It is very important for us to sum up the experience of bank outreach marketing. When the work is over, a proper summary can help people accumulate experience, which is conducive to career development. Let's share the summary of bank outreach marketing experience.

Summary of Bank Outreach Marketing Experience 1 The three-day outreach marketing training has passed in a blink of an eye, with a short time and a lot of gains. Practice development, summary meeting, every link is vivid. In the evening, share the achievements and experiences during the day, listen to the training teacher, talk about mentality, talk about marketing and do drills. In-depth expansion during the day, armed with the previous day, more emboldened. From the initial timidity to the joy of finally joining the team, the interaction of each link and the final parting are unforgettable. When each team bid for food with their own points, in a harmonious and happy atmosphere, when the teacher finally played the PPT of our silhouette for a few minutes, there was a feeling of reluctance.

I was deeply touched by the theme training of "going out, bringing in and staying".

"Go out" and be proactive. When I was at the counter, I passively waited for the customer's consultation. And training, let me change my mind and realize the change from "waiting for customers to come to the door" to "looking for customers to come to the door". To tell the truth, at first, I was afraid of difficulties, timid, unconfident, afraid and unwilling. Every time I visit a customer, it is an inner struggle. After practice, I am more and more confident and generous. I say hello to my boss, take the initiative to say hello, seize customers' concerns and introduce our products and services in a timely manner. Finally, I am not so nervous, and I can gradually control the scene.

"Introduction" and effective marketing. How can I bring customers in? At this time, we need to master effective marketing methods to make customers willing to come in and have the opportunity to let more customers come in. As the teacher said, the "FABE" sales rule, from answering customers' demands, skillfully handling customers' concerns and successfully realizing the sales demands of products. Use consulting marketing methods, deal with customer objections and other situational coping styles, identify the core key points, and learn to ask and listen. At the same time, we should be familiar with our products and services, increase social experience, and strengthen the study of marketing skills while strengthening business knowledge, so as to have the capital and opportunity to explore the explicit and implicit needs of potential customers and "bring them in".

"Live", sincere service. If the customer doesn't follow, there will be no result. We "went out" and effective marketing "brought in" customers, which is far from enough. In the later stage, we also need to invest in sincere services, so as to retain customers. Care about customers from details, from work to life, effectively follow up business opportunities, improve customer files, screen effective customers, and do a good job in customer tracking and maintenance. Provide better, caring and practical services, provide customers with more convenient, fast and effective financial services, and let our existing customers and potential customers "stay".

Summary of bank outreach marketing experience 2 In recent years, with the rapid development of economy, our financial management methods have also undergone earth-shaking changes. From going into the bank to discuss the experience before, to sitting at home using mobile phones and the Internet to control the flow of funds in real time, e-finance has been more and more naturally integrated into our daily economic life, and e-banking has also set off a new wave of payment with its unique convenience.

E-banking mainly includes four modules: personal online banking, mobile banking, SMS banking and family banking, among which personal online banking and mobile banking are the most widely used and popularized. The second-generation authentication system and advanced security encryption technology adopted in the online banking service of China Construction Bank ensure the security of online transactions. At the same time, the new second-generation network silver shield applicable at this stage broadens the channels of use and enhances the convenience of transactions. As a "pocket financial counter" combining electronic money and mobile communication, CCB Personal Mobile Banking not only enables people to handle various financial services anytime and anywhere, but also enables banks to provide customers with traditional and innovative services in a convenient, efficient and safe way. As a mobile terminal, personal mobile phone has unique personal characteristics and has become a powerful tool for banks to carry out business after ATM, Internet and POS machines.

To promote the development of e-banking business, if we only rely on various outlets to compete for territory and cultivate forests, it will only lead to blindness in marketing and short-sightedness in expanding business, resulting in explosive growth of online banking users and high sleep rate of online banking users. This not only takes up a lot of resources, but also seriously affects the functionality of electronic channel diversion counter business. However, as far as our outlet itself is concerned, as the only private outlet in Wulanchabu, our Qiaoxi Sub-branch not only has an unfavorable external physical environment, such as small floor space and poor hardware facilities, but also has shortcomings that cannot be ignored: the customer base is seriously aging-more than 60% of customers are elderly people living on social security, and the work team has not been effectively integrated-five of the only nine employees in the outlet are new employees who just joined the work last year, and they generally lack work experience.

