6 General template for bank lobby manager's work summary report

? Time flies, it is time to sum up the work of our own bank lobby manager, which is of great significance to our future development. According to the company's requirements, how can we not let the annual review of the bank lobby manager look mediocre? The following are the six general templates for the summary report of the bank lobby manager, which I have carefully compiled for you. Welcome everyone to refer to it, I hope it will help you!

General template for bank lobby manager's work summary report: 6 articles 1 article? Three months passed like running water, but fortunately I didn't waste them! In these three months, I have grown from a little boy who just entered the bank to a qualified bank lobby manager. I must write down my taste and feelings so as not to forget how I grew up in my future work!

? 1. As the lobby manager of the bank.

? I am not a financial professional who comes to work in a bank. I had the opportunity to stand in the lobby of the bank and be the lobby manager, all because my experience in college added highlights to my resume. When I first came in, I quietly asked all my colleagues around me. Except me, all of them are financial majors, which not only makes me feel inferior, but also makes me more humble to everything in the bank than other colleagues, makes me more humble to anyone who comes to work in our bank during my efforts as a lobby manager, and makes my customers feel very good about me. I know I must have been influenced by them. This is a mistake. I am lucky to have mastered the trick of being a bank lobby manager!

? Second, the bank's vision.

? To be a good bank lobby manager, in addition to being modest, you also need good observation ability, which is also known as "eyesight". With insight, you can understand the needs of customers and provide them with all the conditions they need. In these three months, I think I have done a good job in this respect. Often, customers have not found what they need, so I always stand by them and give them greetings and reminders, which also makes customers have a positive evaluation of me. I still remember one time my colleague almost offended a client. As soon as I saw it, I quickly pulled the customer away and helped the customer continue to handle the business he needed, saving the embarrassing situation caused by our bank and customers at that time. Even our leaders later knew that I was fearless, gentle and friendly.

? Third, interpersonal relationships in banking work

? But most good things are two sides of the same coin, right? Just like what I said before, my colleagues misunderstood me because of my "intervention" and didn't want to talk to me, let alone be friends with me. But after the test of these three months, I also want to understand that being a colleague is difficult to avoid misunderstanding. If it is better to be a friend, if I can't be a friend, I will treat it with a normal heart. Work hard, treat others seriously and have a clear conscience.

General template for bank lobby manager's work summary report 6 2? X is the opening day of xx Bank and the beginning of my work as a lobby manager. Thank you very much for giving me this opportunity, so I have been diligent and enterprising and devoted myself to my daily work. In fact, the work of the lobby manager is the beginning of customers' contact with our quality service, and it is also the first understanding and impression of our bank. At the same time, the lobby manager is also the link between customers, tellers and account managers. Now that the second quarter is over, the work in the second quarter is summarized as follows.

? After entering the bank every morning, first of all, make an overall inspection of the lobby, turn on all kinds of mechanical equipment, ensure the normal operation of all facilities, check the hygiene of the lobby and keep the lobby environment clean and tidy. After the morning meeting, it is the beginning of the day's work. I remember that in the first few days, when customers stood in front of me, they would feel guilty or nervous, for fear that customers would ask me some related business I didn't know. After a few months, I can smile, because I have gradually become familiar with my work and the needs of customers. In my work, I am constantly familiar with it. If not, I will ask questions, such as what conditions and materials are needed to apply for a credit card, what information is needed to open a company account, how to use personal online banking, how to forget the password, how to report the loss, how to close the account, what information to bring, various remittance fees inside and outside the province, and how much to charge for ATm cross-bank withdrawals. When customers want to consult me, I can also tell them roughly that I believe they have a general understanding of our business. In other work, when the ATM breaks down or the cash box is out of money, contact relevant personnel for maintenance in time to minimize the inconvenience to customers. After a few months, I also deeply realized that this job is really not as simple as I imagined. However, when I wholeheartedly handle business for customers and solve problems for customers, when customers are grateful and say thank you to themselves again and again, I suddenly feel so happy and have a sense of accomplishment.

