Personal Banker

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