Bank Marketing Work Report Summary 1

It has been a year since I was transferred to the sales department. With the care and help of the leaders and colleagues, , my work has gradually moved from the adaptation stage to the competent stage. Over the past year, I have indeed done a lot of work. I will summarize the work of the year as follows:

1. Work hard to do your job< /p>

From January to May this year, I was mainly responsible for credit work, including manual and electronic ledgers of loans, management of loan text files, five-level classification of loans, post-loan inspections, and credit statements Preparation and reporting, registration and custody of important items (collateral). Beginning in May, he will be responsible for the creation and modification of credit lines for all customers. In June, the director proposed teller rotation, and I started to work as a first-level front desk teller. During this period, I humbly asked for advice at work and explored myself in practice. After one month, although I have indeed improved my business skills, I am still far behind my colleagues in terms of business efficiency and service efficiency. In July, I started to take charge of binding subpoenas on the basis of my original work. Until the credit management system went online, due to work needs, I was no longer responsible for binding subpoenas, recording electronic and manual loan ledgers in September and October respectively. After the credit management system was launched, I was set up as the account manager in the system, responsible for entering customer information, granting credit and lending to customers. Since the system was put online, I have created 400 pieces of customer information (without data migration) and issued loans. Now I can honestly say that it is very easy to operate.

2. Actively participate in learning and training

Over the past year, the Associated Press has organized business learning and training many times. I have been able to actively participate in it, study hard in the training, and ask for advice humbly. Whether in terms of financial laws and regulations, business knowledge or operational skills, they have improved to varying degrees compared with the past, and have achieved good results in learning and training tests. What's more important is that every time I accept new knowledge, I have a deeper understanding of the importance of learning, which gives me a sense of "being prepared for danger in times of peace" and enhances my initiative in learning.

Looking back at the work of the past year, I feel that time has passed by without doing anything, but from now on, I have to record the loan ledger once a day, check important items once a day, and report credit every month. Judging from the data of making a report once, conducting post-loan inspections on average about 120 times a month, and conducting five-level classification risk identification on nearly 650 loans every quarter, I can see that I have done a lot of work and achieved a lot. Certain achievements have been made, but there are still many shortcomings and unsatisfactory aspects: First, in terms of organizing deposits, I still need to find methods and channels to strive to complete the tasks assigned by the company; second, in terms of business skills, I still need to further improve my work skills. Only in this way can we better provide convenient and fast services to our customers at work; third, in the service, we still need to improve our attitudes and methods, thereby shaping a good social image of our company and our sales department.

In short, during the 20-year work, I have been able to strictly demand myself and completed various tasks assigned by the society. In future work, I will continue to strengthen my study and integrate theoretical knowledge with practice. Combining experience, carrying forward one's strengths, overcoming one's shortcomings, changing at work, and improving through changes.

Summary of Bank Marketing Work Report 2

After a period of work, the basic process has become familiar, but there have been more small problems, such as checking orders. Sometimes, some dealers do not send the remittance receipt, and even if some do send it, they do not indicate the company name, because many of the remittance amounts are inconsistent with the order, and it is difficult to identify which company the payment is from. If you encounter problems, you must Learn to use your own thinking to solve problems. In this regard, the first thing I think of is to understand clearly the circumstances of such problems, and then find a good solution based on the problem. So, I posted notifications in the QQ group for several days. (The reason for posting for several consecutive days is that not every dealer is online every day). The content of the notice is written according to the format of mathematical multiple-choice questions. I think this can help dealers to be more clear, concise, simple and easy. I understand clearly what I want to achieve.

Later, I took into consideration that not all dealers have access to the Internet, so I have to remind them what issues to pay attention to when similar problems arise.

Any improvements are based on the original ones. At the beginning, I recorded daily orders according to their recording method, but later I found that there were many inconveniences. I have made some changes in my understanding of work, so as to reduce unnecessary troubles at work.

Whenever there are too many orders, I have to keep a clear head, because there was a situation where the order was not signed in time due to too many orders before. This should attract my attention, that is, I must pay attention. Details, find out the reasons and make corrections.

In this work, there are many things that need to be discovered by oneself

and constantly discovered and changed.

