Account Manager Self-assessment 1
20__, as the account manager of the branch company and concurrently as the supervisor of the bank acceptance bill of the branch. Over the past year, with the care and support of bank leaders and the help of colleagues, I have made great efforts and created extraordinary achievements in heavy and ordinary customer marketing and special management of acceptance bills. The marketing work has been fruitful, and the bills have been discounted to hundreds of millions without errors, which has made due contributions to establishing a good image of the Bank.
First, continuously strengthen learning and strengthen the awareness of active service.
Marketing work and bill discounting work are very common and complicated, and they all say to do one thing and love another. I think, since I have chosen a job, I should be down-to-earth and do it meticulously. As an account manager and bill manager, I know the importance of my work, because it is a window for customers to directly understand the bank and plays a bridge role between customers and branches. Therefore, I have a strong sense of professional honor. In marketing and bill management, I always insist on learning business with an open mind, exercising my skills with heart, handling business patiently and treating customers warmly. As a member of _ _ Bank, I firmly established a sense of service in my work, always cared about my customers and my bank, and strived to improve the service level and quality. Over the past year, no matter what the situation is, I am full of expectation, confidence and love for my work. Now, in the development atmosphere of all employees marching in the direction, I have been steadfast, diligent and earnest, eager to learn business, strive for perfection and study hard. My business skills have been greatly improved, and my business work has achieved remarkable results. In the work of high-quality etiquette service, I strictly demand myself, always adhere to the service concept of thinking what customers think, meeting their needs and eliminating their worries, always put the interests of customers first, and provide customers with all-round, thoughtful, convenient and efficient services. In the process of serving customers, we have achieved standardized operation, standardized service, polite language and decent behavior, which left a good impression on customers and won their trust.
Second, innovative marketing methods to improve customer marketing level
20__, the Division persisted in innovation, and engaged in different marketing activities every quarter, namely: Spring Thunder Plan, Summer Offensive, Autumn Hegemony, Sprint 19, and achieved more dream results. In customer marketing, I always believe that only by consistently adhering to quality service can we win more and better customers. Customers are always varied, and I always take customers as the center and strive to meet the reasonable needs of customers. On the premise of safeguarding the interests of branches, I will do more for customers and patiently handle every business. This year, various branches have successively introduced a series of service measures. When actually handling business, on the premise of ensuring compliance with the bank's rules and regulations, we will rush to the front line at the first time, master the marketing means flexibly, and provide customers with convenient, flexible, personalized and fast services. In order to stabilize and win more customers, services often extend to customer units. On holidays, I never forget to send a short blessing to the company's financial staff on their birthdays. I also don't forget to lend a helping hand to customers when they are in trouble, and do my best to be a caring person of customers with practical actions.
Third, patient and thoughtful service to improve the performance of bill discount.
In the bill discount work, we often meet some customers who put forward different opinions and can't understand our work. At this time, I always explain and respond skillfully in time, which will not hurt customers, but also maintain the image of the branch. In the service, sometimes the questions raised by customers just point out the defects of our service projects. If you turn a blind eye to the obvious facts, turn a deaf ear, or pretend to be unreasonable, not only will this business fail, but it will also damage the credibility of the branch. Therefore, I always sincerely and humbly express my willingness to understand customers' criticisms, and then make a standardized and reasonable explanation, so that most customers will be willing to understand and finally let the business go smoothly.
In a word, the work of customer marketing and bill management is heavy and ordinary, but it is in this day-to-day work that I learned to treat my work with a pragmatic attitude and realized the charm of service. In the future, I will continue to treat my work with a natural, open-minded and inclusive attitude, continue to adhere to the "customer-oriented", forge ahead and make greater contributions to the development of the branch.
Account Manager Self-assessment II
Thanks to the joint efforts of all employees, the Bank has successfully completed this year's work target. As an account manager in the bank, I naturally feel particularly excited at this time. Naturally, I have to thank the leaders for their guidance in order to achieve such good results. Otherwise, how can I find a suitable path in my work? Looking back on the customer service work in the past year, I feel that I have gradually assumed my due responsibilities in this position, and my work performance has been greatly improved compared with last year. Taking the opportunity of New Year's Eve, I hereby make the following statements about my work in one year:
Although our bank is not in the city, there are still many people to deal with every day, which requires me to vigorously develop potential high-quality customers. How to develop customer groups is the difficulty and focus of my work. This job requires me to have a high knowledge of banking and a good working attitude. I know very well that the premise of doing my job well is to integrate into the masses, feel the needs of customers, understand their real thoughts, and then supply and recommend different services to them according to their needs. Since the end of this year, I have provided professional services to more than 1000 customers, including introducing storage, purchasing funds and anti-fraud knowledge. At the moment, everyone actually values money, but how to give money safely and reasonably is still a problem, so my responsibility is still relatively heavy. If I can do this job well, my personal performance will definitely be greatly improved.