Therefore, on the premise of learning and understanding the policy spirit of the Head Office and regional branches, we have comprehensively considered the physical environment and personnel advantages of outlets and formulated the following measures to promote the expansion of e-banking business:

First of all, the staff in our outlets have established a simple training mechanism, and we have enhanced our marketing and maintenance capabilities for e-banking through personal experience and knowledge of e-banking: tellers and account managers are very aware of the convenience experience and cost advantages of customers using e-banking for transactions. In normal work, every employee actively explores various methods to solve problems as long as they encounter problems. Even if there are differences, he never stops at the limited experience of outlets until all our employees can independently solve the specific steps and possible general problems of using e-banking to buy products, pay fees and trade, and fully grasp the details of e-banking customers' return visits. Through such "devil training", we have changed from a "problem user" who often consults other outlets to an "e-banking expert" who is ahead of other outlets everywhere.

Secondly, the strategy of "grasping with both hands and being hard with both hands" is implemented for the active transactions of existing customers and incremental customers: in the previous indoor work experience, the "one-net" service mechanism of target customer marketing-technical support maintenance-follow-up customer care is gradually summed up to activate e-banking transactions before, during and after sales.

Through the data fed back by the secondary branches, we conducted detailed telephone communication with each customer, and activated the sleeping customers in batches according to the priority, so that all employees in the venue could use the policy advantages and convenience of e-banking to stimulate the interest of new customers and change the habits of old customers. For example, at present, CCB's online banking will refund the fee of the online banking shield after completing the business six times within the specified time, and the cross-regional transfer fee is half cheaper than the counter transfer. You can log in to online banking to view all agreed online banking accounts under your name, including credit cards, and select investment and wealth management in the drop-down menu to control and invest the flow of funds, and inquire about the holding status of funds, precious metals and other accounts; The mobile banking of China Construction Bank can complete the second transaction that counter operation can't be realized: pay the telephone, water and electricity charges on behalf of users, and enjoy a 30% discount on the counter business for the transfer fee. Customers can also search the surrounding outlets through mobile banking to check the current queue number in the outlet information, which is convenient for them to arrange their time reasonably and make better use of the new functions of the client, such as enjoying the movie ticket function, purchasing foreign exchange by credit card for repayment, inquiring about credit card points, inquiring about the transaction details of wealth management products, and converting foreign currency demand into demand.

However, relying on the indoor passive "buyer's market" marketing strategy, we have very limited opportunities to let customers choose us in their inherent thinking; Only by mastering the initiative of trading can we better promote the development of e-banking business and truly benefit customers. Therefore, colleagues attach great importance to the promotion after work, so that on the eve of the Spring Festival, they launched a "going out" activity-signing up for e-banking business in shopping malls with large passenger flow outside the outlets. At that time, although it was the middle of winter and the workbench at the entrance of the mall was frozen hard, we never complained even though we had some difficulties in recording customer information. The person in charge and supervisor who went to the outlet, as well as the new colleagues who just came down, were encouraged by their enthusiasm and warmth. They greeted every customer who came forward to ask, patiently explained and enthusiastically helped customers handle business. Many things happen, and the three-day activity made our e-banking business "profitable".

During this period, we have been paying close attention to the mandatory documents issued by branches, actively cooperating with e-banking lottery, and encouraging customers to use e-banking channels for business and lottery, so that customers can enjoy business concessions and get unexpected surprises. In addition, when appropriate, we often let old customers lead new customers to experience the journey of e-banking to enhance their ease of use and influence.

