Measures for performance appraisal of banks (1)
In order to stimulate the enthusiasm of employees, embody the principle of fairness and justice, and promote the steady growth of deposits in our bank, the following measures for the assessment of all employees are formulated:
1. Each teller at the front desk has more than 50 business transactions per month and daily, and 0.2 yuan will be rewarded for each excess transaction (only in the current month); Tellers and administrative staff at the front desk will market the 1 deposit account and have normal business dealings. At the end of the year, each household will be rewarded with 3 yuan.
Two, the daily average of less than 300 thousand yuan, the implementation of 1300 yuan wage standard; Monthly salary increase of 350,000 yuan 100 yuan; On this basis, the average daily wage of 50,000 yuan will be raised to 20 yuan. If the employee fails to reach the daily average of 300,000 yuan for six consecutive months, it shall be paid according to the salary standard of the probation employee.
3. The employee who ranks first in the bank every month will receive 100% of the monthly salary. For employees who rank first in the whole bank for two consecutive months, 200 yuan will be increased on the basis of the original salary; The employee who ranks first for four consecutive months will be raised to 200 yuan on the basis of the existing salary. If the ranking drops, the salary of 100% will be cancelled, and the salary increase will be cancelled, which will be assessed according to the actual assessment standard. The average daily wage reached RMB 6,543,800+0.8 million, which was increased to 400 yuan on the existing wage basis, and the salary increase was cancelled at the same time.
4. After the daily average reaches 2 million yuan, the excess part includes: if the time deposit of more than one year (including) exceeds 10 yuan, the monthly reward will be 10 yuan (if the reward part is deducted in advance); The daily average is 3 million yuan. For the excess part of time deposits with a term of more than one year (inclusive), for each excess 10000 yuan, the monthly reward is 15 yuan (if the reward part is withdrawn in advance); Reward 5 yuan every month for three months and half a year, and the daily average excess of current savings deposits is 1 000 yuan; If the daily average enterprise deposit exceeds 654.38 million yuan, 4 yuan will be rewarded monthly. The deposit incentives specified in the preceding paragraph shall be calculated in the order of deposit dates.
5. If the per capita deposit exceeds the annual target approved by the board of directors, a special contribution award will be given at the end of the year.
6. This reward is limited to employees of the Bank and shall not be used for persons unrelated to the Bank.
Seven, this approach as an advanced basis for year-end assessment. Fraud, punishment according to the relevant system, cancel the advanced appraisal qualification.
Eight. These Measures shall be adjusted according to the annual deposit index approved by the board of directors.
These Measures shall be implemented as of the date of issuance, and the relevant documents and systems that are inconsistent with these Measures shall be abolished at the same time. These Measures shall be interpreted by the Bank.
Measures for performance appraisal of banks (II)
Article 1 These Administrative Measures are formulated to standardize the performance appraisal management of branches of commercial banks, ensure the smooth operation of the organizational system, continuously improve and improve the performance of employees, and ensure the realization of joint venture strategies and objectives and the effective implementation of relevant policies and systems.
Article 2 Evaluation object
All employees of commercial bank branches.
Article 3 Purpose of evaluation
(A) the establishment of full participation, full responsibility, clear responsibility management model. Improve the overall management level of the branch by standardizing the operation process through assessment;
(2) Based on the continuous improvement in the future, the purpose of assessment is not only to reward the superior and punish the inferior according to the results, but more importantly, to constantly motivate employees to continuously improve their future work;
(4) To help employees improve their work level and ability by objectively evaluating their work performance, attitude and ability, so as to effectively improve the overall performance of the firm;
(5) Enhance teamwork spirit through performance appraisal, and promote the gradual formation of employees? Customer first? Service awareness (including internal and external customers). Measures for performance appraisal of banks Article 4 Appraisal principles
On the basis of following the principles of justice, fairness and openness, the objectivity, responsibility, motivation and result orientation of performance management are emphasized.
