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优秀银行员工自我评价范文

2023-12-22 来源:好走旅游网

  I am from entry into the front desk teller work. In the front of the work, I have maintained a modest attitude, conscientiously study the business, work diligently, with a positive attitude towards each and every customer.Reception of the work I have mastered the personal business operations and accounting system, has accumulated valuable experience and many high-quality customers to form a good relationship, the customer's trust.This is my work in the foreground of the valuable wealth left.

  Personal Account Managers are a dynamic and promising job, and individual account managers will play an increasingly important role in the development of banks as they move from retail banking to retail banking. I believe that the individual account manager's job is simply to maintain the existing high-quality customers, tap potential new customers, customers recommend the right financial products at the same time, to achieve a win-win bank and customers. Here, I would like to emphasize the "win-win" the word. When the one-sided emphasis on bank benefits and customer interests, the marketing work done is not perfect, when the two together, it will create a marketing miracle. If I can be a personal account manager, I will define this job by using my expertise to help our key clients, as their safe and effective financial assistant, to maximize their assets, as well as to connect with customers And * line of the bridge, to avoid financial risks, the promotion of financial products, to achieve maximum customer value.

  In the realization of maximizing customer value, individual account managers should fully understand the customer, for different psychological needs of customers, tailored to recommend appropriate financial products, combined with our short-term fund products, products, long-term insurance and financial products, Targeted marketing. In marketing products, should be in good faith, professional, efficient, high-quality principles, for the sake of customers, win the trust of customers, the formation of a virtuous cycle of marketing. But also the depth of high-quality customers to tap the potential for private purchase. In normal work, some customers because of outbound travel, children have to purchase foreign exchange needs, but out of the * line do not understand, go to the Bank for processing, resulting in the loss of resources. Personal account manager should increase publicity, combined with our bank remittance, traveler's checks, credit cards and other products, to provide customers with a wide range of foreign exchange services. In practice, the daughter of a customer to study abroad, we recommend him a traveler's checks, the customer in the line of the Bank of China in line with the service, or choose to my daughter for the purchase of 10,000 Canadian dollarsTraveler 's checks, the customer is very satisfied, and said that the future will choose to remit the way to my line for business.

  In the maintenance of customer relationships, individual account managers should do a good job of customer classification management, different customer implementation of different management strategies, targeted, to achieve income and output to match. Due to the fierce competition in the financial market today, the need for customer managers continue to strengthen contact with customers, regular visits to high-end customers, win the trust of customers, and customers to establish deep feelings, and every customer become friends, not just confined to the cold Business relationship.

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