Job Summary The Private Bank Operations Officer supports Private Bank clients and frontline bankers to deliver seamless end-to-end servicing and exceptional customer outcomes. The role is responsible for ensuring requests are managed accurately, efficiently, and within agreed service standards, while maintaining a strong focus on quality, attention to detail, and risk compliance. Success in this role requires a customer-first mindset, professional communication, and a commitment to delivering a premium service experience through timely and accurate case management.

Role Details

- Role Type: Permanent

- Role Location: Bengaluru

- Work Hours: Early morning shifts

Responsibilities

- Customer servicing: Deliver exceptional service by supporting Private Bank clients and bankers with a range of servicing requests, ensuring every interaction is professional, responsive, and customer-focused.

- Service delivery: Own requests from start to finish, managing your workload effectively to ensure requests are completed accurately, on time, and with a high level of care.

- Quality and accuracy: Complete work accurately, by reviewing information carefully, preparing documentation, updating customer records, and ensuring work is completed right the first time.

- Process adherence: Apply documented procedures, policies and system steps consistently when completing servicing activities to manage potential risk.

- Stakeholder communication: Build relationships and communicate clearly with clients, bankers,



team members and leaders to deliver seamless customer outcomes.

- Team contribution: Work closely with team members, share insights and best practices, and actively contribute to a culture focused on service excellence, continuous improvement, and customer outcomes.

What you will bring

- At least 5-6 years of demonstrated experience delivering exceptional customer service in a banking, financial services, wealth management, or professional services setting.

- Exceptional attention to detail and a strong focus on quality when reviewing information, preparing documentation, and processing customer requests.

- Strong written and verbal communication skills, with the ability to communicate professionally, explain complex information clearly, and build trusted relationships with clients and stakeholders.

- Excellent organisational skills, with the ability to manage competing priorities, meet service expectations, and maintain a high standard of accuracy across multiple requests.

- Previous experience in banking operations, customer servicing, account maintenance, onboarding, lending administration, KYC, or complex servicing environments.

- A customer-centric mindset, strong sense of ownership, and commitment to delivering timely, accurate, and seamless outcomes for Private Bank clients and bankers.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

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