In this year, as a member of the bank, the working style has made a new breakthrough and changed greatly. Write a summary in order to review work experience. The following is a summary of my personal work in the bank, hoping to help you.

The year of 2022 Bank Personal Work Summary Template 1 20__ _ _ was the year that I gained the most and made the greatest progress. Since the beginning of this year, on the basis of unity, hard work and struggle with my colleagues, under the care and correct leadership of the leaders, I have adhered to high standards and set strict demands on myself, conscientiously done my job, successfully completed all the tasks assigned by the leaders, and greatly improved my personal working ability. Looking back, the work for 20 years and the work plan for 20 years are summarized as follows:

I. Summary of 20 Years' Work

The window and image of bank savings in front-line savings offices. There are the most customers and the largest transaction volume here every day. During this year, I mainly achieved the following two points:

1, quality service concept. I arrive at my post on time every day, make good preparations before work, attend the morning meeting on time, receive every customer with high quality and civilized service as the standard, patiently publicize our business regulations and related products in detail, and answer customers' difficult questions.

I remember that once an individual industrial and commercial household took hundreds of thousands of messy money to a branch for deposit. I devoted myself to sorting out and counting the bundles quickly, and soon told the customers the exact figures, and the customers praised me again and again. After a while, this customer transferred his savings in other banks to our bank.

This incident made me deeply realize that in order to do a good job in business, we must adhere to the service concept of "thinking about the needs of customers, worrying about their urgent needs and eliminating their worries".

2. Good working attitude. My job is mainly to use and keep important blank vouchers, valuable documents, cash and seals in the teller's trunk according to regulations; Carefully review the business data submitted by customers to ensure that the transactions are correctly entered, complete the transactions within the authority, and touch the library every morning, noon and evening to ensure that the accounts, accounts and internal and external accounts are consistent; After work, check the teller flow with colleagues.

My work is sometimes complicated, so I must be meticulous and conscientious. If I want to finish my work well, I must work hard to strengthen my study, hone my excellent skills and improve my quality.

So I go to work during the day and go home at night to memorize and understand the rules and regulations and service rules, and practice counting money and microcomputer operation. Since then, I have taken the lead in learning in time, mastered the system and business requirements, understood every detail, insisted on learning while practicing, and humbly learned from colleagues and leaders who are better than myself. With the guidance and support of my colleagues and leaders, my comprehensive quality has been comprehensively improved, and my work during the period has also been improved.

Second, the 20__ annual work plan

For next year's work plan, I have the following ideas, which are not yet mature. Please give me suggestions from colleagues and leaders:

First, we should straighten our position, eliminate ideological slack and deficiencies, completely update our concepts, take customer satisfaction as the standard, consciously standardize our behavior, and conscientiously implement our various service measures. The second is to take business technology and proficiency as the measure of service level, practice basic skills hard, speed up business handling, avoid mistakes and grasp quality. The third is to learn new business knowledge, expand the business field of the business office and create a good development environment.

I've been working hard for a year. Looking back on the past year, I feel that I have gained a lot. After 20 years, I will devote myself to my work with greater enthusiasm and make our career by going up one flight of stairs!

In 20 years, under the correct leadership of the bank, I strengthened my study, corrected my work attitude, worked hard in my post according to the bank's work requirements, sincerely served customers, successfully completed my work tasks and achieved certain results. The work in 20__ years is summarized as follows:

First, complete the task and get good grades.

In 20 years, as a front-line teller, I set my task as two aspects, one is to do a good job as a teller at the front desk, and the other is to actively sell bank wealth management products. In the work of the front desk teller, I am careful, legal and legal, and basically achieve zero violations and zero errors; In the sales of bank wealth management products, I actively promote and strongly recommend * * * to sell bank wealth management products 1 10,000 yuan, including funds 1 10,000 yuan, insurance 1 10,000 yuan and bank cards 1 10,000 yuan.

Second, actively expand business and do a good job of new and old customers.

