Bank lobby manager duties

Part 1: Lobby Manager Job Responsibilities

Accept customer consultation and guide customers: Warmly answer customer's consultation and guide customers to handle business. For example, when the customer needs to open an account, change the name of the account, change the seal, inform the customer of the information that needs to be provided, guide the customer to fill out the application and the signature card, and then open the account or change the information, then guide the customer to open the account or change the name of the business; When the relocated households come to handle the transfer business, they will guide the relocated households to fill in the application for opening an account; when the passenger flow is large, promptly guide and guide the customers, they can guide the customers to use the ATM to withdraw funds.
Assist the supervisor in mediating disputes: assist in the management of the services of the outlets in accordance with the Civil Service Code of the Bank. When a customer handles a dispute with a teller, he or she can invite the client to a place that does not affect other customers: if it belongs to the Bank's own fault, try to apologize as much as possible to resolve the contradiction; if it is a customer, explain the reason and resolve the contradiction.
Assist in the issuance and recovery of bank-enterprise statements: When the settlement account comes to handle the business, the bank-enterprise statement is issued or recovered, and the bank-enterprise statement that is recovered every night is submitted to the supervisor for reconciliation and storage.
Responsible for cash transfer and teller receipt voucher: fulfilling the duties of 101 tellers responsible for the cash adjustment of the tellers, issuing important blank vouchers used by the tellers, in accordance with the Bank's regulations to achieve account and account matching.
Others: Pay attention to the hygienic situation in the store and clean up the ground paper scraps, etc., and keep neatly placed and maintained the opinions, promotional materials and convenience facilities of the outlets. Pay attention to the dynamics of business premises, and report abnormalities in a timely manner to maintain the safety of customers' funds and the safety of outlets. Responsible for the work of receiving and distributing office supplies, and doing some auxiliary work when the counter business is particularly busy.

Chapter 2: Bank Lobby Manager Responsibilities

Service management.
In strict accordance with the provisions, the responsible person of the outlets shall manage and supervise the quality service of the outlets, and promptly correct the violation of standardized service standards.
Welcome customers.
Enthusiastic and civilized to welcome customers who come in and out of the network, from the time the customer enters the door, the lobby manager should take the initiative to meet the customer, ask the customer's needs, and conduct corresponding business guidance to the customer.
Business Consulting.
Enthusiastic, sincere, patient and accurate answering customer's business consulting.
Differential service.
Identify high-end and low-end customers, provide VIP services for quality customers, and provide basic services for general customers.
Product introduction.
According to the needs of customers, we will actively and objectively recommend and market our financial products and trading methods and methods that are advanced, convenient and fast, and serve as financial advisors.
Low cabinet service.
Conditional business outlets handle non-cash business such as freezing, unfreezing, loss reporting, and unhooking of individual customers based on relevant certification materials provided by individual customers.
collect information.
Utilize the lobby service location to collect market information and customer information, fully tap key customer resources, record key customer service information, and establish long-term and stable relationships with key customers in an appropriate manner.
Mediation disputes.
Quickly and properly handle the critical opinions put forward by customers, avoid direct disputes between customers and tellers, resolve conflicts, and reduce customer complaints. The results of the customer's comments and effective complaints are promptly replied within the specified time.
Maintain order. Maintain a clean and hygienic environment; be responsible for neat placement and maintenance of outlets, interest rates, billboards, billboards, equipment, opinion books, promotional materials, and convenience facilities; maintain normal business order and remind customers to abide by “one meter” "Line", according to the customer queue phenomenon, timely diversion, reduce customer waiting time; pay close attention to the dynamics of business premises, find abnormal reports in a timely manner, maintain bank and customer funds and personal safety.
Work requirements.
The lobby manager must stand and receive the customer, and do the eye work, the diligence, the hand, the leg, and the shuttle service between the customers; the work log and the customer resource information book should be recorded; for any reason, the line should arrange for the replacement of the competent personnel. No empty posts.
Periodic reports.
Regularly analyze and analyze market information, customer information, customer needs and customer opinions on product marketing and quality service of this outlet, and propose suggestions for improvement. Report to the competent governor and the person in charge of the branch once a month in writing. For the problems reflected by the lobby manager, the leader of the line and the person in charge of the branch should study in time and take targeted measures to solve it.

Chapter 3: Bank Lobby Manager Job Responsibilities

Service management. In strict accordance with the "Banking Service Working Rules" and the "Great Service Work Implementation Plan", assist the person in charge of the network to manage and supervise the quality service of the network, and promptly correct the violation of standardized service standards.
Welcome customers. Enthusiastic and civilized to welcome customers who come in and out of the network, from the time the customer enters the door, the lobby manager should take the initiative to meet the customer, ask the customer's needs, and conduct corresponding business guidance to the customer.
Business Consulting. Enthusiastic, sincere, patient and accurate answering customer's business consulting.
Differential service. Identify high-end and low-end customers, provide VIP services for quality customers, and provide basic services for general customers.
Product introduction. According to the needs of customers, we will actively and objectively recommend and market our financial products and trading methods and methods that are advanced, convenient and fast, and serve as financial advisors.