What competencies are required for a marketing role in a bank

1. Interactive communication.

2. Shape professional quality.

3. The sales are not moved, and the investigation is carried out first.

4. Create an atmosphere for the event.

5. Medium-term control.

6. Post-publicity.

7. Service marketing must be deeply rooted in the hearts of the people.

8. Understand the true meaning of service marketing.

Bank Marketing Tips:

1. Your own clothing and appearance.

One of the bank's marketing skills is whether your clothing is formal, clean, tidy and beautiful. Generally, bank staff are dressed in formal attire, after all, it is a very important institution, and it is necessary to maintain enough trust, so the clothing in bank marketing skills is very important, and it must not be ignored, so as to be recognized by customers.

2. Smiling.

Even if we need to be smiling, we always keep a smiling expression so that it is easier to communicate with customers without causing unnecessary trouble. We need to patiently answer customer questions and keep a smile on our faces, so that we can close the deal more smoothly and achieve success. At the same time, it can also make customers feel our warmth and rest assured that they will put their money with us.

3.Be courteous and courteous.

We need to be polite and courteous, we need to be very polite to every customer, and learn all kinds of reception etiquette.

And there needs to be moderation. After all, bank marketing, unlike other marketing, banks need to have more moderation and grasp the balance, so as to better achieve the goals expected by customers without causing disappointment to the bank.

4.He is very familiar with all kinds of banking business.

We need to be very familiar with the operation, content and regulations of various business of the bank, so that we can give customers the correct answers. After all, bank marketing is not a little sloppy, and if there is a problem with the bank, then the impact can be imagined. Therefore, we must ensure professionalism, better customer service, and make and explain correctly and quickly.

5. Stay confident.

What bank marketing has in common with other forms of marketing is the need to be confident. Only by maintaining confidence at all times and answering every question in place can we better be recognized by customers. Don't face customers and don't know what to say, otherwise even if you can't say it professionally, it will be in vain, so self-confidence is a very important and top priority in bank marketing skills.

6. Guide customers correctly and skillfully.

Our bank marketing is more about facing the visit of customers, we need to guide customers to the place where they need it correctly and skillfully, and operate all kinds of required documents correctly and in a timely manner. In this way, we can ensure the normal operation of the bank, better serve customers, and complete things as soon as possible. Therefore, bank marketing needs to know the business process and the guidance and communication with customer operations, so as to make bank marketing better.

7. Learn to tap potential customers.

It is that we need to learn to tap potential customers and tap out customers who can match our marketing goals. Promote our current products to them, and be able to distinguish different target customers for different products, so that we can do the best in the bank's marketing, and at the same time meet the needs of customers while the bank benefits, I hope to help everyone.

The biggest ability of a bank's marketing position is to be able to speak and think clearly. Able to give the best advice to customers.

If you want your job to be challenging, want to break through, want a high salary, and want to expand your horizons, then integrated marketing.

If you want to work smoothly, and you have a gentle personality, are scolded, can be criticized, and have a good attitude, then customer service.

To be honest, there is no good or bad, it depends on your own pursuit.

Extended information: Banks are essentially financial intermediaries, and the main job of the marketing post is to connect with customers and complete the process of customers' related needs for investment, financing, and settlement. There are several kinds of distribution according to the subdivision of positions: 1. According to the marketing products, they can be simply divided into corporate account managers, small enterprise small and micro account managers, financial managers, etc.; 2. According to the organizational structure, it can be divided into account manager, account supervisor, team leader, vice president of the sub-branch, vice president of the department, branch president and general manager of the department; Of course, some banks have department heads or branch heads who are in management positions, and some banks are senior account managers.

3. According to the attributes of the line, there are some differences in the job responsibilities and pressures given by the marketing post. It can be divided into policy banks [ordinary people have no business contact opportunities], large state-owned banks [more state-owned joint-stock management models of Bank of Communications], joint-stock banks, urban commercial banks, rural credit banks, and village and township banks [lower-end rural credit of urban commercial banks]. 4. According to the income can be roughly understood in this way, the public high is the highest, there are many small and micro customers but the low-end is repeated, and the accumulation of financial managers is very strong [the eyes of the tripartite wealth are fragrant, and the annual salary of millions is beckoning].

