摘 要
进入 21 世纪后，我国加快了金融改革的步伐，并不断的深入创新，为了适
应银行机构体制改革和总体业务发展的需要，以及随时应对各种内外部政治和经
济环境的变化，国家加快推进了国有专业银行向国有商业银行转型以及股份制商
业银行的发展，而与此同时加入 WTO 后外资银行的全面进入，经济全球化、金
融一体化对国民经济的影响日益显著银行业面临着前所未有的竞争压力。
交通银行是国有股份制商业银行最早上市的银行，在我国经济发展中起到举
足轻重的作用，随着我国国有银行逐渐涉足国际金融领域，如何提高交通银行在
国际竞争的实力，使其在激烈竞争中生存并更好的发展，成为摆在交通银行管理
层亟待解决的课题。纵观国内外银行的发展趋势，在新的竞争格局和市场环境
下，交通银行必须革新和提升经营理念才能充分发挥自身的规模优势，因此科学
而有效的对交通银行经营绩效进行评价，从而对经营过程中出现的问题进行有针
对性的修正，以此来提高交通银行的核心竞争力的软实力。
本文首先介绍了交通银行的基本情况，针对交通银行的基层经营单位、普通
员工以及客户经理考核现状进行分析并同时阐述了产生这种问题的原因，对于交
通银行的绩效考核系统的设计提出了需求依据。
本文在分析了建设交通银行营销绩效考核系统的必要性的基础上，提出了交
通银行营销绩效考核系统要实现的总体目标，结合交通银行目前的管理以及业务
现状对绩效考核系统的设计原则和总体框架进行了分析，同时对绩效考核系统核
心的框架描述了需求概。在详细设计阶段则根据相关的流程进行功能介绍、流程
页面的设计等为最终的绩效考核系统建设完成奠定了坚实的基础。最后，本文还
论述了交通银行营销绩效考核系统建设的复杂性以及系统推广过程中的策略、模
式以及组织分工对实施保障的贡献。
总之，营销绩效考核系统的建设能够提高交通银行的核心竞争力水平，而交
通银行多维度考核员工绩效的理念从而激发员工潜能，这种方式对交通银行的总
体战略思想和目标的实现起重要的引导作用。
关键词 交通银行；绩效考核；系统设计

Abstract
In the 21st century, China has accelerated the pace of financial reform,
innovation and depth, in order to adapt to the structural reform of the banking
institutions and the overall business development needs, and ready to respond to a
variety of internal and external political and economic changes in the environment,
national accelerate state-owned specialized banks to the development of the
transformation of state-owned commercial banks and joint-stock commercial banks,
while the full access of foreign banks in the accession to the WTO at the same time,
economic globalization, financial integration in the banking industry increasingly
significant impact on national economy is facing unprecedented competitive
pressures .
Bank of Communications Bank is the first listing of state-owned joint-stock
commercial banks play a pivotal role in China's economic development, with the
Bank of China's state-owned banks gradually involved in the field of international
finance, how to improve the strength of the international competition to make it in
the fierce competition survival and better development, placed in the management of
the Bank of problems to be solved. Throughout the development trend of domestic
and foreign banks in the new competitive landscape and market environment, the
Bank of the need to modernize and enhance the business philosophy in order to give
full play to their advantages of scale, scientific and effective evaluation of the
operating performance of Bank of Communications, and thus The problems in the
course of business targeted correction, in order to improve the core competitiveness
of the Bank of Communications soft power.
This paper first introduces the basic situation of the Bank of Communications,
Bank of primary business units, the general staff and customer managers assessment
of the status quo analysis and also explained the reasons for this problem, demand for
the design of the Bank of the performance appraisal system basis.
III
Necessity based on the analysis of the construction of the Bank of the
performance appraisal system, the Bank of performance appraisal system to achieve
the overall objective of the design principles and the overall framework of the
performance appraisal system, combined with the current management and business
status of the Bank of the analysis, the demand had described the same time, the core
framework of the performance appraisal system. Features the detailed design stage in
accordance with the process, the process design of the page has laid a solid
foundation for the completion of the final performance appraisal system construction.
Finally, the article also discusses the Bank of the performance appraisal system
complexity and system to promote the process of the construction strategy, patterns,
and organizational division of labor's contribution to the implementation of
safeguards.
In short, the construction of the performance appraisal system to improve the
level of the core competitiveness of Bank of Communications, Bank of multi-
dimensional assessment of staff performance concept and thus to stimulate potential
employees, Bank of the overall strategic thinking and goals play an important guide
effect.
Key Word bank of Communications; performance appraisal; system design