HR - Executive at V - Konnect Associates
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Personal Banker - Sales - Bank (1-7 yrs)
Job Profile : Personal Banker
Job description :
Account Maintenance :
- Run the processes for account opening, account maintenance & account closure related formalities as per Banking process
- Handle customers- enquiries and instructions,
- Ensure adherence to process & documentation standards (e.g., forms/checklists, welcome calling, approvals, etc.)
- Ensure proper scrutiny of all transactional documents submitted by the customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer.
- Address all transaction related enquiries
- Ensure that all people, process, data & systems in the branch are well attended to deliver consistent & superior levels of service to all customers.
- Ensure that adequate records & data pertaining to customer queries and complaints is maintained & analyses for achieving greater process efficiency
- Responsible to follow all process, policies as per guidelines & audit rating of the branch Ensure comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective
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