During this year, I strictly followed the rules and regulations of the bank and complied with all requirements. I have never made any major mistakes in my work. I put most of my energy into developing customers. I not only strengthened the contact with the old customers of the bank, but also developed many potential customers. Through my efforts, Liu _ue86, I succeeded in making more people choose our bank and making customers willing to hand over more funds to our bank for management and control. Although I have obviously improved my work performance, I know that I can never be arrogant, so I always pay attention to tempering my own thoughts. Because I work hard, I haven't received any complaints from customers all year round, which was hard to see in previous years. Perhaps this also proves that my work has really improved a lot.
In the new year, I will continue to adhere to the current working status, devote more thoughts to serving the people, and strive to make more people choose our bank and believe in Ren Woxing!
Account Manager Self-assessment 3
The past year has really made me grow a lot. I feel that many times I am making progress in a stable direction. This is the situation in the past year. As an account manager of a bank, I have a great responsibility. This year, I also felt a lot of pressure, but I adjusted my mentality, always adhered to the correct attitude in my work, and continued to play very well, so I evaluated my work this year.
At work, I always expect to create higher value and maintain the image of the bank. I also look forward to continuing to do a good job in the happy stage, managing every employee well, always implementing the principle of customer first, and ensuring the interests of customers at work. This is my salute as a customer. I believe I can do all these things well. Not everything can be adhered to with a good attitude, but I prefer to do these things well in my work. This is a professional quality that an account manager should have, and a good attitude must be adhered to in his work. I should always pay attention to these. At present, including the future, these are all worth thinking about, and I also believe that I have the ability to do well.
Furthermore, as a manager, my words and deeds must be standardized, because I influence all employees. I also believe that in the next stage of work, I can continue to deal with these related work. As a manager, I must set an example. I have been implementing this principle for a year, and this is always the same. I also believe that I can continue to handle these details in the next stage of my work. Continue to do a good job in related areas, believe that you can do a good job, take the interests of customers as the center, and constantly improve the quality of service. Sometimes the job of a bank is to serve. In the new year, I will definitely continue to implement the relevant regulations, improve the overall business level, be a qualified and excellent account manager, and contribute to the perfect tomorrow of our bank.
Although the past year has passed, I must continue to implement my work, continue to deal with the next stage of work, and do everything well in my daily work as a manager. I must be more cautious about my work, ensure that the interests of every customer of our bank can be maximized, and continue to improve in the current work. Not everything can be ignored in work. Some things should be taken seriously. Looking back on my work in the past year, I have many feelings. In the future, I will make persistent efforts and adhere to the fine tradition of our bank, so that everyone can feel the joy of working and create more value for the bank.
Account Manager Self-assessment 4
Time flies, 20__ years have passed in a blink of an eye. During the year when I worked as an account manager in _ _ Sub-branch, I worked hard and made continuous progress, and my business level and ideological level were greatly improved. The work in 20__ years is reported as follows:
I. Achievements made
In 20 years, under the care and guidance of the president and leaders of the branch, I became familiar with the new working environment in a short time. During my work, I carefully studied various financial laws and regulations, actively participated in various learning activities organized by banks, and constantly improved my theoretical quality and business skills. In the new working environment, my work experience and marketing skills are lacking. In addition, the branch has newly established a foreign branch, so I must increase the customer base first. In my work, I always strive to win customers' support for our business, expand the number of my own customers, collect information and seek support through high-quality service and professionalism in a relatively short period of time, and successfully market a large number of high-quality customers and businesses such as _ _ _ Famous Wine Trading Center, _ _ _ City Electric Power Industry Company and _ _ _ City SME Service Center. Although the current book contribution is not great, it will be stored for future use. By the end of 65438+February, individuals had accumulated more than RMB _ _ _ _ _ _ _ _ _ _.
