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Report on the upgrade of endowment insurance service center

Competition report 1:

Dear leaders and colleagues,

Hello, everyone. First of all, I want to introduce myself. I am XX, aged 365,438+0, working in the sales department of ICBC, party member of the Communist Party of China, with a college degree and an assistant accountant.

I am a diligent employee and have been working in the front line. In the past two years, I have deeply felt that the wave of reform is coming, and we cannot and should not avoid it. With China's entry into the WTO, higher requirements are put forward for every employee. The days when we wanted to work easily and comfortably are gone. We are facing more and more fierce competition. Employment competition is both an opportunity and a challenge for me. The survival and development of ICBC depend on each of our young people. So, I decided to take part in this competition and show myself.

First, competitive advantage

1. First of all, I believe I have the confidence and ability to shoulder this heavy responsibility. In terms of my own quality, I came back from the army. After being honed by this big school, I have developed a good style of hard work, determination and prohibition. He was engaged in news reporting in the army and was awarded the third class merit for his excellent work. Last year, the Ministry of Commerce created a star-rated network. I played my specialty and publicized the business department in XX Daily, and achieved good results. Since then, I have been able to constantly improve and improve myself, earnestly study all kinds of business knowledge, and adapt to bank work as soon as possible. 1995 passed the national adult college entrance examination and obtained a college degree from Jiangsu University of Finance and Economics. At present, it is marching into the undergraduate course. 1998 passed the English and computer grade examination in XX province, and passed the national personnel examination in 2000, and was hired as an assistant accountant.

2. Have a strong sense of responsibility and initiative. Since then, he has been engaged in cashier, accounting and other positions, which has made him love his bank and take his work seriously and responsibly. The cashier won the provincial-level expert in counting money, and there was no major mistake in his business. 1998 was rated as "excellent clerk" of the branch. I always feel that as a young man, I always want to pursue something, not to mention that it is impossible to escape in the face of increasingly fierce competition. The heavy responsibility of history falls on our shoulders. We must face up to the difficulties, work hard and devote ourselves fully.

I deeply understand the importance of this position. Ximen Savings Office has been upgraded to a sub-branch, which fully embodies the great attention and infinite hope of the Party Committee and the President's Office to the sub-branch. As the director of the new branch, we should have the spirit of hard work, aim at the goal, live up to expectations and ensure the realization of the task.

4. Be able to see your weaknesses. My professional level needs to be further improved. I have never been exposed to the savings business, but I believe I have the ability to adapt as soon as possible. Management is a brand-new subject for me. In the future work, I will constantly adjust myself, consult modestly, strengthen my study, keep pace with the times and surpass myself.

Two. Objectives and tasks

If this competition is successful, I will further emancipate my mind, lead my colleagues to improve the quality of settlement, provide quality services, tap the market potential, strive for high-quality customers, create a new situation for the branch, fully exceed the tasks assigned by the Party Committee and the President's Office, and build the branch into a three-star network.

Third, specific measures.

As a new branch, in order to ensure the realization of the objectives and tasks, I think we should mainly do the following work:

1. Take the overall situation into consideration and set an example. To be a leader, we should have an overall concept, consider problems from all aspects, coordinate relations in all aspects, and sprint to the goals and tasks under the leadership of the Party Committee and the President's Office. In terms of housekeeping, we should also take into account all aspects, such as system implementation, safety, environmental sanitation and so on. Management is a brand-new subject for me. As the old saying goes, you should set an example, be strict with yourself in all aspects, suffer hardships first and enjoy them later.

2. Unify thoughts and give full play to team spirit. Take performance appraisal as the driving force to fully mobilize the enthusiasm of employees. Taking advantage of the east wind of the branch's upgrade and using the advanced hardware of the new business system, we will carry out the collection and increase of deposits in all directions. Encourage employees to find relationships, pull relationships, grasp relationships, make suggestions, establish and improve information networks, and capture every piece of information. As myself, I should take the initiative to find customers and deposits.

