Bank marketing work requires employees not only to have professional marketing knowledge, but also to have language expression skills, good psychological quality, etc., so that they can easily deal with customers. Next are 5 bank marketing experience summary examples that I compiled for you in 2020. I hope you like it!

Bank marketing experience summary example 1

1. The importance of bank presence< /p>

The full implementation of the three-party custody business of securities funds has provided a profit driver for banks to accept securities companies to set up account opening consultation counters at their outlets. Nowadays, major bank outlets are widely distributed, and banks have a high reputation in the minds of ordinary people. The credibility is no less than that of government agencies. In view of this, I think we should spend more energy on bank branches. In order to grab the same bank branch, the media has also reported on the incident of securities marketers fighting each other. The fierce competition for bank branches can be seen. The importance is self-evident.

2. Sources of customers at bank locations

1. First of all, bank employees are our ready customers. Their incomes are stable, their social relationships are complex, and their family members all have high incomes. Mainly from the group, they have a strong desire to enter the securities market. With our timely guidance, it is a matter of course for them to open a securities account and participate in stock trading. For bank employees who have opened securities accounts, we only need to use emotional marketing to persuade them to transfer their accounts or use the ID cards of their immediate relatives to open new accounts.

2. Those who go to the bank to handle business most frequently every day are the financial personnel of various enterprises. Some have to travel between the bank and the unit two or three times a day. Like bank employees, they have professional financial knowledge and certain economic strength. They are all target customers of securities marketing business, and some are even old investors. These financial personnel have close relationships with colleagues in various departments within the unit system and have a certain degree of appeal and influence. Through the bridging role of these corporate financial personnel, we can extend our marketing reach to those who have business dealings with the bank. Various companies have taken the prospecting of potential customers to a new level.

3. When the stock market is rising, the money-making effect appears, causing new customers to flock in. However, when the stock market is falling, every subsequent drop will trigger The entry of new customers for off-market bargain hunting. Therefore, no matter when the stock market is booming or when it is at a low level, there will always be customers who open bank accounts. As long as we wait patiently and do not leave our jobs easily, we will have the opportunity to develop these customers.

3. Things to note when visiting banks

1. Overcome shyness

Take the initiative to speak. It is a common phenomenon for college students who have just stepped out of school to be shy about speaking. For marketers stationed in banks, they must first dare to speak up, actively communicate with customers, shorten the distance with customers, collect effective customer information, and achieve preliminary marketing.

2. Segment target customers Groups

When facing different customer groups, it is necessary to segment the customers and not “one size fits all.” Instead, based on the different information provided by the customers, introduce different products and services to different customer groups. Different investment methods, for example, for young people aged 20-35, given that they have a more active risk-taking spirit, are full of hard work, are not very sensitive to risks, and have great development potential, we can introduce growth stocks to them, so that they can invest in them. Rapidly increase the value of wealth during the investment process, thereby expanding the amount of funds and increasing investment in the securities market; it is aimed at middle-aged people aged 35-50. In view of the fact that they have accumulated considerable wealth in the process of working and starting a business, they need to focus on Mining these customer resources, making them our key target customers, recommending value stocks to them, and encouraging them to invest in the long term, so that they can maintain and increase the value of their assets during the investment process, thereby increasing capital investment in the securities market. For middle-aged and elderly people over 50 years old, funds and stable stocks are more recommended to them to reduce their risks and obtain stable returns.

3. Assist the bank lobby manager to guide customers to handle banking services

Become an assistant lobby manager. In a bank station, how to handle the relationship with the lobby manager is of great significance. Because the lobby manager has the widest customer base in the entire banking system and is in contact with front-line customers, it can be said that the lobby manager will appear wherever there are customer needs.

However, due to certain busy hours, there were too many customers coming to the bank to handle business, which made the lobby manager unable to cope. As a resident staff member, he constantly learned knowledge about securities and banking, became familiar with various bank businesses, and actively assisted the lobby manager. Handling business for customers will make the lobby manager have a good impression of you and introduce you to potential customers, which is very helpful in expanding the company's customer sources.

4. Have good affinity and communication skills

During the process of stationing, we faced the leaders and employees of the bank, as well as various customer groups, and had good affinity and communication skills. On the one hand, communication skills can bring us closer to the bank staff, handle the relationship with the bank staff, and even determine the effectiveness of the station work to some extent. On the other hand, it can enable us to communicate effectively with customers. Communicate effectively to better develop customers.

5. Focus on customer interests and care about aspects of customer concern

In the process of communication and service with customers, we must be steady and reassure customers. Successful marketers pay more attention to details and win more customers with credibility and reputation. Don't destroy the customer network that could have been established or more just because of petty profits.

