Bank employee personal work plan template 5
Life between heaven and earth, if a white horse passes, our bank work into a new stage, to make a plan for future learning. The following is my carefully organized work plan for bank employees, I hope it will help you.
Bank employees personal work plan template (selected chapter 1)
First, in-depth study of various product knowledge, and constantly improve their overall quality
Developed a detailed study plan, adhere to the weekly study of the financial theory and a particular product of the relevant policies, documents, so that the theoretical level, business capacity significantly improved. Knowledge update, business update, in handling customer business will be able to accurately grasp the business difficulties and risk points, can be found in a timely manner, as early as possible to make up for, do twice the work with half the effort.
Second, strengthen the team consciousness, establish a collective concept
Although many customers are not very cooperative, although there is a huge number of figures we need to find a way to complete, but when the team's every one involved, all for the purpose of the goal in the time of the fight, the kind of do not give up and do not give up the spirit of the spirit of let me be very touched, and it is precisely because of the existence of such a spirit, so we insisted on a perfect finish, and then we have to go to the end of the day. The last, to achieve a perfect finish.
Third, strive to improve business level, improve customer service quality
A scholar said: the real quality of service is from the heart of the conscious behavior, rather than on the rules and regulations of the mechanical follow. To this end, as a scholar of the company's business, I should spend more time to learn product knowledge, business skills, and not because of the contact time is short, will reduce the requirements, must strive to open the door during the completion of their own quality of the building, in order to further improve the quality of service, create a brand of service, enhance customer satisfaction to do all the efforts.
Fourth, increase marketing efforts, do a good job of lending
First, make full use of the advantages of our bank credit, credit units, to the requirements of the deposit and loan ratio to do the first grasp, to ensure that the deposit and loan ratio fully meet the standard at the same time, our deposit task can also reach more than 60%.
The second is to compete for the funds of other banks, in the face of many customers, we continue to contact with the enterprise, the full potential, over and over again to sort out the potential customers, targeting the unit to find a relationship, a comprehensive attack.
First, strengthen the sense of service, rely on high-quality and efficient service to stabilize customers. As a front desk teller, the window is an extremely important, front desk service is directly related to the entire line in the customer's impression. In the daily business process, pay attention to the cultivation of service consciousness, humane service, affectionate service into the service work of the little by little, solid and effective practice of the bank's customer-centric philosophy, think of the customer, anxious customers, help customers to manage their finances, to provide multi-faceted, value-for-money services, to ensure that through the high efficiency, high level of service to stabilize the customer.
Second, strengthen the construction of internal control system to prevent and resolve financial risks. Improve the level of service, impress customers with sincere service and subtle attention to win their support. At the same time, the combination of ideological education and practical work, to find gaps and problems against the work, and really prevent the risk of work in practice.
Third, strive to improve their own service and business quality, and actively serve customers. 20__ year is ___ bank reform and successful development of an important year, the key to cultivate core customers is to enhance customer loyalty. To enhance customer loyalty, it is necessary to put the customer relationship on the important position, on the basis of enhancing customer satisfaction and loyalty, to obtain due returns.
Personal work plan template for bank employees (Selected Part 2)In the first half of the year, my department, in accordance with the deployment of the personnel office of the provincial branch and the party committee of the municipal branch, in promoting the reform of the personnel system, perfecting the competition and incentive mechanism, and improving the quality of the workforce, etc., carried out a number of work, and after half a year of hard work, the target task has been completed in a better way. Mainly did the following work:
First, carefully selected, continue to deepen the cadre appointment system
In order to deepen the reform of the cadre and personnel system, enhance the vitality of the cadre force, and further broaden the selection and employment channels, to promote the reasonable mobility of cadres, multi-post exercise, and strive to build a high-quality cadre force.
First, the entire bank section-level cadres were adjusted. At the beginning of the year, at the end of last year on the basis of the annual assessment of branch-level cadres, the party committee of the municipal branch of the entire branch cadres were adjusted, the adjustment involves all of the ___ branches, ___ municipal branch of the internal institutions, ___ times, of which, x outstanding ability, excellent performance of the deputy branch cadres were promoted to the level of the main branch. Through the adjustment and exchange, further optimize the leadership team structure of each bank, so that the overall team synergy has been significantly improved.
