What does the account manager of a bank do?

Bank account manager is a professional who is engaged in market analysis, customer relationship management, marketing service plan planning and implementation, and directly serves customers.

As a financial service industry, the account manager of a bank is actually the salesperson of the bank. Bank account managers serve a variety of industries, and the diversified needs of customers for credit, settlement and wealth management lead to the diversity and comprehensiveness of marketing means and professional skills that account managers need to master. Account managers need to have a good knowledge base in economy, finance, finance, law, taxation, marketing, public relations, psychology and so on to do a good job in customer management and service.

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Bank card processing flow:

In recent years, the state has been very strict in the management of anti-money laundering cases. Because of the fear of criminals doing evil, the handling of bank cards is very strict. Users need auxiliary documents when handling bank cards. The requirements and procedures for handling cards are as follows:

1. Local residents can apply for bank cards directly; Foreign residents who apply for bank cards in different places need to provide proof that they live in this city, otherwise they will not apply for bank cards. Common supporting documents such as: work certificate, social security certificate being paid, house purchase contract, rental contract, salary flow, etc.

2./kloc-users under the age of 0/8 need to be accompanied by relatives with guardianship to apply for bank cards. When handling, I need my ID card and the original household registration book with guardianship to go to the counter.

3. You can go directly to the bank's intelligent teller machine to get a card, which is very fast.

4. After issuing the card, just deposit it in 10 yuan or above. If online banking or mobile banking is opened, you may need to activate it, but you can go home by yourself.

Bank card for online banking:

Online banking is a virtual counter for banks to provide customers with services such as account opening/closing, inquiry, transfer, credit, online securities, investment and wealth management through the Internet. So, how to use a bank card to handle online banking?

I. Handling at the bank counter

You can bring your ID card and bank card to a nearby business outlet to open online banking. Just fill out the application form for opening online banking, and then go to the service window with your ID card and bank card and give it to the staff, who will help you open online banking. And you just need to set the password under the guidance of the staff. Of course, you must take good care of your U shield after opening online banking.

And you can also check online banking directly on the application form when you apply for a bank card, so that the staff will open online banking for you while helping you with the card.

Second, the bank in the official website.

You can also log in to Bank official website yourself, then find the login window of online banking in official website, and click the "Register" button to register and start online banking yourself. Just follow the tips on the page. Read the agreement, tick "Agree", fill in the information such as name, bank card number, enter the password and verification code, and then submit, and you can successfully open online banking.

However, this method generally opens the ordinary version of online banking, not the professional version of online banking, so it usually only has the function of querying account information.