Ask the bank counter to introduce customers.

Generally, several securities companies will settle in the corner of each bank lobby. Because securities companies implement tripartite depository after opening accounts, banks act as intermediaries between shareholders and securities companies. Therefore, because of the cooperative relationship between the two, banks often introduce customers who may speculate in stocks to the account managers of securities companies.

Generally speaking, when talking with customers and learning that the other party has a tendency to speculate in stocks, you can introduce him to the financial manager (in banks, some tellers will also call some employees of securities companies or insurance companies financial managers for the convenience of their work). So you should communicate with the account manager of the securities company in advance. Generally, account managers of securities companies rely on the face of tellers to eat (after all, they rely on others). When you meet such a customer, you can say "Please ask the financial manager to window 3", and then the account manager of the securities company will come over to help the customer open online banking and how to use it, and introduce the customer to open an account in his own securities company. Mainly depends on the account manager of the securities company. As for whether the customer is willing to open an account, that's a matter for the account manager, so you don't have to worry.