(1) Fully assist personal loan marketers to expand customers, expand customer base and market share, and complete various business objectives and cross-selling tasks assigned by the department;

(2) Assist personal loan marketing personnel to enter the system; Assist in the preliminary examination of personal loan applications that have entered the system; Assist in handling customer's advance payment application;

⑶ Assist personal loan marketing personnel in post-loan management, including data supplement and overdue recovery;

⑷ Assist in maintaining customer relationship. Strictly control operational risks, ensure that customers know and understand operational risks and ensure that customers sign all necessary documents;

5] Strictly abide by national, local and bank regulations and policies; Actively participate in team work and improve team performance.

Mainly responsible for the reception of loan customers, answering questions, loan signing, customer credit review, information verification, real estate value evaluation, house purchase insurance, loans and other whole processes; Collect and sort out credit files. Including the arrangement, registration and filing of the borrower's basic information, loan contract, mortgage information and insurance policy. , as well as the entry and filing of credit information.

It is not difficult to work as a personal loan assistant in a bank, mainly doing auxiliary processes and transactional work; And I'm in the office most of the time, and I may go out occasionally. The lobby manager and the credit assistant have different requirements. The lobby manager requires a higher level. Managers need to face customers independently, and all kinds of businesses need to be fully understood. Generally speaking, people with certain banking experience can do it, and assistants can generally be done by interns with low requirements.

Bank personal loan assistant qualification:

1, college degree or above, related to marketing;

2.2 years working experience in sales industry, sales management experience is preferred;

3. Rich customer resources and customer relationships, as well as excellent performance;

4. Strong market analysis, marketing and promotion skills, good interpersonal communication and coordination skills, and the ability to analyze and solve problems;

5. Have strong enterprising spirit and certain leadership ability.