I always set up the concept of customer first in my work. While doing a good job as a front desk teller, don't forget to actively sell bank wealth management products and expand the space of bank wealth management products with customers as the center. In order to attract new and old customers to buy bank wealth management products, we are anxious about customers' needs, think about customers' thoughts, impress new customers with details, and protect old customers with true feelings, and achieved good results. In the process of serving old customers, I carefully introduce relationship marketing, so that old customers can maintain enough confidence and goodwill in our services and products, consolidate their loyalty, encourage old customers to keep buying, and always keep the consistency of information coordination with banks, so as to achieve a win-win situation for both banks and customers. I also use the relationship between old customers to introduce new customers, and take old customers as the chain to drive new customers, thus expanding the sales of bank wealth management products, so that I can not only complete the sales task of bank wealth management products, but also promote the improvement of bank economic benefits.

Third, establish a sense of service and sincerely serve customers.

In my daily work as a front-line teller, I keep the spirit of seeking truth from facts, seeking truth from facts and being pragmatic, perform my duties in good faith, treat customers honestly, provide caring services and enhance my appeal to customers. Put the true feelings into the words and deeds of customers, adhere to the people-oriented, customer-oriented, all for customers, smile seriously, understand and be more enthusiastic in the service process; Start with a smile, always give customers a bright smile, treat customers as friends in good faith, serve with heart, and solve problems for customers; Always adhere to customer-centric, adhere to the interests of customers as the first consideration, sincerely display our high-quality service image, realize sincere service and unlimited care, provide value-added services and care for different customers, and improve customer loyalty.

In 20__ years, according to the bank's requirements, we did a good job as a front desk teller, actively sold bank wealth management products, completed the task, and achieved good results, and the service attitude and organizational discipline were obviously improved. On the basis of my achievements, I will continue to strengthen my study, improve my work skills and service level, work harder and harder, do my job well, create excellent work performance, and make my due efforts and contributions to the sound and rapid development of the bank.

In 20__ years, under the correct leadership of the bank, based on the actual situation of the post, I played the role of personal business consultant of the bank, actively served customers, expanded the marketing business of the bank, successfully completed the work tasks, achieved certain results, and obtained customer satisfaction. The work in 20__ years is summarized as follows:

First, study hard to improve business level and work skills.

As a bank personal business consultant, I realize that the continuous development and business innovation of the financial industry put forward higher requirements for bank personal business consultants. I must study hard to improve my business level and work skills to meet the needs of work. To this end, I actively participated in the relevant business training organized by the superior organization, and earnestly studied the banking business operation process, relevant systems, knowledge of capital market, knowledge of bank wealth management products and skills of how to communicate with customers, so that when customers ask about marketing products and other related issues, I can quickly and correctly answer customers' questions, provide customers with suggestions and handling methods, and use my professional knowledge to build a bridge of communication with customers to promote the development of personal business of banks.

Second, be meticulous and strive to provide good service.

As a personal business consultant of a bank, it is necessary to expand the sales of bank wealth management products through excellent service to customers. On the basis of fully mastering the knowledge of banking business and banking products, fully understand the basic situation of customers and strive to do a good job of service according to the characteristics of different customers. Because I have mastered the basic situation of customers and understood their personality characteristics and hobbies, I will call customers who may be interested in products as soon as possible according to the characteristics of new products, so as to provide differentiated and personalized services for customers in marketing work. I am meticulous and strive to do a good job in service, which is not only efficient, but also won a large number of loyal customers for the bank, created considerable economic benefits and won sincere praise from customers. 20__, selling bank wealth management products of RMB million, including RMB million for funds, RMB million for insurance and RMB million for bank cards.

Third, sincere service and good lobby management.

I sincerely serve and strive to do a good job in lobby management. First, always leave work early, clean up the lobby, tidy up the sofas and chairs in the lobby, and keep the lobby clean and tidy at all times, giving customers a sense of civilization and elegance. The second is to serve customers with a smile, so that customers can feel cordial, happy and satisfied with their voices, feelings and behaviors. I serve every customer well in my daily work, including filling in individual items and consulting matters, and actively establishing good emotional relations with customers. In the process of deposit and withdrawal, some users can't write vouchers, so I take the initiative to help, teaching one by one, several times at a time, until the church.

