The lobby manager is responsible for receiving customers, helping them fill in some information or providing them with some consulting services.

The lobby manager must also be familiar with the basic business of the bank, because first of all, the lobby manager is the first contact person for customers to handle business in the bank. There is also to assist the internal staff of the bank to handle some bills, such as printing the interest sheet of the statement and managing the delivery of the receipt box.

Help counter staff to copy necessary materials, etc. Lobby managers generally need a junior financial planner's certificate and an insurance agent's qualification certificate, so as to conduct financial tests on customers who come to the bank to consult and buy financial products or insurance products, and recommend them to buy products. Without these certificates, these jobs are not allowed.

The lobby manager of the bank is a post of the bank, and it is also an important link for the banking industry to improve financial services and service quality. The position of bank lobby manager involves a wide range of business contents, requires familiarity with almost all banking businesses, and requires high comprehensive quality.

Extended data:

Job requirements; The lobby manager must stand to receive customers (you can sit down and talk about business with customers) and serve customers with eyes, mouths, hands and legs; Need to record work logs (perform basic duties) and customer resource information books (key customers); If you take time off for some reason, banks should arrange competent personnel to replace you, and you must not leave your post empty.

The lobby manager of a bank is generally developed by the comprehensive teller of the bank after accumulating certain working experience, and the future development direction can be the branch president or some special business managers.

Baidu Encyclopedia: Bank Lobby Manager