Job Description
Banking Executive
Trigyn • Mumbai, Maharashtra • via Trigyn
8 hours ago
Full–time
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Job description
Job Description
The successful candidate for the position of Banking/Treasury Executive will be entrusted with the following responsibilities:
Treasury Management
• Tracking fund inflow and outflow,
• Daily updating fund balance sheet with daily receipt and payment
• Planning movement of funds as per requirement
• Preparation of budgeted Fund projection and taking CEO/CFO approval for Fund disburs...
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IDFC FIRST Bank
Teller
IDFC FIRST Bank • Mumbai, Maharashtra • via LinkedIn
2 hours ago
Full–time
No Degree Mentioned
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Job description
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: Any Graduate
Experience: 2 to 5 years of relevant experience
💡 Quick Summary
Seeking a career-building opportunity? The Teller position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.
