As an account manager, I deeply understand and feel the responsibility and mission of this position. Account manager is a business card for banks to serve the public, and it is the hub for customers to contact banks. The following is a summary essay on the personal work of the bank account manager, which I compiled for you. I hope it will help you!

Model essay on personal work summary of bank account manager 1 This year has really made me grow and improve a lot. I feel that I have been moving in a stable direction many times. This was the case last year. As a bank account manager, I have a great responsibility. I also felt a lot of pressure this year, but I adjusted my mentality, maintained a correct attitude at work and continued to play well.

At work, I always hope to create higher value and maintain the image of the bank. I also hope to continue to do a good job in the happy stage, manage every employee well, always implement the principle of customer first, and ensure the interests of customers at work. This is my salute as a customer. I believe I can do all these things well, and I can't keep a good attitude in everything. But I prefer to do this well in my work. This is a professional quality that an account manager should have. I must keep a good attitude at work. I should always pay attention to these. Now, including the future, these are all worth thinking about. I also believe that I have the ability to do this well.

Furthermore, as a manager, my words and deeds must be standardized, because I influence all employees. I also believe that in the next stage of work, I can continue to deal with these related work. As a manager, I must set an example. I have been implementing this principle for a year, and this is always the same. I also believe that I can continue to handle these details in the next stage of my work. Continue to do a good job in related fields, I believe I can do a good job, and constantly improve the quality of service with the interests of customers as the center. Sometimes the job of doing a bank is to do services. In the new year, I will continue to implement the relevant regulations, improve the overall business level, be a qualified and excellent account manager, and contribute to the bright future of our bank.

Although the past year has passed, I will continue to implement my work and handle the next stage. As a manager, I will do everything well in my daily work. I will treat my work more cautiously to ensure that the interests of every customer of our bank can be maximized and constantly improved in the current work. In my work, not everything can be ignored. Some things should be taken seriously. Looking back on my work in the past year, I have many feelings. I will make persistent efforts in my future work, keep the fine tradition of our bank, let everyone feel the joy of work and create more value for the bank.

Summary of personal work of bank account manager Fan Wen 20 _ _, there are many memorable things for bank employees who are at the center of the reform wave, especially comrades who work in the position of account manager. At the beginning of the year, I competed for this position. In my own words, "this is the first time I have officially stepped onto the platform of work for many years", and I almost lost the election unexpectedly. The competition made me feel the pressure from the beginning, that is, since then, I have more vitality in my heart, so I must work hard and live up to my mission. He thinks so and does so. Over the past year, I have closely followed the pace of the leadership of the sub-branch in my work and completed all the work well around the work focus of the sub-branch. With wisdom and sweat, with actions and effects, the spirit of dedication and selfless dedication was demonstrated. Up to now, we have completed the task of increasing deposits by 24 1.5 million yuan, completed 24 1.5% of the plan, discounted three acceptance bills with an amount of 4.6 million yuan, completed intermediary business income of 1.00 million yuan, and completed personal deposits of 601.00 million yuan, which was also successfully completed.

First, customers are the first, and deposits are the center.

In my work, I always set up the concept of customer first, taking the customer's affairs as my own business, worrying about the customer's urgency and thinking about the customer's thoughts. In terms of working methods, I always achieve "three diligence", diligent in moving my legs, diligent in hands-on and diligent in thinking, so as to win the support of customers for our business. I can be a serious and responsible person in my work. He captured the information from a cryptic remark made by a company's financial staff, gave timely feedback and tracked it, and finally made nearly 27 million yuan of funds arrive at the beginning of the year, which achieved a "good start" and laid a good foundation for the bank's deposit increase work.

In the process of serving customers, I am careful and inject brotherhood and friendship into my work, which makes the simple and boring service work colorful and truly embodies the concept of customer first. When a customer receives flowers from him on his birthday, he will be moved by this surprise. If the customer receives his short message when he is upset, he will definitely put his unhappiness behind him for a while and hold a little gratitude; When the customer is unfortunately lying in the hospital bed, he will see him running upstairs and downstairs after he is busy. Although everything is normal and simple, there are not many meticulous people like Chen Gang.

Second, the needs of customers are my job.

I have been engaged in credit and deposit work in banks for more than ten years, and I have a comprehensive ability to work independently. With the needs of bank reform, my working ability and comprehensive quality have been greatly improved, and my business level and professional skills have also been updated and improved with the reform of CCB at various stages. In order to fulfill my mission and complete the tasks assigned by my superiors, as the account manager in charge of several key customers, with the help of branch leaders and department colleagues, I boldly explored ideas, established the concept of customer first, recruited different customers, adopted different working methods, and strived to provide customers with the best financial services. With my own understanding of the work that "customer needs are my job",

Third, open up new ideas, be brave in innovation and work creatively.