6. Perseverance in station work

During the stationing process, the most taboo thing is to fish for three days and dry the net for two days. In this case, the customers who come after hearing the news will Will be lost to other bank branches for consultation and account opening.

The frequent absence of marketing personnel from their posts cannot reflect the diversification of their banking business, which greatly reduces the bank's business platform. At the same time, it will also create a gap between the stationed personnel and the bank, which will eventually Produce a feeling of unfamiliarity. As the saying goes, it is easy to open a store but difficult to maintain it. When a bank is stationed, it is important to keep the word. Everything is difficult at the beginning, so be careful not to act too hastily. As the bank's presence continues,

and the marketing business deepens, slowly, the active staff will be integrated into the specific environment of the bank and find the bank's The joy of working in site marketing.

7. During the process of stationing, the bank leaders should take the initiative to report the work to the bank leaders, so that the bank leaders can understand the latest situation of the bank station and the relevant assets of the customers, and can take corresponding measures to jointly solve the existing problems. problems to ensure the sustainable development of the station work.

8. Achieve mutual win-win and mutual benefit with banks

As a bank, due to the pressure of performance and third-party custody business, it is necessary to cooperate with securities companies, and banks as securities companies expand The customer's main position is even more top priority. On the one hand, in the process of cooperating with banks, we develop effective customer resources, provide customers with excellent services, increase the value of customer investment assets, and increase the company's performance. On the other hand, it eases the bank's three-party custody business. Pressure, and customers' profits in securities mean that they have more funds to deposit in the bank, which increases the bank's deposits and increases its performance, making the two mutually beneficial.

9. Combination of theory and practice

Marketing is an important part of our social practice. It is a comprehensive application of book knowledge in personal learning career. Only the combination of the two can achieve Realize its value,

10. Continuously learn and summarize during the stationing process

When encountering unfamiliar business, you must learn from company personnel and bank staff with an open mind to improve your work. of positivity. For daily work, we should diligently summarize the new situations of the day and analyze existing problems and deficiencies. Thereby improving the effectiveness of the station, improving its own comprehensive capabilities, and creating good economic benefits for the company.

4. Customer maintenance and cultivation

In maintaining existing customers, we must adhere to the principle that customers are God and maintain customers with all our heart

Trying our best to achieve perfection is very important. The purpose of doing so is by no means limited to brand building at the company level and meeting the basic requirements of securities trading. On a personal level, this is also the professional ethics and subsequent development of a marketer. A manifestation of ability, because the ultimate goal of marketing work is to enable your customers to bring (introduce) new customers to you.

The most basic thing for cultivating existing customers is the correct use of securities trading software and the popularization of securities knowledge. At the same time, we must constantly instill in customers the risk awareness of the securities market. The shrinkage of customer assets represents the risk of trading. As our sales volume shrinks, we can only do our best to develop potential customers into existing customers, and cultivate existing customers into high-quality customers, in order to effectively maintain and increase the value of customer assets. The realization of this win-win situation is the first step between us and our customers. *The same goals pursued.

Bank Marketing Experience Summary Example 2

In today’s increasingly fierce competition in the banking market, if you want to achieve better development, you must change the mentality of “waiting” and become passive For proactive, door-to-door marketing. In the process, I left many intriguing memories and gained many unforgettable experiences.

First, you must have professional business knowledge. The door-to-door marketing model requires our marketing staff to have good professional knowledge to answer customers' questions. Whether it is loan access conditions, provision of information, or recommendation of loan products, they must be well-versed in order to best meet customer needs. .

Second, you must have full self-confidence and gain the trust of customers. A qualified marketer must first have full self-confidence. Only when he is confident in himself can he introduce products to customers through fluent language. When marketing products, we need to make friends with customers. The words we say when meeting customers for the first time are very important. A good opening statement is often half the battle. Changes in some details may win the hearts of customers.

Third, we must learn new knowledge from marketing failures. As the saying goes: "Failure is the mother of success." In the marketing process, we often encounter all kinds of customers, so even if you fail, don't be discouraged. We need to look for the root cause of the matter: Why did it fail? Is it because the professional knowledge is not in place? Or is the marketing skills inferior to others? To avoid making the same mistake next time.

The above points are some of my experiences in marketing. I believe that if you put in the effort, you will get results, and if you persist, you will win. Only by unremitting efforts, seizing the present, learning from the past, starting to create the future, formulating a practical plan, and clarifying goals can the future of Fuquan Rural Commercial Bank be more brilliant.

Bank Marketing Experience Summary Example 3

Pay attention to marketing methods and pay attention to marketing strategies - some thoughts on how to improve marketing capabilities. With the deepening of global economic integration, the financial industry The competition is particularly fierce. The strength of marketing capabilities is directly related to the success or failure and development of a bank. The author believes that the key in the marketing process is to "integrate resource allocation, refine customer categories, focus on marketing methods, and pay attention to marketing strategies."