Two. Responsibility and mission
Since I became an account manager, I have deeply understood and felt the responsibility and mission of this position. The account manager is a business card for our bank to serve the public and a hub for customers to contact our bank. The way and manner of communication with customers represent the image of our bank. I always learn communication skills, master communication methods, and treat work with the attitude of "work is my career" and the way of running forward. Collect high-quality customer information from all aspects, keep abreast of customer trends, visit the bridge between customers, go down to enterprises and institutions, and go deep into customers. When there is no bus, take the bus, as always, rain or shine, and carry out daily maintenance for different customers, even leaving messages and greetings, which represents our bank's yearning for customers. Answer questions for customers enthusiastically and patiently, respond calmly to customers with simple gestures and friendly smiles, convey what I want to know to customers quickly and clearly, communicate well with customers and achieve good results, and win the general recognition of customers for my work. In the credit business, do a good job in pre-loan investigation, post-loan inspection and follow-up investigation, and submit the examination and filing materials in time. In 20__ years, the accumulated loan exceeds RMB _ _ _ _ _ _ _ _ ten thousand yuan.
Third, the existing problems
In the past year, although I made necessary achievements in all aspects, I also clearly saw my own shortcomings.
1. I didn't study enough. I must cope with the deepening of financial reform and the diversification of market economy. How to master the latest financial information and the development of our city sometimes can't keep up with the pace.
2. We should tap the existing customer resources, select the best customers, improve the quantity and quality of customers, and enhance customers' greater contribution and loyalty to the bank.
3. It is to further overcome the impatience of youth, be down-to-earth, improve work initiative, do more and talk less, and improve yourself in practice. I am trying to correct the above shortcomings.
In the new year, I will make persistent efforts, pay more attention to the study and research of new laws and regulations, new business and new knowledge, improve my working methods, forge ahead, work hard, enhance my sense of service purpose, show great courage, show pioneering spirit, consolidate my business foundation, work hard in a higher and further direction, and meet all kinds of difficulties in practical work with "new" work.
Account Manager Self-assessment 5
In a blink of an eye, I have been working in _ _ bank for six years. With the help of my leaders and the support of my colleagues, I have grown from a law student to a bank employee who can master most of the business skillfully. I was transferred from _ _ branch to _ _ branch as account manager on1October 20th. Looking back on my work and life this year, I feel that I have gained a lot. Now I have determined my study and work scenes this year as follows:
First, strengthen study and improve quality.
I was transferred from _ _ branch to _ _ branch in February this year as an account manager. There was little contact with assets business before, and various businesses changed greatly, so I need to calm down and re-learn the knowledge of credit business. After I came to my post to clear my mind, I consciously strengthened the theoretical knowledge of various financial products, improved my understanding of our financial products, and became familiar with the credit business in a short time. With the help of the leader and the master, I soon got used to it. I think only by having a thorough understanding of the business can we better serve our customers. As an account manager, I deeply understand and feel the responsibility of this position. The account manager is the business card of our asset business to serve the public, and it is also the hub for customers to contact our bank. How to serve customers better is what I need to learn and improve. On the one hand, we should be familiar with the business products of my bank and know what we can bring to our customers. On the other hand, I want to know what customers need, especially the latter, so that I can have a clear aim.
While strengthening my business study, I also study political theory diligently to improve my political quality. As a member of the China Democratic National Construction Association, I am always strict with myself. As a member of the participating parties, I actively support China's leadership, actively participate in making suggestions, learn from China's advanced literature, and earnestly practice the Party's mass line.
Second, keep your feet on the ground and work hard.
As an account manager, I work hard. My job is mainly the asset business of banks. While creating benefits for the company, I must always grasp the business risks. I can't bring losses to the bank because of my negligence. This requires me to be careful, observe carefully, investigate truthfully, report seriously and analyze professionally. While maintaining existing customers, I will try my best to tap new customers, meet customers' needs with professional business handling skills, realize personal compliance while giving priority to operating profits and ensure the safety of credit funds.
Third, there are shortcomings.
It is necessary to tap the existing customer resources, select the best customers, improve the quantity and quality of customers, and enhance customers' greater contribution and loyalty to banks. I need to further overcome my impatience when I was young, keep my feet on the ground, improve my work initiative, do more and talk less, and improve myself in practice.
In the new year, I will make persistent efforts, pay more attention to the study and research of new laws and regulations, new business and new knowledge, improve my working methods, work hard, enhance my sense of service, and strive to improve in all aspects to become an excellent account manager.
The account manager's self-evaluation refers to five related articles in the model essay:
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★ Five examples of self-evaluation model essays
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★ Five templates for personal self-evaluation of bank staff.
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