- Account Opening & Maintenance:
- Cash Handling, NEFT, RTGS
- 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 alll customers.
- Ensure that adequate records & data pertaining to customer queries and complaints is maintained & analysed 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.