? In addition, the lobby manager should have initiative, responsible attitude and good working attitude. I know there are still shortcomings in this respect. In the future work, I will continue to improve the quality of work, better understand the needs of customers and solve problems for customers. Of course, we should also strive to strengthen all aspects of business knowledge, try to avoid being completely ignorant when customers consult, and let every customer feel our smile and our enthusiasm. As xx Bank is the first branch of xx, it is also newly opened. Relatively speaking, there are not many customers, which can be regarded as a running-in period and a learning period. Pay more attention to your daily work, get familiar with it and accumulate it slowly, so as to play a better role in future work.

General template for bank lobby manager's work summary report 6 3? First, bank work requires a rigorous work attitude. In fact, any work should be done seriously, especially in the accounting department. Every position needs to deal with numbers, and often needs to deal with a lot of data, requiring accuracy. Any small mistake will affect the overall result. For example, in the same city exchange, the amount figures of both borrowers and borrowers must be completely accurate before payment and transaction can be made. When bookkeeping, each transaction must be checked by a special person after being entered into the computer to ensure that the remittance time, amount and account numbers of the remitter and payee are accurate.

? Second, pay attention to the division of labor and cooperation, the working procedures are detailed and specific, and each step has certain operational norms. For example, when entering the settlement of agent bills payable, you must follow the steps of total amount calculation, total amount check, bookkeeping, recheck, printing and batch rolling. The information of each draft must be accurately entered into the computer and checked. If there is an error in the data, the transaction cannot be successful. Each process is interrelated, and each step is related to the overall result. We must cooperate with Qi Xin to finish the task.

? Third, it is very important to get along and communicate with colleagues. Because a complete task needs everyone's division of labor and cooperation to complete, communication between colleagues is very important. There will inevitably be some mistakes in the work process, which will bring inconvenience to colleagues in the next process; Or for some objective reasons, although no one should be fully responsible, it did affect the work of other colleagues. At this time, we must communicate with colleagues in the right way, solve the problem as soon as possible, and let everyone work together in Qixin. This skill can't be learned in books, so you should learn and accumulate it slowly in your work.

? During my internship, I got the care and help from all the leaders, teachers and predecessors. All the teachers taught me patiently, so that I not only learned business, but also learned a lot about dealing with people. Teachers in the office, in particular, took time out of their busy schedules, not only giving me guidance at work, explaining business knowledge to me, but also giving me a lot of care in life. I hope I can learn from all the teachers again in the future.

? "I think it's an armchair strategist. I don't know if it should be done." When I first read this sentence, I didn't feel anything special. However, after this short internship, I not only really understood its significance, but also deeply realized its connotation. For me, society and institutions are the best universities. I found that the knowledge I learned in textbooks was too limited and shallow. Everyone in Bank of Communications is my teacher, and I have to learn too much, not only professional skills, but also professional quality and social experience, which can be the basis for my future competence and the heaviest weight for me to stand out in the fierce competition.

General template for bank lobby manager's work summary report 6 4? I am the lobby manager of the Grid Hall of Industrial and Commercial Bank of Suining Suizhou North Road. I have been here for more than half a year. When I first applied for this lobby manager, I was at a loss. What should I do as a lobby manager? Before I came to work here, I asked many friends who were lobby managers. I have absorbed some experience from them, and I have collected a lot of relevant information on the Internet to understand and understand the responsibilities of the lobby manager. Some people think that as a lobby manager, his words and deeds and service quality are a microcosm of the bank's image and shoulder the heavy responsibility of coordinating the relationship between banks and customers. Some people think that the position of lobby manager is equivalent to a facade of a bank, and the lobby manager is like a person's eyes and a window to the soul. Others think that the lobby manager is the image "spokesperson" of a bank. When a customer steps into the bank, the first person who directly enters the customer's sight is the lobby manager. Therefore, the service attitude and quality of the lobby manager is very important, and it is also important for banks to do a good job as lobby managers.

