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예스뱅크

Personal Banker

YES BANK

Mandawa, Rajasthan, India · 정규직

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경험
어느
샐러리
채용 공고
1
게시됨
1주 전
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사무실에서
재개하다
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직무 설명

Account Opening and Maintenance

  • Facilitate account opening, maintenance, and closure processes in accordance with the bank's standard procedures.
  • Respond to customer inquiries and instructions efficiently, ensuring the bank delivers timely and satisfactory service.
  • Maintain strict compliance with process and documentation standards, including forms, checklists, welcome calls, and required approvals.
  • Collaborate proactively with the Network Operations Center, product teams, and sales relationship managers as needed.
  • Ensure accuracy and completeness of all customer forms and documentation.
  • Follow up regularly with sales relationship managers across business units to resolve any pending issues.

Transaction Management

  • Conduct thorough scrutiny of transactional documents against branch checklists to confirm all necessary paperwork is submitted.
  • Address and resolve transaction-related customer queries efficiently.
  • Monitor all transactions closely to ensure proper compliance.

Service and Quality Assurance

  • Maintain detailed records and analyze customer queries and complaints to improve process effectiveness.
  • Perform daily and weekly monitoring and analysis of key data points and reports affecting customer service and process adherence.
  • Coordinate with relationship managers to periodically engage with key clients for performance review and satisfaction assessment.
  • Collect Customer Satisfaction Survey forms regularly and forward these to the Network Operations Center.
  • Implement quality standards including 5S, ISO 9001:2000, and Six Sigma to meet or surpass quality benchmarks.

Audit and Compliance

  • Adhere strictly to all processes and policies in accordance with branch audit guidelines.
  • Ensure full compliance with internal, regulatory, and statutory requirements applicable to branch products and services.
  • Address audit findings promptly, taking corrective actions as necessary.

Additional Responsibilities

  • Maintain professionalism by ensuring punctuality, regular attendance, and grooming standards in the workplace.
  • Escalate business-impacting issues timely to branch senior leadership along with proposed solutions.
  • Manage relationships with local vendors and agencies to ensure smooth transaction execution.
  • Oversee branch upkeep, maintenance, and budget control.
  • Set and monitor performance goals annually in consultation with supervisors.
  • Take initiative in personal development by identifying and addressing learning needs beyond formal training.
  • Understand and demonstrate role-relevant competencies while continually enhancing skills.
  • Stay updated on industry trends, new methodologies, and related knowledge through ongoing education and professional networks.

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