With the reform of China's economic system and financial system, the trend of customers choosing banks has been formed, and the competition among peers is becoming increasingly fierce. In terms of business development, you have me and I have you. In order to survive and develop in the competition, how to serve key customers plays a decisive role in our business development.

I think, as an excellent account manager, we should always pay attention to market research and market dynamics. Studying the market is to analyze the marketing environment, study the customers on the premise of grasping the objective environment, understand the operating rules of customers' funds through the research on customers, and strive to track the downstream funds from customers to our bank, so as to realize the "monopoly control" of funds from the source, realize the internal circulation of funds and consolidate our financial strength. This year, in one of his clients, the capital flow is relatively large. In order to make his own funds circulate in the body, he started from scratch, won the trust of the unit with high-quality service, and gradually found out the downstream units of the unit. Through many door-to-door contacts, all the infrastructure funds allocated by the unit have been opened in our bank. In addition, in July this year, when the municipal department asked the national treasury to receive and pay the budget unit account and transfer the funds to the commercial bank, he took the initiative to contact and successfully retained a customer to open an account in our bank.

Another example is to carry out table tennis and badminton activities with customers based on health and fitness activities, which not only pushes the communication with customers to a deeper level, but also breaks the traditional public relations model and has received very good results in the work. In X this year, when having a friendly skill exchange with the relevant personnel of a real estate company, he learned that the customer wanted to auction some of his properties, and he worked actively to transfer the auction money of 5 million yuan to our bank smoothly.

I have a strong sense of professionalism and responsibility in my work. I work hard and actively. I never pick and choose, and I don't pick heavy ones. I can try my best to finish every job on time and with good quality. In his daily work, he always insists on high standards and strict demands on himself, taking the overall situation into account, regardless of gains and losses. In order to complete various tasks, he sacrificed his spare time, gave up weekends and holidays, and used all the time and opportunities to serve customers, make friends with customers and be friends that customers would like to associate with. Through unremitting efforts, I have handed in a satisfactory answer sheet for myself in my 20__ years of work.

Summary of personal work of bank account manager model essay 3 20__ years have passed quickly, how time flies. After working as an account manager for a year, everything has a new beginning. In the past year, I have been demanding myself with high standards and strictly abiding by the rules and regulations of the bank. While successfully completing various tasks, my professional level has also been significantly improved. As of February 20 10, 365438+February 3 1 20__, I have finished the task of adding _ _ _ _ _ _ _ _.

First, there is no end to learning and ideological progress.

The account manager is a business card for the bank's asset business to serve the public, a window for customers to directly understand the bank, and plays a bridge role between customers and sub-branches. As an account manager, I know the importance of my work. Under the condition of socialist market economy, it is inseparable from long-term study to do a good job in customer service, constantly adapt to the complex and changeable financial market and provide customers with high-quality financial products and wealth management products.

In terms of business, I earnestly studied and understood financial policies and legal knowledge, learned the requirements of the current financial guidance policies and relevant rules and regulations of the bank, strived to improve the awareness of compliance management, actively participated in various training and learning activities organized by the bank, and continuously improved my business quality and business marketing ability through on-the-job training, job rotation training and internal training.

We should not only be familiar with traditional business, but also master new business in time. We should not only learn to be specialized and gain something, but also learn widely and apply what we have learned, and strive to have the ability to provide customers with a variety of alternative investment and financial management solutions by comprehensively using a variety of knowledge.

Ideologically, we should conscientiously study and implement the Party's line, principles, laws and policies, rigorously study the concept and development direction of banking services, establish a customer-centered ideology, enhance our sense of service and responsibility, always care about our customers and our banks, constantly correct our erroneous ideas in the course of work, take the initiative to understand customers' needs and suggestions, adopt different working methods for different customers, strive to provide quality financial services for customers, and do a good job in maintaining emotional relations with customers.

Second, establish goals and innovate marketing.

Any career that wants to last for a long time must have clear goals and determination. To tell the truth, I also had complaints and dissatisfaction when I first started this job, because this job is really complicated and tiring.

However, as the saying goes, "Do what you do and love what you do". Later, after profound introspection, I adjusted my work status in time, understood my job responsibilities and business goals, made a clear career plan for myself, and gradually developed a sense of self-accomplishment and professional honor in the process of serving customers, which established confidence for me to go on firmly.

A good account manager also needs to constantly develop high-quality customers. Only by increasing deposits can efficiency be improved. So I always pay attention to the marketing environment and capture all kinds of economic information in time. For existing customers, I always keep close contact with them, fully tap the existing customer resources, study the customer's fund dynamics, realize the source control of customer funds, find the customer's business needs in time, and actively suggest and develop products for customers.