20__ years have passed, although I have completed my task and achieved good results, I can't be satisfied with it. In the new year, I will study harder, innovate the working methods and service forms of personal business consultants in banks, strive to create excellent performance and make efforts and contributions to the development of banks.

At work, the year has passed quickly, as if I haven't woken up yet, and this year is coming to an end. We are about to usher in a new year and face new challenges and work. When I look back on the past year, I don't regret wasting time, because I learned a lot in this year, I made great progress in my life and work, and I gained a lot in general. Now I will summarize my work in the bank this year as follows:

First of all, in terms of personal work

This year, I still work at the counter, as the facade and window of our bank directly facing customers, with great responsibility and at the same time, I can exercise my ability. Because my time in our bank is not long enough, there is still a big gap between my experience and other senior employees. But I didn't feel discouraged once. Instead, follow the example of leaders and colleagues, study hard, record some problems encountered in work, and actively apply what they have learned to their work to bring better service experience to customers.

Unless I encounter something I can't handle at work, I will try my best to solve the problem and accumulate experience on my own. I firmly believe that although this will affect my work speed to a certain extent, it will promote my work progress in the long run. At the same time, I can take every business seriously, face the business that customers want to handle with a focused and patient attitude, carefully review things such as private change to public, information supplement, etc., and have high standards for myself and customers to fill in the standardization, and keep in mind the system in practice.

Second, in personal thought.

As a bank teller, it is very important to establish a good sense of service. Only by doing a good job and getting satisfactory recognition from customers can we enhance our image and promote business growth. Therefore, I strictly follow the rules and regulations, do my duty, love my work and do a good job of serving customers. Get rid of laziness and deficiency ideologically, make up your mind to practice basic skills hard, speed up the handling of banking business, learn knowledge and skills in financial management after work, expand business scope, and lay a foundation for further development.

In the past 20 years, I have made great progress in my business ability and thinking under my own efforts, but compared with the high requirements of banks, I still have various deficiencies to improve. In the next year, I will continue to strengthen the study of ideas and skills, face the work with a hard-working face and innovative spirit, raise my business level to a new height, and make contributions to the development of the bank and myself.

In March 2022, I was fortunate to be a member of the warm family of China Construction Bank (CCB). After four months on the job, I was assigned to a branch office for internship. In this exercise, I can actively participate in the political and business study organized by branches and sub-branches, learn correctly, abide by rules and regulations, respect leaders, unite colleagues, make clear the purpose of exercise, obey arrangements, actively participate in internal affairs, humbly ask for advice, and actively apply the theoretical knowledge learned in the university to practical work. Although the study time in this position is only four months, I have benefited a lot from it and felt deeply. The following is a summary of my work in the past year:

Ideologically

On the one hand, strengthen their political beliefs, strive to improve their ideological awareness, and adhere to the leadership of the China * * * production party. On the other hand, I have established a customer-centric service concept, and further understood the importance of customer-centric CCB through study and practice. During the training of provincial banks, I learned the customer-centered service concept from the class of provincial bank leaders, but my understanding at that time only stayed in theory, without personal experience. After coming to the counter, I found that this is not an empty slogan. In the financial industry with unprecedented fierce competition, only by firmly establishing the customer-centered concept, serving customers wholeheartedly and creating more convenience and wealth for customers, especially in this era of unprecedented fierce competition in the financial industry, can we be invincible in the competition only by firmly establishing the customer-centered concept and serving customers effectively.

be in business

I have also gained a lot. I was no stranger to banks when I was at school, but my understanding at that time stayed at the economic theory and macro level, and I didn't know much about the specific business of banks. When I came to the counter, I found that the bank didn't only handle deposit and withdrawal business as I knew before. There are still many businesses I don't know, and I still have a lot to learn. With the help of my colleagues, I am now basically familiar with the operation process of the savings counter, and I have also reached a relatively skilled operation of the DCC operating system for personal financial services. I can work as a cash cashier independently, bear the corresponding responsibilities and obligations, accept the comprehensive evaluation of performance management and the corresponding incentive and restraint measures.