Secondly, the city's agricultural bank for the recruitment of deputy section-level cadres. In order to further deepen the city's agricultural bank cadres selection and appointment system reform, the city branch party committee research and report to the provincial branch agreed, decided to take the open selection, competition on the way, the city's agricultural bank for the recruitment of deputy section cadres. Deputy section-level cadres should be recruited to qualify for the __ year confirmed the city's agricultural bank section-level reserve cadres. The number of participants in the competition amounted to __ people, the city branch party committee through the qualification examination, speech defense, inspection and publicity, a series of open and fair competition, x comrades stood out, on the leadership position.
Thirdly, the full implementation of the accounting supervisor assignment system. First, through the organization of competition, democratic recommendation and inspection, each branch to the city branch recommended x accounting supervisor, the city branch from which identified ___, and will be taken over to the city branch management, assigned to each branch to carry out their work. Secondly, the city branch openly recruited 17 accounting supervisors for the city outlets in x month, on the basis of which the accounting supervisors of the city outlets were assigned in accordance with the requirements. The company's business is a very important part of the company's business, and it's a very important part of the company's business, and it's a very important part of the company's business.
Second, continuous improvement, and effectively do a good job of labor and capital
Labor and wage management is a complex and detailed work, involving the immediate interests of each employee. In order to standardize and improve the bank's labor wage management, give full play to the leverage of wages, the Department actively explore the combination of incentives and constraints of the mechanism, so as to mobilize the enthusiasm of all employees.
First, continue to improve the wage distribution program. In view of the provincial branch ___ annual wage distribution guidelines have not yet been issued, the bank in the first quarter of the development of the "efficiency priority, to protect the basic" distribution policy, the basic salary for the staff file 80% of the salary issued to the person, do not participate in the assessment. The bank's first quarter *** allocation of performance pay ___ million yuan (excluding section-level and above cadres), salary plan by head of the distribution to the branches, only in the Bank's internal distribution, according to the proportion of completion of the distribution, the remaining part into the next period. The assessment items are four items such as various deposits, operating income, clearance and recovery rate of matured loans, with the weights of 4:3:2:1. The performance salary of the head of the sub-branch is allocated at twice the average number of employees of the Bank, and the deputy is allocated at 80% of that of the head of the sub-branch. The performance salary of the manager (director) of the department and office of the city branch is the average of the city's branch directors, and the deputy position is 80% of the regular position. General employees of the city branch are 80% of the deputy positions. The performance pay plan for section-level cadres is separate and does not account for the performance pay of employees. The bank's first quarter **** distribution of efficiency pay ___ yuan, of which the highest for the Bali Lake Branch, per capita ___ yuan, the lowest for the De'an Branch, per capita ___ yuan.
Secondly, we have adjusted the pensions of retirees and the cost of living of internal retirees. First, the basic pension of retirees was adjusted. Participating in the adjustment of the personnel for the ___ before the end of the year has been for retirement procedures, *** have ___ people. Participating in this adjustment of high per person per month increased by __ yuan, low per person per month increased by __ yuan, the average per person per month increased by __ yuan. Two adjusted the cost of living for internal retirees. x month, the cost of living adjustment for __ internal retirees of the Bank, the highest increase of __ yuan per person per month, the lowest increase of __ yuan, the whole bank *** increased by __ yuan. x month, again adjusted the cost of living for __ internal retirees, while canceling the enterprise annuity. The maximum increase per person per month was __ yuan, the minimum increase was __ yuan, and the bank-wide **** increased by __ yuan. Through the two adjustments, the internal retirees' monthly **** increased by __ yuan living expenses, and the per capita monthly increase was __ yuan. Third, the living allowance for retired personnel was increased. According to the spirit of the Ganlao social support [__] No. 1 document, our bank *** have ___ retired cadres (of which x are workers before the founding of the country) to participate in the adjustment of this living subsidy, from x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x, per person per month by ___ yuan.
