Personal Banker Role Responsibilities Account Opening Maintenance Handle account opening account maintenance and account closure as per bank processes Verify account opening forms KYC documents checklists and other required documentation Ensure timely processing of accounts and adherence to defined service standards Conduct welcome calls and ensure all required approvals and formalities are completed Address customer queries and instructions related to account services Maintain highquality and accurate documentation Coordination Followups Coordinate proactively with NOC Product teams Sales RMs and other internal stakeholders Follow up with Sales RMs for resolution of pending documentation deferrals and other accountrelated issues Ensure timely closure of outstanding requirements Transaction Handling Scrutinize transactionrelated documents against the prescribed branch checklist Ensure all necessary documents and approvals are available before processing transactions Handle and resolve customer queries related to transactions Monitor transactions to ensure accuracy compliance and timely processing Customer Service Quality Maintain records of customer queries and complaints and analyze them to improve service efficiency Monitor daily and weekly service and processrelated reports and data Coordinate with Relationship Managers to understand customer service levels and satisfaction Interact with key customers periodically to gather feedback and address service concerns Ensure collection and submission of Customer Satisfaction Survey CSS forms Follow quality standards such as 5S ISO and Six Sigma Audit Compliance Ensure adherence to all internal bank policies processes regulatory and statutory requirements Maintain branch compliance and support successful audit outcomes Address and close audit findings within the required timelines Follow risk management policies to minimize operational regulatory financial information reputational and audit risks Maintain proper records and provide required information for departmental audits Branch Operations Maintain discipline punctuality attendance and professional grooming standards Escalate businessimpacting issues to the appropriate management team along with possible solutions Manage local vendors agencies to ensure smooth execution of branch transactions and activities Support branch upkeep maintenance and cost control Performance Development Set annual performance goals in consultation with the reporting manager and track progress Identify personal development and learning requirements and work towards improving relevant skills Understand and demonstrate competencies required for the role Stay updated on banking industry developments processes regulations and best practices through continuous learning and qualified networking

📌 Personal Banker opportunity available in Halvad Gujarat
🏢 Yes Bank
📍 Gujarat