Personal Banker
Posted Updated
Description
<table border="0" cellpadding="0" cellspacing="0" width="1027" style="width: 770pt;">
<colgroup><col width="148" style="mso-width-source:userset;mso-width-alt:5412;width:111pt">
<col width="879" style="mso-width-source:userset;mso-width-alt:32146;width:659pt">
</colgroup><tbody><tr height="20" style="height:15.0pt">
<td rowspan="34" height="915" class="xl70" width="148" style="border-bottom:1.0pt solid black;
height:686.25pt;width:111pt">Responsibilities</td>
<td class="xl65" width="879" style="width:659pt">1. Account Opening &
Maintenance:</td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl68" width="879" style="height:16.5pt;width:659pt">ü<font class="font6"> </font><font class="font5">Run the processes for account
opening, account maintenance & account closure related formalities as per
YBL process</font></td>
</tr>
<tr height="44" style="height:33.0pt">
<td height="44" class="xl68" width="879" style="height:33.0pt;width:659pt">ü<font class="font6"> </font><font class="font5">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.</font></td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl68" width="879" style="height:16.5pt;width:659pt">ü<font class="font6"> </font><font class="font5">Ensure adherence to process
& documentation standards (e.g.,forms/checklists, welcome calling,
approvals, etc.)</font></td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl68" width="879" style="height:16.5pt;width:659pt">ü<font class="font6"> </font><font class="font5">Ensure pro-active &
sustained liaison with NOC, Product, Sales RM, etc. where required</font></td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl68" width="879" style="height:16.5pt;width:659pt">ü<font class="font6"> </font><font class="font5">Maintain strict vigilance on
the quality of forms and documentation provided</font></td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl68" width="879" style="height:16.5pt;width:659pt">ü<font class="font6"> </font><font class="font5">Ensure timely follow up with
Sales RMs of all BUs for resolution of any outstanding deferrals.</font></td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl67" width="879" style="height:16.5pt;width:659pt"> </td>
</tr>
<tr height="20" style="height:15.0pt">
<td height="20" class="xl65" width="879" style="height:15.0pt;width:659pt">2.
Transactions Related:</td>
</tr>
<tr height="44" style="height:33.0pt">
<td height="44" class="xl68" width="879" style="height:33.0pt;width:659pt">ü<font class="font6"> </font><font class="font5">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. </font></td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl68" width="879" style="height:16.5pt;width:659pt">ü<font class="font6"> </font><font class="font5">Address all transaction
related enquiries i.e. pre, during & post transaction processing &
escalations</font></td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl68" width="879" style="height:16.5pt;width:659pt">ü<font class="font6"> </font><font class="font5">Ensure strong monitoring of
all transactions</font></td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl67" width="879" style="height:16.5pt;width:659pt"> </td>
</tr>
<tr height="20" style="height:15.0pt">
<td height="20" class="xl65" width="879" style="height:15.0pt;width:659pt">3.
Service & Quality:</td>
</tr>
<tr height="44" style="height:33.0pt">
<td height="44" class="xl68" width="879" style="height:33.0pt;width:659pt">ü<font class="font6"> </font><font class="font5">Ensure that all people,
process, data & systems in the branch are well attended to deliver
consistent & superior levels of service to all customers.</font></td>
</tr>
<tr height="44" style="height:33.0pt">
<td height="44" class="xl68" width="879" style="height:33.0pt;width:659pt">ü<font class="font6"> </font><font class="font5">Ensure that adequate records
& data pertaining to customer queries and complaints is maintained &
analysed for achieving greater process efficiency</font></td>
</tr>
<tr height="44" style="height:33.0pt">
<td height="44" class="xl68" width="879" style="height:33.0pt;width:659pt">ü<font class="font6"> </font><font class="font5">Ensure daily / weekly
monitoring & analyses of various data points & reports that have
bearing on Customer Service & process adherence.</font></td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl68" width="879" style="height:16.5pt;width:659pt">ü<font class="font6"> </font><font class="font5">Play a pro-active role in new
products, processes or systems roll out impacting the clients</font></td>
</tr>
<tr height="44" style="height:33.0pt">
<td height="44" class="xl68" width="879" style="height:33.0pt;width:659pt">ü<font class="font6"> </font><font class="font5">Coordinate with relationship
managers and meet / interact with key clients on a periodic basis to stock
take on service levels and customer satisfaction. </font></td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl68" width="879" style="height:16.5pt;width:659pt">ü<font class="font6"> </font><font class="font5">Ensuring collection of CSS
forms on periodic basis and sent to NOC.</font></td>
</tr>
<tr height="44" style="height:33.0pt">
<td height="44" class="xl68" width="879" style="height:33.0pt;width:659pt">ü<font class="font6"> </font><font class="font5">Implementation of 5S, ISO
9001:2000, Six Sigma standards & meet/exceed set quality parameters
conforming to the standards.</font></td>
</tr>
<tr height="20" style="height:15.0pt">
<td height="20" class="xl65" width="879" style="height:15.0pt;width:659pt">4. Audit
& Compliance:</td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl68" width="879" style="height:16.5pt;width:659pt">ü<font class="font6"> </font><font class="font5">Responsible to follow all
process, policies as per guidelines & audit rating of the branch</font></td>
</tr>
<tr height="44" style="height:33.0pt">
<td height="44" class="xl68" width="879" style="height:33.0pt;width:659pt">ü<font class="font6"> </font><font class="font5">Ensure comprehensive
compliance with all internal, regulatory and statutory requirements as
relevant for various product and services from a branch perspective</font></td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl68" width="879" style="height:16.5pt;width:659pt">ü<font class="font6"> </font><font class="font5">Attend to any audit findings
and resolve them immediately as applicable</font></td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl67" width="879" style="height:16.5pt;width:659pt"> </td>
</tr>
<tr height="20" style="height:15.0pt">
<td height="20" class="xl65" width="879" style="height:15.0pt;width:659pt">5.
Others:</td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl68" width="879" style="height:16.5pt;width:659pt">ü<font class="font6"> </font><font class="font5">Maintain highest levels of
discipline (punctuality, attendance, grooming standards etc) in the office</font></td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl68" width="879" style="height:16.5pt;width:659pt">ü<font class="font6"> </font><font class="font5">Ensure timely escalation of
issues that is impacting business and possible solutions to address the
concerns to the BSDL.</font></td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl68" width="879" style="height:16.5pt;width:659pt">ü<font class="font6"> </font><font class="font5">Manage Local Vendors /agency
relationships to ensure smooth execution of transaction</font></td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl68" width="879" style="height:16.5pt;width:659pt">ü<font class="font6"> </font><font class="font5">Responsible for Branch upkeep
& maintenance and control over the cost</font></td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl68" width="879" style="height:16.5pt;width:659pt">ü<font class="font6"> </font><font class="font5">Must be thorough with banking
processes, regulations & guidelines across</font></td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl68" width="879" style="height:16.5pt;width:659pt">ü<font class="font6"> </font><font class="font5">retail products.</font></td>
</tr>
<tr height="23" style="height:17.25pt">
<td height="23" class="xl69" width="879" style="height:17.25pt;width:659pt">ü<font class="font6"> </font><font class="font5">Comply with bank policies and
procedures to ensure safety and security of bank's and customer's assets</font></td>
</tr></tbody></table>