Teller-West
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
Role/ Job Title: Teller
Function/ Department: Branch Banking
Job Purpose
The role entails providing best in-class customer service to become their banking partner of choice through efficient and cost-effective customer engagement. The role bearer would be responsible for client engagement, customer service, operations, liability build up, cross sales at the designated branch and ensure regulatory requirements.
Roles & Responsibilities
• Daily customer engagement on assigned customer portfolio for CA/SA/TD build up, Asset & Wealth cross sell.
• Deliver business target assigned as per performance score card.
• Giving the client need based product solutions.
• Assessing customer propensity and ensuring higher product penetration per relationship
• Referencing for more business from existing customers
• Responsible for creating a customer-focused approach for quick resolution of all queries and complaints.
• Ensuring adherence to banking regulation & policies pertaining to Anti Money Laundering (AML), Know Your Customer (KYC), Data & Information security etc.
• Assist in closure of all observations in audit report.
• Client relationship management and customer services related to retail banking operations.
• Custodian of the branch vault and manage the vault limits.
• Supervise all cash and non-cash transactions like DD/MC, fund transfer etc.
• Updating the key registers regularly
• Review branch reports like end of day (EOD), cash position report, instruments issued etc.
• Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable, reconciliation and maintenance of suspense accounts register as per the required format.
Education Qualification
Graduation: Bachelor’s in Engineering / Technology / Maths / Commerce / Arts / Science / Biology / Business / Computers / Management
Post-graduation: MBA / PGDM
Experience: 2 to 5 years of relevant experience
Function/ Department: Branch Banking
Job Purpose
The role entails providing best in-class customer service to become their banking partner of choice through efficient and cost-effective customer engagement. The role bearer would be responsible for client engagement, customer service, operations, liability build up, cross sales at the designated branch and ensure regulatory requirements.
Roles & Responsibilities
• Daily customer engagement on assigned customer portfolio for CA/SA/TD build up, Asset & Wealth cross sell.
• Deliver business target assigned as per performance score card.
• Giving the client need based product solutions.
• Assessing customer propensity and ensuring higher product penetration per relationship
• Referencing for more business from existing customers
• Responsible for creating a customer-focused approach for quick resolution of all queries and complaints.
• Ensuring adherence to banking regulation & policies pertaining to Anti Money Laundering (AML), Know Your Customer (KYC), Data & Information security etc.
• Assist in closure of all observations in audit report.
• Client relationship management and customer services related to retail banking operations.
• Custodian of the branch vault and manage the vault limits.
• Supervise all cash and non-cash transactions like DD/MC, fund transfer etc.
• Updating the key registers regularly
• Review branch reports like end of day (EOD), cash position report, instruments issued etc.
• Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable, reconciliation and maintenance of suspense accounts register as per the required format.
Education Qualification
Graduation: Bachelor’s in Engineering / Technology / Maths / Commerce / Arts / Science / Biology / Business / Computers / Management
Post-graduation: MBA / PGDM
Experience: 2 to 5 years of relevant experience
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