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ICBC Xinyu Branch has taken multiple measures to improve the direct rate of business settlement account activation for units

Published on: 2019-11-22 14:53:05 | Source: China Net | Author: Xin Wen

ICBC Xinyu Branch has effectively improved the processing efficiency of corporate settlement account opening business, effectively promoted the direct rate of corporate settlement account activation business, and combined with the actual business development under its jurisdiction, has recently further organized employees to carry out settlement account activation business within its jurisdiction. The re-learning of direct-through related knowledge has laid the foundation for improving employees' business skills, operational level and the business direct-through rate of unit settlement accounts.

1. Strengthening learning guidance. The bank requires all branches, outlets, and relevant departments under its jurisdiction to carefully summarize the status of enabling business direct connection for unit settlement accounts, find out the shortcomings in operations, organize employee learning and training in a focused manner, further strengthen business guidance, standardize business operations, and supervise Tellers use the original account opening license to submit the voucher image in a standardized manner, and correctly select the main document, attachments, and voucher format, effectively improving the level of direct business activation of the unit's settlement account.

2. There are deficiencies in search. Combined with the shortcomings in enabling business direct access to the settlement account of the unit under its jurisdiction, especially the common problems in enabling business scanning operations: such as the image of the account opening license being inverted, using a copy of the license to scan and submit, the license using "unknown layout" or The phenomena such as format correspondence errors and the existence of two master voucher formats for one business, resulting in the business not entering the image cutting process, were analyzed and discussed, and rectification measures were proposed.

3. Pay attention to process operations. The tellers under their jurisdiction are required to firstly correspond to the corresponding voucher format according to the type of license; secondly, the account opening license should correspond to the voucher format, and other business vouchers should use "unknown format"; thirdly, the copy will change the position of the voucher frame, affecting the cutting quality. , the original license needs to be scanned; fourthly, after the scanning operation is submitted correctly, the platform's enabled business voucher type column will display "(Stop) Collection Voucher". This is normal and should not be revoked at will.

4. Put forward management requirements. In view of the characteristics of enabling full-process business flow that will affect the efficiency of account opening business processing under their jurisdiction, tellers under their jurisdiction are required to strictly implement operational standards, and all branches, outlets, and relevant departments and offices must effectively strengthen guidance and supervision on the activation of business direct-through for settlement accounts of units under their jurisdiction. In particular, outlets with low early pass-through rates should help front-end business operators find, analyze, and solve problems, and effectively improve the level of enabling business pass-through for unit settlement accounts. (ICBC Xinyu Branch)

Editor in charge: Zhang Jun

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