1. Integrate resource allocation. How to fully tap the potential within existing human and hardware resources.

1. Choose the right people and make good use of them. Enrich a group of people who really want to do things, are able to do things, and know how to do things into the account manager marketing team. Invite those who don't want to do things and can't do things to get out of the marketing team. Performance is the standard of measurement. We must truly determine people based on their positions and responsibilities, make adjustments, use their strengths, do their best, highlight performance orientation, and better develop personal potential. 2. Strive to build an all-employee marketing system. Strengthen marketing concept education for all employees. Create a new marketing cultural atmosphere in which "everyone participates in marketing and everyone actively markets". Marketing is not just the job of senior bank managers and account managers. The concept of marketing must become the common sense of all employees, cultivate the marketing awareness of all employees, and transform it into conscious actions of every employee. Ensure smooth flow from top to bottom and coordination from left to right to form a three-dimensional marketing network.

3. Develop relevant learning and training plans. Efforts are made to improve the business quality and marketing skills of marketing personnel. The branch arranges one afternoon every week for business training and on-site demonstrations to make them proficient in emerging businesses and facilitate better marketing work.

4. Give full play to the marketing function of each outlet. Each outlet can use its own advantages to expand its influence by hanging banners, distributing promotional materials, and actively participating in civilized activities of the bank and local governments. You can hold events every festival and give some small souvenirs to customers to attract customers.

5. The outlets organize community activities. Residents around the branch are often an important and stable customer base for the branch.

Participating in community activities can enhance the reputation of the branch and launch new products of our bank in a timely manner. The author believes that this is an important measure, which can at least let the surrounding people know that such an outlet exists.

2. Refine customer categories. Different customers have different needs, and targeted differentiated marketing is implemented for different levels of customers.

1. Establish customer files, invite high-quality customers for discussions, and give full play to the role of point-to-point guidance. Establish a customer relationship management account, collect, accumulate, analyze, and organize customer information, establish a customer information data warehouse, and analyze and evaluate the value, contribution, cost, and benefit of customer resource information in a timely manner to facilitate market development and business marketing. Provide reference for decision-making. 2. Establish a long-term target customer research team. Utilize the customer resource management and value analysis and evaluation mechanism to select several units as marketing targets every month. After analyzing the feasibility of each customer, we find the key points and difficulties of marketing, adopt flexible marketing methods for different customers, and determine the key points to tackle. The account manager and the branch-level leader in charge developed a one-to-one marketing plan, and again the relevant departments worked closely together.

3. Pay attention to marketing methods. *** Share customer resources to strengthen linkage marketing. This is an important way for departments to collaborate with each other and obtain information.

1. In the marketing process, fully integrate company and individual customer resources, strengthen cooperation between personal financial business and corporate business departments, give full play to overall resource advantages and marketing functions, and fully tap and discover high-quality individual customers. Continuously innovate service methods, establish a joint system of public and private account managers, implement a package of services, use company business to drive personal business, use integrated marketing to promote market expansion, actively compete for high-quality customers, and ensure customer quality.

2. The Personal Business Department strives to create a distinctive brand of our bank. Based on the early brand image promotion, it will develop, plan, and organize various market activities in a planned manner to understand and satisfy customers in a timely manner. demand, expand brand connotation, attract high-quality customers, and provide high-quality customers with all-round, high-quality services. In the process of service, the companies behind high-quality customers can also be fed back to the company department to coordinate development with each other. The fourth is to pay attention to marketing strategies. Carry out targeted marketing activities at different times and locations.

3. Before the start of school, actively promote "remittance express, intra-city remittance, e-era and other businesses", vigorously promote education savings, and regular one-stop business, which can effectively promote the growth of savings deposits and intermediary businesses. increase. Carry out online banking, telephone banking and other promotions in township enterprises that cannot be reached by our bank's branches.

4. Launch a powerful publicity and marketing offensive, actively seize the business market, make full use of news media such as TV stations, radio stations, newspapers, and printed promotional materials, through publicity reports, postal advertisements, counter materials, street consultation, etc. We use various means to carry out all-round publicity, introduce special business varieties, publicize our bank’s achievements in recent years, effectively enhance our bank’s social visibility and influence, and effectively promote the expansion of the business market. All in all, as long as everyone in the bank is a conscientious person, actively participates in the strategies of integrated marketing, hierarchical marketing, and study abroad integrated marketing based on various advantages, and tries every means to maintain high-quality customers, the marketing results will definitely be transformed into operating results. , ICBC’s future will definitely be more brilliant.

Bank Marketing Experience Summary Example 4

During the COVID-19 epidemic, all employees of our bank started online office mode and conducted online marketing business at home. As the designated remote customer service staff of Liulin Branch, I have received many consultation calls. I would like to share my marketing experience with you.