At the same time, I have been actively looking for new high-quality customer resources for the Bank, trying to collect customer information from all aspects, repeatedly combing potential customers, visiting bridges between customers, being very keen, always capturing all the effective information around me, and trying to absorb more deposits for the Bank.

Just last month, when I went out to expand overseas, I chatted with a big client. I happen to know that a friend of this customer has a deposit in the bank that is about to expire. Without saying anything, I found the customer's address and immediately went to visit the customer, trying to win the customer before other banks, but after several visits, the customer finally declined me for various reasons.

But I didn't give up. After many inquiries, I learned that my client's daughter's birthday is coming. I ordered a big cake, bought a bunch of flowers, and took my colleagues to the customer's house, and took a warm offensive to give the customer's daughter a warm birthday. The customer was finally moved by us and decided to transfer the deposit to our bank.

Of course, while trying to find potential customers and increase the number of our customers, I also pay attention to the quality of customers, choose the best among them, and ensure the legality and compliance of my work while making operating profits first.

Summary of personal work of Fan Wen, bank account manager 4 For a small manager, the ability of employees needs to be cultivated by himself. After all, as far as I remember, I have trained several new employees this year and guided them into formal jobs. In this regard, as one of the training lecturers, I naturally shared my experience in working for new employees in banks. And in this process, I also draw a corresponding blueprint in their hearts and give them some confidence. After all, it is not difficult to become a bank account manager as long as you work hard. In fact, even if there is a lot of business to face in person, it is still responsible for customers, and after many trainings, many excellent employees have joined your team.

According to the needs of customers, we should show the sincerity of the bank to each other and win it over. In fact, as account managers, we can sometimes feel the hardship of running business outside, and it is not easy for customers. Therefore, only by solving enough customers and successfully signing the bill can I feel at ease. Therefore, even on the basis of customers' verbal commitment, we should be prepared to interview in person. This can effectively solve some situations that are inconvenient to talk about on the phone at ordinary times, and show enough sincerity in this process to make yourself more relaxed.

Knowing how to write relevant materials by yourself can also create the advantages of business management invisibly. In fact, only the concise and novel parts of the same material can make customers feel bright at the moment, so I try my best to make the materials that the other party needs on the basis of my own business theoretical knowledge, that is, to integrate the original cumbersome materials into the degree that the other party can understand at a glance. When the customer discovers this, it means that the other party feels his sincerity in business handling, so when he gains benefits in this way, he will also choose to encourage the employees of his team to do the same.

Looking back on the work of bank account manager this year, I feel a lot heavier inside. After all, compared with next year's work, the achievements made at this stage will soon become a thing of the past, so I should start thinking about how to deal with next year's banking work with a forward-looking attitude.

Under the correct leadership of the school party branch, the new democratic financial management team of Sanhe Primary School in Jeffery Ji Central School has given full play to the functions of democratic financial management and democratic supervision. From the beginning of this semester, the school's public funds, data fees and students' living expenses are reviewed in accordance with the spirit of the relevant documents of the higher authorities, and then reported on time. Finally, the report was publicized in time and was well received by the school staff. Now we will summarize the work of this semester as follows:

First, study hard and manage your finances on time.

Since taking office, members of our democratic financial management team feel a great responsibility and shoulder the supervision function of school staff on school finance. For this reason, we attach great importance to it ideologically, earnestly study the charter of democratic financial management, work meticulously, never be careless, actively absorb the opinions of the masses, and reflect it to the school leaders in time. We set the end of each month as the democratic financial management day of the school democratic financial management team. On this day, our team members carefully checked all kinds of receipts and payments bills of the school this month, checked them one by one, strictly controlled the bills, truthfully recorded all kinds of receipts and payments, and audited them in strict accordance with financial management procedures. All documents that do not meet the financial reimbursement requirements will not be approved, and the contents of each audit will be recorded, and I will actively participate in various relevant financial meetings of the school.

Second, timely reimbursement and timely publicity.

According to the regulations of the central school, we review the financial documents of public funds, data fees and students' living expenses once a month and report them to the central school on time. Then the financial situation of the school this month was publicized, which enhanced the financial transparency of the school.

Three, review the large maintenance budget, and timely report for approval.

This semester, according to the financial examination and approval system of the central school and the arrangement of the school Committee, we reviewed the projects put forward by the school, such as ground hardening, electricity to water, roof maintenance and so on. , and report to the central school in time, and implement it after being approved by the central school. This standardized the operating procedures and put the school's financial management on a standardized track.

Through our work over the past year, we have deeply realized that democratic financial management truly embodies that the people are the masters of their own affairs, and has truly achieved the goal of "clearing the innocence of cadres and giving the masses an understanding", which has truly enhanced the cohesion of leaders and the masses, truly consolidated the image of clean government among the masses, and made the work of leaders among the masses more convincing.