I also use my spare time to seriously study other related financial business knowledge and open up learning space. With my love of literature and my daily practice, I have a certain ability of writing summary, investigation and statistical analysis, and can timely analyze the market demand, products and channels, customer suggestions and other issues found in customer service, so as to try to solve problems and difficulties.

In short, in this internship, I not only learned a lot of knowledge that I didn't have in books, but also determined my study and exercise goals, corrected my work attitude, tested my work enthusiasm and patience, and strengthened my work determination. At the same time, in the contact with CCB people, the CCB spirit of teamwork, dedication, innovation and dedication inspired me, and the CCB style of honesty, affinity, preciseness, pragmatism and hard work remained in my mind. During this time, I also feel that I have improved and made progress in many aspects, laying a good foundation for studying accounting and account manager positions in the future. A good beginning is half the battle. I believe that in the process of the next internship exercise plan, I will work hard to learn more knowledge with greater enthusiasm and complete the grassroots exercise work with good quality and quantity.

2022 Bank Personal Work Summary Template 4 20__ to 20__ is a few years of rapid development of China Bank. For me, these years are also three years of hard work, three years of adapting to change, three years of pioneering and innovating, and three years of clearing my mind and accelerating development. In these three years, with the development of China Bank, I have completed the integration of myself and my work, and during these three years, the organization and leadership have given me many opportunities to learn and exercise.

First, strengthen business study, improve their comprehensive quality and adapt to the needs of the new situation.

Since I have been engaged in savings work, I have attached great importance to the cultivation and study of personal business ability. While providing standardized and high-quality services to depositors, we should study business skills assiduously, actively and conscientiously learn new business and new knowledge on the basis of mastering the original business processes, and learn from leaders and professional departments with an open mind if there is anything we don't understand. With the needs of bank reform, my working ability and comprehensive quality have been greatly improved, and my business level and professional skills have also been updated and improved with the reform of China Bank at various stages.

Second, with a high sense of responsibility and customer-oriented service concept, we will implement quality work.

I always adhere to the concept of "customer first", regard the customer's affairs as my own business, put myself in the customer's shoes, think about the customer's urgent needs, boldly explore ideas, adopt different working methods for different customers, and strive to provide the best service for customers in order to win their support for our business. It has been praised by different types of customers for many times and has never received a customer complaint.

The times are changing, the environment is changing, and the work of banks is changing from time to time. Every day something new appears and something new happens, which requires me to change with the situation. It is my goal to learn new knowledge, master new skills, adapt to the changes in the surrounding environment, improve my post-holding ability, train myself to be a comprehensive BOC employee and plan my career better.

Of course, I still have some shortcomings in handling and operating some details. In the future, I will continue to do my job well, and always spur and improve myself with the service concept of "endless service, innovative service and lasting service". With the care, guidance and help of leaders and colleagues, I will improve myself and be more strict with myself, contribute to the reform and development process of China Bank, and implement the quality service work!

Third, the work prospects

I hope to continue to work in my current savings position, be conscientious and conscientious. So for the current job competition, I also choose the position of integrated teller. I have achieved first-class results in the skill test in 200X and 20x, but my only regret is that I didn't try to be a 5-star teller, so my future goal is to try my best to be a 5-star teller, whether it is possible or not. Summary of personal banking for 20 years;

On May 19, 2009, I was transferred to Renmin Road Postal Savings Office, a newly-built branch as a provincial demonstration window.

Jiaozuo Renmin Road Postal Savings Office, formerly known as Chuwang Post Office, is located in Chuwang Township, Jiaozuo City. At that time, the outlet was adjacent to the largest building materials market in Jiaozuo City in the east, the fruit wholesale market with merchants in the south, shops and restaurants in the north, and the street was a large residential area. The superior geographical location has brought convenience to the business development of Chuwang Savings Office. Not only has the balance increased steadily, but the development of e-commerce, insurance, wealth management and other businesses is also in the forefront of all outlets in the urban area. By the end of April, the outlet was in the forefront.

