Apr 21, 2022 Oct 26, 2026

Personal Banker

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Apr 21, 2022 Oct 26, 2026

Discussion

YES Bank Personal Banker

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Discussion

Account Opening & Maintenance: §  Processes account opening, account maintenance & account closure related formalities as per YBL process §  Handles 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. §  Ensures adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, 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 customer vis-à-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 to customer queries and complaints is maintained & analyzed for achieving greater process efficiency §  Ensures daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence. §  Ensures daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence. §  Coordinates 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 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards. Audit & Compliance: §  follows all process, policies as per guidelines & audit rating of the branch §  Ensures comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective §  Attends to any audit findings and resolves them immediately as applicable Others: §  Maintains highest levels of discipline (punctuality, attendance, grooming standards etc) in the office §  Ensures timely escalation of issues that is impacting business and possible solutions to address the concerns to the BSDL. §  Manages Local Vendors /agency relationships to ensure smooth execution of transaction §  Completes Branch upkeep & maintenance and control over the cost <table class="TableGrid26" border="1" cellspacing="0" cellpadding="0" width="0" style="width: 562.5pt; margin-left: -35.1pt; border: none;"> <tbody><tr table_type="formatted" style="border-left: 1px solid black !important;mso-yfti-irow:0;mso-yfti-firstrow:yes;height:78.25pt"> <td width="750" style="width:472.5pt;border:dotted windowtext 1.0pt;mso-border-alt: dotted windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;height:78.25pt"> <p class="MsoNormalCxSpMiddle" style="margin-top:0in;margin-right:0in; margin-bottom:0in;margin-left:17.1pt;margin-bottom:.0001pt;mso-add-space: auto;text-align:justify;text-indent:-13.5pt;line-height:normal;mso-list:l0 level1 lfo2">§  Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. <p class="MsoNormalCxSpMiddle" style="margin-top:0in;margin-right:0in; margin-bottom:0in;margin-left:17.1pt;margin-bottom:.0001pt;mso-add-space: auto;text-align:justify;text-indent:-13.5pt;line-height:normal;mso-list:l0 level1 lfo2">§  Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. <p class="MsoNormalCxSpMiddle" style="margin-top:0in;margin-right:0in; margin-bottom:0in;margin-left:17.1pt;margin-bottom:.0001pt;mso-add-space: auto;text-align:justify;text-indent:-13.5pt;line-height:normal;mso-list:l0 level1 lfo2">§  Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. <p class="MsoNormalCxSpMiddle" style="margin-top:0in;margin-right:0in; margin-bottom:0in;margin-left:17.1pt;margin-bottom:.0001pt;mso-add-space: auto;text-align:justify;text-indent:-13.5pt;line-height:normal;mso-list:l0 level1 lfo2">§  Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. </td> </tr> <tr table_type="formatted" style="border-left: 1px solid black !important;mso-yfti-irow:1;mso-yfti-lastrow:yes;height:48.1pt"> <td width="750" style="width:472.5pt;border:dotted windowtext 1.0pt;border-top: none;mso-border-top-alt:dotted windowtext .5pt;mso-border-alt:dotted windowtext .5pt; padding:0in 5.4pt 0in 5.4pt;height:48.1pt"> <p class="MsoNormalCxSpMiddle" style="margin-top:0in;margin-right:0in; margin-bottom:0in;margin-left:17.1pt;margin-bottom:.0001pt;mso-add-space: auto;text-align:justify;text-indent:-13.5pt;line-height:normal;mso-list:l0 level1 lfo2">§  Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. <p class="MsoNormalCxSpMiddle" style="margin-top:0in;margin-right:0in; margin-bottom:0in;margin-left:17.1pt;margin-bottom:.0001pt;mso-add-space: auto;text-align:justify;text-indent:-13.5pt;line-height:normal;mso-list:l0 level1 lfo2">§  Executes the established internal control systems and compiles relevant information for departmental audits, as necessary. </td> </tr> </tbody></table>

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Skills

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