A written material summarizing the review and analysis of study, work and life in a period, a year and a stage. It can improve our written expression ability. Let's sit down and write a summary. So how do we write a summary? The following is a summary of my carefully organized banking operation. Welcome to share.
Summary of bank operation 1 Since I took office, with the correct leadership of the bank leaders and 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 assigned by the sub-branch, and all the assessments of the unit are in the forefront. 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 absorbing past 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 quickly enter the role.
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 initiative 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 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 customers' favorable comments, always put customers first, and constantly improve the service methods 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.
Summary of bank operation 2 Time flies. In a blink of an eye, I have been in the branch of XX Bank for more than half a year. There are many jobs in banks, and they all have extraordinary skills. Taking the strengths of others to make up for their own shortcomings is the guarantee for each new person to grow up quickly and improve constantly. Many leaders and masters have selflessly taught me their own experiences and lessons, which has saved me a lot of detours on the road of rapid growth. Through constant communication with them, I have been able to grow up happily. During this short and precious half year, I worked as an intern in the personal loan management department and the branch operation department. There are many positions in the bank. Finally, under the care of many leaders, I found a professional counterpart in the operation department, and I am very satisfied with and cherish the operation accounting work.
During the half-year internship, I gained a lot.
First of all, with the help and guidance of your predecessors, I have a preliminary understanding of the working nature of bank operation lines. There are many risks in the operation line and many work mistakes. An operational error will cause irreparable damage to the bank's funds and reputation. Therefore, we should treat this job with awe, not half tired and casual. Although the accounting center does not directly deal with customers, it will play a decisive role in the background operation. For example, in dealing with the landing of funds, if we are negligent for a while, it will cause the remittance road to be blocked and cause unnecessary trouble to the customers of XX Bank. Therefore, working in the accounting center should have a sense of time, learn to race against time, and make accurate judgments and solutions at the first time when similar funds land. The work of the accounting center also requires us to have a strong sense of risk prevention and control, to properly keep the business seal with the words ×× bank and other heavily controlled objects, and to conduct a review in the work, which makes me realize the importance of my future work.
Secondly, under the careful care of XXX, with the selfless help of XXX and XXX, I learned about some work points and accounting treatment of the accounting center. Including the transfer of large and small funds to UnionPay in the same city to print reports and bind subpoenas. During my study, I saw the serious attitude and dedication of my predecessors, and I am eager to become an excellent accounting center employee like them as soon as possible.
Finally, by participating in the comprehensive reconciliation at the end of 20××××× and the key reconciliation in the first quarter of 20×××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××××
① Online banking reconciliation and collection should be good at communicating with customers. The collection of online banking reconciliation is generally contacted by telephone with corporate financial personnel, without face-to-face contact. How to get customers to accept my work and cooperate with me to complete online banking reconciliation really made me work hard. I think first of all, the voice should be soft and gain the trust of customers through affinity. The second is to issue accurate instructions. For example, in practical work, I found that saying "click as soon as possible" to customers often had no obvious effect, but telling customers that "our bank mainly focuses on online banking reconciliation and needs to complete the operation within two working days" clearly conveyed the time requirement of two working days to customers, helping customers to complete online banking click as soon as possible, and achieved good results. In the end, of course, there are repeated "bombing" collections, which have achieved certain results for those customers who are not particularly willing to cooperate.
(2) The handover of the statement should be done carefully, and attention should be paid to keeping the corresponding paper handover instructions. When handing over to employees of Yin Yan Company, you should carefully count every sentence to ensure that the "context" of every sentence is well-founded.
Actively mobilize the power of outlets, and customers who come to handle business in the future will often get unexpected gains through "carpet-style" search.
In my future work, I have such plans and plans:
First, successfully pass the teller sequence exam, get the post authority, take up the post as soon as possible, and reduce the work pressure of the accounting center. At present, I have been practicing various examination items. Although I am not proficient, I believe that practice makes perfect, and I can basically meet the skill requirements of tellers in the near future.
Second, strengthen business study, better enrich yourself, and meet the challenges in the new era with a full mental state. Xx and my colleagues in the accounting center are very proficient in business knowledge and give me unreserved guidance. Therefore, I should cherish the present job opportunities, speed up my growth and strive for better work results. Besides, you can't relax when you get home. I now have a book, Accounting Practice of Commercial Banks, which is closely related to my present job. I want to try to understand it as soon as possible, which will help me understand my current job more deeply.