Article 5 Division of assessment responsibilities
The backstage is responsible for the statistics of some performance data of the account manager, and the accounting supervisor is responsible for the relevant assessment figures.
According to the inspection, the person in charge of the outlet is responsible for the final review and confirmation of the assessment results.
Article 6 Evaluation Contents
This appraisal is conducted according to the 100 scoring system. Different appraisal items are set according to different positions, and the appraisal items will have different weights.
A, back office staff assessment scheme
1, attendance (5%): the accounting supervisor of the branch is responsible for checking and registering the daily attendance of ordinary employees in the branch.
Specific assessment requirements and standards: ① Those who are late, leave early and miss work halfway (including commuting, meeting, business study, etc. ) less than two times (including two times), and each time is less than 20 minutes, the employee project score will be deducted 1 minute each time; More than 2 times (excluding 2 times) and a single time within 20 minutes, deducted 3 points each time; If you are late, leave early or miss work for more than 20 minutes at a time, the employee will be deducted 1 minute for each item, and all the items will be deducted if the score is insufficient. Cross-project overdraft deduction principle? Execution (the same below).
2. Excellent service (10%): the person in charge of the branch (president and manager) and the accountant in charge are responsible for assessing the quality of the excellent service of the employees of the branch, and the person in charge of the organization and the accountant in charge each have 5 points.
Specific assessment requirements and standards: quality service can be divided into external quality service and internal quality service. External quality service actually refers to counter quality service, while internal quality service is mainly aimed at the attitude and ability of cooperation with other relevant departments or staff in each work link. (1) In the process of accepting counter business or cooperating with internal staff, if customers or internal staff are really dissatisfied with their services due to poor service attitude, low work efficiency, operational errors and other reasons, points will be deducted 1-5.0 according to the severity of the consequences, especially if the service is not in place, resulting in deposit losses; (2) Although there is no complaint record, it is in the superior business department.
During the temporary visit of the staff or the routine inspection of the business inspector, did you find that the post staff did not press? Quality service manual? For operations and services, 0.5-5.0 points will be deducted each time according to the severity of their impacts and possible consequences.
3. Accounting quality and internal control management (60%): This score of the post personnel directly comes from the audit supervision results of the post-auditors of the accounting department on the teller's accounting vouchers and the statistical results of various business inspections by the business inspection team.
Specific assessment requirements and standards: check the accounting quality of post personnel and standardize the operation process at the front desk through daily post-audit of accounting vouchers and various business inspections, so as to achieve the purpose of strict internal control, avoiding risks and maximizing profits. (1), according to the error statistics of post supervision, the deduction standard meets the standard of post supervision; (2) The untimely delivery of vouchers directly affects the bookbinding and auditing of vouchers by auditors after accounting, and 0.5 points will be deducted for each teller item; (3), accounting auditors and accounting business inspectors in the return visit or daily inspection found that employees did not timely rectification of all kinds of errors as required, each deduction of 2 points; (4), in the financial accounting department inspectors (or other inspectors) found problems and errors in the daily inspection and special inspection of business outlets, according to the severity of the error, 2-5 points each time.
4. Average daily business volume in the current month (5%): teller business volume statistics = number of bookkeeping transactions, average daily business volume = summary of business volume in the current month/normal business days.
Specific assessment requirements and standards: ① If the average business volume of tellers is less than 15%, 0. 1 will be deducted from the competent teller, and 0.1will be deducted for each percentage point increase; (2) If the leader has special arrangements, the teller will handle it according to the average business volume; ③ Randomly select 5- 10 days for calculation.
5. Work quality of personnel department (5%); Mainly based on the notice issued by the superior.
According to the division of labor in the accounting personnel division of labor transfer register, if there is any mistake in the work, each item will be deducted 1 point; If the work within the jurisdiction is slack and causes serious consequences, points will be deducted in other sub-items;
6, task assessment (10%), according to the completion ratio to calculate the score.
