Summary of Bank's Community Activities

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Summary of Bank's Community Activities 1

With the development of economy, financial activities are more and more closely related to people's daily life. On March 3, 2111, the Bank selected the community "Fu 'an B District" with high occupancy rate within its jurisdiction to carry out the activities of popularizing financial management knowledge and preaching financial common sense. Provide financial consulting services to community residents at close range, and teach the financial knowledge and skills that ordinary people need to know in their daily lives to community residents.

at the event site, we used posters, exhibition boards, leaflets and other means to promote the event in all directions, creating a good publicity atmosphere. During the activity, our staff enthusiastically and generously distributed financial knowledge leaflets to passers-by and community residents, and communicated face-to-face with customers while distributing promotional materials, so as to keep abreast of the needs of customers with personal work plans. At the same time, we also explained the topics of interest rate marketization, anti-counterfeiting of RMB, prevention and control of fraud cases that residents have recently paid attention to. The community residents responded well and expressed great gains.

"Look, this is a counterfeit banknote with a face value of 51 yuan, and the difference between it and real money is that" dozens of residents are listening to the staff of our bank explaining the knowledge of counterfeit money, from the characteristics of counterfeit money of 11 yuan to the difference between counterfeit money of 111 yuan and real money.

Then, the staff told everyone about the current bank deposit interest rate and deposit skills. During the exchange, a resident mentioned that when the old man made a deposit in the bank, he was accidentally deposited as an insurance policy. The staff of our bank told the resident that when depositing in the bank, the name of the document should be read clearly first. If the other party gives an insurance policy for the depositor to fill in, the insurance policy will usually indicate the name of the insurance company, types of insurance and many additional clauses. If it is a time deposit slip, it will show the deposit period, deposit interest rate and other contents, and the title of the deposit slip is often marked with the words "XXX bank time deposit slip". The name of the banking institution will not be displayed on the insurance policy.

we also explained the usage and convenience of personal online banking, mobile banking, SMS, telephone banking and other electronic banking, so that customers can fully understand the advantages of our electronic banking products and the convenience of handling business, which has been recognized by more customers. Summary of Bank's Community Activities 2

When the personal finance department of Jincheng Branch formulated the assessment method and work focus of personal finance from April to September in 21xx, it set a new goal, focusing on targeted financial management and targeted marketing (high-end, community) in off-season marketing. In the third quarter, we launched the activity of "bending into the community" to improve the market share of mid-to high-end customers in the radiation area of outlets. Specifically:

First, outlets choose their own communities, which include not only residential communities, but also various professional markets, such as clothing market, commodity market, building materials market, logistics market, etc., and the extension of communities is expanded.

the second is to make a quantitative target plan, which are your target customers, how many, through what channels and means, what kind of product coverage, and what kind of' goals' to achieve.

in the transitional period of the third and fourth quarters, the president in charge and the department manager made a comprehensive investigation at various outlets, and assigned special personnel to popularize and summarize the good practices and experiences. It is consistent with the continuous single-target group theme marketing activities in expanding the market scale of payment and settlement products issued by Shanxi Branch at the beginning of the year (Jianjin Gejin [21xx] No.42). Summary of Bank's Community Activities 3

Recently, Bank of Communications entered the community activities and entered Jinyun Jiayuan Square in Zhongxing Road, Buji. It is reported that the activities of the day attracted the positive response of many residents.

According to reports, the Bank of Communications' convenience service activities in the community are aimed at thanking the owners for their support to the bank's business, and showing the bank's characteristic convenience business types, including the functions of the Bank's self-help service, such as the recharge business between Yuetong Card and shenzhen tong, the payment of water, electricity and coal fees, and traffic fines. Mobile banking is free, movie tickets are booked by mobile phone, mobile phone recharge business, and credit cards and bank cards are handled on site.

In addition, for the customers who newly set up the Bank of Communications credit card and the Yuetong card, the bank also gave different degrees of concessions while giving exquisite gifts. In order to attract the participation enthusiasm of residents in the community, the bank held a variety of on-site activities, including providing more than 21 kinds of daily department stores far below the supermarket price for sale, as well as exchanging parent-child game points for gifts and on-site lottery. The movie show that night was welcomed by the residents of the community, and also made the brand image of Bank of Communications Wealth Management more deeply rooted in the hearts of the people. Summary of Bank's Community Activities 4

In order to improve the cleanliness of RMB in circulation, further optimize the structure of RMB bonds in circulation, improve the cleanliness of RMB in circulation, and increase the recovery of RMB unsuitable for circulation, HSBC Sub-branch launched the "Cash Service into Community and Market Convenience Activities" at the entrance of the business office on July 24th, 21xx, providing services such as change, damaged currency exchange and anti-counterfeiting knowledge explanation to nearby merchants and community residents at close range.