Thirdly, study bank documents repeatedly, guide various business operation norms, and escort my safe operation. I believe that as long as the requirements of operating documents are strictly observed, the possibility of accidents at work is slim, so these documents will be the focus of my study.
Fourth, get rid of the "student spirit" as soon as possible, strive to change from a student in school to a professional, establish your own workplace brand, complete every task with high quality, and become a banker who can reassure leaders, colleagues and customers. People often say that "attitude is everything", and the work of banks is difficult to some extent. However, as long as I am a conscientious person, always thinking, asking for advice with an open mind, and starting from scratch, I will definitely grow up quickly, become a qualified and excellent employee of XX Bank, and contribute to the development of XX Bank Branch.
Summary of Bank Operation The year of 320×××× is a colorful year in the development history of ICBC, and ICBC successfully took the first step of shareholding system reform. For Nan 'an Sub-branch, ×× year is a year of hard work, a year of adaptation to change, a year of pioneering and innovation, and a year of clearing up ideas and accelerating development. This year, the business integration of branches and their subordinate branches developed steadily, and the comprehensive business system was comprehensively promoted, achieving the expected goals. During this year, the organization and leadership gave me many opportunities to study 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 ICBC at various stages.
Second, with a high sense of responsibility and customer-oriented service concept, we will implement quality work.
In ×× years, I worked as a business supervisor in Changjiang Village Savings Office, mainly responsible for heavy control, internal control, quality accounting and counter normal business. By strengthening internal control management, the branch never ranked in the bottom 50 in accounting quality appraisal last year, and ranked in the top 30 or 40 for many times. I was rated as an "error-free teller" by Nan 'an Sub-branch for two consecutive months.
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. During my work in Changjiang Village Savings Office, I have developed from friendship with many customers to friendship, and I have been praised by different types of customers for many times, and I have 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 ICBC 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, always spur and improve myself with the service concept of "endless service, innovative service and lasting service", improve myself and be stricter with the care, guidance and help of leaders and colleagues, contribute to the reform and development process of ICBC, and implement the quality service work!
Summary of bank operation 4 As a bank accounting supervisor, I kept my work habit until I was promoted to supervisor. At the end of each month or the end of each year, I will make a work summary, and take a work summary as an opportunity to sort out myself in the past month or year so that I can better sort out my work and move towards the future. Here I will sort out and summarize this year's work and make a clear direction for myself:
First, the ideological aspect.
In this year's work, I am still a good young man with positive thoughts! When I was young, being an accountant in charge of a bank has always been the envy of others, but I know very well that this envy can be realized by them. As long as they work as hard as I do, they will certainly be able to achieve it! So in my first year as a bank accountant, I still worked as hard as before, especially ideologically, I still maintained a good learning attitude like a young man who just entered the society. This good attitude is my ideological achievement and my belief in doing a good job in bank accounting.
Second, in terms of operation.
This year's work, from accountants to bank accountants, has changed a lot, but the work here has not decreased, but has increased. Of course, this is not the exhaustion I want to express, but the challenge I want to say. It is precisely because the challenges are getting bigger and harder that I am becoming more and more diligent in my actions. In order not to let myself fall behind and live up to the expectations of the leaders, I devoted myself to this year's action. I took action not only on my accounting work, but also on the accounting team I led.
Third, specific work.
Talking about your work from the aspects of thought and action always seems a bit empty. Therefore, I will elaborate on the specific work this year. In addition to doing a good job in auditing various guaranteed bills and vouchers, I continued to be responsible for the deposit and withdrawal business of banks, and also accepted the business of changing some customers' personal information. I conducted two special trainings for the accounting department, led all the staff of the accounting team to have a prize-winning quiz on accounting affairs this year, and followed the superior leaders to inspect branches in other cities of the Bank. After the inspection, I transferred a small number of people to the finance department of our bank.
Summary of Bank Operation 5 In order to strengthen the construction of internal accounting control of Agricultural Bank, further improve the operation supervision mechanism, improve the quality of monitoring information verification, enhance the ability of risk prevention, and build an effective internal control system, according to the duties of the operation supervisor and the relevant operating 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.
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