Third, the approval of the bank-wide incentive promotion, job promotion salary. Reported to the provincial branch for approval of the bank's ___-___ annual ___ outstanding section-level cadres and employees of the incentive promotion wages, ___ annual 9 newly promoted to the post of section-level cadres of the job promotion wages, and retroactive honoring the ___ yuan wages.
Third, reasonable regulation, institutional reform in an orderly manner
In order to promote the orderly and efficient operation of the Bank's operating institutions, enhance the Bank's market competitiveness and accelerate business development. In the first half of the year, the Bank, in accordance with the requirements of the parent bank, combined with the Bank's actuality, the existing institutions continue to increase the reform efforts.
First, we actively and steadily withdrew and merged x inefficient outlets. In the first half of the year, in the case of the higher bank has not yet issued a plan to withdraw and merge outlets, according to the actual situation of the bank, the Department of our own requirements, the withdrawal of ___ County Branch x, ___ County Branch x, ___ Lake Branch x inefficient outlets.
Secondly, it is proposed to establish additional city branch internal organizations. According to the relevant requirements of the parent bank and the actual needs of the bank's business development, after the study, the bank intends to set up the international business department, urban network management department, legal affairs department and bank card department, at present, the international business department, urban network management department, legal affairs department has been approved by the provincial branch.
Personal work plan template for bank employees (Selected Part 3)According to the actual situation of the bank's accounting and settlement work in the year 20__, our work in 20__ is mainly from three aspects: to grasp the construction of the internal control system, to grasp the quality of accounting, and to grasp the quality of the teller's business in order to improve the bank's level of service and risk prevention capabilities. Now for these three aspects of the work of the Department of Accounting and Settlement in 20___ work plan:
Strengthen the construction of the internal control system to prevent the occurrence of risk. With the increase of financial crime cases in recent years, prompting us to operate on the standardization of the system of implementation of higher requirements:
1, regularly convened by the bank president and the head of the outlets to participate in the internal control, system, risk analysis meeting, put forward the business processing problems and solve them, and at the same time the formation of the minutes of the meeting on some of the various outlets of irregularities of the business of the implementation of the unity.
2. The Accounting and Settlement Department is responsible for the management of the bank's local and foreign currency accounting, cashiering, fund clearing, and people's
currency settlement business. It organizes the implementation of relevant systems, methods and counter business accounting and management. Responsible for the income of RMB settlement intermediary business. Responsible for the unified management of the parameter table of the integrated business system. Responsible for the unified management of the bank's accounting documents, including the management of collection, distribution, storage and destruction. Responsible for the collection, distribution, recovery and destruction of special accounting seals. Responsible for the management of cash, valuable documents and other valuables custodianship and transfer operations in the whole jurisdiction. Each of these operations has a risk point, requiring us to strengthen the control of each link in accordance with the provisions of the system.
3, to strengthen the whole bank all outlets in the system implementation and business operations in the supervision and inspection work, and the implementation of a special person responsible for the discovery of the problem timely and supervise the rectification and implementation of the problem, and regularly notify the Department of Accounting and Settlement of the results of the inspection and tracking the implementation of the same problem in the outlets to prevent the same problem from occurring twice.
Strengthen the accounting work, improve the quality of work. Because of the greater mobility of the bank's front desk staff, and the bank's new business and new ways to change faster, the quality of the bank's accounting has been a challenge:
1, continue to implement the performance appraisal mechanism of the teller, after the 20__ year performance appraisal of the bank's staff of the counter has had a certain positive effect. 20__ we will make better use of this appraisal mechanism, so more In 20__ we will make better use of this assessment mechanism, so that more tellers to participate in this assessment, in order to improve the work of tellers initiative and responsibility.
2, on the problems found in our inspection in addition to the notification process, we will continue to implement the means of financial penalties on the counter staff, as well as errors in the staff's business learning and examination. Promote tellers to pay attention to the occurrence of business errors, and strive to reduce errors.
