Bank outlet expansion marketing briefing

Marketing briefing on bank branch expansion

Marketing briefing on bank branch expansion. In the workplace, as bank employees, we need to write a bank branch external marketing briefing when we go out for external marketing. Next, I will take you to a detailed understanding of the banking outlet expansion marketing briefing. Bank outlet expansion marketing briefing 1

On the afternoon of x, month x, the summary meeting of the external expansion marketing training camp of XXXX Bank XXXX City Branch was held at Wanxi Hotel. The five-day external marketing activity came to a successful conclusion. The leadership team of the XXXX City Branch, training teachers from the Deen Bank Research Institute, all external development personnel participating in the training in the city, and all personnel from the city branch headquarters attended the conference.

The summary meeting started with a video, reviewing the entire process of this external marketing activity. From the teacher's intensive theoretical training on the first day, to the team grouping and external expansion practice; from the shy opening of the students on the first day, to the natural response to skilled marketing in the later period; from the unfamiliar cooperation of each team on the first day, to the precise division of labor in the later stage. Unity and cooperation; and teachers from Deen Bank Research Institute for full guidance, comments and summary. The video connects the ups and downs of the five days with bits of memories, proving the step-by-step growth of our marketing team.

In the experience introduction session for students, Li Zhikun and Yu Juan from Shucheng County Branch shared their marketing stories and insights respectively. "The first thing I said to the customer was the indifferent response: 'Go! No!' My face was burning at the time, and I turned back without saying another word." "Later, I took the initiative to help the customer park the car. , shorten the distance with customers, chat with customers naturally to understand their needs, and explain our financial services, everything begins to fall into place.” The students used their own stories to show the step-by-step psychological process and mentality of “going global”. Changes, summing up, go out boldly, marketing means having the courage to speak, not being afraid of hardship, and having a calm mind; unity and cooperation, enriching experience, the most important thing is persistence.

Mr. Liu, the main lecturer of this external marketing activity, then made comments. He said that through this event, the biggest feeling is that XXXX Bank is a dedicated team, and the teachers see and admire the students' hard work in their hearts. First of all, there are four major highlights: full participation and leadership attention, creating a good atmosphere of chasing after each other; wide marketing coverage, truly realizing "two sweeps and five advances", trying non-acquaintance marketing, and achieving the true goal of external expansion Purpose: All external development personnel have a correct attitude, high spirits, and active participation spirit, which reflects the down-to-earth and enterprising spirit of the entire team; the team encourages each other, collaborates effectively, and can gather strength to work together. Branch president Zha Xuanjun made a concluding speech. He first thanked the three teachers from the Deen Bank Research Institute for their hard work and guidance and help throughout the event, and thanked the relevant departments of the branch for their careful organization of this event. Secondly, we hope that this external expansion activity can be used as an opportunity to open a window for all employees to find a way to expand marketing channels, enhance marketing confidence, continuously break through themselves, and realize the greatest value of life.

The event concluded with the awards ceremony. Amid warm applause, branch leaders came on stage to present awards to the entire external marketing team. Taking the stage to present awards to the entire external marketing team. Bank Outlet Expansion Marketing Brief 2

Since November, the Dongtang branch has expanded customer resources and increased deposits, and has successively carried out more than ten out-of-town marketing and card openings, which has effectively promoted savings deposits, electronic banking, and third-party The development of custody and other businesses.

In view of the limitations of the geographical location and physical environment of the branch, our bank quickly realized that only by actively "going out" with the market as the center can the deposit business and electronic banking business develop rapidly. Therefore, in the morning At the meeting, the branch leaders emphasized the importance of out-of-town marketing many times and required all employees of the branch to actively participate in the selection and contact of out-of-town marketing, and try their best to facilitate the payment of wages. Do a good job in staffing and pre-publicity work for each outbound marketing card opening. Faced with the actual shortage of manpower in branches, our bank employees have made reasonable arrangements, and the office and account managers have cooperated to open cards together when going out to improve efficiency and save time. At the same time, our bank’s employees also actively offered to participate in out-of-town marketing activities, providing sufficient personnel for out-of-town marketing and improving marketing efficiency without affecting normal business.

Faced with the problem that some customers forgot to bring their ID cards on the day of the event, our bank staff will publicize at the outbound marketing point one day in advance that the branch will conduct on-site card processing at that point. Please have Interested parties should bring their ID cards and other valid documents the next day, which greatly improves the marketing effect. When going out to open a card, our bank employees will also market their mobile banking, direct banking and third-party custody services, and most customers have activated related functions. Finally, our bank requires each outbound marketing staff to conduct a work summary and report after the marketing activity, summarize the advantages and disadvantages of this outbound marketing, and lay the foundation for the next outbound marketing. Bank Outlet Expansion Marketing Brief 3

In order to increase the enthusiasm of all employees in the bank to participate in credit card cross-selling, Minsheng Bank Changsha Xiangfu Road Branch recently launched a 10-day credit card special marketing competition.

Liu Yang, the outlet manager of the branch, is responsible for the planning and marketing promotion of this event. The event is carried out in four steps: First, set marketing goals and target existing customers and branches to issue Conduct breakthrough concentrated marketing with credit card whitelist customers to achieve the goal of adding 100 first-time credit cards in 10 days. The second is to carry out training for all employees. The branch invited the credit card center team manager to conduct training on the latest application business knowledge for all employees to enhance their professional marketing capabilities. The third is to break down the tasks: 4 households/person of the operation team, 10 households/person of outlet managers and other retail employees. The fourth is to formulate marketing promotion measures: the branch uniformly sends theme marketing text messages to whitelist customers, and is equipped with exquisite gifts---blue and white porcelain thermos mugs for out-of-town marketing assistance. Individuals who complete the task can receive a reward worth 100 yuan provided by the branch. A small gift. The outlet manager reports on the achievement of tasks in the WeChat group every day, and analyzes and summarizes the results in the morning meeting the next day.

After 10 days of continuous marketing, this event has resulted in 72 new first-time credit cards for marketing (online application), and 40 paper submissions are pending approval. The number of people participating in order issuance reached 14, and the participation rate of all employees was 54%, ranking among the top branches. 7 people completed the small goal of 10 households.