Lobby manager year-end work summary 5 bank lobby manager work summaries

Only by providing sincere service can we win all potential customers. Treat every customer sincerely, your soul will be peaceful, your body and mind will be relaxed, and you will be surrounded by a pleasant atmosphere. The following is the lobby manager's year-end work summary and bank lobby manager's five work summaries that I have carefully compiled. Welcome to read!

Lobby manager's year-end work summary and bank lobby manager's five work summaries (1)

Even if it is the end of the year, you should still stand up for the last shift at the bank. What's more, as the bank lobby manager, you have certain responsibilities for many things, so you should treat the problems that exist at work with caution. I was able to shed tears of joy after my hard work. Fortunately, with the joint efforts of myself and the bank employees, I finally completed the important tasks delivered by the leadership. Considering the future development, I should summarize the work of the bank lobby manager this year.

Customers in consulting business should maintain a good service attitude in order to leave a good impression on them. Considering the importance of service ability to your work, you will naturally need to work hard in the bank, so you will In this year's work, we carefully received every customer who came to the bank lobby. Even if the other party did not understand the knowledge of handling bank cards and savings transfers, he would kindly inform the other party. After understanding it, I felt very happy. In fact, I was able to help customers through practical actions and had a corresponding sense of accomplishment in my heart. However, in my opinion, it takes a long time to gain experience in solving customers' doubts. Thank you.

When the order in the bank hall becomes chaotic, he will also assist the security guards in maintaining order. In fact, I did encounter a situation where the bank received too many customers several times during my work this year. When the situation became chaotic, it also meant that I needed to deal with it as soon as possible to get it back on track and in good order. The working environment also plays an important role in my performance. Therefore, I have made corresponding adjustments in the face of these chaotic situations to avoid conflicts. If a customer makes a noise in the bank because of a conflict, it means that my The work was not satisfying, but fortunately, with the help of other bank employees, I was able to perform fairly well in this regard.

During the banking work, you can also understand your own shortcomings by listening to customer complaints. Therefore, in this year’s banking work, I pay more attention to the simplification of explanations and customer opinions, and can help customers with concise language. Understand the nature of different banking businesses, and then guide customers according to this logic. They can also understand how to do it when handling business. Through their own efforts, customers can understand that the knowledge they need when consulting business is not so It’s easy, so even if you complete this year’s bank lobby work, you still need to treat it carefully in next year’s tasks.

After summarizing this year’s work as a bank lobby manager, I also realized my responsibilities. Therefore, I need to take this job seriously next year and try to make every customer satisfied. You can also feel very lucky to have achieved success in your banking career.

Year-end work summary of the lobby manager 5 work summaries of the bank lobby manager (2)

In the first half of xx, ** branch conscientiously implemented various work arrangements of ** to ** *The spirit of the president's speech at the working meeting at the beginning of the year is used as a guide. Under the guidance of branch leaders and relevant departments and offices, with the purpose of building "***" and the goal of being a bank with special credit business, we will closely Focusing on the work theme of "****", expanding the market, improving performance, preventing risks and ensuring safety, all work has been solidly advanced, and all work indicators have been completed.

1. Completion of main operating indicators in the first half of the year

As of the end of June

(1) Loan balance ** billion yuan, an increase of ** billion yuan from the beginning of the year , grew **, completed the planned increment **, issued a total of ** loans, and invested a total of ** billion yuan; achieved interest income of ** billion yuan, completing the ** planned for the same period.

(2) The average daily loan balance is ** billion yuan, an increase of ** billion yuan from the beginning of the year, completing the ** planned for the same period.

(3) Income from various intermediary businesses is ** million yuan. Among them, financial advisory fees are ** million yuan, and other handling fee income is ** million yuan.

(4) Handled ** bank acceptance bills with an amount of *** 10,000 yuan, including ** bank acceptances with a margin of 100 yuan, with an amount of 10,000 yuan.

(5) The number of customers is **, an increase of ** compared with the beginning of the year, and the customer expansion plan has been completed**.

