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Bank teller's annual work summary template
5 bank teller annual work summary template

In the branch, I work as the most common cashier. Some people may say that ordinary tellers are not professional. No, they can do brilliant work on the counter. The following is a summary template of the annual work of bank tellers that I have compiled for you, hoping to help you!

1_ _ _ year, under the correct leadership of the bank, I strengthened my study, corrected my work attitude, worked hard in my post according to the bank's work requirements, sincerely served my customers, successfully completed my work tasks and achieved certain results. The work of _ _ is summarized as follows:

First, complete the task and get good grades.

In _ _ _ _ _, as a front-line teller, I set my task as two aspects, one is to do a good job as a front desk teller, and the other is to actively sell bank wealth management products. In the work of the front desk teller, I am careful, legal and legal, and basically achieve zero violations and zero errors; In the sales of bank wealth management products, I actively promote and strongly recommend * * * to sell bank wealth management products of RMB X million, including: funds of RMB X million, insurance of RMB X million and bank cards of RMB X million.

Second, actively expand business and do a good job of new and old customers.

I always set up the concept of customer first in my work. While doing a good job as a front desk teller, don't forget to actively sell bank wealth management products and expand the space of bank wealth management products with customers as the center. In order to attract new and old customers to buy bank wealth management products, we are anxious about customers' needs, think about customers' thoughts, impress new customers with details, and protect old customers with true feelings, and achieved good results.

In the process of serving old customers, I carefully introduce relationship marketing, so that old customers can maintain enough confidence and goodwill in our services and products, consolidate their loyalty, encourage old customers to keep buying, and always keep the consistency of information coordination with banks, so as to achieve a win-win situation for both banks and customers.

I also use the relationship between old customers to introduce new customers, and take old customers as the chain to drive new customers, thus expanding the sales of bank wealth management products, so that I can not only complete the sales task of bank wealth management products, but also promote the improvement of bank economic benefits.

Third, establish a sense of service and sincerely serve customers.

In my daily work as a front-line teller, I keep the spirit of seeking truth from facts, seeking truth from facts and being pragmatic, perform my duties in good faith, treat customers honestly, provide caring services and enhance my appeal to customers. Put the true feelings into the words and deeds of customers, adhere to the people-oriented, customer-oriented, all for customers, smile seriously, understand and be more enthusiastic in the service process; Start with a smile, always give customers a bright smile, treat customers as friends in good faith, serve with heart, and solve problems for customers; Always adhere to customer-centric, adhere to the interests of customers as the first consideration, sincerely display our high-quality service image, realize sincere service and unlimited care, provide value-added services and care for different customers, and improve customer loyalty.

In _ _ _ _ _, I will conscientiously do a good job as a front desk teller according to the requirements of the bank, actively sell bank wealth management products, complete the task, and achieve good results, and obviously improve my service attitude and organizational discipline. On the basis of my achievements, I will continue to strengthen my study, improve my work skills and service level, work harder and harder, do my job well, create excellent work performance, and make my due efforts and contributions to the development of the bank.

Bank teller annual work summary template 2 Time flies, time flies. In the busy and fulfilling work, we spent an extraordinary 20__ years. It is gratifying to look back on the work of this year. Under the leadership of leaders at all levels of the sub-branch, under the guidance of the president of the sub-branch, and with the joint efforts of colleagues, we have made progress in learning business knowledge, improved the level of various business skills, earnestly performed our duties, always kept in mind the internal control system, successfully completed various work indicators throughout the year, and improved our ideological consciousness, professional quality, operational skills and quality service. The work plan for one year is summarized as follows:

I. Main job information and responsibilities

20__, X years, as an ordinary teller. Daily work mainly includes counter handling supplementary records of private business, company business and salary information. Seemingly simple operation, but you need to accumulate and learn more operation processes on weekdays, update them day by day, and treat the occurrence and audit of every business with concentration, care and patience, especially for business. A month's check processing capacity is relatively large. In order to reduce the refund rate and improve the level of self-service company business, I insist on carefully reviewing all the elements of each bill and strictly require myself and my customers to fill in the specifications with high standards. The internal control system is also kept in mind when every business happens, the seven-step service process is generous and decent, and all policies are put in place.

Second, my harvest and growth.

I am glad that I can join the _ _ line and become a member of it. In my nearly one year's work, my values and outlook on life have changed greatly. She made me believe that anything is possible in life, as long as I am willing to work hard to create. Of course, only by contributing to the enterprise can we realize our own value. First of all, in a working group, everyone should unite, help each other and make progress together, because unity is the premise of mutual benefit. Secondly, it is the basic requirement to do your own job well. As a teller, you should know what you should and shouldn't do, be independent and have courage. In addition, customers are the main body of our development, and it is our duty to serve customers well. Research customers, through the research of customers, understand the business needs of customers, strive to satisfy every customer, and maintain every customer through their own efforts; Of course, after getting familiar with the business and understanding the internal control of the enterprise, it is our duty to make constructive suggestions on some potential loopholes or development of the enterprise, which is also a good contribution to the enterprise.