? First of all, as a lobby manager, you should be familiar with the rules and regulations of the bank, strictly implement the assessment in the rules and regulations, start from me, meet the requirements of rules to follow and investigate violations, and face the work with a positive attitude. The work of the lobby manager mainly includes: lobby management, demonstration service, customer diversion, recommending bank products, coordinating passenger flow and appeasing customers' emotions. Some people generalize the lobby manager into six roles: business guide, service demonstrator, emotional appeaser, contradiction coordinator, environmental cleaner and safety supervisor. As soon as customers enter the grid hall, they should first find the lobby manager before doing business, because the lobby manager is an advisory office, helping customers to handle business, letting customers know about business, knowing about business, how to handle the business procedures they need, improving their comprehensive quality of functions, treating each customer seriously and achieving satisfactory service. Our lobby manager shifts the focus of work to the top priority of our work, because service is the key to the success of the service industry, so that customers can get a satisfactory attitude and reduce their complaints and complaints. Give back to every customer with the best service, and we will be satisfied when customers are satisfied!

? As the lobby manager of ICBC, I also have some shortcomings. When I meet many customers, I feel a little impatient, which makes me tired of customers asking me. Of course, I understand that I have to control my emotions and stabilize my emotions, because this is not only related to my work and work, but also related to the image of China Industrial and Commercial Bank. When there are many customers, I can't treat them one by one. I also understand that what the lobby manager does every day is to repeat what he does every day. It's complicated, but I have to clear my mind. After all, if I want to do this service industry myself, I must do my essential work seriously. It doesn't matter if I accept some grievances. I must not make my customers a little unhappy.

? In my grid hall, I think what is lacking is a kind of collaboration ability. In fact, our cooperation ability outside the counter is very strong. Because everyone helps each other, there seems to be some personal ability in the counter. In fact, I deeply understand that the work of our lobby manager is similar to that of the staff in the counter, and they are even more tired than us. But once there are still many customers at noon, the speed and efficiency of doing business will be slow, and some business contents that can be explained clearly to customers must be introduced by the lobby manager. Of course, this is what I have to do. However, when the lobby manager is busy, the teller will also call me. In fact, sometimes it really makes me angry, because I am asked to do another thing before I finish what I am doing. To put it another way, when I do or introduce business to customers, I only do half of it. Some reasonable customers have to say that if we encounter some strange temper, we will go to swear it again. Therefore, tellers, lobby managers and lobby staff should have a direct coordination and communication, so that everyone can coordinate well and customers will not be in a chaotic state when they come.

? The lobby manager should constantly enrich and improve his business knowledge and make himself a "walking dictionary" of mobile banking. Some people think that you should always recharge your batteries in your work, and at the same time you should master all kinds of banking knowledge, you should also constantly grow your talents in your work. Some people think that the lobby manager should have sufficient and comprehensive banking knowledge to provide services for customers, otherwise the lobby manager will be useless, and business knowledge is the foundation of the lobby manager and the skeleton of the human body. Some people think that the lobby manager should be dignified, elegant and generous if he wants to improve his personal quality and appearance. Personal quality is the facade and skin of the lobby manager. Some people think that lobby managers should not only learn financial and economic knowledge, but also learn the knowledge of various business operations and financial products of banks, not only traditional business knowledge, but also new business knowledge. Only in this way can they provide customers with all-round and personalized financial services. Some people think that an excellent lobby manager must have a booklet, constantly record today's information and tomorrow's plans, and make progress in reflection and learning, so as to improve himself and improve himself.

? The lobby manager must be an excellent listener and communicator when facing customers directly. Some people think that communication begins with language, which is a bridge, a waterfall and a rainbow. Only by using the correct language can we achieve good results. Therefore, in the process of communicating with customers, we should understand the characteristics of customers and use different communication methods to make communication produce unexpected results. Some people think that communication and coordination includes two aspects, one is communication with colleagues, and the other is communication with customers. When they are integrated into the team of the Agricultural Cooperative Bank, they must live in harmony with their colleagues and serve customers better. Some people think that the lobby manager should not only communicate with customers, but also coordinate the friction between customers and tellers, so as to look around, listen to all directions, communicate with customers in time and maintain close relations with customers.

