Jilin City Bank Account Manager Tasks

There are several types of bank account managers. Which one are you talking about? (Of course, these types of account managers can cross-sell products and are not too limited to the established scope)

(1) Retail account manager: refers to those who are engaged in personal customer development, customer management and maintenance, and product development at XX Bank Personnel working in sales, market development, etc.

Equip a full-time retail account manager at the secondary branch or agency outlet near the trade market. In principle, the retail account managers of other secondary branches are staffed by branch staff part-time. Retail account managers are managed by secondary branches or agency outlets.

(2) Corporate account manager: refers to someone who has the corresponding qualifications and abilities and is engaged in ×× bank’s corporate customer relationship management, marketing plan planning and implementation, and provides services to administrative enterprises, institutions, peers and other customers. Marketers of financial services such as deposits, payment settlement, collection and payment.

Staffing: Each outlet offering corporate business is equipped with at least one corporate account manager. The corporate account manager is under the management of the second-level branch.

(3) Credit account manager: refers to the personnel who are engaged in credit customer development, customer management and maintenance, product sales, market development, etc. in XX Bank.

Staffing: According to the credit business development situation, at least 3 credit account managers will be added for each additional sales department. In principle, credit account managers are located in county branches and secondary branches that carry out loan business.

(4) Financial manager: refers to a person with corresponding qualifications and abilities, engaged in personal customer relationship management, marketing plan planning and implementation of ×× bank, and providing various financial analysis, planning or investment suggestions to individual customers , marketers who sell financial plans and investment products. Mainly engaged in the sales of funds, treasury bonds, insurance, local and foreign currency financial products, third-party custody and other products.

Staffing:

Equip full-time and part-time financial managers according to the converted number of key customers of the branch. (5) Lobby manager: refers to the marketing personnel who identify and guide customers, tap high-quality customer resources, promote and sell financial products, and provide business consultation and services at ×× bank outlets.

Staffing: Branches with a business area of ??more than 200 square meters, strategic location, and large transaction volume can be equipped with a full-time lobby manager. In principle, other outlets are equipped with part-time lobby managers.

(6) Product manager: refers to the marketing personnel responsible for organizing (or participating in) the innovative design, production and marketing, management services and application implementation of a certain financial product or product line of the bank. Mainly responsible for the whole process management and service support from environmental analysis, product planning, product design and development to product marketing, promotion, maintenance, improvement and market effect evaluation.

Staffing: Product managers are managed by each business department. The provincial branch is equipped with 2 corporate product managers, 2 retail product managers, and 1 credit product manager. The city branch temporarily has one personal, corporate and credit product manager each, who will be part-time in the business management position of each business department.