Job Title Personal Banker

Department Emerging Branch Banking (EBrB)

Job

Description

Account Opening & Maintenance:• Processes account opening, account maintenance &

account closure related formalities as per YBL process• Handles customers enquiries and

instructions, whilst ensuring that the Banks delivery standards are met in achieving total customer

satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc.•

Ensures adherence to process & documentation standards (e.g.,forms/checklists, welcome

calling, approvals, etc.)• Ensures pro-active & sustained liaison with NOC, Product, Sales RM,

etc. where required• Maintains strict vigilance on the quality of forms and documentation provided•

Ensures timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals.

Transactions:• Ensures 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.

- Addresses and resolves all transaction related enquiries • Ensures strong monitoring of all

transactions Service & Quality:• Ensures that adequate records & data pertaining tocustomer queries and complaints is maintained & analyzed for achieving greater processefficiency• Ensures daily / weekly monitoring & analyses of various data points & reportsthat have bearing on Customer Service & process adherence.• Coordinates with relationshipmanagers and meet / interact with key clients on a periodic basis to stock take on service levels andcustomer satisfaction. • Ensuring collection of CSS forms on periodic basis and sent to NOC.•Implementation of 5S, ISO 9001:2000,



Six Sigma standards & meet/exceed set qualityparameters conforming to the standards.Audit & Compliance:• follows all process, policies asper guidelines & audit rating of the branch• Ensures comprehensive compliance with allinternal, regulatory and statutory requirements as relevant for various product and services from abranch perspective• Attends to any audit findings and resolves them immediately as

applicableOthers:• Maintains highest levels of discipline (punctuality, attendance, grooming

standards etc) in the office• Ensures timely escalation of issues that is impacting business and

possible solutions to address the concerns to the BSDL.• Manages Local Vendors /agency

relationships to ensure smooth execution of transaction• Completes Branch upkeep &

maintenance and control over the cost• • Defines performance goals at the start of the year in

discussion with the reporting manager and ensures that the goals are monitored and achieved during

the course of the year. • Takes ownership of his/her own learning agenda by identifying development

needs in consultation with the reporting manager and working towards bridging the gaps through

various means which go beyond just training.• Understands the competencies relevant to his/her

role, and works towards displaying as well as developing these effectively. • Keeps abreast of

relevant skilled/industry developments, new techniques and current issues through continued

education and professional networks. • Follows risk policy and processes to mitigate the

operational, regulatory, financial, informational, reputational and audit risks as instructed by the

departmental manager.• Executes the established internal control systems and compiles relevant

information for departmental audits, as necessary.

Interested candidate please share your resume on [email protected]

📌 Personal Banker (Gujarat)
🏢 Yes Bank
📍 Gujarat