Communication skills:

Communication is a skill, and being good at communication is an art. From a psychological point of view, if you think about problems from the perspective of the other party, you may gain I achieved unexpected results, but when communicating with customers, I ignored my starting point, did not notice the degree of relaxation, and at the beginning I did not notice that the content of the speech should be concise and concise. After a period of time, I discovered my shortcomings in this area. Now that I have discovered my shortcomings, I must find ways to correct them.

Tone is a very important link in communication. Communicate with others with a smile, and others will also feel your smile and sunshine.

Bank Marketing Work Report Summary 3

Looking back on the past year, all the experiences have turned into a beautiful memory. Combined with my own job position, I have achieved some results in the past year. But there are still certain shortcomings. Our bank conducts branch transformation, improves service quality, and strengthens branch marketing. Our branch has partially adjusted its staffing and arranged low-counter sales staff. The personal financial management business has achieved initial development and has begun to try to provide professional comprehensive personal investment and financial management services to mid-to-high-end customers. I also adjusted from the low cabinet to the financial office to engage in personal financial management business. Although I encountered many difficulties and problems at work.

1. Summary of specific work in 20---

Customer retention, mining, management, and personal product sales

1. Grasp the basic work and do a good job in sales Work plan to tap the financial management customer base; use the bank manager's CRM system to deliver through the front desk, focus on developing VIP customers, and add new VIP customers;

2. Further collect and improve basic customer information, and use the bank manager's crm system The system integrates customer relationship management, fund management, and investment portfolio management, and establishes some customer information. While understanding the basic information of customers and classifying and maintaining customers, it sells various products and actively marketing has achieved some results;

3. Strengthened publicity and conveyed information through newspapers, mobile text messages, exhibition posters, LED banners, etc., which achieved some effects;

4. Combined with the investment and financial management needs of market customers, according to The superior bank's work arrangements will further promote the launch of new products, such as RMB weekend financial management, stable return series, BOC's enterprising financial management, etc., as well as the sales of precious metals.

My own training and learning situation

With the great attention of the provincial branch, in March this year, after passing the selection and internal assessment of individual account managers across the province, I took part in the full-time job to accept a certain A certain afp qualification formal course training. With my own hard work, I passed the nationally organized afp financial planner qualification certification exam in a certain month this year, and obtained the qualification certificate in a certain month; I passed the afp system standard training, and after this stage of study, I improved my quality.

At work, as a bank employee, when making investment and financial plans for customers, we appropriately allocate various financial products according to different customers, and regard the investment returns created for customers as our work goals. . Be able to transform the knowledge learned into the ability to serve customers, participate in IT blueprint training based on the actual situation of our bank, and continuously improve their business capabilities

2. Existing shortcomings

Although our bank's financial management The business has initially developed. However, due to the late start of the financial management business and the low starting point, the scale of the financial management business has been small, and there is a large gap compared with peers. There are problems such as insufficient personnel, low quality, and unsupported management.

At present, our bank is expanding its intermediary business income. It is not enough to just develop insurance agents and fund sales. The products need to be enriched and financial management channels need to be expanded. Our bank’s special products: Huiju Bao, Foreign Exchange Bao, Paper Gold, RMB Many special financial management products such as gambling have not been fully promoted (restricted by marketing personnel, business quality, etc.) and lack professional financial management.

Disadvantages

1. There are few basic financial management customer groups (medium and high-end customers), incomplete understanding of customer information (address, number, hobbies) and lack of customer maintenance ;

2. Marketing efforts are weak, teamwork is needed to strengthen marketing, and personal abilities are not fully utilized;

3. Business processes need to be sorted out and integrated, services optimized to improve service quality, and multi-channel The desk transmits customer information to the financial office;

3. Work plans for the coming year

1. On the basis of consolidating the achievements already achieved, understand and grasp the personal financial business market, cope with competition among peers, and improve Rapidly develop our bank's financial management business,

2. Continuously strengthen quality training, do self-study and participate in training; further improve business level

3. Increase marketing efforts to promote various projects Target work, effectively focusing on customer volume growth.

4. Strengthen learning based on the actual work of our bank, do a good job in launching the new IT blueprint system, and prepare a 20-year personal work plan.

Bank Marketing Work Report Summary 4

20-20 is a very busy and fulfilling year for me personally, no matter in all aspects of thinking, work, study, and life. Great progress has been made, especially in sales. The achievements cannot be achieved without my own hard work and initiative, the close cooperation of my team, and the care and strong support of leaders at all levels. The work summary of the past year is now reported as follows for the benefit of the coming year.

