(2) we will focus on the business structure, and actively promote the "integrated linkage, transformation and efficiency" competition. In 09 - October 4 basic financial business linkage transformation, increase efficiency "fusion" competition, wealth management with current class (including insurance) as the basic goal, the payroll, shang hui green, green card, card, cartoon, settlement, POS, 235 deposit to reduce, post office message, business as a 10 key marketing project. Competition, financial business bureau daily reporting agencies competition schedule, summarizes the experiences of the promotion of competition, and case in time, stick to coordinate monthly bank held "fusion linkage transformation, increase efficiency" in the competition, advance will contest work made phased achievements. At the time of the competition, the municipal bureau of postal services increased 78,714 million yuan in demand balance and won the foundation of the competition. The total postal pressure reduction of the postal service in the district was 9 million over two years, and the business structure was gradually improved to effectively reduce the cost of paying interest. The whole district company's business is full of the business balance of the postal agent company which reaches more than 10% of the total balance of the postal bank. At the same time, in order to promote mail silver to pay special attention to the basic financial business and credit, the company's business, such as bank of new business development, mail silver both sides since August 31 October 1 solstice has carried out in six key business development as the goal of project activities, activities promote the key business development, also has realized the mail silver more integrated and coordinated development. Tournament campaigns to promote the project, we according to actual situation, formulate measures the delivery personnel in the development of credit business, and mobilization to decorate, held a meeting in the downtown and the delivery team one by one, organized and stable cross and training. During the competition, the whole district postal development credit business was 8534.10,000 yuan, accounting for 21 percent of the total number of posts, reaching the target requirements of the competition.

(3) the theme of the development of postal and silver integration, the coordinated development of postal and silver. This year, we earnestly implement the provincial company, ShengHang mail silver integration requirements for the development of new mechanism, adhere to the regular mail silver to coordinate system, and earnestly do a good job in coordinating communication with the bank many times call the bank and the relevant departments serious organizational learning, the provincial company, ShengHang mail silver fusion development related mechanisms and measures, and cooperative bank revised the nantong area mail silver development new way. In June, we cooperated with the bank to provide the credit card to the whole district postal staff. At the same time, study the implementation of the provincial company, ShengHang income distribution way, to carry out the personnel to do the whole mail silver check of income distribution and income distribution concrete work, corrected in the income distribution have been some wrong practices. Called mail silver both related personnel such as the mail which income distribution meeting, some specific work on income distribution made further clear, and cooperate with the bank of income and distribution work conducted a business training, further standardize income distribution work, promote the fusion, mail silver coordinated development. This year, we enhance cooperation and coordination of bank to achieve the data sharing, adhere to the "six coordination mechanism", "six unity" principle, strengthen the mail silver cooperation, jointly promote the postal financial business development. At the same time, we should strengthen communication with the Banks and properly handle the issues that Banks need to coordinate in a timely manner to ensure the coordinated and steady development of the postal service.

(4) to strengthen management as the core, and conscientiously implement the rules of financial management. Is post office bank __ years after the establishment of independent operation, the first year of agent financial business development task is very heavy. In accordance with the requirements of the municipal bureau, we will cooperate with the bank to handle the management of the financial business at the same time. We adhere to the coordinated bank held once a month, head of the branch to contact post office money management meeting, key points in financial business management reported the existence of the problem and implement corrective actions. To coordinate the measures of the district risk compliance competition, and to do a good job in the research of the business theory of finance business in the whole district. Earnestly implement the rectification of the supervisory work for bank check problems, set up a mail silver allots jointly formulate business files, to ensure that the normal conduct of global business management, business management.

Third, the problem that exists in the development of agent financial business

1, business structure adjustment, is a tough job, by the end of November in the postal net increase of 501 million yuan, the current net balance though but live than failed to synchronize to ascend, servicing cost is still in the province the first place, a long business structure adjustment.

The development of key marketing projects is slow and insufficient. Such as payroll has yet to reach the expected goal, financial products sales lag behind the Banks, shang hui cloth is not high, the quality of the company's business development is still not a breakthrough, and so on.

The marketing system is not fully in place, the professional marketing work is still to be strengthened, and the customer managers team is in urgent need of strengthening.

Iv. The development of finance business in 20__

General idea is: carefully implement the provincial, city bureau of work requirements, company closely around the "scale, structure" as the center, actively carry out all kinds of competitions, vigorously promote financial business change of the pattern of economic growth, improving the management benefit, to create financial business JiangJu, promoting the development of agent financial business, nice and fast.

(1) to make full efforts, to organize and fully launch, to ensure that all tasks completed in the 2009-10 annual competition are fully completed. Competition work has been fully developed, and the current financial business bureau as a professional business agent financial business development department, we will earnestly the start of the competition and the competition of various kinds of reporting work, timely summary to promote good experience and practices in the competition, regular analysis of progress and results of the competition, and promote the district agent financial business development to a new level, stable and rapid development of financial business agent for the coming year.