? The lobby manager should be "diligent" and "good" in service. "Four diligence" means hand diligence, foot diligence, brain diligence and oral diligence. When meeting customers who need help, the lobby manager should be diligent in demonstrating and helping, and when meeting old, weak, sick and disabled customers, he should enthusiastically provide some help. "Three good" means good eyes, good ears and good mouth to satisfy customers. Some people think that when customers enter the lobby of the bank, the lobby manager should greet them with a knowing smile, be warm and polite, understand and understand their needs with a smile, answer their questions with a smile, and try his best to satisfy them, so that customers feel that it is very respected and welcome to come to the bank to handle business. Some people think that the lobby manager should master professional service skills, keep in mind the service tenet of "customer-centered", always keep that elegant and quiet smile, and treat every customer kindly and patiently. The lobby manager should sincerely consider the customers and take care of them with "enthusiasm, care, love, patience and sincerity". Sincerity and enthusiasm are the motivation and blood of the lobby manager. The lobby manager should listen to customers' opinions and accept customers' criticisms with an open mind when serving. When impatient customers ask the same question repeatedly, the lobby manager must listen patiently and explain patiently. To be an excellent lobby manager, you also need to have "three hearts": loyalty-being loyal to your own bank and working wholeheartedly for it; Love-thank colleagues and customers for their support to the lobby manager's work; Sense of responsibility-serious and responsible, loving and dedicated. When customers complain about banking services, the lobby manager should listen to customers' dissatisfaction, then accept customers' criticism with an open mind and thank customers for their supervision. Some people think that the lobby manager should work with gratitude, first of all, he should thank the customers, and secondly, he should thank the unit, experience the happiness brought by this job in gratitude, and let the customers remember the warm service of ICBC.

General template for bank lobby manager's work summary report 6 5? In the busy and substantial work, we ended the work of 20xx. With the ringing of the New Year bell, the year of 20xx has quietly arrived. Facing the coming new year's work, I deeply summarized my work situation, improved my work shortage, and laid a solid foundation for better completing the 20xx annual work. Looking back on my work in the past year, with the correct guidance of my superiors and the help and support of my colleagues in various departments, I have successfully completed my work tasks in 20xx and achieved good results. In order to ensure the smooth progress of all work in 20xx, at the request of my superiors, I summarized my main work in 20xx as follows:

? In 20xx, the Bank focused on the pricing guidelines of branches and mainly carried out precious metal marketing (gold and silver) and other activities. Over the past year, our bank has implemented various forms of project activities and achieved good results. Among them, in the spring action of xx, the outlets completed the gold sales well, and had a good month with the cooperation in August. During the exhibition tour, our branch broke through more than 500,000 sales on the day of the exhibition tour. In addition, in 20xx, our e-banking products were welcomed by customers, especially mobile banking products. In June, 20xx, the bank entered the Plaza Community through electronic banking products. In that month, 269 mobile banking users were added, of which 265,438+08 were effective, with an effective rate of 865,438+0%.

? During the annual sales period, mobile banking account 1639, online banking account 2334 and account 1360 were opened, and 2448 new accounts were added. Moreover, in September this year, the bank also formulated a new phased assessment method, which radicalized the marketing enthusiasm of employees, and made the efficiency of online banking and mobile banking of the bank reach 58% and 66% respectively from less than 20% at the beginning of the year, which was a major move of the bank last year.

? This year, because there are more than 200 VIP customers without loans in our network, the financial manager's work pressure is too great and his work tasks are too heavy. Therefore, I am responsible for some VIP customers and try my best to maintain them. By the end of this year, I had managed 365,438+04 VIP customers and signed 77 contracts. In addition, as for personal deposits after working for one year, a new commercial bank has been stationed around the bank, which has taken away some depositors and hindered the personal deposits of the bank. Although the task is arduous, the work form is not as good as before, and the competition in the same industry is fierce, I still persevere, work hard and forge ahead, closely unite the employees of the whole bank, keep forging ahead and strive to complete all the tasks. Through one year's unremitting efforts, personal deposits increased by 34.62 million per day, and deposits at the end of the year increased by 26.08 million per day, including VIP customer deposits of 1865438+ 10,000.

General template for bank lobby manager's work summary report 6? First, study is not enough. At present, the new economy based on information technology is booming, new situations and new problems are emerging one after another, and new knowledge and new science are constantly coming out. Faced with severe challenges, I lack the sense of urgency and consciousness to study. Theoretical basis, professional knowledge, educational level and working methods can't meet the new requirements.