In order to cooperate with the development of the South-to-North Water Diversion Project, the leaders of our bureau, after careful study, finally built a new outlet in the middle section of Renmin Road, and officially moved the former Chu King savings to the current Renmin Road savings outlet on May 10, and officially opened for business. In the past three months, we have experienced the ups and downs and growth of Renmin Road Postal Savings Office, and made some small achievements, but at the same time, we have more insights into our work.

First of all, I want to complain to you here:

Since the relocation of Chu Wang Savings Office, the situation we are facing can be said to be extremely severe.

1. The balance plummeted. On May 19, 2009, it was transferred to Renmin Road for savings, and the balance was 3,490,600 yuan less than the original site of Prince Edward, which was 6,490,000 yuan different from the image progress in the second quarter. At the end of June, the balance in the second quarter decreased to 282 1 10,000 yuan, and the current demand decreased by 4,552,400 yuan, ranking last among urban outlets.

2. Due to the relocation, major customers are constantly losing, and most of the original customers of Shangyitong have been poached, which is very

Many depositors also choose other banks because they are too far away. Most users around the new outlets don't know that there are postal savings outlets here. At the beginning of business, customers who came to handle business were sparse. Even at the end of May, when other outlets were crowded and users lined up on the roadside, we only had a few sporadic users.

To this end, the sales staff in our office voluntarily gave up their rest time, walked around the community with business brochures, visited merchants, and walked the streets to publicize the People's Road Postal Savings Office. When they find a unit with many employees, they actively promote the payment of wages. In case of merchants who frequently transfer money, we will take the initiative to introduce e-commerce. In case of users who want to save money, we will recommend appropriate insurance and time deposits ... In June and July, people will sweat when they are motionless, but we will hold brochures in our hands and walk from house to house in the scorching sun.

3. Competition in the same industry is everywhere. As we know, there are many banks in the middle section of Renmin Road, and only CCB, commercial banks, ICBC and other big banks are around Renmin Road Savings Office. The competition between industries can be seen. In this regard, we actively promote the preferential policies of postal savings business, strive to improve services, and keep smiling at no users.

In 2022, under the correct leadership of the Party Committee and President's Office of the superior bank and sub-branch, the business department took rallying people's hearts as the driving force, innovative services as the starting point, bold management, seeking truth and being pragmatic. The tasks assigned by the branch were successfully completed, with the company's deposit time of RMB million, a net increase of RMB million compared with the beginning of the year, an average daily deposit of RMB million and an increase of RMB million in savings deposits. The work of the past year is summarized as follows:

First, unite people and build a high-quality team.

Thought is the guide to action. If people are distracted, nothing can be done. A group of people in the sales director's office have a deep understanding of this, so we will put cohesion in a prominent position.

1, take the lead in setting an example, be upright and correct yourself. A group of people in the director's office set an example, strengthen their study, and be typical advocates, organizers and practitioners of learning. Be a teacher by example, be honest, diligent and cultivate one's morality, and influence every employee with his own quality. Always adhere to the principle of fairness and justice in the work, do not engage in personal relationships, do not pull gangs, and achieve a bowl of water. Encourage employees to give more opinions and adopt them as long as they are reasonable. Fully mobilize the enthusiasm of employees to participate. On the sensitive issue of performance distribution, we should be open and enhance transparency. Ensure that every employee sees peace of mind and feels comfortable.

2. Give full play to party member's exemplary leading role. There are 29 employees in the sales department, including party member 13. Party member's role among the masses is particularly important in the sales department. The Party branch of the Division analyzes the objectives and tasks assigned by the sub-branch, unifies the understanding, ensures that every party member is a benchmark, and gives full play to the role of the grass-roots Party branch as a fighting fortress. Under the exemplary role of party member, actively cultivate reserve forces and attract outstanding employees to move closer to the organization.

Second, excellent service and successful strategy.