Ideologically, keep pace with the times, promptly update marketing ideas and provide suggestions for the branch's marketing development, so that marketing work can keep up with the deployment of superior banks. At the beginning of 20--, during the peak season marketing activities, timely statistics of various business volumes and sorting out credit card submissions ensured that the results of the peak season marketing activities were consolidated in a timely manner. In March, I participated in the "Fengjin Qilu" training course organized by the provincial bank and insurance company, giving full play to the leading role of party members, postponing the rest time, working continuously for 14 days, contacting 106 customers in multiple ways, and calling Baidu , successfully invited 9 customers by phone, and finally signed orders of 560,000, and signed orders of 310,000 on the last day, accounting for more than half of the entire team's performance of 1.07 million. In the end, he won the honorary titles of "King of Total Insurance Premium", "King of Total Packages", "King of Long-distance Running" and so on. He never gives up easily in daily marketing work. In addition, actively write manuscripts and messages so that all business carried out by the branch can be communicated to superior leadership departments in a timely manner.

At work, work hard and complete various tasks actively and efficiently. In terms of CSI 300 fund sales in the second half of the year, individuals sold a single fund worth 1 million, accounting for more than 50% of the total sales volume of the branch. The company marketed more than 14 million financial products throughout the year. In addition, it actively explored potential customers and made good suggestions to branch leaders, which enabled the branch to successfully market more than 40 million financial products, laying a good foundation for the branch to achieve new breakthroughs in financial products. While doing a good job in marketing, take care of the follow-up work of marketing carefully and carefully. In 20--, more than 1,500 credit cards were verified and registered, and more than 1,300 reports were sorted; especially in the sorting and submission of batch cards, they worked overtime to ensure that all customer information was reported in a timely manner. In addition, 6 diamond-level customers have been signed, and one new diamond-level customer has been added. We have made every effort to maintain customer relationships, ensuring the service experience of mid-to-high-end customers and the continuity of customer relationships.

In terms of learning, as a learning organization, I actively learn and update various business knowledge, take various trainings seriously, participate in various examinations, and maintain the smooth flow of business knowledge and good knowledge form. In school, I actively participated in various business knowledge competitions, organized and participated in the creation and editing of the branch's own publication "One Family", participated in and passed various examinations and fund sales qualification examinations organized by the superior bank, and obtained the banking industry qualification General Certificate of Qualifications.

Through continuous learning, I have enriched my understanding of banking industry policies and regulations, laying a good foundation for better serving our bank and our customers.

In life, as a party member, be diligent and thrifty, and practice strict economy. Propose rational suggestions for the branch's savings plan, such as saving paper for copying ID cards every day, promptly collecting waste paper after printing at the end of the day and handing it over to the front office staff for use. We rationalized the design of the vouchers filled out by customers who received cards in batches, and made full use of the discarded letter paper from the branch, saving a lot of paper.

The achievement of the above achievements is inseparable from the strong support of the leaders and the close cooperation of the colleagues. In daily work, the branch leaders help me with the allocation of business resources, and the colleagues also actively recommend customers to me. , ensuring the enrichment and continuity of customer resources in marketing various financial products. Achievements can only explain the past, and more efforts will be needed in the future. As a member of the branch, I will take advantage of the 20--year east wind and continue to do a good job in various tasks while striving to make the sales work better, more detailed, and Stronger.

Bank Marketing Work Report Summary 5

In 20--20, there are many things worth recalling for bank employees who are at the center of the reform wave, especially those who work in the position of account manager The comrades who have gone to the hospital feel even greater. During the competitive recruitment at the beginning of the year, in my own words: "This is the first time in many years of working that I have formally stepped onto the stage to fight for a job." Moreover, unexpectedly, I almost lost the job. Competition made me feel pressured from the beginning. From that time on, I started to compete with myself in my heart. I must work hard and fulfill my mission. This is what he thought and did. Over the past year, I have closely followed the leadership team of the branch in my work, focused on the work focus of the branch, and successfully completed various tasks. I have used wisdom and sweat, actions and results to reflect the spirit of "dedication, dedication, and selfless dedication."

