Three summaries of personal work selected by bank lobby manager

The bank lobby manager needs to serve every customer warmly, actively guide customers to handle business and do a good job in business promotion. Do you know how to write a summary of related work? The following are three related reference materials that I share with you, which are personal work summary essays selected by the bank lobby manager for your reference. You are welcome to read them.

Personal work summary of bank lobby manager 1? In the first half of xx, xx Sub-branch earnestly implemented the work arrangements of xx, guided by the spirit of President xxx's speech at the working meeting at the beginning of the year, and under the guidance of branch leaders and relevant offices, with the goal of building "xxxxxx" and becoming a special credit business bank of xxx, and closely surrounding the work theme of "XXXXXX", all work indicators were solidly promoted.

? I. Completion of major business indicators in the first half of the year

? As of the end of June

? (1) The loan balance is xx billion yuan, an increase of xx billion yuan or xx% compared with the beginning of the year. It is planned to increase by xx%, and xx loans will be issued and xx billion yuan will be invested; Realize the interest income of xx billion yuan, and complete xx% of the plan for the same period.

? (2) The average daily loan balance is xx billion yuan, an increase of xx billion yuan compared with the beginning of the year, and xx% of the plan for the same period has been completed.

? (3) The income from various intermediary businesses is xx million yuan. Among them, the financial consultant fee is xx million yuan, and other handling fee income is xx million yuan.

? (4) Handling xx bank acceptance bills, amounting to xxx million yuan, of which 65,438+000% is guaranteed by gold and silver, amounting to xxx million yuan.

? (5) The number of customers is xx, an increase of xx compared with the beginning of the year, and the customer expansion plan is xx%.

? Second, the business development analysis

? (A) loan industry analysis

? According to the marketing guidance of xxxx financial business this year, the focus of xxxx loan of xx branch is on.

? It's a xxxx loan. From the perspective of the industry, the wholesale and retail industry put in loans of xx billion yuan in the first half of the year; Xx billion yuan in manufacturing industry; Xx, xxx billion yuan in other industries.

? (b) Analysis of loan product delivery

? In the first half of the year, xx Sub-branch invested a total of xx billion yuan, including xx billion yuan in xxx loans, accounting for XX %；; Xxx loan xx billion yuan, accounting for xx %；; Xxx loan xx billion yuan, accounting for xx %；; Xxx loan is xx billion yuan, accounting for xx%.

? (C) Analysis of loan guarantee methods

? Among the loans put in the first half of the year, the mortgage-guaranteed loan was xx billion yuan, accounting for XX %；; The secured loan is xx billion yuan, accounting for XX %；; The credit loan is xx billion yuan, accounting for xxx%.

? Third, the main measures taken in the work

? In the first half of the year, xx Sub-branch actively promoted xxxx loan innovation through various forms in accordance with the deployment of the planned work meeting at the beginning of the year, and strived to make all work to a new level. The main measures are:

? (a) clear market positioning, adhere to innovation and development.

? In the first half of the year, the bank insisted on taking xx platform as the development direction of xxxx credit business, exerted its superior strength and strived for high-quality customer loans, which not only consolidated the existing market advantages, but also focused on promoting new products. In the first half of the year, our bank focused on marketing xxx, and the amount of successful marketing loans totaled xxx million yuan.

? (B) a clear division of responsibilities, the formation of xxxx control mode.

? According to the requirements of xx, the bank reconfigured the credit employees of xxxx in the first half of the year, selected a group of credit employees with high moral standards and strong business ability, and established a risk management and control model of xxxx with mutual assistance, mutual promotion and mutual restriction according to xxxx model, so as to go all out in the future.

? It has laid a strong organizational guarantee for promoting the development of xxxx credit business.

? (c) Standardize business process requirements and prevent business risks.

? In the first half of the year, xx Sub-branch reorganized the operation flow of credit business, standardized the requirements of each operation link, and handled the business in strict accordance with the operation flow of credit business issued by the Head Office. And conducted a comprehensive self-examination of the bank's bill business, new loan regulations and low-risk business.

? (four) to strengthen business training, improve the quality of personnel.

? In the first half of the year, the Bank formulated the Implementation Plan for Staff Training of xx Sub-branch for 20 1 1 year, and determined that every Saturday was a concentrated study day. On the premise of completing various training tasks in xx, give full play to the frontier advantages of business backbones, take various forms, and organize training in different levels and categories according to operational risks, business theories and work skills. In the first half of the year, the Bank organized business training for xx times.

? (5) Taking deposits as a breakthrough to comprehensively improve comprehensive benefits.

