CUSTOMER CARE EXECUTIVE

A.
Operations: Identify high transacting customers and reduce the transactions of these customers a.
Identify Depleting customers and control them b.
Reduce or improve on Band 1 and Band 2 Customers c.
Reduce Band 1 and Band 2 Txns Handling of cash receipts and payments and ensuring transactions are carried out within the prescribed TAT without errors Cash balancing and Cash bundling Processing of Retail FX postings / Gold sales/Pre Paid Cards Issuance of DD/ MC (within prescribed TAT) Executing of funds transfer/ FD closure / Account Closure Processing of Salary Uploads Custodian for teller box Custodian for cheque drop boxes Ensure error free transactions of receipts & payments.
Retail FX transactions processing.
Vault Custodian Ensure highest level of customer service.
Ensure that outward clearing process is adhered to.
ATM custodian.
Identification of counterfeit cash and ensure adherence of process laid down by the bank B.
Monitoring: Monitor large amount movements and report them as per reporting schedule a.
If more than 1cr ensure updation on the portal.
Identification and Closure of TOD accounts on regular basis Identification and Closure of High Cheque return customers beyond the threshold.
All high cash transacting Band 1 & 2 accounts to be marked with a low severity memo, to ensure that cash transactions are not allowed.
Such customers to be directed to the BM based on f4 hotkey details.
Identification of customers regularly visiting the counter and diverting them to Direct Banking Channels, including customers with high cheque returns, non-maintenance of AQB etc.
Archival back-up Local stationery management - Proper Reorder levels / Indent security stationery at appropriate reorder levels.
Preparation of voucher batch ticket for the day.
Processing and follow up for admin related bills/ payments Periodic exchange of keys lodged with other branch Periodic Checking of Vault Register Management of clearing/ collection cheques/ FCY cheque collections ST35 monitoring.