I used to be a front desk teller at a bank, and now I want to be an account manager. I would like to ask how to integrate into the new job as soon as possible, and where should I start? Thanks

First of all, congratulations on having this idea. The job of an account manager is very challenging, and it is also a very interesting job that is very training!

You can start from the following aspects:

1. Mentality: only about hard work, not about harvest. This is a mentality that account managers need to correct in the early stages of their work. Customers are our greatest wealth. A new account manager should not only focus on performance, but also on expanding and maintaining customers. Just like farmers farming, there is a process of reclaiming, planting, nurturing, maintaining and harvesting. Performance is just the natural result of success. We market products and provide financial services to customers, not for the sake of marketing products. The purpose is to establish and consolidate a loyal customer base and ultimately achieve a win-win situation with customers. Products and services are unlimited, but quality customers are limited. Whoever captures the hearts of more customers will win. To cultivate is to plant oneself into the hearts of customers, and to gain is to gain the trust of customers in oneself, and more importantly, to gain one's own personal growth.

2. In terms of action: Deepen the foundation and cultivate intensively. If the account manager profession is compared to a fruit tree, then the work of collecting and organizing detailed customer information is the foundation of the tree. The first step in an account manager's job is to build a complete customer profile. Based on the customer information we have, we classify customers by value: For the most valuable customers, we need to strengthen and maintain a good relationship with them; for the most growth customers, we must adopt a development strategy; for negative value customers , which should be excluded.

Specifically, you can start with marketing credit cards. Credit cards are a "stepping stone". By marketing credit cards, we can obtain very detailed customer information. With this information, we can do follow-up service work: ask customers about their card usage, introduce credit card preferential activities, send birthday and holiday blessing text messages to customers, make friends with customers, understand other needs of customers and provide targeted solutions. Recommend our bank's other financial products to customers. If a customer uses more than three of our products, he will become a loyal customer of our company! If an account manager has more than 100 loyal customers who are in constant contact, then the account manager's job will be very easy, and various products will be very easy to market. It is very important to continuously supplement, improve, organize and analyze customer demand information, and it is a basic work that account managers do every day.

3. In dealing with customers: learn to make friends with customers and grow with them. This is the fun part of working as an account manager. It is also a state that account managers should pursue in the process of maintaining customer relationships. Our relationship with our customers is not only a relationship between service and being served, but also a sincere relationship between friends. We have successfully recommended a product to our customers. This is not the end of our work, but the beginning of our work. The more customers use one of our products, the more opportunities we have to communicate with them.

In fact, contact and communication between people is a process of communication of "emotion" and "heart". Customers are willing to let us manage their finances and accept more products recommended by us. First of all, it is because they accept us as people and have a sense of trust in us. As customer assets continue to increase, customer tastes also continue to grow. If we want to better serve our customers, we must grow together with them. We must constantly cultivate our personal character and at the same time constantly improve our personal abilities. The account manager is not necessarily an expert, but he must be a generalist.

This is my experience as an account manager, I hope it can help you!