Summary of work of bank branch director
As the person in charge of ×××, in my daily work, I actively go out and collect deposits. Promote our bank card business and POS machine business. After a period of hard work, more merchants came to ask to open accounts and more merchants asked to install POS machines. This is not only an affirmation of my work, but also my The motivation to move forward guides the direction for my future work goals. Below is a sample essay I shared about the work summary of a bank branch director. Let’s take a look at it together.
Summary of the work of bank branch director 1
In 20xx, I rotated from a certain branch to the XX University branch. Both branches are professional branches in business. The changes have not been big and the language university is also a place where I have worked for many years, so I quickly adapted to the work and quickly cooperated with the person in charge of the branch.
20xx is a year of reform. ICBC’s business operations have undergone many major changes, including the reform of the business accounting register, the reform of the remote authorization of business accounting powers, and the reform of the business operation system. In addition to completing daily inspections and performing duties, branch business managers are also constantly exploring and learning to adapt to the needs of system reform and development.
Continue to complete the daily performance of the outlet in accordance with the job responsibilities of the outlet business manager, perform in-process control and business management responsibilities, and be responsible for the review of the outlet’s business authorization, supervision and inspection of the implementation of relevant rules and regulations, and implementation of rectifications and business training.
times.
In order to better assume the job responsibilities of the business manager and strengthen in-process supervision, after my intense work, I squeeze out time every day to study the latest financial theories and business policies, and constantly improve and Improve your own business level. In the daily study and work process, we use books as teachers, the capable people in professional departments as teachers, and the employees around us as teachers. We learn from the strengths of others and make up for our own shortcomings, so that we can master various business essentials and achieve Be familiar with accounting procedures and be able to calmly deal with various problems that occur in the daily work of outlets. While doing a good job in studying my own business, I also provide targeted business guidance based on the business quality level of tellers in different outlets, which varies from person to person, and pass on the business skills and management experience I have mastered to other employees. Because I always believe that building a team that adheres to the implementation of the system and can suppress operational risks requires the participation of every employee.
I often communicate with branch managers and directors on business issues to discuss how to standardize teller business operations. Tellers are required to conduct regular operations and insist on self-review when handling business, and implement key inspections and supervision to encourage tellers to develop good business operating habits. The business manager is a key link in business accounting control, which requires me to always remain vigilant and establish risk prevention awareness in my daily work. For comrades who are prone to making mistakes, I constantly remind them to pay attention to them in their work; for some comrades who make mistakes because they are not familiar with the business, I patiently help them become familiar with the business; for complex business and links that are likely to make mistakes, I give them some advice in advance. Do a good job in early warning and provide face-to-face guidance at the teller's position. By strictly standardizing operations, implementing key inspections and supervision, paying close attention to error cause analysis, strengthening management supervision, and cultivating tellers to develop good business operating habits.
Case prevention is the eternal theme of our accounting settlement, and it is also the primary task of business managers. By grasping the risk points, we can prevent the occurrence of cases. I insist on focused monitoring and inspection of authority cards, duplicate and empty vouchers, seals, important items and other cases-prone parts every day, and never go through the motions. At the monthly case prevention meeting, we carefully summarized the shortcomings of the outlets with everyone and proposed rectification plans. Strengthen case analysis, provide warning education to ourselves and our employees, and prevent cases from happening.
Through the efforts of all employees, there were no major business errors or irregularities in our outlets in 2010.
Since the reform of the operation system, how to control and reduce controllable risk events has become one of the important tasks of the outlets. In the early stage of the operation system, the key points of the business reform were not fully understood, and the risk points of the business were not fully understood. It is unclear and fails to grasp the principles of authenticity, accuracy, completeness, avoidance and confidentiality in operating risks. In responding to risk events, a combination of reviewing videos, reviewing business information, and asking tellers was not used, and there were problems with the accuracy of the responses. In terms of performance of duties and entry of problems in the logs of outlets, there are also phenomena of omissions and irregular entries. Through more than a year of continuous standardization. Have basically mastered the business requirements. Through the branch's monthly risk analysis report and business standard requirements, we can promptly grasp the key points of risk prevention and irregularities in business operations, and quickly communicate them to each teller so that tellers can standardize operations in a timely manner to reduce the occurrence of risk events. The financial industry has always been a high-risk industry. Countless profound experiences and lessons tell us: when we adhere to the system, all kinds of losses will stop abruptly! When we ignore the system, the country and people's property will suffer unexpected damage. .
Looking back on the problems that exist in myself, I think: First, learning is not enough. At present, the new economy based on information technology is booming, new situations and new problems emerge one after another, and new knowledge and new science are constantly emerging.
In the face of severe challenges, there is a lack of urgency and consciousness in learning. Theoretical foundation, professional knowledge, cultural level, working methods, etc. cannot adapt to new requirements. The second is that when the work is tiring, I have loose thoughts. This is a sign that my political quality is not high, and it is also a manifestation of the poor resolution of the world outlook, outlook on life, and values. In response to the above problems, the future efforts are as follows: First, strengthen theoretical study and further improve one's own quality. The second is to change work style, strive to overcome one's negative emotions, improve work quality and efficiency, and actively cooperate with leaders and colleagues to do better work. In the new year, I should intensify my study, better enrich myself, and meet the challenges of the new era with a full spirit. Summarizing the past is to learn from past experiences and lessons and do a better job in the future. Leaders and colleagues are invited to criticize and correct any shortcomings and deficiencies in the work.
