Job Title Personal Banker

Department Emerging Branch Banking (EBrB)JobDescriptionAccount Opening & Maintenance:

- Processes account opening, account maintenance &account; closure related formalities as per YBL process• Handles customers enquiries andinstructions, whilst ensuring that the Banks delivery standards are met in achieving total customersatisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc.•Ensures adherence to process & documentation standards (e.g.,forms/checklists, welcomecalling, 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 customervis--vis branch checklist to ensure all that all necessary documents are submitted by the customer.

- Addresses and resolves all transaction related enquiries • Ensures strong 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 various product and services from abranch perspective• Attends to any audit findings and resolves them immediately as applicableOthers:• Maintains highest levels of discipline (punctuality, attendance, groomingstandards etc) in the office• Ensures timely escalation of issues that is impacting business andpossible solutions to address the concerns to the BSDL.• Manages Local Vendors /agencyrelationships to ensure smooth execution of transaction• Completes Branch upkeep &maintenance; and control over the cost• • Defines performance goals at the start of the year indiscussion with the reporting manager and ensures that the goals are monitored and achieved duringthe course of the year. • Takes ownership of his/her own learning agenda by identifying developmentneeds in consultation with the reporting manager and working towards bridging the gaps throughvarious means which go beyond just training.• Understands the competencies relevant to his/herrole, and works towards displaying as well as developing these effectively. • Keeps abreast ofrelevant professional/industry developments, recent techniques and current issues through continuededucation and professional networks. • Follows risk policy and processes to mitigate theoperational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.• Executes the established internal control systems and compiles relevantinformation for departmental audits, as necessary. Interested candidate please share your resume on

Siddhant Shinde - (phone hidden)

📌 Personal Banker - Sinner (Sinnar)
🏢 Yes Bank
📍 Sinnar