2. Analysis of various business development conditions

(1) Analysis of loan lending industry

According to this year’s **** financial business marketing guidance, ** The focus of **** loans of the branch is **** loans. From an industry perspective, in the first half of the year, the wholesale and retail industry had the first *** billion yuan of loans; the manufacturing industry had the first *** billion yuan of loans; and other industries had the first *** billion yuan of loans.

(2) Analysis of loan product launch

In the first half of the year, ** branch invested a total of ** billion yuan, of which *** loans ** billion yuan accounted for **; *** Loans of ** billion yuan, accounting for **; *** loans of ** billion yuan, accounting for **; *** loans of ** billion yuan, accounting for **.

(3) Analysis of loan guarantee methods

Among the loans issued in the first half of the year, mortgage-guaranteed loans were ** billion yuan, accounting for **; guaranteed guaranteed loans were ** billion yuan, accounting for ** ;Credit loans are ** billion yuan, accounting for ***.

3. Key measures taken in the work

In the first half of the year, ** Sub-branch actively promoted the innovation of **** loans through various forms in accordance with the deployment of the planning work meeting at the beginning of the year. , strive to bring all work to a new level. The main measures are:

(1) Clear market positioning and adhere to innovative development

In the first half of the year, our bank insisted on taking ** as the development direction of ** credit business and gave full play to its advantages. We concentrated our efforts on obtaining high-quality customer loans, not only consolidating existing market advantages, but also focusing on developing business promotion of new products; we not only conducted in-depth exploration of original customers, but also worked hard to establish new expansion channels. In the first half of the year, our bank focused on *** We conducted focused marketing and successfully marketed the first loan with a total amount of *** million yuan.

(2) Clarify the division of responsibilities and form a **** management and control model

According to ** requirements, our bank reallocated **** credit practitioners in the first half of the year. A group of credit officers with high moral standards and strong business capabilities have been selected, and a financial risk management and control model of mutual assistance, mutual promotion, and mutual restriction has been established in accordance with the financial model, so as to fully promote the financial system in the future. *The development of credit business has laid a strong organizational guarantee.

(3) Standardize business process requirements and strictly prevent operational risks

In the first half of the year, ** Sub-branch reorganized the credit business operation process, standardized the requirements for each operation link, and strictly followed the requirements of the head office Handle the business according to the issued credit business operating procedures. It also conducted a comprehensive self-examination of the bank's bill business, new loan regulations, and low-risk businesses.

(4) Strengthen business training and improve personnel quality

In the first half of the year, our bank formulated the "** Sub-branch 2011 Staff Training Implementation Plan" and determined that every Saturday It is a concentrated study day. On the premise of completing ** various training tasks, we will give full play to the cutting-edge advantages of business backbones and adopt various forms to organize training at different levels and categories focusing on operational risks, business theories, work skills, etc. In the first half of the year, our bank organized *** business training.

(5) Using deposits as a breakthrough to comprehensively improve comprehensive benefits

In order to comprehensively improve comprehensive benefits, our department regards deposits as one of the key tasks of the whole year. In the first half of the year, our department The department has formulated a year-round deposit marketing activity plan. The goals are clearly defined, the indicators are corresponding, and the implementation is broken down and implemented until the employees are involved. At the same time, corresponding reward and punishment measures are formulated, and assessment methods such as ten-day briefings, monthly summaries, and quarterly rewards are adopted to stimulate employees' marketing passion and drive the concept of deposit marketing into the hearts of the people. In the first half of the year, through the efforts of the entire bank, we achieved savings deposits of *100 million and successfully completed the set goal.

4. Difficulties and existing problems encountered at work

Our bank found in marketing that ***************, it is recommended that we can based on this It is necessary to introduce new business varieties as soon as possible so that our bank can quickly occupy this blank market.

