Yes Bank Hiring for Personal Banker Job at Jaipur

1. Account Opening & Maintenance:

✓ Run the processes for account opening, account maintenance & account closure related formalities as per YBL process

✓ Handle customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc.

✓ Ensure adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.)

✓ Ensure pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required

✓ Maintain strict vigilance on the quality of forms and documentation provided

✓ Ensure timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals.

2. Transactions Related:

✓ Ensure proper scrutiny of all transactional documents submitted by the customer vis-à-vis branch checklist to ensure all that all necessary documents are submitted by the customer.

✓ Address all transaction related enquiries i.e. pre, during & post transaction processing & escalations

✓ Ensure strong monitoring of all transactions

3. Service & Quality:

✓ Ensure that all people, process, data & systems in the branch are well attended to deliver consistent & superior levels of service to all customers.

✓ Ensure that adequate records & data pertaining to customer queries and complaints is maintained & analysed for achieving greater process efficiency

✓ Ensure daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence.

✓ Play a pro-active role in new products, processes or systems roll out impacting the clients

✓ Coordinate with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction.

✓ Ensuring collection of CSS forms on periodic basis and sent to NOC.

✓ Implementation of 5S, ISO +001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards.

4. Audit & Compliance:

✓ Responsible to follow all process, policies as per guidelines & audit rating of the branch

✓ Ensure comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective

✓ Attend to any audit findings and resolve them immediately as applicable

5. Others:

✓ Maintain highest levels of discipline (punctuality, attendance, grooming standards etc) in the office

✓ Ensure timely escalation of issues that is impacting business and possible solutions to address the concerns to the BSDL.

✓ Manage Local Vendors /agency relationships to ensure smooth execution of transaction

✓ Responsible for Branch upkeep & maintenance and control over the cost

✓ Must be thorough with banking processes, regulations & guidelines across

✓ retail products.

✓ Comply with bank policies and procedures to ensure safety and security of bank’s and customer’s assets

Education:

✓ Graduate, (Post Graduate preferred)

✓ AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage

Past Experience:

✓ 1-6 years of work experience in Banking or Financial Services

Other Aspects / Skills:-

✓ Should be very proficient with use of Banking Software Systems

✓ Should score at least 6 on 10 in proficiency with MS Excel and Communication skills

✓ Overall Personality Must be Good & befitting the stature of the role

✓ Must be a person who has strong sense of personal accountability, takes initiative & has tremendous positive energy/enthusiasm

✓ Ability to balance various priorities & accomplish multiple tasks in parallel

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