In today's increasingly fierce market competition, while we have a warm service attitude and skilled business skills, we must constantly learn and improve all aspects of skills in order to provide customers with more efficient and better services. All kinds of training and skill assessment organized by our bank provide a strong guarantee for me to improve my business skills as soon as possible. I always take an active part in all kinds of training, insist on listening to lectures carefully, and strive to improve my professional skills in combination with the rules and regulations and laws and regulations I usually study.

After a period of work, I deeply realized that banking is a high-risk industry, and every little detail and element should be paid attention to when handling every business. It can be a check, signature, guest signature, handprint, registration and transaction code. A business may involve many details. If you are not careful and don't think about it, there may be risks, such as lending. The details are not trifling, and need to be taken seriously. Grasping every pass is to control the risks of our bank and to be responsible for ourselves.

Third, the existing shortcomings and the direction of efforts

Looking back on the work in the past 20 years, although all the work has been carried out smoothly, we know that we still have shortcomings and need further improvement. First, the study is not strong enough. In the new economic era based on information technology, new situations and new problems emerge one after another, and new knowledge and new science are constantly coming out. It is urgent to meet the severe challenges and speed up the pace of learning.

I always believe that opportunities are reserved for those who are prepared, so after work, I am still preparing for obtaining certificates such as fund sales qualification and intermediate accounting title. Second, personal emotional control is not good. In view of the above problems, the future efforts are as follows: first, strengthen theoretical study and further improve their own quality; Second, change the work style, strive to overcome the negative emotions of self, improve the quality and efficiency of work with a full working state, and actively cooperate with leaders and colleagues to do a better job.

Four. Outlook for the new year

Qu Yuan has a famous saying: "The road is long, but it's Xiu Yuan, so I will go up and down for it." . The financial industry still has a long way to go. I firmly believe that because of my love for the financial industry and the professional knowledge I have learned, I will closely combine my personal dream with the development of the enterprise and give full play to my enterprising, creative and initiative. I will finally realize my personal value and walk towards a better tomorrow with us.

I recall that when I first came to the bank as an intern, I knew nothing about my work and was very cautious in dealing with people. Let's talk about my job.

My specific job is to be a teller. This seemingly simple and decent positioning is just the positioning of outsiders behind the glass wall. And my transformation is not only the replacement from the outside to the inside of the previous glass wall, but also the feeling that what is on the surface is not necessarily the real thing, and the most deceptive thing is our own eyes. At work, the spirit is highly concentrated and there is no room for relaxation. You should patiently explain to customers and be enthusiastic about your work. To tell the truth, I couldn't do it before I joined the work. Now that I know I can do it, I can proudly say that I am as good as others. This may be the change that my job has brought me. Although this change is subtle, I do feel this change.

Since it is my work experience, I don't think it is necessary to write too many high-sounding words. Only those pertinent suggestions and criticisms are the most practical for our work. The development of banks has undergone a long period of transformation and improvement, but the existing problems should not be underestimated. The quality of their own personnel is not high, the business is single and the added value is poor, the management is not perfect, and the effectiveness of incentive measures is not high. All these are problems that we have to face. Although we are also trying to change this situation, the change will not happen overnight. We are in this critical transitional period.

We can take advantage of the great opportunity of the establishment of the bank to realize the transformation and promotion of the whole enterprise. Although there will be a lot of resistance and pressure in this process, after we understand that pressure is the driving force, maybe many problems will be solved.

After I become a regular job, I want to change not only my identity, but also my responsibilities after this identity change, so I will work harder.

Bank teller's annual work summary template 4 I worked in _ _ branch and sales department for several days. In these 0 days, I earned more than 1 100 million in cash and paid more than10 million. No counterfeit money can escape my eyes. There are many customers who are in contact with each other. Some can resolve the fog with a calm tone, and some can cross the sea with a bright smile. No, I use exaggerated and technical expressions to frustrate their rudeness and appease their hearts. I love my job and enjoy it. I am good at finding beauty in my work. During this year, I met two customers with added value, one with a smile like Ahn Jae Wook, the other with a charm like Hu Jun, and the other with a dignified version of Daniel Wu. I naturally like to be clean and tidy, and I will never let any residual banknotes mix into the new banknote team. In my spare time, I will clean the shop spotless, and the toilet will give off fragrance and reflect light. In line with the motto that a good memory is better than a bad writing, read the documents carefully every time and record the new operations and new businesses in your personal notebook for future reference; I am eager to learn. In the past year, I approached ATM actively, cared about it and felt it. Finally, I am familiar with its temperament and will take the initiative to take care of it on holidays. Everyone is on fire and every household is safe. As long as there is a new product, I will definitely touch it as soon as possible, but I don't know how to use it in case I need to use it. Cherish life, cherish life, for the second door, I always follow the file steps for the first time to simulate the practice, execute it in a formal format, and become a habit with the best attitude; Knowing ourselves and knowing ourselves, we are invincible, and because our generation has more potential for internet addiction, I always browse the homepages and latest financial reports of other banks, look for inspiration in my work, and cultivate my own cells to do something for credit cooperatives.