The activities were carried out in the form of electronic lintels, electronic screens, hanging banners, placing brochures and posters on RMB anti-counterfeiting knowledge and damaged currency exchange knowledge, and distributing promotional materials and small gifts on the spot to explain the anti-counterfeiting features and other knowledge, so as to handle the business of changing small and damaged currency for customers.

Chief XX of the Currency Issuance Department of the People's Bank of China came to the site, and together with Director XX of the Re-point Center of XX Rural Commercial Bank, he guided the staff of our branch to carry out this activity, and together with the staff of our branch, he explained the anti-counterfeiting knowledge of RMB and the exchange standard of residual coins to the people who came to consult.

during the activity, our sub-branch specially formed a publicity team, carrying new RMB coupons and brochures with different denominations, and successively went to nearby merchants' stores, communities and other crowded places to carry out mobile publicity, and distributed publicity leaflets to the masses, explaining in detail the monetary knowledge such as the standard of RMB exchange and how to maintain the cleanliness of RMB, which further established the good image of HSBC sub-branch in facilitating the people and serving the society, and achieved good social response.

There was a lively atmosphere and frequent interactions at the event site. The reporter from Bayannaoer TV recorded the whole process of "Cash Service into the Community and Market for Convenience", which expanded the publicity coverage and enhanced the coverage and influence of the event.

In this publicity campaign, * * * exchanged RMB 6,611 in small denomination and RMB 251 yuan for damaged RMB, visited 31 merchants, visited merchants to exchange RMB 1,111 in small denomination and RMB 151 for damaged RMB, * * * distributed 511 leaflets and answered questions from the masses for 61 times, which was highly recognized by nearby merchants and surrounding people. In the future, HSBC Sub-branch will continue to give full play to the geographical advantages of its business outlets. Carry forward the service spirit of satisfying every customer, actively cooperate with the People's Bank of China to do a good job in cash receipt and payment, and better do a good job in cash service for the broad masses of the people. Summary of Bank's Community Activities 5

In order to enhance the public's awareness of financial safety and financial knowledge, and create a good financial service environment, according to the notice requirements of China Banking Association on launching the 21xx annual "Universal Financial Knowledge Miles" campaign, the Bank organized a special publicity campaign of "Financial Services for All Public Service Month" in April. The relevant information is now reported as follows:

1. Organizational arrangements

In order to ensure the smooth implementation of this publicity campaign of "Financial Services Public Service Month", the retail business department of the Head Office is responsible for the unified deployment, organization and coordination of the publicity campaign of the whole bank, and issued the Notice on Launching the Special Publicity Campaign of "Financial Services Public Service Month", which clearly defined the objectives of the campaign and required the sales departments of the Head Office, regional management headquarters and retail business departments of all branches to arrange special personnel to implement specific activity plans.

II. Overall situation of the activity

1. Participation

In April, all regional branches of the Bank actively responded and mobilized all staff, and carefully organized and carried out this activity. According to statistics, more than 231 outlets of the whole bank participated in this activity, and more than 311 activities of different forms and scales were carried out, and more than 61 million copies of various publicity materials were distributed, with about 1,511 employees and nearly 8,111 customers. The activities of the month are mainly divided into the publicity day on April 1 and the publicity activities during the service month. The forms of activities mainly include setting up stalls in the core area of the publicity day, publicity at the Bank's outlets, publicity in the community and financial knowledge publicity through multimedia channels.

2. Set up a booth in the core area of the centralized publicity day

On April 1, the centralized publicity day, all business units in Shanghai set up a publicity desk in the main core area and crowded area respectively, and carried out booth publicity activities, including not only the bustling People's Square in Shanghai, Jing 'an Temple Business Circle on Nanjing West Road, Xujiahui Business Circle and Sichuan North Road, but also Chongming, Jinshan and Fengxian. The participating outlets of local branches at least cover the city where the branches are located. By setting up a publicity desk, we will popularize banking knowledge such as bank cards, wealth management services, self-help channels, loans for small and medium-sized enterprises, and services for agriculture, rural areas and farmers, focusing on the characteristics of our wealth management services and service processes, and accept financial consumers' consultation.