3. Explore high-quality customer sources and seek new growth points. Customers are the foundation of the development of commercial banks. Without a stable "golden" customer base, the development of banking business will become passive water and a tree without roots. Therefore, we should make great efforts to tap the customer source and ensure the realization of the task. First, make full use of our settlement advantages to find an account opening unit for towns and villages. At present, the settlement function of credit cooperatives is relatively backward and cannot meet the needs of users. However, our outlets are mainly concentrated in cities and a few towns and villages, from which we can tap many high-quality customers. The second is to dig other bank deposits, aim at the unit to find relationships, and attack in all directions. Strengthen services and comprehensively enhance the popularity of Yuejin Road Sub-branch.

4. Service is the lifeline of banks. In order to make the first employee realize this, promote the deep-level, high-level and all-round development of service and enhance the competitiveness of banks in the same industry, modern banks should not simply stay on smiling service, but work hard on service quality, actively establish good emotional relations with customers, form a customer-centered business philosophy, think about what customers think and worry about their urgency, so that customers can truly feel the advantages of our branch.

5, internal management, external tree image. "Without rules, Fiona Fang cannot be made". It is necessary to strengthen the study of employees' political and ideological theory and business operation system, standardize their behavior with the system, and improve work efficiency. At the same time, we should identify the combination of customer needs and our system, serve customers well, and cultivate a team with excellent business and excellent style. Make full use of propaganda tools, encourage employees to report good deeds in the news media, and expand social influence.

Leaders and judges, I took part in this competition out of a sense of responsibility and mission. Whether it is successful or not, I will, as always, play my own light and heat for ICBC.

Thank you!

Competition report 2:

Hello, leaders and judges:

There is a lucky stage under my feet, but I know that opportunities, challenges and responsibilities coexist. In this regard, my attitude is: seize the opportunity, meet the challenge and shoulder the responsibility. So I want to thank the municipal party Committee for providing me with such a stage to show myself. The position I applied for is: manager of personal financial business department. If I succeed, I will learn from the old comrades modestly under the leadership of the Municipal Party Committee, unite the comrades in my department, devote myself to my work with passion, and repay the cultivation and trust of the Party Committee with impressive work results. If I fail, I will never lose heart. I will, as always, do my job well and actively support and fully cooperate with the new section chief.

I. Resume:

I was born on, and was admitted to the Accounting Department of Liaoning Finance Institute in, majoring in industrial accounting. At school, he served as the sports minister. Graduated in June, assigned to China Industrial and Commercial Bank Liaoyang Branch Liao Hua Sub-branch, worked as a savings clerk and a comprehensive clerk; Deputy Director of Savings Department of Liao Hua Branch, in charge of accounting work; In June, he was transferred to the personal finance business department of City Bank, and he has been in charge since then.

Second, competitive recruitment advantages

According to my experience as a supervisor in city bank in the past two years, I think I have three advantages:

1. has a certain level of policy theory.

I am a young cadre who grew up with the help of leaders and comrades, and I pay special attention to the study of policy theory. Be strict with yourself, be lenient with others, impress customers with true feelings in exchange for priceless friendship; Do not engage in small industry groups, treat people equally, unite comrades, form a United and upward atmosphere in the collective, and have certain affinity and organizational ability.

2. Have the necessary professional level.

The systematic study of college accounting major has laid a solid theoretical foundation and good professional quality for me to engage in personal finance. On the premise of doing a good job in charge, I studied hard and participated in two upgrades of personal finance professional microcomputer system, especially the operation of retail subsystem this year. From the initial preparation, testing, preparation of relevant parameters to the smooth operation of the system, I have accumulated valuable first-hand information from beginning to end, which makes me know the production and operation rules of the new system like the back of my hand, so I am confident that I can quickly enter the role and take effective measures in any case.

3. Experience in managing and developing intermediary business.

Intermediary business is one of my duties. I have accumulated rich experience from several years' experience, especially participated in the personal financial business training of provincial banks, which further strengthened the management consciousness of modern commercial banks and enriched relevant professional knowledge. Therefore, I am confident and capable of doing my best to further expand the field of intermediary business and increase the income of intermediary business in the future.