Wang Gou went home, and Zhu Fu came back. As tellers, we will continue to closely unite around the leading group with _ _ _ as the core, hold high the great banner of "Love my trust and build a trust", earnestly implement the three requirements of "greeting people, answering questions and sending them away", adhere to the ideological line of "safety first and thoughtful service", and vigorously carry forward the great spirit of "one is not afraid of sour hands, and the other is not afraid of numbness". There must be new ideas in business, new breakthroughs in efficiency, and a new situation with a smile! We should fundamentally change the fearless way of "breaking rules and thinking hard", focus on improving efficiency and eliminating risks, focus on improving the quality of window service, pay attention to the target positioning strategy based on the speed and accuracy of front-line tellers' manual operation, and then embark on the road of humanized online sales, cultivate a group of customer cashier's teacher-milk killers and accounting idols, establish customer loyalty, and take "every teller has a magnetic field, and at least there is a joke without a magnetic field"

The bank teller's annual work summary template Article 5 All the work of the bank has basically come to an end in 20 _ _. Here I just briefly summarize my work this year.

With the growth of age and the accumulation of various work experiences, my requirements for personal work in __X are also constantly improving. My post is the service window of China Agricultural Bank, and my words and deeds represent the image of the bank. We should not be a little sloppy and lax in our work. As we all know, there are two savings offices in Chaoyang Sub-branch, and mine is one of them. Every day, the average business of each comrade will reach two or three hundred. There are about 200 customers, and such a working environment forces me to constantly remind myself to work seriously and strictly follow the rules and regulations formulated by the industry. I always ask myself within a year. With my efforts, I personally didn't have a liability accident for 20__ years. While doing my job well, I also use my years of saving experience to help other comrades. If comrades have any questions, I will answer them seriously. I will humbly ask old comrades if I have any questions. When dealing with business skills, I have a requirement in my heart: a threesome must have a teacher, and those who can't learn must learn by all means. If you want to help others in your work, you must improve your professional quality. I love learning new knowledge and developing new business in my industry every time. As long as someone needs to work overtime, I will be the first to stand up. No matter how long I work overtime, I never complain. Because I know that this is also the personal trust of the unit leaders. I will also actively make good use of every opportunity to learn new business, do a good job in testing all new business, and do not delay the work of the whole branch. Under this idea, I successfully completed every task assigned by the branch. It has also been well received by comrades.

The Chang Ying Savings Office where I work is a branch-level youth civilization number. As Comrade Jia Lin said in Suoli, this is a big family with mutual respect and love. It is often said by other comrades who know our situation that we have never seen a harmonious relationship between comrades in any unit like ours. No matter at work or in life, comrades-in-arms are like a family, and there has never been any contradiction. If there is an opinion, it is also a difference in work. Such opinions mean the continuous improvement of working standards. I always think that my innate character determines that I am very suitable for saving, because I have a very good temper, and with the increase of my work calendar, I have learned to be more and more stable. Good temper is first of all a good attitude towards the service of the institute. I insist on demanding myself by the standard of youth civilization. So I have never received any complaints from external customers since I started working. Usually, when customers have different views on our work, I can also explain clearly what customers don't understand, and finally satisfy customers.

__X is located in the urban-rural fringe with dense population. There are also several universities and research institutes around the savings office. With different educational levels, we should serve different people every day. I always remind myself to start with the details. Put all kinds of spirits and requirements issued by the bank into practice, so as to be subtle, civilian and daily. What does it mean to make customers feel warm here?

Migrant workers often come to Beijing to handle personal remittances. Some people can't even fill out the required receipts. Every time I will explain the filling method to them in detail and teach them word for word until they learn to do so. When you leave, tell them to keep a written receipt, so that the next remittance can really be written out. Thank them for their continuous remittance business. Maybe someone will ask. Personal remittance is only the collection business of savings offices. It can't increase the deposit of the institute, so why are you so enthusiastic? I'm here to use the words of a foreign comrade _ _ X to explain that it is not easy for them to come to Beijing. No one can. It's right to help them. I think the best service is to serve our customers wholeheartedly. When I heard the customers outside say to me: Your work is really fast; That chubby young man has a good attitude; China Agricultural Bank is a good opportunity. I am very happy in my heart. This is not only a compliment to me, but also an approval and encouragement to my work.

In the new year, I set myself a new goal, that is, to step up my study, better enrich myself and meet the challenges of the new period with full mental state. There will be more opportunities and competitions waiting for me next year, and I am also secretly encouraging myself. Stand firm in the competition. Down-to-earth, our eyes should not be confined to the small circle around us, but should focus on the overall situation and future development. I will also learn from other comrades, learn from each other's strengths, exchange good work and experience, and make progress together. Get better working results.