Service innovation is the eternal theme of bank work. Only by strengthening services can we win the market and create benefits. A group of people in the office of the director of the business department responded to the call of the municipal branch and Rugao municipal government and actively participated in the activity of creating a "civilized and honest" window, which made the service level of the business department reach a new level. The advanced practices of our department are reported in online news and daily newspapers.

1. Seize the opportunity of creating a "civilized window" in the Office of the Director of Professional Ethics Education for employees, organize employees to study the basic literacy and service behavior norms of bank employees, standardized service standards of banking business and other rules and regulations on a regular basis, constantly standardize employees' service words and deeds, urge employees to strictly abide by the "eight requirements and nine hundred percent", truly treat customers as their parents, and advocate "care". Zhangyan, an employee, can use "three tones, two stops and one smile" in counter service, and has been commended for many times in the unannounced visit of the city branch.

2, pay special attention to the assessment and incentive mechanism:

First, establish a reward and punishment file for employees' high-quality and civilized service, and include employees' service performance in the annual evaluation and selection, which enhances employees' awareness of hardship and service;

The second is to establish an assessment mechanism linking service quality with business volume, and create a fair competition mechanism of "more work and more pay, less work and less pay", which has formed a good situation for employees of the whole bank to "strive for merit" and "grab merit".

The third is to establish an audit mechanism for outlets, account managers and customers. The person-in-charge of the outlet will assess the warehouse keeper and teller, the customer and account manager will assess the counter receiver, and the accounting counter receiver, cashier counter receiver and warehouse teller will each select 1 advanced service, which will be rewarded every quarter.

The fourth is to set up a reward fund for high-quality and civilized services to commend the advanced and spur the backward.

3. Do a good job in the service of relevant departments. The sales department is not only an independent service department, but also the hub of branches and outlets. First, actively cooperate with the account manager to make various loans and withdraw funds. In August this year, I actively cooperated with the account manager to handle _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Efforts should be made to extract the service level of senior staff and warehouse personnel, and timely transfer cash and deliver relevant documents of branches.

Third, seek truth from facts and be brave in expanding the market.

"Development is the last word". Without the development of the market, everything will be impossible. At the beginning of the year, in the spirit of market-oriented, service-oriented and customer-centered, the director's office established the working idea of asking for deposits from the market and digging deposits from other banks in combination with the specific situation of the business department. Lock on to the target and don't stop until you reach it.

1, comprehensively straighten out the situation of account-opening units in the business department, establish large accounts and visit them regularly. The competition of modern banks is the competition of products and services. The business department provides personalized services according to different customers, and continues to provide on-site services to large customers such as people's hospitals, salt companies and Chinese medicine hospitals, and recommends fast online banking settlement methods to units with frequent settlement. At present, an online bank account has been opened.

2, fight for service, love is better than Nantian Investment Management Company is a customer I won over in August. As a banker, you should have a sense of professional sensitivity. When the director's office learned that 14 bosses, including businessmen, raised funds to prepare the property rights of Nantian Group, they immediately inquired from many sides, got in touch with Liu and others, introduced our service and settlement advantages to them, and won the trust of Nantian people with sincerity. On August 8th, I decided to open an account in our department and invest the registered capital _ _.

3. Qi Xin works together to tap the sources of deposits. Zhou has strong activity ability and is good at marketing, which effectively enriches the power of public deposits. At the same time, employees are encouraged to make suggestions. And formulated incentives, which effectively stimulated the enthusiasm of employees to pull deposits. Employee Shen Jianhua took advantage of his lover's relationship in the army and took the initiative to collect 1.5 million yuan.

4. Actively cooperate with the account manager to do a good job in service. In August this year, Jiangsu Hongxing Silk Spinning Group was restructured due to poor management, which involved our bank's loan transfer and other related issues. Our department actively cooperates and is responsible for helping to solve relevant procedures. Only in this way can our assets be protected. The newly registered Dida Blue Silk Co., Ltd. invested a registered capital of RMB 2,654,380+580,000 for the first time.