Lobby manager year-end work summary 5 bank lobby manager work summaries (3)

This internship position is the lobby manager, and the work involved basically includes: teaching customers to open accounts, Filling in documents, procedures for exchanging foreign currency, and guidance on public and private business. As well as giving customers deposit and loan advice, introducing customers to financial management channels, and providing customers with some financial information. We also teach customers how to use ATMs, automatic payment machines, online banking, etc.

Thoughts on the internship: As a college student majoring in international trade in the Department of Economics and Management, I have always been looking forward to the opportunity to intern at companies in the financial field such as banking, securities, and insurance. This long-awaited dream finally came true this summer: a summer internship at Bank of China Chizhou Branch. Although the internship was only a short month, it gave me a far-reaching practical lesson in financial knowledge, banking business, and internal management of the company. In particular, the attentive teaching and careful care given to me by the managers of various departments of Bank of China made me feel the beauty and warmth of the big family of Bank of China, which made me full of gratitude and admiration for Bank of China!

Banks are not like banks. As I imagined before, the work is easy, but the bank staff are also very hard-working. The seemingly simple work actually contains a lot of details, and every step requires the staff to be careful. And they often work overtime in order to complete a certain job. Of course, this is also because employees of Bank of China have a strong sense of responsibility and will take the initiative to work overtime to complete their unfinished work, although overtime is not paid.

This made me feel the unity and sense of responsibility of the big family of Bank of China, which is particularly important for enterprises. Without unity, the enterprise will be in chaos and difficult to develop. As long as the enterprise is united, it will be invincible. No matter how difficult the task is, as long as it is united, it will succeed; and if there is only unity without a sense of responsibility, it will be difficult for the enterprise to succeed in the market. In an economic environment, achieving a comparative advantage over competitors will not reflect an enterprise's market position, and it will also be difficult to gain widespread recognition from customers, and the development of the enterprise will be difficult. At this time, Bank of China showed me the image of such a united and responsible large enterprise. I believe that through the concerted efforts of Bank of China employees and the far-sighted leadership of Bank of China leaders, Bank of China will definitely gain a huge advantage over its competitors.

The cultural philosophy of the Bank of China where I work is service with a smile. We must warmly welcome and treat every customer's arrival and request. Especially when encountering some older customers, we must explain these economic details slowly and tirelessly. First, in order to win more for the company. Good reputation, another is that the funds involved in the bank's business are the hard work of every customer, and we must be serious and responsible for their trust and trust in us. The bank not only requires us to greet every customer with a smile, but also to care and care for every colleague.

What is commendable is that colleagues take every little request from customers to heart and take it seriously, and they all have good habits of being thrifty and not wasting money when working. Every morning, the morning meeting is a time to summarize the day's work and check each other's appearance, and then start the day's work with a new mentality and outlook.

I think no matter which company you are in, if there is a good corporate culture and employees have a positive mood, then the development of this company will flourish and it will be a place where more talents aspire.

I get along very well with every colleague in the bank, and I also learn a lot, including basic knowledge about banks and bank-related matters such as insurance, ways of doing things, Social knowledge and experience learned from customer conversations, etc. I think internships are of great significance and very necessary for college students.

Through internships, we can continuously enrich and improve our knowledge structure, cultivate the abilities of self-education, self-management and self-development, connect the learned knowledge with practice and verify it in practice, and exercise adaptability and Social skills, thereby accumulating social experience and work experience, taking the first step to successful employment, and making due contributions to the country and society. I hope that this internship experience can provide some help for my job search and development path after graduation. More importantly, I have more confidence in my future success.

Year-end work summary of the lobby manager 5 work summaries of the bank lobby manager (4)

In the blink of an eye, the one-month internship is coming to an end. First of all, I would like to thank the branch for giving me this opportunity to join this group. The one-month internship at the Taixing branch was my first step out of school and into society. This stage is an important transition for me from a student to the workplace. It was of great help to me and laid a solid foundation for me to enter the workplace in the future.