? Second, 6S management has not been normalized, and there is slack at any time, which has delayed the effectiveness of bank management. In addition, in terms of civilized service, I still need to improve. I failed to provide warm service and smiling service, and my requirements for employees were not implemented in my work. The intensity of civilized service needs to be further strengthened.

? In the new year, I will constantly improve the quality of work and service art, effectively improve my own management level, better provide better services to customers, and make due contributions to establishing a good image of the Bank.

? I have been working in our X bank branch for ten years, and I have been the lobby manager for five months. As a lobby manager, I deeply understand and feel the mission and significance of the lobby manager. When customers come to our business hall, they first see not only the indoor decoration environment, but also smiling faces and cordial greetings. The lobby manager is a business card for our xx Bank to serve the public. The lobby manager should have a good personal image and be supported by civilized manners. The lobby manager is the image ambassador of our business outlets. The communication style and demeanor shown in the interaction with customers represent the image of our ICBC, because I am the first person in the bank to contact customers, the first person to know what services customers need, and the first person to help customers solve problems.

? Therefore, when the bank conducts business and customers have needs, I take the initiative to negotiate with the counter staff, thinking of customers and guiding customers to handle business reasonably. Because our bank is located in the urban railway station, with a large floating population, customers here have great mobility and fast cash flow. Therefore, customers who come here to handle express communication and pay phone bills are particularly frequent. Our tellers are busy from morning till night, and the work pressure can be imagined, which is neither safe nor troublesome. From the first day I worked in the lobby, from the initial discomfort to being able to integrate well into this job, my mentality has changed a lot. At first, I felt that the work of the lobby manager was very tiring and troublesome, and the responsibility was heavy. But, slowly, I became mature, and I began to understand that this is work. It is my job to sit in the position of lobby manager every day and answer questions for customers. People and things in the lobby are all my work scope. When I have a clear purpose and work goals and priorities, everything becomes clear and important to me.

? When the customer sits in front of me, I no longer feel guilty or nervous. I can face it calmly with a very relaxed attitude and a kind smile, because I am already familiar with my work and customer needs. Before I went abroad to be a lobby manager, I spent a lot of time getting familiar with all the business. I learned a lot of basic financial business knowledge, such as how to save money, how to open an account for public or individual, how to retrieve the password, how to report the loss, how to close the account, and what information I need to bring. Have a certain understanding of various remittance fees, funds, online banking and other businesses, and summarize some key points to explain to customers who are not familiar with banking business. For example, the advantages of running a card in a bank: whether there is a handling fee for atm cross-bank withdrawals, whether there is an annual fee for savings cards, and how to collect annual fees and small management fees. When I explained this to my customers, they all had a general understanding of our business and were willing to do business in our bank.

? Now I can basically answer customers' inquiries, comfort customers properly and do my job well. Through my daily work, I gradually understand and coordinate my colleagues. They will help me to answer any questions I encounter in my business, which greatly improves the comprehensive degree of my banking business. Through these months' work, I have deeply integrated into the corporate culture of the branch and into this collective. I love my job from the bottom of my heart, because it suits me very well. Because of my warm and gentle personality, when customers ask questions, I can listen to their questions patiently, so that I can quickly know what customers need. In this case, I can quickly and clearly convey the information he wants to know to the customers, and most customers can communicate with me well. In the process of answering questions, my business knowledge has also been improved, and it has also shared the pressure for the sales staff.

? I know that every word and deed of the lobby manager will be paid attention to by customers at the first time, so it is required that their comprehensive quality must be quite high. It is necessary to have a familiar and professional understanding of the bank's business knowledge, and then be enthusiastic and generous in service etiquette, take the initiative to standardize, be witty and witty, and be able to improvise. This is very stressful and challenging for a lobby manager. But I will absorb a lot of knowledge and energy and radiate my own light and heat in the limited working time. As a financial service person, I feel very proud because I have a senior leader and a good colleague. The harmonious atmosphere and work enthusiasm among colleagues are my positive strength. When everything can be changed from hands-on to handy, life will become brilliant. I will constantly enrich and improve myself in such a group and eventually become an excellent and qualified lobby manager.