Finally, according to the establishment of existing customer activation assessment indicators, such as activating dormant customers, outlets will pay slightly higher prices for products sold through electronic channels during the activities, encourage and guide employees to activate existing customer transactions, improve the enthusiasm of expanding e-banking business, effectively expand the scale of e-banking customers and consolidate the customer base.

As an employee of China Construction Bank, I can say that I can feel the convenience of e-banking. The e-banking business of China Construction Bank not only provides consumers with convenient and affordable means of payment, but also aims to build a brand-new convenient fund management platform integrating transfer and remittance, payment and shopping, and wealth management and investment. As a medium for spreading and marketing e-banking, we not only gained the recognition of this business from our customers with our hard work and sweat, but also improved our professional quality and set a small milestone for our career.

Summary of Bank Outreach Marketing Experience 3 After a year and a half of hard work and struggle, in this year's marketing work,

As a marketer who has been engaged in credit card marketing in China Guangfa Bank for nearly one year, I have always believed that in marketing products, I should have: sensitive reaction ability, knowing how to guess the psychological changes of customers when studying abroad, understanding and interpreting products, language expression ability and good psychological quality.

After a year and a half of hard work and struggle, there are joys, sorrows, laughter, tears, successes and failures in this year's marketing work. However, in a very short time, I deeply realized that no matter what I do, I should have full confidence in myself.

In addition to having enough confidence and experience in yourself, it is more important to have your own mentality. I am a marketer and have just been promoted to the head of a small team. I feel honored to have just been promoted, but invisible pressure is coming at me, but appropriate pressure can give me motivation. I also want to share it with you here. I believe many colleagues who work in the company also have unique opinions. Learn from others, apply what you have learned, and open up a world for yourself!

1, have confidence in yourself.

When I first started my marketing work, I hesitated when I wanted to visit my customers, and I was afraid to enter the door. I finally got up the courage to enter the door, but I was too nervous to know what to say. At the beginning of introducing the product, the customer sent it away in a few words. Repeated visits failed, and I began to make excuses and complain for myself. But I never realized that while making excuses for myself, I had become quite negative. Negative emotions have a great influence on my work. Later, the leader knew about it and talked to me a lot. He told me: "A qualified salesman must first have full confidence. Only when he has full confidence in himself can he eliminate the fear of facing customers, give himself a clear idea and introduce products to customers through fluent language. " These words are deeply engraved in my mind. Whenever I feel depressed, I secretly cheer myself up. I firmly believe that as long as you have confidence in yourself and your products, you have already achieved half the success.

2. Set yourself a goal that can be achieved at different times.

Everyone should arrange their work reasonably every day, with a plan and purpose. In order to avoid blindness, it can be said that there is no direction. This kind of situation often gets twice the result with half the effort, not worth the loss. Now, as a new marketing team leader, I have to lead the team members besides myself. Since you have led a small team, you must have a careful work plan, reasonable time arrangement, adequate personnel deployment, good team spirit and so on. Set a goal for yourself and your team members!

3, to gain the trust of customers in an instant.

When marketing products, make friends with customers, so that customers have a good impression and trust in themselves. What you say when you meet a customer for the first time is very important, and a good opening speech is often half the battle. Of course, gaining customers' goodwill and trust in an instant is not only reflected in the first meeting, but customers may be cold to marketers for a long time in the conversation, but some changes in details may win customers' hearts.

4. Learn new knowledge in marketing failure.

As the saying goes, "failure is the mother of success"! In the process of marketing, many times you will meet all kinds of customers. Maybe you are lucky to meet easy-going customers, but there are also unlucky days when customers are particularly difficult to catch you. Don't be discouraged after so many failures. We should find the reason from the root of the matter, why it failed, whether the professional knowledge is not in place or the marketing skills are not as good as others. I hope we won't make the same mistake often next time.

The above points are some of my experiences from the position of marketing personnel to the position of marketing team leader. If we can do it: "Grasp the present, learn from the past and start to create the future. Imagine a bright future, make a practical plan and do something today to realize it. Clear your goals and explore ways to make your work and life more meaningful, and you will be happier and more successful!