Personal Banker

Account Opening & Maintenance:
• Run the processes for account opening, account maintenance & account closure related formalities as per YBL process
• Handle customers' enquiries and instructions, whilst ensuring that the Bank's delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc.
• Ensure adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.)
• Ensure pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required
• Maintain strict vigilance on the quality of forms and documentation provided
• Ensure timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals.
2.

Transactions Related:
• Ensure proper scrutiny of all transactional documents submitted by the customer vis-à-vis branch checklist to ensure all that all necessary documents are submitted by the customer.
• Address all transaction related enquiries i.e. pre, during & post transaction processing & escalations
• Ensure strong monitoring of all transactions 3.

Service & Quality:
• Ensure that all people, process, data & systems in the branch are well attended to deliver consistent & superior levels of service to all customers.
• Ensure that adequate records & data pertaining to customer queries and complaints is maintained & analysed for achieving greater process efficiency
• Ensure daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence.
• Play a pro-active role in new products, processes or systems roll out impacting the clients
• Coordinate with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction.
• Ensuring collection of CSS forms on periodic basis and sent to NOC.
• Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards.
4.