These businesses include personal savings, loans, investments, credit cards, foreign exchange and remittances.
The work of the bank's comprehensive business post includes: providing comprehensive financial service advice and suggestions to customers and answering their questions; Assist customers to complete the application, review, handling and tracking of various banking services; Responsible for customer risk assessment and credit rating, and formulate personalized financial planning; Analyze and study all kinds of financial products and provide professional market analysis and forecast; Maintain and manage customer relationship, establish good customer trust and reputation; Promote the marketing activities of banks and improve their market share and competitiveness.
In short, a comprehensive bank post is a post that requires comprehensive financial knowledge and professional skills, good communication skills and service awareness, and can provide efficient and professional financial services to customers.
Bank comprehensive business post service project
1. Banking: related products and services provided by Ping An Bank, such as credit card, deposit business, credit business, loan business card, pos business, etc.
2. Property insurance: auto insurance, equipment insurance, family property insurance, cargo transportation insurance, employer liability insurance, public liability insurance, etc. Product insurance.
3. Securities business and investment: stock bond fund, p2p, trust.
4. Life insurance: health, accident, pension, education fund, investment and wealth management, savings dividend, group accident insurance, etc.
The company provides a powerful training platform, so that people with lofty ideals from different industries and professions can fully participate in the following training+work in three months, realize the skills of comprehensive financial planning and enhance all aspects of skills.