Job Description
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 / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management
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 / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management
💡 Quick Summary
Seeking a career-building opportunity? The Teller position is now open for candidates interested in the Bank Jobs sector. This role in Surat offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