Although the internship is a bit hard and tiring, it doesn’t matter. The important thing is that I have gained a certain amount through the internship. The internship allowed me to become familiar with and adapt to some basic processes and business operations of the bank, understand what work is, what work is all about, what kind of work suits me, and how to deal with complex and delicate social interpersonal relationships. Through the internship, I gained a comprehensive understanding of myself and designed, supplemented and adjusted my career.

My feeling is: in school, I learn theoretical knowledge; in the bank, every employee in the branch is my master. I must humbly learn from the work experience of the masters, combine the knowledge I have learned with practice, discover more, analyze more, compare more, think more, summarize more, ask for advice more, and give full play to my initiative and work Positivity.

My internship position is as a lobby manager. I really didn’t feel comfortable standing down for the first few days. Not only did my back hurt, but I also had no clue about the customers’ questions. I felt like I was in this lobby. The manager is very unqualified. Not only is he unfamiliar with the business, but he is also panicked by some of the dissatisfaction of customers. After this month of training, I feel that I have made great improvements in these aspects. I can basically answer customer inquiries, and I can also appease customers appropriately and do my job well.

The internship time is limited. Although it is only a short month, I feel that my gains are still great. Here I would like to thank my masters. When I ask them for help when I encounter problems that I don’t understand in business, they will help me answer them carefully, which has greatly improved my understanding of banking business, and Through this one-month transition, I have been deeply integrated into the corporate culture of the branch and into this group. In the future work, I will redouble my efforts and do a better job.

I am about to go to work. This one-month internship will be a very important process in my career. Finally, I would like to thank the branch leaders again for their attention and concern for me, as well as all the masters for their careful guidance.

Year-end work summary of the lobby manager 5 work summaries of the bank lobby manager (5)

According to the relevant spirit of the "Bank of Communications Clerk Assessment Regulations" formulated by the head office, combined with my own work for more than a year I came to work in the lobby. At the end of the year, I made a work report to the leaders.

The summary report of this work can enable leaders to better understand our performance in ideological and political work, so that we can promptly point out problems in our work, correct them in a timely manner, and make continuous progress; the following is my work in 2008 The situation is reported as follows:

1. Main work situation of the year

This year I served as the lobby manager of the Kaohsiung branch. With the marketization of commercial banks, services are becoming more and more popular. We attach great importance to the job of the lobby, which is the beginning of customers’ contact with our bank’s high-quality services and their first impression of our bank. Therefore, our bank has extremely strict requirements for us; the lobby manager is responsible for connecting customers, tall counter tellers, account managers, Ward manager bond. Not only are we staff members, we are also advocates for our clients. When customers are confused, we point them in the right direction; when customers encounter difficulties, we lend a helping hand; when customers are confused, we patiently explain; we must be anxious about customers' needs, think about what customers want, and strive to achieve perfection anytime and anywhere. Perfect service to win every customer. We want every customer to feel our smile, our enthusiasm, our professionalism, and feel at home. Our Kaohsiung branch is located in a residential community and is also a famous nightlife and eating area. Because of this, it has brought a series of problems to our bank. Usually, most of the customers who come to handle business every day are elderly customers, and there are also a large number of small-note transactions from time to time, which increases the pressure on the counter. In order to solve these problems, we have prepared several sets of plans to carry out at the same time. For problems with a lot of business, we usually arrange the deployment and control of lobby personnel, take customers to the self-service equipment to register for discounts in a timely manner, and help them check their accounts. Customers with cards go to the self-service equipment for processing, diverting customers, thereby reducing the pressure on the counter. Whenever the passenger flow is large, I will ask loudly: "Customer **, please go to counter No. . Because only with good business order can we successfully find our target customers, market our financial products, introduce them to our account managers, and realize the integration of service and marketing. Regarding the issue of change business, we issued an announcement and implemented special counters and dedicated handling, that is, dedicated time and dedicated counters, which greatly reduced the pressure in the lobby; our bank has been here for many years, and the equipment often breaks down, and there are often Customers commented that in order to solve this problem, we inspect and maintain the machines at fixed points every day, discover and deal with them early, and minimize the inconvenience caused by obsolete equipment.