? In order to comprehensively improve the comprehensive benefits, our department regards deposit as one of the key tasks throughout the year. In the first half of the year, our department formulated the annual deposit marketing activity plan. Clear objectives, corresponding indicators, decomposition and implementation until people arrive at their posts, at the same time, formulate corresponding reward and punishment measures, and adopt assessment methods such as ten-day notification, monthly summary and quarterly reward to stimulate employees' marketing passion and make the concept of deposit marketing deeply rooted in people's hearts. In the first half of the year, through the efforts of the whole bank, the savings deposit was X billion yuan, which successfully achieved the set goal.

? Four, the difficulties and problems encountered in the work

? We found xxxxxxxxxxx in marketing, and suggest that we can launch new business varieties as soon as possible according to this demand, so that we can quickly occupy this blank market.

? Summary of personal work of bank lobby manager II

? In the past year, I mainly carried out the following work around my job responsibilities in the position of lobby manager:

? 1. Responsible for diverting customers, guiding customers to handle business in relevant business areas according to their needs, recommending the use of self-service equipment to handle business, and encouraging customers to use appropriate service channels for a long time; Guide customers to understand and use various electronic tools and electronic service channels.

? Second, provide customers with basic consulting services, solve business problems encountered by customers, and actively promote and publicize various new products and special services according to customer needs.

? Third, identify high-quality customers, give special attention and priority service according to the principle of hierarchical service, and recommend possible high-quality customers to account managers.

? Fourth, abide by the lobby service standards, deal with customers' opinions, criticisms and misunderstandings in a timely, patient and effective manner, ensure the effectiveness, quality and efficiency of on-site service inside and outside the outlets, and improve customer satisfaction.

? 5. Using the physical space and free time in the lobby to recommend products to customers, * * * marketing wealth management products were 23.4 million, funds were 3.3 million, insurance1130,000, and credit cards were 2 17, which increased the daily deposit by 6.3 million.

? In the above work, I think there are still many shortcomings, mainly in the following aspects:

? First, because I have been working as a lobby manager for a long time, although I am very skilled in receiving customers, I tend to be superficial, unable to dig deep into customers' needs, and not active enough to recommend products.

? Second, there is too much time to deal with chores in daily work, which leads to insufficient attention to high-quality customers, insufficient interaction with account managers and financial managers, and few recommendations from potential customers.

? Third, we don't pay enough attention to the opinions and suggestions put forward by customers. In many cases, we just solve the problem for the sake of solving it, and we don't eliminate the problem from the source, which reduces customer satisfaction.

? Fourth, in customer communication and relationship maintenance, the means are single, the skills need to be improved, and the communication marketing effect is not obvious.

? In this year's peak season, in view of the advantages and disadvantages of previous work, we should mainly do the following: do our job well and greet customers with full work enthusiasm and professional attitude;

? Pay attention to teamwork spirit, cooperate with tellers and duty managers to do a good job of counter customer service, and cooperate with wealth management managers to do a good job of recommending high-quality customers; Strengthen their own business knowledge learning and customer relationship handling capabilities, better solve various problems encountered by customers, and firmly bind customers to our bank; Strengthen product recommendation marketing and complete various marketing tasks.

Summary of personal work of bank lobby manager 3? The year of 20** is coming to an end, and the tasks for the whole year are also coming to an end. Looking back on this year's work, there are gains and shortcomings. I summed up the work of the lobby manager this year.

? As the lobby manager, the daily work focuses on maintaining the order of the lobby, conducting daily inspections, finding and recommending customers, and ensuring the orderly completion of the annual tasks of the outlets. At present, the staff in the position of lobby manager work hard to perform their duties, love their work and actively serve, and can maintain the normal order of the business area, eliminate potential risks and strive to introduce and market our products. But there are still many shortcomings in this year's work.

? First of all, the most common complaint of customers is the long average waiting time. When a customer handles complex business, the window takes up a lot of time. When the hardware conditions of outlets are insufficient, the waiting time for handling simple business is prolonged, which leads to some customers' dissatisfaction. As a lobby manager, we must do a good job of diverting and diverting the business hall, explain and appease the customers when they are waiting for a long time, and arrange the windows reasonably to effectively ensure the realization of customers' needs. In the new year, employees in this position must always pay attention to customer needs, adjust windows in time, ensure the number of windows opened, and reduce customer complaints.

? Secondly, according to the investigation results of the mystery man, the standardized service is not fully in place at present, which reduces the attention to other customers in the process of receiving customers, and customers sometimes lack farewell words when they leave. In the future work, we must sum up the experience and lessons, arrange a special person to be responsible for welcoming and seeing off the number pick-up, strictly request and arrange the resident staff of the three parties to assist in the guidance, and adhere to the standardized service process.

? In the next year's work, my post staff should maintain enthusiasm and provide customers with

? Excellent service, joint marketing, being good at discovering the potential value of customers, promoting our products, improving the hall management ability, being strict with the personnel stationed by the three parties, and maintaining the image of ABC. I hope that on 20 17, we will unite with the outlets and open up a new situation for their work.