3, there are penalties and awards, in accordance with the Bank's error assessment of the counter staff, the error-free and good work performance of the counter for the year to reward, in order to promote the work of the counter staff enthusiasm.
4, regular, accurate and timely to the city branch accounting and settlement department to report a variety of accounting and settlement statements.
Strengthen the business training, improve the business processing ability of the tellers, so as to improve their business quality. How the quality of the staff is fundamental to the development of the bank, in the current situation of frequent staff turnover we need to have a high-quality team
Personal work plan template for bank employees (Selected Part 4)20__ years, the Business Department in the parent bank and the branch party committee, the president of the Office of the `correct leadership to cohesion as the driving force for the innovation of the service as a grip, bold management, pragmatic. Successfully completed the tasks given by the branch, public deposits at the point of __ million yuan, a net increase of __ million yuan over the beginning of the year, the average daily deposit of __ million yuan, a net increase in savings deposits of __ million yuan. Now on the year's work summary is as follows:
First, cohesion, cast a high-quality team
Ideas are the guide to action. People will be disorganized will not achieve anything. The director of the sales department room a group of people y realize this, therefore, we will cohesion of the people in a prominent position.
1, take the lead, the first positive person first positive self director of the room team to set an example, strengthen the learning, learning to be a typical advocate, organizer, but also the practitioner. Teachers, honesty and integrity, frugality, to their own quality to influence every employee. Always adhere to the principle of fairness and impartiality in the work, do not engage in affinity, do not gang up, do a bowl of water. Encourage employees to put forward more opinions, as long as it is reasonable to adopt. Fully mobilize the enthusiasm of staff participation. In the sensitive issue of performance distribution, the implementation of openness, enhance transparency. Ensure that each employee to see assured, get comfortable.
2, give full play to the exemplary role of the party members of the sales department of the existing 29 employees, including 13 party members. The role of party members in the masses in the Department of Business is particularly important. The sales department party branch around the branch issued by the target task analysis, unified understanding to ensure that each member of the party is a benchmark, give full play to the role of the grass-roots party branch of the battlefield. In the party members to play an exemplary role in combat, and actively cultivate reserve forces, absorb the outstanding staff to the organization close.
Second, the service excellence, the transportation system to win thousands of miles
Service innovation is the eternal theme of the bank's work, only to strengthen the service in order to win the market, in order to create benefits. The director of the business department room team responded to the call of the city branch and the Rugao municipal government, and actively involved in the creation of "civilization and honesty" window activities, the business department service level rose to a new level. Our advanced practices, Nantong ICBC Net news and "Rugao Daily" has made a relevant report. The provincial bank net news is reproduced.
1, grasp the staff of professional ethics education
Director of the room to create a "civilized window" as an opportunity to regularly organize staff to learn the "Industrial and Commercial Bank of China employees' basic qualities and service code of conduct", "Industrial and Commercial Bank of China standardized service standards", and other rules and regulations, and constantly standardize the staff of the service Words and deeds, prompting employees to strictly abide by the "eight to, nine not, ten to do", the real customers as food and clothing parents, advocating "heart" service, the customer as a relative, as a friend. Employee Zhang _ in the counter service, the standard use of "three voices, two stops, a smile", many times in the city branch of the open and secret investigation by the commendation.
2, grasp the assessment and incentive mechanism
First, the establishment of staff quality and civilized service awards and penalties file, will be included in the annual assessment of the performance of employees in the assessment of merit selection and other assessment content, to enhance the awareness of the employees worried about the improvement of employee service conscientiousness; Second, the establishment of the quality of service and the volume of business linked to the assessment mechanism, to create a "more do more, less do less! The second is to establish an assessment mechanism linking service quality and business volume to create a "more work, more gain, less work, less gain" fair competition mechanism, forming a good situation of the bank's staff "competing to do", "rush to do" business. Third, the establishment of outlets, account managers, customer review mechanism. The person in charge of the branch to comment on the management of the bank, the librarian, customers, account managers to comment on the counter counter personnel, from the accountant to receive the cabinet, the cashier to receive the cabinet, the management of the bank librarian in the selection of an advanced service, and give awards on a quarterly basis. Fourth, the establishment of a quality and civilized service incentive fund, recognition of advanced, spurring backward.
