Expert Introduction:
Community Finance Expert at Inclusive Finance Research Center, contracted author for professional media including Retail Banking Magazine
央行中国金融教育发展基金会“小微金融管理师”社区金融特聘师资
Internationally Certified Coach Chinese Instructor, invited community finance instructor at higher education institutions including Shanghai Jiao Tong University, Shanghai University of Finance and Economics, Zhejiang University, and Sun Yat-sen University
Work Experience: Over ten years of business management and management training at state-owned banks and joint-stock banks at headquarters and branch levels, appointed as senior trainer at headquarters, once responsible for important business project promotion and talent development work. Later mainly engaged in community finance business management, focusing on community banking business research and experience summarization, once organized the establishment of community bank personnel qualification systems and training systems, personally researched and compiled practical and effective community marketing tools, playing an important role in the standardization, systematic operation, and performance promotion of community banking business.
Professional Qualifications: Internationally Certified Coach by International Professional Training Association, National Level 2 Psychological Counselor, authorized instructor for internationally copyrighted courses "Work Emotional Intelligence," "Coaching-style Mentoring," and "Integrated Thinking for Analysis and Problem Solving"
Partial Projects Served:
Community Bank Projects:
SPD Bank Headquarters community bank president rotation training (ten sessions), China Everbright Bank Headquarters retail deputy president project, China Resources Bank community store manager project, Tailong Bank branch manager project, community banks at some branches of Minsheng, Industrial Bank, Huaxia, and Everbright Bank, Bank of Communications inclusive branch president class
Chongqing Rural Commercial Bank, Zhejiang Rural Credit Cooperatives, Guangdong Rural Credit Cooperatives, Jiutai Rural Commercial Bank, Hangzhou United Bank president training classes, etc.
Sunshine Village Bank, Huimin Village Bank, United Village Bank training projects
Banking Industry Talent Development
Industrial Bank Headquarters "Youth Blue Soaring," China Merchants Bank Management Launch, China Guangfa Bank Headquarters reserve cadres, Shandong Credit Union president rotation training, Zhejiang Tailong Bank Headquarters middle management training camp, Agricultural Bank Headquarters branch director demonstration class, Chongqing Rural Commercial Bank executive class, Bank of Nanjing Headquarters reserve cadres, etc.
Core Courses:
Theme One: Public Courses and Executive Series
Executive-"Rural Financial Institutions: From Extensive Management to Refined Management"
Executive-"Differentiated and Characteristic Development Path for Rural Financial Institutions"
Executive-"Strategic Transformation and Implementation of Community Banking (Community-based Operations) for Rural Financial Institutions"
Theme Two: Community Finance Series
"New Trends in Branch Transformation and Community Bank Construction for Rural Financial Institutions"
"Community Bank Strategy and Differentiated Marketing Under Interest Rate Liberalization"
"Branch Community-based Operations and Differentiated Service Marketing"
"Branch Transformation and Community O2O Innovation Under Internet Trends"
"Community Bank Team Building and Marketing Capability Improvement"
"Characteristic Community Branch Construction and Customer Group Management"
Theme Three: Bank Team Management and Business Coaching Based on Coaching Technology (2 days)
1. Introduction: Combining commercial bank operation models, branch and business line team culture characteristics, analyzing performance coaching, motivation, and coaching processes and methods for different bank employees, improving position linkage capabilities and team collaboration capabilities in bank practical scenarios.
2、对象：支行长、网点主任和新员工导师及其他基层管理者
3. Included Courses: "Team Management Practice Based on Coaching Technology," "Coaching and Motivation Based on Coaching Technology," "Bank Service Management Based on Coaching Technology," "Learning-oriented Branch Management"
Partial Clients Served:
Universities: Zhejiang University, Peking University, Shanghai University of Finance and Economics, Shanghai National Accounting Institute, Xiamen University, etc.
Bank of China: Nanjing Branch, Ningbo Branch, Wuxi Branch, Shanghai Branch, Qingdao Branch, Bank of China Zhenjiang Branch, Bank of China Shapingba Branch;
Agricultural Bank of China: Headquarters Changchun Training Institute, Anhui Branch, Zhejiang Branch Business Department, Qingyuan Branch, Changzhou Branch, Agricultural Bank of China Hangzhou Branch, Agricultural Bank of China Wenzhou Branch, Agricultural Bank of China Yiwu Branch, Agricultural Bank of China Taizhou Branch, Agricultural Bank of China Wanzhou Branch;
China Construction Bank: CCB Anhui Branch, Qingdao Branch, Shanghai Branch, Suzhou Branch, Zhoushan Branch, China Construction Bank Lanzhou Branch, China Construction Bank Dalian Branch, China Construction Bank Chongqing Branch
China Minsheng Bank: Suzhou Branch, Ningbo Branch, Wenzhou Branch, Nanjing Branch, etc.
Zhejiang Tailong Bank Headquarters, China Guangfa Bank Headquarters, Industrial Bank Headquarters, Hengfeng Bank Hangzhou Branch, Bank of Beijing Hangzhou Branch, Bank of Nanjing Headquarters, Anhui Postal Savings Bank, Quanzhou Postal Savings Bank, Bank of Jilin Headquarters, Baoshang Bank, Henan Postal Savings Bank, China Everbright Bank Jinan Branch
China Everbright Bank: China Everbright Bank Beijing Headquarters, China Everbright Bank Shijiazhuang Branch
Village Banks: Hanjiang United Village Bank, Linhai Huxing Village Bank, Songyuan Sunshine Village Bank
SPD Bank: SPD Bank Shanghai Headquarters
China Guangfa Bank: China Guangfa Bank Heyuan Branch, China Guangfa Bank Maoming Branch, China Guangfa Bank Shaoguan Branch, China Guangfa Bank Guangzhou Headquarters
Rural Credit Cooperatives: Guangzhou Rural Credit Cooperatives, Lishui Rural Credit Cooperatives, Zhoushan Daishan Rural Credit Cooperatives, Ji'an Rural Credit Cooperatives, Luancheng Rural Credit Cooperatives, Beijing Rural Credit Cooperatives, Chongqing Rural Credit Cooperatives
Rural Commercial Banks: Zhoushan Rural Commercial Bank, Huzhou Rural Commercial Bank, Hangzhou Ruifeng Rural Commercial Bank, Zhoushan Dinghai Rural Commercial Bank, Taizhou Sanmen County Rural Commercial Bank, Cangzhou Rural Commercial Bank, Shijiazhuang Rural Commercial Bank, Linhai Rural Commercial Bank, Ezhou Rural Commercial Bank, Zhanjiang Rural Commercial Bank, Guangzhou Jiangmen Rural Commercial Bank, Guangzhou Nanhai Rural Commercial Bank, Changchun Jiutai Rural Commercial Bank
Postal Savings Bank of China: Postal Savings Bank of China Jinan Branch, Postal Savings Bank of China Hangzhou Branch, Postal Savings Bank of China Jiaxing Branch
Other Banks: Bank of Jinhua, Jinhua Dongyang Credit Union, Hangzhou China Zheshang Bank Headquarters, Bank of Dongguan, Chouzhou Bank, Nanjing Zijing Commercial Bank, Industrial Bank Beijing Branch, Bank of Hangzhou Hangzhou Headquarters, China Merchants Bank Foshan Branch, ICBC Xiamen Branch
Other Institutions: Zhejiang Banking Association, Hangzhou Zibo Banking Association, Zhejiang University, Guangdong Sihui, Guangzhou Lixin Group, Deen Executive Class, Community Bank Director Training Class
- Previous: Zhu Xiaogang, Instructor
- Next: Guo Libing, Instructor