5. The pressure index cannot be accurately described by different banks at different times; In a general sense, the most stressed is deposits, because this is the cornerstone of leverage; Small indicators, intermediate business, etc., often drive many account managers crazy; In these years, there is fierce competition among banks, and high-quality customer loans also require a lot of marketing.

With the deepening of the market-oriented reform of interest rates, the extension of financial disintermediation, and the increasingly stringent capital supervision requirements, China's banking industry is facing urgent requirements for development and transformation and strengthening risk management, and more and more banks are adopting a capital-light operation model. Due to the outstanding characteristics of small capital occupation, low risk and strong income stability, the position of the intermediate business as a strategic pillar is becoming increasingly apparent. Especially in the current critical transition period when challenges and opportunities coexist and the survival of the fittest, the degree of intermediate business development has become an important criterion to measure the core competitiveness of commercial banks.

Marketing positions are positions that are in direct contact with customers, such as lobby managers, account managers, etc

Non-marketing positions are internal management positions, such as internal control compliance, administrative comprehensive and other positions.

At present, domestic banks generally do not set up specialized, unified comprehensive marketing departments and positions, but usually set up marketing positions in various business departments, which can generally be divided into: corporate marketing (mainly customer managers or loan officers, including credit, domestic settlement, international settlement, capital, e-banking and other businesses), private marketing (generally including mortgage loans, car loans, mortgage loans, etc.), credit card business, etc.

Generally speaking, at present, the corporate marketing positions are relatively comprehensive, that is, the above-mentioned related businesses need to be marketed, in addition to the absorption of deposits, as well as some private banking business and credit card business.

The private and credit cards are relatively simple, and basically only need to market the business of the department. Some banks have set up a unified marketing team for the whole bank, but the main responsibility is not to conduct direct marketing, but to guide and unify the marketing behavior of the whole bank, which is a management position.

Summary. Hello dear, I'm honored to answer for you <>

What is the marketing post in the bank: responsible for market research, bank user development, marketing, sales, customer service, etc., formulate appropriate sales plans, complete sales targets, and count the working hours of the position for less than 1 year, with a monthly salary of 16,840 yuan, the working time of the position is 1-3 years, the monthly salary is 23,415 yuan, the working time of the position is 3-5 years, the monthly salary is 38,727 yuan, the working time of the position is more than 5 years, the monthly salary is 16,769 yuan, and the average monthly salary of the working hours of the position is 24,054 yuan.

What does a marketing post in a bank do?

Hello dear, I'm honored to answer for you <>

What is the marketing post in the bank: responsible for market research, bank user development, marketing, sales, customer service, etc., formulate appropriate sales plans, complete sales targets, and count the working hours of the position for less than 1 year, with a monthly salary of 16,840 yuan, the working time of the position is 1-3 years, the monthly salary is 23,415 yuan, the working time of the position is 3-5 years, the monthly salary is 38,727 yuan, the working time of the position is more than 5 years, the monthly salary is 16,769 yuan, and the average monthly salary of the working hours of the position is 24,054 yuan.

I hope to help you with the following related developments: Bank is a financial institution established in accordance with the law to operate monetary and credit business, and it is the product of the development of commodity money economy to a certain stage. A bank is one of the financial institutions, and banks are divided into the following types according to their type:

**Banks, policy banks, commercial banks, concessionaires, investment banks, World banks, all with different responsibilities. **Bank: That is, the People's Bank of China is the ** bank of China.

State-owned policy banks: including the Export-Import Bank of China, the Agricultural Development Bank of China, and the China Development Bank. [State-owned commercial banks:.]

Including Industrial and Commercial Bank of China, Agricultural Bank of China, Bank of China, China Construction Bank, Postal Savings Bank of China, Bank of Communications, etc. Franchised institution: refers to the institution set up by a commercial bank for a specific area of business of the Bank, which is different from the traditional branches; Investment Banking:

These include Goldman Sachs, Morgan Stanley, Citigroup, Wells Fargo, UBS, Société Générale, and others. World Bank: Used to finance countries to overcome poverty, institutions have a unique role to play in their mission to alleviate poverty and improve living standards.

Still have questions? Kiss, can you talk about it specifically? Or is there anything you'd like to talk about? <>

From a suitable point of view, if Bu Bei has sales experience, of course, it is more suitable to choose a marketing position, but if you have not done sales and have poor sales ability, it is more suitable for a teller position. In terms of applying for the exam, the marketing post is slightly easier to enter, because there is a shortage of people, and it is better than the teller post to apply through the Internet.

