Banking Specialist beBeeBanking • Mumbai, Maharashtra • via Jobs

Job description

We are seeking a highly skilled Banking Specialist to provide exceptional service to our valued clients.

The ideal candidate will possess strong knowledge of banking procedures and a commitment to customer satisfaction.

Key Responsibilities:

1. Account Management:

- Process account openings, maintenance, and closures according to established protocols.

- Address customer inquiries and ensure high-quality service and satisfaction.

- Verify account documentation and adhere to process standards.

2. Transaction Handling:

- Scrutinize customer transaction documents to ensure completeness and proper submission.

- Resolve transaction-related inquiries promptly.

- Monitor transactions to ensure compliance and accuracy.

3. Customer Service & Quality Assurance:

- Maintain records of customer queries and complaints; analyze data to improve service processes.

- Collaborate with relationship managers to assess customer service levels.

- Implement quality standards and seek continuous improvement.

4. Audit & Compliance:

- Follow all banking policies and procedures to ensure compliance with internal and regulatory standards.

- Address and resolve any audit findings as needed.

5. Communication & Collaboration:

- Escalate business-impacting issues to the Branch Manager.

- Maintain relationships with local vendors for smooth transactions.

- Participate in branch upkeep and manage costs effectively.

Qualifications:

- Bachelor's Degree required.

- Minimum of 1 year of relevant banking experience.

- Strong knowledge of banking operations and regulatory guidelines.

- Excellent communication and customer service skills.

- Familiarity with basic MS Office applications.