leaflets, slogans, television, etc., to drive business growth. The third is to actively carry out customer visits, give small gifts to customers during the pre-holiday period, understand the needs of users, and publicize the business of Postal Savings Bank. Fourth, organize customer appreciation meetings and social parties, strengthen communication with customers, enhance customer loyalty and tap their potential value. During the two festivals, each branch organized more than 50 promotion meetings and thank-you meetings, and developed insurance of more than 4 million yuan. Fifth, take advantage of the favorable opportunity during the Spring Festival to actively carry out the construction of credit publicity stations and expand business publicity channels. At present, according to the requirements of municipal branches, all branches have established 10 publicity station and put up credit business billboards in a prominent position, which laid a good foundation for accelerating the development of credit business in the first quarter.

Through the inter-annual publicity and marketing activities from 20 to 2000, the social popularity of the Postal Savings Bank and the social recognition of its products and services have been greatly improved, which has played a positive role in accelerating business development.

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Third, how to write a personal summary of the bank marketing log every day

Although I am smart, it is really hard for me to say so.

4. What tax does the bank pay for selling gold and silver?

Banks pay value-added tax on gold and silver sales, but not business tax and consumption tax.

The Notice of State Taxation Administration of The People's Republic of China City, People's Republic of China (PRC) on Issues Related to Value-added Tax on Personal Physical Gold Trading of Financial Institutions (Guo Shui Fa [2005]178) has the following provisions: First, when financial institutions engage in physical gold trading business, the provincial branches, municipal branches and sub-branches of financial institutions shall pay the value-added tax in advance according to the prescribed collection rate, and the provincial branches and branches directly under the first level shall make unified settlement and payment; Second, all branches, sub-branches and savings offices shall go through tax registration with the competent State Taxation Bureau where the institution is located; Third, all provincial branches and directly affiliated first-level branches should apply to the local competent state taxation bureau for tax registration and apply for the qualification of VAT general taxpayer. Summarize the input tax of physical gold sales reported by branches or sub-branches in various cities every month, calculate the payable amount of value-added tax according to the general taxpayer method, calculate the amount of overdue tax according to the pre-tax amount, and report and pay to the competent tax authorities.