(1), deposit assessment (score 2 points, with the highest proportion controlled at 200%): current inventory balance/inventory task * 100, score calculated in proportion, task 65438+ 10,000).
(2) Card issuance (score 2 points, highest proportion control 150%): the task is 20 cards per month, and the score is calculated in proportion;
(3), online banking (score 4 points, the highest proportion control 150%): 5 people online banking every month, corporate online banking has no task, 1 personal online banking is counted as10;
(4) Dividend insurance (2 points, with the highest proportion controlled at 200%): the annual task is 5,000 yuan;
Single item: pos merchants (score 5 points, the highest proportion is 200%): 1 task is completed throughout the year, and the reward standard is rewarded according to the requirements issued by the bank.
7. Extra points: 1, there was no mistake in that month, and all employees got +3 points;
2. The error rate is the lowest, voucher collator+1, other employees+1, and no extra points will be given for the most errors;
3. No complaints in that month +2 points;
4. Outstanding contribution award of the month +2 points; (Assessed according to the task completion).
Second, the account manager assessment plan
1. Attendance (5%): the director of the branch is responsible for checking and registering the daily attendance of the credit staff of the branch.
In view of other reasons, such as loan evaluation and loan litigation, the account manager may notify the director or accounting supervisor. If you don't tell me when you go out, and there are serious problems in the superior inspection, you will be seriously investigated for responsibility. If you find/kloc-0, 2 points will be deducted.
2. Excellent service (5%): the person in charge of the outlet is responsible for assessing the service quality of the employees of the outlet. If customer complaints are caused by their own reasons, 2-5 points will be deducted as appropriate according to the severity.
3. Work quality assessment (10%): the person in charge of the network conducts assessment, conducts spot checks on the monitoring on a regular basis, and reports others mainly according to the inspection by the superior.
Specific assessment criteria: through daily inspection, supervision and assessment. ① The contract elements are complete. The person in charge of the branch organizes personnel to check the contract issued by the credit personnel once, and if no omission is found, 0.5- 1 point will be deducted. If the contract is invalid due to work mistakes, 20 points will be deducted and the work will be sorted out within a time limit. (2) The contract shall be kept completely. Evaluation criteria: the contract should be put in the filing cabinet. If access is needed for work reasons, it must be approved by the owner. If the loan contract is randomly placed in the office area, 1 point will be deducted every time it is found.
4. Assess the task index (80%), and calculate the score according to the completion ratio, with the highest ratio controlled at 130%.
(1), deposit assessment (score 10, maximum proportion control 150%): current inventory balance/inventory task * 100, score calculated in proportion, task 500,000;
(2) Assessment of the recovery rate of loans due in the current month (20 points): for loans not recovered in the current period/loans due in the current month * 100, 0.5 point will be deducted for each increase of 1 percentage point;
(3) Product marketing assessment (10, with the highest proportion controlled at 200%): including 1 corporate online banking (2 points); Personal online banking is 2 per month and 20(2 points) per year; 1 pos merchant (2 points); Annual dividend insurance 1 10,000 (2 points); The annual basic account 1(2 points).
(4) Assessment of uncollected loans (20 points): every 50,000 yuan of non-performing loans in the current month will be deducted 1 point;
(5) Loan interest recovery rate (65,438+00 points): According to the statistics on the recovery of arrears of interest in each month, the recovery rate = actual interest income of managed loans in the current month/interest receivable of managed loans * 65,438+000%, and for every percentage point lower than 65,438+0, 65,438+0 points will be deducted;
5. Extra points: ① Add 1 point for every 50,000 interest receivable recovered in the table;
(2) 2 points for every 50,000 off-balance sheet interest recovered;
③ Add 3 points for every 50,000 off-balance-sheet NPLs recovered;
Article 7 Wage calculation standard
1. The basic salary is paid according to the standard issued by the bank;
2. Welfare wages are in line with
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Chen min
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