Third, the post-match plan

After China's entry into WTO, China's banking industry will be further opened. With the end of the transition period, the banking industry will be fully opened. This means that China's banking industry is facing the competition from foreign banks, and both domestic banks and foreign banks have stepped onto the stage of China's economy. At the same time, after China's entry into WTO, the domestic and international environment of China's economy has changed, which will also have an important impact on the banking industry. It can be said that after China's entry into WTO, China's banking industry will face opportunities and challenges. In this environment, it is the only way to solve the problem to study the countermeasures carefully and meet the impact and challenge. Combining with the actual situation of our bank, fully considering the characteristics of personal financial business and proceeding from reality, finding feasible countermeasures is the focus of my future work. To this end, I will focus on the following work:

The savings contract evaluation plan will be introduced as soon as possible. In the process of implementation, according to the location, business type, staffing and other factors of branches and savings offices, the relevant base numbers will be adjusted more reasonably. At present, the savings deposits of our personal finance major have fallen sharply. As of March, the savings deposit of our bank was RMB10,000 yuan. Compared with the beginning of the year, it increased by 1 10,000 yuan, with a negative month-on-month growth of 1 10,000 yuan and a negative month-on-month growth of 1 10,000 yuan; The balance of foreign currency savings deposits was US$ billion, a decrease of US$ billion from the beginning of the year and US$ billion from the previous month. It is extremely urgent to introduce the contract scheme as soon as possible and mobilize the enthusiasm of employees. Through seminars or interviews, we can understand the ideological trends of front-line employees, so as to unify our understanding and rely on the collective strength to effectively curb the downward trend of deposits.

Implement the "differentiated service" initiative and pay attention to quality customers. In order to meet the requirements of diversification and multi-function of financial business and give full play to the advantages of our comprehensive system resource sharing, we should start with outlets, pay attention to collection and collation, and establish a basic database of customer information. According to the customer's contribution to the bank, we will make detailed classification, establish high-quality customer base files and provide differentiated services.

3. Make full use of the marketing function of e-banking. Change the old ideas of "network tactics" and "crowd tactics" in the past. Fully develop online banking, telephone banking and other electronic banking services, build self-service banks in urban areas, make great efforts in publicity, promotion and guidance, effectively divert counter pressure, and at the same time replace the existing delay hall and hour hall with self-service banks to reduce the operating costs of personal finance majors.

4. Strengthen the research and development of intermediary business.

① Market withdrawal mechanism should be adopted for some intermediate businesses with high pressure, high cost and no income. For example, social pooling pension.

② Clarify the development direction of the Bank's intermediary business: steadily speed up the pace of intermediary business, scientifically formulate the agency charging method, reasonably set the charging rate, gradually increase the types of charging business, and strictly check the intermediary business. In view of the initial stage of intermediary agency business, it is also the focus of work to invest some manpower and material resources to develop intermediary agency business, quickly occupy the commanding heights of this emerging business and seize the largest market share.

Strengthen internal management and do a good job in preventing business risks and economic cases.

(1) Adhere to the viewpoint of dynamic development, always do a good job in safety prevention, examine one's own prevention ability with a development perspective, enhance the awareness of proactive prevention, and prevent criminals from taking an opportunity.

② Improve the supporting accounting methods of retail subsystem.

(3) Strengthen inspection and counseling, increase inspection frequency, so that all rules and regulations can be truly implemented.

6. Strengthen team building and quality training.

At present, the quality of counter staff in China's personal financial business is uneven, lacking the necessary marketing skills and comprehensive business ability. Tellers are almost tired of dealing with daily business and have no time to care about marketing, so they can't cope with the future development of the banking industry. Therefore, we should not only do a good job in building a clean and honest party style for personal finance majors, but also implement the responsibility system for clean and honest party style. It is also necessary to strengthen the ideological education of employees from the professional ethics, love their jobs, abide by the law, be honest and self-disciplined, and enhance their sense of urgency, crisis and responsibility. It is also necessary to conduct comprehensive training for tellers in banking, securities, insurance, funds, foreign exchange and other financial knowledge in turn, and cultivate a group of compound talents who truly realize the integration of comprehensive qualities in a short time. To meet the needs of the reform of modern commercial banks.

Dear judges, I know that competition is a two-way choice. No matter where I am in the future, honesty is the foundation of my life, hard work is my code of conduct, hard work spirit is my driving force, and working wholeheartedly for the party and the people is my eternal pursuit. On a higher stage, the purpose of my participation in this competition is to contribute to the development of ICBC. The road is still long and difficult, but I believe that with the joint efforts of everyone and the help of leaders and comrades, our work will certainly reach a new level.

I believe tomorrow will be better!

Thank you all

Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.