Banker - Customer Experience
Saharanpur, Uttar Pradesh, India · Full Time
1 applicant
- Experience
- 1–4 yrs
- Salary
- —
- Openings
- 1
- Posted
- 4 hours ago
- Work mode
- In office
- Education
- Any graduate
- Eligibility
- Graduates from any discipline can apply; MBA qualification is preferred. Candidates should have 1 to 4 years of relevant experience in banking or allied sectors.
- Resume
- Required to apply
Where you'll work
Job description
About the Role
This position sits in the Retail Banking team and serves as a customer-facing role at the branch level. The Banker - Customer Experience is expected to create a high-quality service experience, deepen client relationships, and help customers choose the right banking solutions in an efficient and cost-conscious way. The role also includes managing assigned customer relationships, contributing to revenue growth through cross-sell opportunities, supporting strong branch performance, and working within all required compliance and regulatory frameworks.
Primary Responsibilities
- Interact with customers every day to support growth in Current Accounts, Savings Accounts, and Term Deposits, while also promoting assets, wealth products, retail trade forex, and credit cards.
- Meet the business goals set out in the scorecard and performance expectations.
- Recommend solutions that fit customer needs by aligning them with the bank’s product portfolio.
- Evaluate customer potential and improve product usage across each relationship.
- Develop referrals and create incremental business from the existing customer base.
- Respond quickly and effectively to customer questions and complaints with a service-first approach.
- Follow all banking rules and internal policies related to AML, KYC, and data and information security.
- Support the resolution of audit findings and help maintain overall compliance.
Secondary Responsibilities
- Participate in internal reviews and ensure adherence to regulatory as well as organizational standards.
- Deliver consistently strong service to improve customer loyalty and retention.
Education
- A graduate degree in any stream is required.
- An MBA is preferred.
Experience
- Applicants should have 1 to 4 years of relevant experience in banking or a related sector.
Skills and Attributes
- Customer engagement
- Relationship management
- Needs-based selling
- Cross-selling
- Portfolio management
- Communication skills
- Problem-solving
- Regulatory compliance
- Banking operations knowledge
- Business communication in English