3. Publicity of outlets

All participating outlets put up publicity materials such as "Financial Knowledge Miles" campaign brochure, our wealth management products of "Huicai" and "Kumquat Loan" personal consumption loan at the service desk and other positions in outlets. The president of Lu Sub-branch is responsible for the outlets, and key personnel such as lobby manager, assistant lobby manager and account manager participate in the publicity team to distribute publicity materials to customers, popularize banking knowledge such as bank cards, wealth management services, self-help channels and SME loan payment, accept financial consumer consultation, and give detailed answers to customers' questions and puzzles.

while popularizing financial knowledge, outlets carry out publicity in combination with the Bank's business characteristics and advantages of related products. First, focus on promoting bank cards and self-help channels, and use our good life card to withdraw money at ATM without handling fees; Exclusive services for elderly customers such as entering the wrong password and not swallowing cards; The handling fee for inter-bank transfer in the same city and different places by using our online banking is an inclusive activity such as 1 yuan. At the same time, guide customers to the "online banking experience zone", and the computers specially used for customers are open at any time. Due to the complicated steps of registering personal online banking for the first time, although there are illustrated guides in the U shield box, it is still difficult for middle-aged and elderly customers who are not good at using computers. With the patient help of the service staff in the lobby of outlets, many customers have completed all the preparations for using personal online banking, which has won unanimous praise from customers. Second, focus on the Bank's wealth management, personal loan service features, service processes and other publicity. For example, many suburban residents know little about wealth management business, and Zhaoxiang Sub-branch lists our wealth management products to customers in the form of topic boards, and answers customers' questions one by one. Another example is that Mr. Jiang, a customer, was very interested in the "Kumquat Loan" business of our bank when consulting in Tianshan Sub-branch. The account manager analyzed the customer's demand and assets, and introduced the four characteristics of Kumquat Loan and Mr. Jiang in detail. After learning that Mr. Jiang is a mortgage customer of our bank, his children need capital turnover to study abroad, and his conditions have met the requirements of Kumquat Loan, he invited customers to our bank for quick financing after making further plans and clarifying the specific payment requirements of customers.

4. Publicity in the community

In order to strengthen the publicity effect, all business units actively deploy and make each outlet "go out", enter the community and approach the citizens, form a professional publicity team, and actively provide on-site financial knowledge popularization services for community citizens and corporate customers.

Deping Road Sub-branch of Pudong Branch launched a campaign to popularize financial knowledge in Huangshan Third Neighborhood Committee during the activity month. First, the branch account manager introduced our various wealth management products and funds to customers, and many people showed great interest in our wealth management products and funds, saying that they would go to the branch to buy wealth management products, and the campaign received a good response. Secondly, the lobby manager of Deping Road Sub-branch introduced the geographical location, traffic situation and the business scope of Shanghai Bank, and introduced the anti-counterfeiting skills and anti-fraud points to customers, vividly taught customers how to identify fraud with the case of successfully intercepting fraud in Deping Road Sub-branch, and told them not to trust others' bluff, to keep a clear head and to ensure the safety of funds; At the same time, it also introduced the characteristics and advantages of our credit cards. The lobby manager explained the benefits of using credit cards with his own personal experience, which had a very good effect and handled 18 credit cards on the spot.

The business department of Ningbo Branch, Ningbo Haishu Sub-branch, Ningbo Yinzhou Sub-branch and Ningbo Jiangbei Sub-branch respectively stationed in Tianguan Heting Community, Xingfuyuan Community, Fanjing Garden and Jinshan Road Sanjiang to preach financial knowledge.

Four employees of the Small Business Personal Business Department of Shaoxing Sub-branch of Hangzhou Branch held a publicity activity of "Financial Services Inclusive Public Service Month" in the lobby on the first floor of Caizhi International Building, a high-end office building in Ke Qiao. During the activity, the financial manager of the branch had face-to-face communication with the company boss and employees in the office building to promote financial management knowledge and introduce financial products. At the event site, customers came to consult the owners of online banking, investment and wealth management, foreign exchange trading, credit cards and other financial products, and the wealth management manager gave them patient and detailed answers. By distributing publicity materials and giving small souvenirs at the entrance of the office building, the professional service of Shanghai Bank was conveyed to customers, which was welcomed and praised by our customers.

The business department of Suzhou Branch cooperated with Suzhou Dushu Lake Library to organize financial knowledge exhibition and children's model airplane competition. About 31 groups of families and more than 51 people participated in the lecture. During the lecture, customers enthusiastically asked questions and actively participated in the interaction. Customers reported that parents and children learned a lot of financial knowledge through the activities, and the children also participated in the production of model airplanes, which gained a lot. The activity attracted the borrowing readers on the same day to wait and see, and affirmed the form and content of the activity.

5. Promote financial knowledge through multimedia publicity channels

The slogan of this activity is displayed on more than 281 outlets and more than 311 outdoor electronic displays: "Shanghai Bank's' Popularizing Financial Knowledge' campaign is in full swing!" , forming a beautiful landscape.

Third, short stories and typical cases emerged in the activity

During the activity, an aunt who was nearly seventy years old came to the information desk, picked up the leaflet of our wealth management products and read it carefully. The lobby manager took the initiative to introduce it. Without thinking of the old aunt, she said, "your products are too profitable.