With the increasing demand for financial services, bank lobby managers are becoming more and more familiar, and have become an important link for the banking industry to improve financial services and improve service quality. So, how to write the work log of the bank lobby manager, do you know how to write it? If you don't know, let's take a look at what I've compiled!

The position of bank lobby manager involves a wide range of business contents, so this position should be familiar with almost all banking services and require high comprehensive quality. The lobby manager of the bank plays a bigger role as an intermediary service. He should briefly introduce the conditions and required documents for handling business to customers, instruct them to handle it at the corresponding counter and guide them to operate on the corresponding equipment. Competencies required by the occupation:

Marketing, guidance, guidance and communication

1. Marketing: As a staff member in the lobby, marketing ability is undoubtedly one of the keys. Due to the requirements of work, they are the first to contact customers with various needs, and their knowledge of recent products will help them to market their customers.

2. Guidance: Guiding customers to handle business at the right counter can not only improve the work efficiency of salesmen, but also enhance the image of banks. Nowadays, there are many people who come to handle business in banks, and efficiency is a topic of great concern to everyone. A good lobby manager can effectively shorten the time for everyone to handle business on a general basis.

3. Guidance: Guidance is more for customers to improve the efficiency of handling business. Some things, such as depositing and withdrawing money and transferring money, can be done through equipment under the guidance of the lobby manager, so as to avoid waiting in line; Some businesses need to fill in some forms before handling, so there is also a preparation in advance; You will encounter personal business and company business before taking the number, and you can avoid some minor troubles under the guidance of the lobby manager.

4. Communication: Communication ability is the key to all walks of life. As the lobby manager of the window service industry, it is even more important to control your own speech, communicate with customers and gain their trust.

having four abilities is the foundation of being a lobby manager, and you can better improve yourself through your own mastery and practice at work.

The task of the lobby manager is mainly focused on "half-hearted":

Enthusiasm: helping to manage and supervise banking affairs and correcting the phenomenon of violating standardized service standards;

The lobby manager usually stays at a fixed place during work, either at the counter or at the number pick-up machine, so as to guide customers in an orderly manner; The counter staff sometimes need to print some customer information, and then the lobby manager can help the counter staff pass the information to the staff; Sometimes some customers will come forward to help because of machine failure or operation error; The lobby manager will take the corresponding number according to the level of customers, such as Bank of Communications wealth management customers and Ward customers, corporate business; One or two minutes before the start of business every working day, the lobby manager will distribute serial numbers to customers to ensure the orderly business.

tap awareness: collect market and customer information, tap key customer resources, and establish long-term and stable relationships with key customers;

After communicating with customers, the lobby manager will make suggestions for customers. For example, customers (older people) with funds of not less than 5, in the card are generally advised to apply for the Bank of Communications wealth management card, which is to solve the problem of customers waiting for a long time, and to help customers provide financial advice. It is recommended that those with funds of not less than 5, yuan in the card apply for Ward Wealth Card.

patience: greet customers, ask about their needs, guide and answer their business, handle their opinions, resolve conflicts and reduce their complaints;

after each customer enters the bank, the lobby manager will ask the customer what business he will handle. The business that the general customer will handle includes: 1.ATM withdrawal, operation process: bank card insertion, password input, and prompt such as withdrawal and inquiry. Note: 2 yuan handling fee will be charged for each withdrawal of non-bank cards; One person can withdraw up to 2, yuan a day and 2, yuan at a time. 2. Multimedia equipment is used to inquire and pay fees. This equipment generally includes the operation process of inquiring the balance and fund: insert the bank card, enter the password, and operate according to prompts such as hot keys such as payment and inquiry. Note: this device is divided into two sockets, the upper is an IC card such as a traffic card, and the lower is a bank card. When paying the fee, follow the prompt and cross the barcode of the water and electricity bill. Funds can be bought or sold through this device, or detailed bills can be printed out, which customers can check and consult the lobby manager in time if they have any questions; 3. Deposit equipment, deposit equipment can only deposit and transfer money (transfer money). Operation process: insert the bank card, enter the password and follow the prompts. Note: The denomination of paper money is generally 1 yuan. 4. Card business, generally including applying for credit cards and Pacific cards. Operation process: the card business needs to fill in the form. Note: all the business of the bank must be handled by my original and myself; Generally speaking, credit cards can only be handled in three ways: 1. Bank of Communications issues payroll cards; 2. Credit cards of other banks; 3. VIP cards of Bank of Communications; 5. Three-party depository business, card loss reporting, card cancellation and other businesses, all of which need to be handled by myself with the original, and the corresponding forms will be filled out

6. Transfer money from different places or cards, and four thousandths of each transfer from different places is on the counter, and 5 yuan is capped; It is 1 yuan to withdraw money from different cards; Others such as insurance products and wealth management products are generally promoted and explained in detail by insurance company personnel and wealth management managers.

innovative consciousness: promote bank financial products and provide financial advice;

The lobby manager will receive many inquiries from customers, including the use of equipment and information on wealth management products; Generally, the lobby manager will simply introduce the financial products that can be sold in the near future to customers. If customers need to know more about the products, the lobby manager will guide customers to the financial consultant for further understanding. Especially for the recently launched wealth management products, the lobby manager needs to know the situation in time, because customers near the outlets will come to ask questions, so that customers' problems can be solved as soon as possible, and some hesitant customers can be marketed in innovative ways.

sense of responsibility: maintain a hygienic environment, maintain business order, report abnormal situations in time, and safeguard the funds and personal safety of banks and customers;

when the lobby manager is on duty, if he encounters equipment problems that customers have responded to, such as ATM machines, number retrieval machines and multimedia equipment, he will report to the internal control manager in time, call someone to repair it after permission, post eye-catching signs at the broken equipment to remind customers, and apologize to customers at the same time; Sometimes some customers will take tens of thousands of cash, and the lobby manager will provide customers with rubber bands and cash bags after taking them; Some customers will come to the bank's money detector to check the money. At this time, the lobby manager will help customers sort out the cash into a fan before putting it in for inspection.

perseverance: record the work log and customer resource information book (key customers) and arrange personnel.

the lobby manager will have long-term communication with the key customers of the bank, and will timely convey the information, services and activities of the customer's wealth management products, so as to arrange the reception of relevant personnel at the appointed time.