As of now, I have completed the task of adding new deposits --- 10,000 yuan, completing ---% of the plan, handling acceptance bill discounts ---, amount --- 10,000 yuan, and completing intermediary business income ---10,000 yuan, completed personal savings ---10,000 yuan, and also completed fund sales, credit card, debit card marketing, etc., completed the implementation of the online banking system of the power supply company China Construction Bank, and assisted the branch to complete the electricity bill Research, development and promotion of real-time collection and deduction system.

1. Customers come first, and deposits are the center.

I always put customers first in my work, treat customers' matters as my own, and take care of customers' concerns. Urgent, think about what customers think, and always achieve "three diligences" in working methods, diligently moving legs, hands, and brains to win customers' support for our business. I can be a thoughtful person at work. He captured the information from a certain company's financial personnel's inconspicuous words, timely feedback and tracking, and finally made nearly ten thousand yuan of funds arrive at the beginning of the year, achieving a "good start". It laid a good foundation for the bank's deposit increase work.

In the process of serving customers, I am meticulous and inject brotherhood and friendliness into my work, making the simple and boring service work rich and colorful, truly embodying the concept of customer first. When a customer receives flowers from him on his birthday, he will definitely be moved by the surprise; if a customer receives a text message with funny words from him when he is troubled, he will definitely put his unhappiness behind for the time being. With a trace of gratitude; and when the client unfortunately lies in the hospital bed, you will see him busy running upstairs and downstairs... Although things are very ordinary and simple, but for a meticulous person like Chen Gang, not much.

2. Customer needs are my job

I have been engaged in credit and deposit work in banks for more than ten years, and I have a relatively comprehensive ability to work independently. With the development of bank reform, As needed, my work ability and comprehensive quality have been greatly improved, and my business level and professional skills have also been updated and improved along with the various stages of reform of CCB. In order to fulfill my mission and complete various tasks assigned by superiors, as an account manager in charge of multiple key accounts, I faced the difficult situation of increasing competition in the industry. With the help of branch leaders and department colleagues, I boldly expanded my ideas and established With a customer-first mindset, he adopts different working methods for different customers and strives to provide customers with the best financial services. His own understanding of work is that "the needs of customers are my job."

3. Exploit ideas, be brave in innovation, and carry out work creatively

With the reform of my country’s economic system and financial system, the trend of customers choosing banks has formed, and competition in the industry has become increasingly fierce. , In terms of business development, I have you, and you have me. To survive and develop in the competition, how to serve key customers well plays a decisive role in the business development of our bank.

I think that as a good account manager, you should always pay attention to researching the market and paying attention to market dynamics. Researching the market means analyzing the marketing environment. On the premise of grasping the objective environment, you should study customers and make decisions through customer analysis. The research aims to understand the operating rules of customers' funds, and strive to track customers' downstream funds to our bank, achieve "monopoly control" of funds from the source, realize the internal circulation of funds, and consolidate the financial strength of our bank. This year, one of the clients he was in charge of had a large flow of funds. In order to circulate the funds in the body, he started from scratch and won the trust of the unit with high-quality services. He gradually found out the downstream units of the unit and through After many door-to-door contacts, all the infrastructure funds allocated by the unit were opened in our bank. In addition, in July this year, when the municipal government required the treasury to centralize collection and payment of budget unit accounts and transfer funds to commercial banks, he actively contacted door-to-door and successfully retained a customer to open an account with our bank.

Another example is using healthy fitness activities as a clue to carry out table tennis and badminton activities with customers. This not only deepens the interaction with customers, but also breaks the traditional public relations model. It has received a lot of benefits at work. Very good effect. In January this year, while having a friendly discussion with relevant personnel of a real estate company, he learned that the client wanted to auction some of his properties. He worked actively and successfully transferred the auction proceeds of 10,000 yuan to our bank.

I have a strong sense of professionalism and responsibility in my work. I work hard and work actively. I never pick and choose, avoid the important and take the easy. I treat every job with all my heart and do my best to complete it on time and with high quality. In his daily work, he always adheres to high standards and strict requirements for himself, taking the overall situation into consideration, regardless of gains and losses. In order to complete various work tasks, he does not hesitate to sacrifice his spare time, give up weekends and holidays, and uses all time and opportunities to serve customers and work with customers. Make friends with customers and be friends that customers are willing to make friends with. Through unremitting efforts, I have given myself a satisfactory answer in 20 years of work.

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