Job Requirements
About the Role

The
Banker – Customer Experience
is a front-line position within the
Retail Banking
division, responsible for delivering exceptional customer service and building strong client relationships. The role focuses on engaging customers efficiently and cost-effectively to become their preferred banking partner. The incumbent will manage customer portfolios, drive business growth through cross-selling, ensure operational excellence, and maintain compliance with regulatory standards. This role is crucial for driving customer satisfaction and enhancing branch-wide performance.

Key Responsibilities

Primary Responsibilities
- Engage daily with customers to drive growth inCurrent Accounts (CA),Savings Accounts (SA), andTerm Deposits (TD), along with cross-selling of assets, wealth products, Retail Trade Forex and credit cards
- Achieve business targets as defined in the performance scorecard.
- Provide need-based product solutions by aligning customer requirements with business offerings.




- Assess customer potential and increase product penetration per relationship.
- Generate referrals and additional business from existing customers.
- Ensure prompt and customer-focused resolution of queries and complaints.
- Adhere to banking regulations and internal policies related toAnti-Money Laundering (AML),Know Your Customer (KYC), andData & Information Security.
- Assist in the closure of audit observations and ensure compliance.

Secondary Responsibilities
- Conduct internal audits and ensure compliance with all regulatory and organizational guidelines.
- Deliver best-in-class customer service to strengthen customer loyalty and retention.

What We Are Looking For

Education
- Graduate in any discipline.
- Postgraduate qualification (MBA) preferred.

Experience
- 1 to 4 years of relevant experience in banking or allied sectors.

Skills and Attributes
- Robust customer engagement and relationship management skills.
- Ability to understand and match cu

📌 Banker-Customer Experience (Saharanpur)
🏢 IDFC FIRST Bank
📍 Saharanpur