3, grasp the service work for the relevant departments
Business Department is both an independent service department, but also the hub of the branch and the outlets.
One is to actively cooperate with the account manager to do a good job of various loan issuance and capital return. In August this year, actively cooperate with the account manager of the province's first factoring business ___ million, achieved ___ million economic benefits.
The second is to serve the grassroots outlets. Efforts to extract high withdrawals, treasury staff service level, timely cash transfer and the transmission of relevant documents of the branch.
Third, pragmatic, courage to expand the market
"Development is the hard way". Without the development of the market, everything will not begin. At the beginning of the year, the director's office according to the branch market-oriented, service-oriented, customer-centered spirit, combined with the specific situation of the business department, established to the market for deposits, to the other bank deposits to dig deposits of the work of the idea. Lock the target, do not stop until the goal is reached.
1, a comprehensive rationalization of the business department account unit status
The establishment of large accounts, regular visits. The modern banking competition is the competition of products and services. The business department according to different customers to implement personalized service, ___ hospital, ___ company, ___ hospital and other large customers to continue to implement door-to-door service, to the settlement of frequent units to recommend our bank online banking fast settlement. At present, the online banking account has been opened.
2, spelling service, love wins
Nantian Investment Management Company is a customer I fought over in August. As a banker to have a professional sensitivity, when the director's office learned that ___ businessman ___ and other 14 bosses to raise funds to prepare for the ___ group property rights, and immediately more inquiries and with Liu Zhengguang and others to get to take the department, to introduce them to the bank's services and settlement advantages, with sincerity to win the trust of the Nantian people. 8 August decided to come to my department to open an account, and to play into the registered capital of ___ million.
3, group effort, tap the deposit source
Arrangement of a strong activity ability of Zhou ___ specializing in marketing, effectively enriching the power of public deposits. At the same time, employees are encouraged to contribute ideas. And develop a reward approach, a strong incentive to stimulate the enthusiasm of the staff to pull deposits, employees Shen ___ use the relationship of the loved ones in the army, and actively solicit deposits of 1.5 million.
4, actively cooperate with the account manager to do a good job of service
Bank employees personal work plan template (Selected Chapter 5)For the staff of the dynamic assessment mechanism and the identity of the conversion problem, the bank leadership and I talked to after the pressure, but also from this inspired my motivation, I want to turn the pressure into motivation, and strive for the performance of the early target! The following is my next work plan:
1, continue to do a good job of community marketing. Century Village and Hualong International is CITIC Bank near the middle and high-end neighborhoods, I as a community financial manager of the two neighborhoods, I will continue to dig to get new customers, through the joint organization of activities with the property, the owners' association jointly organized activities or take the initiative in the community recreational areas such as square dance marketing and other ways to increase the opportunity to communicate with the customer, improve mutual understanding, so that customers recognize and buy our products to bring The company's business is to provide the best possible service to its customers.
2, do a good job of customer asset allocation. At present, my customers are buying a larger proportion of non-casualty insurance, according to the general trend of economic downturn and the unreasonable structure of the customer's asset allocation, I will do my best to guide the customer to recognize the importance of risk, and the non-casualty insurance management gradually to the transfer of the insurance management.
3, stock customer enhancement. The company has established a stock of customer files to understand customers, and then tap into customer demand for telemarketing or SMS marketing, recommending good financial management or notifying the bank of preferential activities, and seizing every opportunity to enhance the stock of customers. In the case of overseas financial customers, for example, combing the previous old and new customers, and start all-round marketing.
4, seize the "CITIC red spring" retail marketing activities, broaden the payroll business channels, bulk acquiring acquiring market customers ...... is mainly to seize the high net worth customers, do a good job of customer management and maintenance work.