Personal Banker
Published date: 2024/01/10
- Location: Mormugao, Goa, India
Job Description
Account Opening Maintenance:
Cash Handling, NEFT, RTGS
Run the processes for account opening, account maintenance account closure related formalities as per Banking process.
Handle customers enquiries and instructions.
Ensure adherence to process documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.)
Ensure proper scrutiny of all transactional documents submitted by the customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer. Address all transaction related enquiries.
Ensure that all people, process, data systems in the branch are well attended to deliver consistent superior levels of service to alll customers.
Ensure that adequate records data pertaining to customer queries and complaints is maintained analysed for achieving greater process efficiency.
Responsible to follow all process, policies as per guidelines audit rating of the branch Ensure comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective.
Account Opening Maintenance:
Cash Handling, NEFT, RTGS
Run the processes for account opening, account maintenance account closure related formalities as per Banking process.
Handle customers enquiries and instructions.
Ensure adherence to process documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.)
Ensure proper scrutiny of all transactional documents submitted by the customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer. Address all transaction related enquiries.
Ensure that all people, process, data systems in the branch are well attended to deliver consistent superior levels of service to alll customers.
Ensure that adequate records data pertaining to customer queries and complaints is maintained analysed for achieving greater process efficiency.
Responsible to follow all process, policies as per guidelines audit rating of the branch Ensure comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective.
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