The development prospects of marketing positions are better, whether in terms of personal ability improvement or salary package. In fact, working in a bank is definitely a golden job, as long as you can be admitted, the future is immeasurable, whether it is from personal career development or welfare benefits are absolutely stable.

Marketing post division:

1. The private account manager is mainly to serve private customers, that is, financial customers, mainly to maintain old customers, develop new customers, pull deposits, sell bank products, etc., and have deposits, treasury bonds, insurance, foreign exchange, foreign exchange and other financial knowledge, to provide customers with reasonable advice and suggestions on financial management.

2. The corporate account manager mainly serves the corporate customers, that is, government agencies, institutions, enterprises, companies, etc., mainly to attract corporate deposits and issue corporate loans.

3. The loan account manager is mainly responsible for marketing and handling personal loan business, which requires a strong sense of risk, and the work content is much simpler than that of the model. <>

Bank marketing services positions need to learn to:

1. Interactive communication - build a service platform;

2. Consumer cognition - shaping professional quality;

3. The sales are not moved, and the investigation is carried out first.

4. Pre-warm-up to create an atmosphere for the event;

5. Medium-term control, embodying and insight into the authority of activities;

6. Post-publicity to strengthen the effect of the activity;

7. Service marketing must be deeply rooted in the hearts of the people.

8. Understand the true meaning of service marketing.

9. The core and soul of service marketing is to maintain a good business relationship between the seller and the buyer in the short or long term;

10. Service marketing cannot treat certain components of the product as services.

Summary. If you don't have a lot of connections and can't pull in more savings through your existing resources, you need to show that you are outgoing, cheerful, good at communicating with people, have a tenacious personality, and be able to withstand pressure (because the bank will give marketers heavier deposit tasks) and be optimistic. In addition, it can be said that if the application is successful, it will be better to learn the bank's internal rules and regulations, be familiar with the bank's various products, so as to better introduce and promote to the outside world, and do a good job in business.

Hello dear, glad to answer for you. Dear, why did you choose a bank marketing position?

Dear, the stove is definitely because the bank also needs to deposit. At this time, they will recruit a group of marketing positions, in fact, this pressure will be relatively large, the bank's requirements for the business of the business is to be able to stretch the limbs to argue more deposits, if you have the resources in this area, it is great, you can properly show it in the interview.

If you don't have a lot of network and can't pull in more bad deposits through existing resources, you should show your extroverted, cheerful, good communication side, tenacious character, and be able to leak and withstand pressure (because the bank will give marketers heavier deposit tasks) and be optimistic. In addition, it can be said that if the application is successful, it will be better to learn the bank's internal rules and regulations, be familiar with the bank's various products, so as to better introduce and promote to the outside world, and do a good job in business.

Responsible for the establishment and maintenance of the bank's customer relationship;

2.Responsible for completing the sales targets of the corresponding banking products and services;

3.Responsible for the coordination of pre-sales and after-sales;

4.Responsible for establishing and maintaining good cooperative relations with relevant institutions of cooperative banks.

Bank account manager is an important force in business marketing, customer maintenance, in the business development of an important dominant position, the account manager in the financial business quality customer marketing in the main force role, they do their best to market products, do everything possible to compete for customers, through the holding of business marketing promotion work meeting, and to the community, schools, institutions, enterprises and other business knowledge publicity, promote the whole bank's products. Carry out marketing activities and precision marketing of products such as personal online banking, corporate online banking, mobile banking (WAP), ** banking, online banking payroll, etc., and vigorously market customers and products. Enhance the brand awareness of e-banking.

The development of special merchants, the real estate, automobiles, home improvement and building materials, household appliances, commodity wholesale and other bulk commodity markets and the collection of goods market, as a rapid expansion of bank credit card consumption of the key acquiring market for cultivation. Carry out hierarchical special marketing and publicity activities, and actively publicize the product characteristics of the first-class accumulation and storage business. Collect information from customers in terms of wealth management business, loan business, platinum card business, wealth management gold card, customer star rating, etc., and notify customers of product elements such as term, issuance date, and expected rate of return as soon as possible, so that customers can purchase their favorite financial products as planned, and provide VIP customers with professional Jinyou financial services to promote the overall development of business.