As lobby managers, we not only need to be familiar with our bank's business and products, but we should also go out and know ourselves and our enemies, so that we can be victorious in every battle. There are many similar situations among our customers. I remember one day in January this year, the entire business hall was crowded with people. There was an endless stream of people coming to inquire about financial products, transfer term, and collect wages. I was also very busy. . At this time, the security guard brought a customer who was inquiring about financial products. I briefly introduced him to the new stock Xpress and Delibao Colorful series, but the customer was not interested and said that China Construction Bank's financial products were good, so we transferred the money to China Construction Bank. Go, so I went to queue. I was surrounded by several customers at the time, and I didn’t have time to continue chatting with these two customers, but I kept thinking, “What products does China Construction Bank have to attract them?” I quickly finished handling my business and walked to where I was just now. Two customers approached me and said, "Can you introduce to me China Construction Bank's products?" They gave me a Pacific Insurance brochure. I quickly explained: "Actually, we also have the product you want to buy, and Pacific Insurance is separated from our bank. Our bank has close ties with Pacific Insurance and we have cooperated for many years. And we have other products here. I can compare the products of insurance companies, such as Ping An, Xinhua, etc., so that you have more choices.” Then I introduced the products to the customer. Finally, after our efforts, the customer chose Taiping Insurance Company. This incident also reminded me that only by deeply understanding the industry and competitors can we do a better job in marketing.

When recommending products to customers, you must pay attention to preventing risks, ask whether the customer is prepared for long-term investment or short-term investment, and then introduce corresponding products according to their situation, so as to prevent sales problems.

As lobby service staff, in addition to being familiar with the bank's financial products and business knowledge, they must also strengthen their professional ethics and be dedicated to their work. At work, we consciously safeguard the interests of the country, Bank of Communications and customers, and abide by social ethics and professional ethics. At work, the lobby manager's words and deeds usually attract the attention of customers immediately. Therefore, they are required to have comprehensive qualities. As lobby service staff, we should also have good coordination skills. However, our Kaohsiung branch does not have an account manager and lobby manager. Greeters, how to mobilize the work of tripartite personnel and security guards and give full play to their roles is what we need to pay attention to in daily life. We must pay attention to coordinating tellers and lobby staff to improve cohesion and exert team spirit. When dealing with those stationed at the site, first of all, we cannot treat them as outsiders, we must treat them as one of us, try to recommend some good customers to them, respect and care for them, and create a good working platform for them. Achieve a win-win situation.

High-quality service cannot just stay in the aspects of environmental beauty, "three-tone service" and behavioral norms. It should be a proactive awareness, a responsible attitude, and a good work mentality. It is even more necessary for tellers to ask, to form an overall interaction and tacit cooperation. Only with good order, good processes, and good overall performance can we achieve our best. In order to better improve my service level and business level, I participated in the Insurance Qualification Certificate Examination, the Fund Practitioner Qualification Certificate Examination, and multiple service standard studies and exercises organized by the branch this year, and successfully passed them. In my future work, I will continue to improve my work quality and service art to better provide customers with quality services.

2. Problems at work

In the past year, I learned a lot of experience in communicating with customers and some marketing skills in the position of lobby manager, but There are also many shortcomings. In the mysterious man's inspection in the third quarter of this year, our bank scored third from the bottom, which tarnished our branches and sub-branches. Afterwards, we learned from the experience and analyzed the reasons for the loss of points, which were mainly due to the external environment and some problems in details. In response to these problems, we actively trained in daily life. Through our efforts, we were finally approved by the branch’s code of conduct team in the fourth quarter. notification of praise. I believe that only by hard work in a down-to-earth manner can we bear fruitful fruits. Next year our bank will face the task of relocation again. It is recommended that branches should also reserve a self-service equipment service area in this location to avoid the loss of customers.

In the new year, I will work hard to learn service skills and professional knowledge, improve my business level, and provide customers with better and better services with a new look.

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