(2) vigorously develop the insurance financing business, accelerate the construction of the financial department and the financial management team. Insurance financial business is the postal savings to a higher and wider field of important channel, postal savings is an effective way to achieve financial business income continues to grow steadily. It is also an important aspect of the restructuring of postal savings and the efficiency of transformation. The next stage we will continue to increase the analysis of the market, the insurance, financial, and other products sales work earnestly, achieve scale development of financial products. The service target of a full-time account manager is a high-end customer. We will develop and maintain more high-end customer market through service. Full-time customer manager for payroll, insurance, financial management, green cartoon, shang hui, microfinance combined marketing and other kinds of products, the industry customers, group clients, wholesale market customers to focus on marketing, we should try to be in point with surface, expanding high-end customers to the post office business awareness, improve the proportion of high-end customers, provided a basis for continuous and stable development of postal financial business.

(3) to use the advantages of the Internet to do large settlement business. Focus on migrant workers, business staff and students, individual enterprises groups, such as publicity and postal savings outlets covering the most popular and convenient green card network in real time to the account, settlement, trade the highest success rate, and no annual fee, account management fees and other advantages, promote the increase of the current user. We will increase the size of the atms, and focus on accelerating the pace of the release of such businesses in large stores, business districts, schools and other places.

(4) to the project to promote the development, promote the key marketing project 20 __ years agent financial business development will have a lot of variables, the structure unreasonable phenomenon is still very prominent in the business. As a result, we will continue to revolve around 20 __ years "adjusting structure transformation, increase efficiency" for the purpose of all kinds of competitions, the key to promote payroll, shang hui cloth, effective card issuing and effective pressure drop more than two-year deposits, insurance sales projects, such as increasing current balance, reduce service costs, improve the management benefit.

(5) do the data analysis and support the development. 20 __ years we will fully use mail silver sharing information platform, strengthen network on income, savings, business structure, shang hui run special quality, insurance marketing activities such as thematic analysis of the project, help agencies agent financial business data analysis, provide a basis for the establishment of leadership decision-making and management goal, promote the rapid and healthy development of financial business agent.

(6) strengthen communication and coordination with Banks and constantly promote the integration of postal and silver exchanges. 20 __ years we will conscientiously implement the provincial company, ShengHang financial development requirements, to communication and coordination, earnestly with the Banks make the two sides need to coordinate the implement to solve the problem timely, strengthen bilateral liquidation income audit and related settlement work, should be discussed, accelerate the development of financial business together, and make good use of the post office bank brand, strengthen the financial agent business.

　　金融行业英文自我评价篇二

Work in this way over a year, in the 20 __ year a year of work, I did it was supposed to do in my own jobs on the biggest effort, a year unremitting work, without any mistakes, also does not have a late arrival, praised by the leaders and colleagues, at the end of the year, I was awarded the "outstanding workers" of the company, this is a great compliment to me a year job. Back in the year, that's how I came here:

One, main work practices:

1, the thread financing, continue to attack: business development is the key, and financing business is the backbone of my work, through continuous attack, looking for business breakthrough, in the process of financing to make business friends. Whether it is the work of a guarantee company, the work of a society, or an entrepreneurial investment management, it is essential to finance this line.

Innovation, innovation is life. 20__ is the year of innovation, the innovation of guarantee, the innovation of the association, the innovation of the venture capital management company, the innovation of the website, the innovation is the main melody of 20__.

3, to make a business network: the bank is the main battleground of the financing business, and the financing is still mainly financed by Banks. The association, the pawnbroker and the guarantee company are the important sources of the financing business; Network promotion is good for building brands. A significant portion of the business comes from the web.

Planning is the key, the key to success. Always insist on planning for first, grasp strategic planning, finance planning, marketing planning, network planning, provide first-class planning for the customer.

Don't relax. Deep inside the enterprise, deep investigation, good relationship with the project leader; Select high quality project, promote project planning and all-directional marketing.

Primary performance:

1, the guarantee company: responsible for the form of a guarantee company and guarantee business management, guarantee the system of the company and the business process, lead the business personnel guarantee market, cooperation with the Banks, and with the industry association, the provincial entrepreneurs association, the provincial association of private entrepreneurs and other established cooperation relations, formed extensive business network, to guarantee the development of the company laid a solid foundation. The creative establishment of the foreclosure and temporary bridge loans made tribute to the company's early earnings.

2, association work, training staff, opened financial website, one thousand ways to carry out business, actively promotion association, provide investment consulting and financing advisory services for the member. The whole process of the "olive industrialization" scheme, has achieved better results. Actively participate in the meeting organization of the provincial financial exposition.

Start-up investment management company: establish a venture capital management company and act as a corporate representative. When there is no money, no brand and market under the condition of low earlier, planning a provincial investment promotion conference and exhibition center, equity financing market, carry out land transfer trading intermediary business, although there is no significant results, but for the precious experience.

