I work in a banking organization. I am not yet as expert and knowledgeable as my seniors in terms of working in the software system that our bank uses. In fact I am not given any username for the system yet.
For my bank, every account(Savings/Term deposit/Fixed deposit), that I supervise to open, counts and strengthens my performance. But, when I collect any customer, they seem to want a complete package of service. Suppose somebody comes to open an account, when I fill-up the form and give it to the responsible person in the account-opening section for further processing in the software, the customer is tempted to avoid me. Next time they directly go to the appropriate section and ignore me. As a result, I lose track of the customer and fail to represent the bank.
How to solve this problem?