Summary of the work of the bank branch director Part 2
Time flies, and in the blink of an eye, 20xx is about to pass, and the work of the year will also come to a short end. In this year, In the past year, with the joint efforts of all employees of XXX bank branches, all work has been carried out in an orderly manner. As the director of a bank branch, and as an old employee who has been in the banking industry for more than 20 years, I have always taken the eight-character work policy of "consolidating the foundation, strengthening the foundation, creating excellence, and increasing efficiency" as the motto of my work, and require myself to be serious Work hard and strive for good results. With the cooperation and joint progress of all employees of the bank, our bank has achieved many excellent results. Now I will report to you the work I have done over the past year as follows:
1. Main operating results
1. Core deposits. As of December XX, the deposit balance of the business department was XXX million yuan, an increase of XXX million yuan compared with the previous year: of which the corporate balance was XXX million yuan, an increase of XXX million yuan compared with the previous year, and XXX% of the annual tasks were completed; the savings balance It was XXX million yuan, an increase of XXX million yuan compared with the previous year, and completed XXX% of the annual tasks.
The intermediary business completed XXX million yuan, completing 105% of the planned tasks; XXX financial products were sold; XXX credit cards were sold; XXX new mobile banking users and XXX online banking users were added.
II. Main work measures and results
(1) Clarify goals and responsibilities, and give full play to the leading role of bank branch directors in the four aspects of "diligence, performance, morality, and ability".
First of all, in terms of diligence, I have a strong sense of professionalism and responsibility, work diligently and conscientiously, bear no complaints, shoulder heavy responsibilities, dare to take responsibility, and do not care about personal gains and losses. Secondly, in terms of performance, we pay attention to working methods and leadership strategies, and through the implementation of this series of methods and strategies, we have led everyone to achieve better results. Third, in terms of morality, we must conscientiously implement democratic centralism, take the overall situation into consideration, obey the division of labor, and bravely shoulder heavy responsibilities. Respect the top leaders, unite the members of the leadership team and the vast number of cadres and workers, have a correct ideological style, a down-to-earth work style, dare to adhere to principles, seek refinement and pragmatism, be pioneering and enterprising, earnestly perform their job responsibilities, strongly support the work of top leaders, and promote the smoothness of all the work of our bank carry out. Finally, in terms of skills, through my spare time study, I am familiar with and master the country's financial principles, policies, financial laws and regulations, and can better implement them in conjunction with the actual situation; better coordinate the relationships between all aspects, and fully mobilize employees Work enthusiasm, complete complex tasks at the same time.
(2) Firmly establish the idea of ??"deposit-based business" and promote the work of "grabbing deposits" as a key task.
With the diversified development of our bank’s various businesses and the increasing number of product types, we do not have to worry about eyebrows and beards. Instead, we focus on the core business of our bank while developing all businesses in an all-round way. , try to make as many highlights as possible, and the employees of our department work together to develop various businesses in an all-round way.
(3) Lead by example, lead employees to strengthen their learning and improve their personal qualities and professional skills. Strengthen the refined learning of employees' business and expand the breadth of knowledge, so that they can deal with various types of customers during marketing, deepen the awareness of civilized service, carry out various marketing tasks based on the interests of customers, stimulate employees' marketing motivation, and achieve the goal of all employees The top and bottom leaders work together on marketing, and always urge all employees in the outlets to persist in business learning, constantly strengthen their theoretical quality and professional level, and be able to be handy at work and better provide customers with convenient, fast and accurate services, and strive to Build a high-quality branch of Fuliang Agricultural Bank of China.
(4) Mechanism reform, bank management has reached new heights. Affected by the institutional reform, our bank branches and XX branch began to merge in November this year. After the merger, the newly appointed president led all tasks of our bank towards the goal with his advanced management concepts and rich practical experience. The new level, especially in terms of management level, is far beyond the original leaders, which has enabled our branches to rapidly improve their management level, which has laid a solid foundation for the development of our bank's branch work.
Bidding farewell to the old year and welcoming the new year, the footsteps of 20xx are getting further and further away. We will also welcome the arrival of 20xx as scheduled. In the new year, we will formulate new plans and strategies for Our bank’s development helps.
In the new year, we will focus on the following aspects:
First, strengthen marketing and maintain steady and rapid growth of all businesses. Firmly establish "customer-centered" and "win in the lobby", adhere to "deposit-based business", grasp customers from the source, do a good job in customer marketing, actively market electronic and card products, and guide customers to use electronic channels or multimedia self-service as much as possible Equipment handling business has been continuously improved to improve the electronic diversion rate of outlets.
Second, improve services and improve customer satisfaction. The best service comes from the backend, from the details, and from the fact that the bank has considered things that the customer has not considered. Therefore, it is necessary to establish and improve customer service leadership and supervision responsibilities at all levels, and implement the service management responsibility system, *** At the same time, we will create a large service pattern in which "the first line is the customer, the second line is the front line, and the agencies are the grassroots" and the whole bank is "customer-centered".
Third, strengthen internal control management and strictly control operational risks. Correctly understand the importance of internal control mechanisms, strengthen employee professional ethics training and warning education, improve the value correlation between internal control and employees, and effectively prevent employees from violating regulations and illegal behaviors caused by moral risks. To build an independent internal audit management system, we must strengthen supervision as a means to give full play to the role of functional departments. Implement the separation of business and supervision and establish an independently operated internal audit management system so that the internal audit work can truly be detached and authoritative. Functional departments must conscientiously implement self-regulatory supervision and improve the effectiveness of self-regulatory supervision. They should strictly follow the requirements of the self-regulatory supervision responsibility system to enrich supervisory forces, perform supervisory duties, and strengthen and continuously innovate supervisory means.
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