4, "financing" site: explore new models of financing site planning "financing" website, website model and solution gradually forming, rushes out a new road for development financing work. This is an opportunity to launch a series of industry or product online marketing programs, laying a solid foundation for the development of 20__.

Next year's work:

Make the "financing treasure" development and operation. Strive for "financing treasure" as the main source of revenue;

Develop online marketing software as a new source of profit;

3, the project financing to focus and improve the success rate;

To expand the business of attracting investment from the government, and to attract investment from all sides of the government, especially to guarantee the company and fund as a breakthrough in attracting investment.

Plan and plan for training. Set up "business plan book planning and financing combat training.

Four, the problem that exists:

The economic benefits are not good. Early investment and low output.

There is a lot to do, but it is often thankless.

The hot spot change quickly, the cash flow is not formed.

Scratch a project, or grab the money? Just grab one and get out of control.

20__ is gone. Looking back on the past year, I have a lot to say. 20__ is an unusual and extraordinary year for the Chinese people. 20 __ years, under the guidance of scientific concept of development, in President hu himself serious challenges such as fighting the international financial crisis, adhere to the good faith for this, adhere to business innovation as the center, adhere to grasp website work not lax, often stick to make financial friends "four insists" principle, has achieved high grades.

Looking to 20 __ years of work, I will still continue to like 20 __ years of work, perseverance, positive enterprising, in her own job play their biggest ability, perfect the superior sent to my task and my own duty, this is responsibility, I believe that I am able to do a good job!

　　金融行业英文自我评价篇三

Time flies, unconsciously, we are busy running through __, ushered in __. Here, I make a small knot in my work in __, strive to improve my shortcomings, and strive to make myself better at work in the coming year.

In business: this year because of the new system online, the business of intensive and comprehensive, I obeyed the instructions and jobs from lag review into integrated teller. No matter what jobs, I always have maintained a good working attitude, a bank of standard strict with oneself, observe the rules and regulations, constantly remind myself to work in earnest again, carefully drawn up in accordance with the head office and the branches of the various rules and regulations to operate, the compliance in the first place. Work in the review of the lag is itself to a comprehensive quality concerns and trust, I don't live up to the expectations of superior leadership to yourself, don't abuse their functions and powers, conscientious, self-denial devotion, never tired every day, read carefully the each subpoenas, see if tellers to handle business compliance, whether ZhangZiGai land cover in place, the signature is written in the writing, the elements of remittance, deposit fill ticket whether complete, resolute don't let a ZhangZi drain cover, don't get a signature sign, not to let a summons is not complete, the elements of don't give the compliance business license. Although is not in at the front desk, but I was at the front desk of strong support, with all kinds of logistics service for the front desk, think of the front desk, snap front desk place, effectively eliminate the trouble back at home of the front desk clerk, dispense with the check-out trouble after reading the summons, reduce the workload of the teller, let them have more time and energy to deal with business, create greater economic benefits. In the meantime, I have fulfilled my duties, and fulfilled every task which I have delivered to me.

Engaged in integrated teller in near the end of day, although there are no front desk service nearly ten years, but I'm still the smooth to complete my task. As a front desk operator, I know the importance of the job, after all, I are directly with the customer, my image represents the image of the bank, I was the only warm and thoughtful service to win more customers, to achieve greater results. In actual work, therefore, I loud to communicate with customers, regulate their own services, patient honest answer customer inquiries, timely, accurate and fast to conduct all business for our customers, and according to different customer groups actively marketing line of all kinds of financial products and financial services, from the SMS payment,, mobile banking, online banking, telephone banking, to "secure benefit", "agricultural bank remit fund", "save jintong" and so on. At the same time, I still adhere to the belief of "never too old to learn", the use spare time to take an active part in line of business training and activities, learning new business, new knowledge, constantly with new own knowledge structure, make oneself always stand in the financial services of the first line.

In terms of safety and risk prevention: we are special industries that operate money. Our job is to deal directly with cash, so inevitably there are all kinds of risk, especially when shuttle library, so for the sake of the safety of the Banks' capital operation, I always remind yourself to strengthen their safety consciousness, learning and performance of the higher the files about safety and risk prevention, wake-up call, to provide customers with convenient financial services at the same time, also do not forget to adhere to standardized operation, to prevent the occurrence of unsafe accidents.

In my life, I have been working on a good schedule, working on time, and taking the lead in cleaning the business room. Of course, I have always maintained good relationships with colleagues, colleagues and colleagues. At the same time, in the busy work at the same time, also don't forget to bring laughter, swap out of the atmosphere, make everyone happy at their ease with various complex business processing.

Although in the past year, I made some achievements, but there are a lot of shortcomings, the quality of service, it remains to be strengthen and improve the business skills. I plan to be more active in my New Year, to be more active in my work, and to make a bigger contribution to this year's new goals. Comrades, the horns of spring action have sounded, and what are they waiting for? Let's go for it!

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