Annual debriefing report of bank staff template .

Mondo Workplace Updated on 2024-02-22

2023 Annual Report of Bank Employees

Full text 1500 words).

1. Performance of duties in 2023

Since 2022, I have served as the head of the branch department, mainly responsible for the development of the company's retail-related business, this year, under the correct guidance of the branch leadership team, with the joint efforts of the team members, I strictly follow the requirements, insist on working diligently, do my best to do my job, and have achieved certain results in various tasks. The performance of duties is reported as follows:

(1) Unremittingly focus on the goal, and effectively implement the indicators and business performance

First, revenue and profit have achieved double growth. As of the end of December, the company achieved an operating income of 10,000 yuan, a budget completion rate of 102%, exceeding the target of 100,000 yuan, and achieving an increase of 10,000 yuan, an increase of 10,000 percentage points compared with 2022, contributing a positive force to the development of the branch. Second, the scale of loans has increased by a large margin compared with the beginning of the year. As of the end of December, the balance of corporate loans was 100 million yuan, thanks to the implementation of the first business, the loan balance increased by 100 million yuan compared with the beginning of the year, and the corporate loans completed 120% of the budget target, an increase of 8%. Third, the average daily growth of retail deposits has become the main source of income. As of the end of December, the average daily increase of retail deposits was ** billion yuan compared with the beginning of the year, exceeding the budget target of ** billion yuan, and retail deposit revenue contributed 60% of the total revenue, which strongly supported profit growth. Fourth, the growth of basic customers is significantly better than expected at the beginning of the year. This year, while the customer indicators continue to increase, the market environment is facing downward pressure, I changed the strategy, through the upstream and downstream, circle of friends customer expansion, the annual new effective customer ** million, although failed to complete the budget target, but the completion rate also reached 90%.

(2) Work hard to improve internal skills and study, and improve theoretical and professional quality

The first is to pay attention to theoretical study. Always take theoretical learning as a key link to improve one's own literacy, adhere to daily and weekly learning, constantly improve the theoretical level, improve the level of understanding, and lay a solid foundation for better serving the national strategy and understanding the policy intent. The second is to pay attention to professional improvement. The bank has high requirements for all kinds of professional knowledge, and I continue to learn business knowledge and improve my in-depth research on different business scenarios through various ways such as promoting learning by doing and learning by doing, so that my professional level has been enhanced, especially in providing customers with comprehensive financial services. The third is to pay attention to the application of learning. In the process of learning theoretical knowledge and professional knowledge, I deeply participated in the "big research, big visit, big service activities" through the integration of theory with practice, and the theory guided the practice, innovated the business model, realized the innovation of the branch loan business, and won the roll call and praise of the head office and branches, and established a good image to everyone.

(3) People-oriented team, morale and enthusiasm for work have been stimulated

I have always insisted that the team is an important factor in business development and breakthrough, during the work I listened to the voices of the team employees, through team building activities, heart-to-heart talks and other ways to understand the situation of the team, targeted guidance, the affirmation of the team employees, the passion of the team officers to start a business has been fully demonstrated. At the same time, I also teach according to others, through words and deeds, and by doing to promote teaching, so that employees can continuously improve themselves in work practice and realize their own value. In addition, I also actively create an atmosphere of officer, and create a clean and sunny working atmosphere in the team, so that everyone can show themselves in a happy and pleasant atmosphere and promote the efficient implementation of work.

Second, there are major problems and shortcomings

First, there is still a gap between the professional level and the requirements to support high-quality development. Although I have been able to continuously improve my professional quality, there is still a big gap between me and the requirements and expectations of branch leaders, especially in the context of the economic environment and the intensifying competition in the industry, and the ability to achieve business breakthroughs through innovative business models needs to be improved. Second, there is still a gap between the business reserve and the high target requirements for 2024. At present, the company's business areas are relatively weak in deposit and loan reserve projects, and how to achieve new breakthroughs in the company's business areas in 2024 is currently lacking in rich reserves and effective means. Third, from my point of view, the way of working needs to be optimized. Usually the work emphasizes too much on the results, the work experience is insufficient, and there is no effective working method, so you need to constantly summarize experience and improve yourself in the follow-up work.

3. Work plan for 2024

The first is to adhere to the result-oriented approach and take the completion of various goals and tasks as the foothold of all work. Do not stress objectivity, pay attention to subjectivity, and promote new breakthroughs in business with the courage of self-revolution. The second is to adhere to management first, lean management, effective management as an effective means to carry out work. Focus on optimizing the management mode, pay attention to the effective unity of process management and result management. The third is to adhere to the customer center, and take customer management and customer service as the root cause of improving the work effect. Optimize the customer service model, continuously improve the quality of service, and obtain efficient business returns through high-quality customer service.

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