The account manager is the key figure in the banking service and the window in the banking service window. It plays an important role in maintaining customers, tapping customer potential, expanding customers and improving customer loyalty. The professional qualification certification of bank account manager (BCM) provides systematic professional theoretical knowledge training for those who are engaged in the position of bank account manager and those who are interested in it. According to the development degree and characteristics of China's bank account managers, this paper focuses on introducing and discussing the workflow and methods of bank account managers, and systematically and professionally training and upgrading their corresponding application ability, creativity, analytical ability and problem-solving ability, so as to make trainees become high-quality and comprehensive customers.