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 solid 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 vario

📌 Personal Banker (Borsad)
🏢 Yes Bank
📍 Borsad