The first is mentality. Whether you are answering customer consultation calls or making marketing calls, the most important thing is not to be afraid and not have the idea of ??"what if the customer does not cooperate". We should be prepared to be rejected and correct our mentality. Through this period of phone communication, we found that most customers were actually very cooperative and would ask their own questions. Even if they refused, they were polite. This also has a great relationship with our own speaking skills. We should establish a mutually respectful relationship with our customers, so that customers can feel our service concept of "everything for customers, everything for customers".

The second is method. Before doing telemarketing, we should make a rough outline. We don’t need to copy the words, but we must make an outline. Reducing unnecessary words can highlight professionalism and enhance customers’ trust.

The greetings should be moderate and don't make awkward conversations. A brief foreshadowing can be made, starting from collecting customers’ suggestions on our bank’s products, and then moving on to a series of preferential policies issued by our bank for customers affected by the epidemic. This will not easily arouse customer resentment, and at the same time, it can also increase customers’ interest in our bank’s products. Increase the probability of marketing success.

The third is tone. Telephone communication is different from face-to-face communication, and the tone of voice in telephone communication is particularly important. Keeping your tone steady and calm will make it easier for customers to create a sense of trust and help them accept the content of our conversation. It will neither sound robotic nor sound like you are eager to sell. Even when you receive a customer complaint call, a calm tone can keep your mentality stable, which is more conducive to solving the problems raised by customers and eliminating their bad emotions.

Telephone marketing is one of the most commonly used marketing methods in our daily work. We must master marketing methods and techniques, sum up experience in practice, and formulate personalized marketing plans by facing different customers. Help customers solve problems with a sincere heart, think about what customers think, worry about customers' urgent needs, and achieve a more efficient office with the least consumption of human, financial and material resources.

Bank Marketing Experience Summary Sample 5

In the process of credit card marketing, I think the following four aspects are very important. The first is the grasp of the product; the second is the understanding and development of the market; the third is face-to-face marketing with customers; and the last is filling out application forms and maintaining customers.

The first is to grasp the product. Being familiar with the various functions of a product does not mean that you are familiar with the product. At the beginning, my first feeling after getting the information was that there must be a market for such a good product. I also prepared a lot of rhetoric. If a customer asks me what kind of card this is? I will just say this. If a customer asks me, what are the characteristics of your card? I will just say that. But when I actually faced the customers, their problems were completely unexpected to me, and they were out of touch with their own functions. They won't ask you about the benefits of a credit card at all, but will ask you, does your card charge an annual fee? Or maybe I already have several credit cards in my wallet and I don't want to apply for one? Others say you can do it. There are few outlets and it is inconvenient to pay back money. What I say most is that I don’t have the habit of using cards. These questions caught me off guard, and I began to re-examine this very beautiful credit card that I am proud of.

Is there something wrong with me or the customer? In the end, I found that I had overlooked three details: First, China Construction Bank had already covered the credit card market before September, and our bank’s credit cards had many similarities with the bank’s credit cards; the other was the consumption habits of Chinese people. Live within your means; the third one is that people have their own characteristics at work. They know it is a good thing, but they don't do it because they are not familiar with you. When asking people to do things, you have to be polite. After a period of thinking, my understanding of credit cards began to change. Only when we look at the problem from the user's perspective can we truly understand credit cards. In the eyes of bank staff, a credit card is a card that can be overdrawn, but in the eyes of customers, what is it? It is a time bomb placed around you, a tool to encourage you to use money, a burden in your wallet, and a Weights used to exchange favors, etc.

The current credit card market is very immature and not as perfect as we imagined. I think it is misleading for us to blindly emphasize the overdraft consumption function of credit cards. Many consumers do not accept this concept. So when I market it, I say that this card is just an emergency card. You can use this card for emergencies when your funds are not flowing smoothly. If you say this, quite a few people will agree. If they agree, they will have a chance. Marketing has reached this level, and those who ask what a credit card is and what functions a credit card has can easily become card users. For those customers who have unexpected problems, we can only prescribe the right medicine.

5 bank marketing experience summary examples 2020 related articles:

★ 2020 bank marketing year-end work summary latest 5 collection

★ 5 selected year-end work summaries of bank marketing staff in 2020

★ 2020 selected summaries of bank marketing work summaries

★ 5 summaries of excellent bank marketing experiences

★ Bank marketing work summary and 2020 work plan sample essays

★ 5 bank training experience 2020 selected sample essays

★ 2020 bank work summary sample essays

★ Five of the bank’s latest 2020 work summary examples

★ Five selected bank year-end work summary examples of 2020

★ Five bank personal work summary examples of 2020