Personal Banker-Inbound_BRANCH BANKING_0466_0462_1036339
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Key details
- Location
- Tamil Nādu, India
- Work style
- Onsite
- Job type
- Full-time
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 1w ago
Skills
account openingamlcash managementcross-sellingcustomer servicekyclead generation
About the role
To provide exceptional customer service to walk-in customers, deepen existing customer relationships, cross-sell banking products, and support branch business objectives while ensuring high standards of customer experience and compliance.
Key Responsibilities
- Attend and service walk-in customers visiting the branch.
- Understand customer needs and recommend suitable banking products and services.
- Cross-sell products such as Savings Accounts, Current Accounts, Fixed Deposits, Insurance, Mutual Funds, Credit Cards, and Personal Loans.
- Achieve monthly sales and revenue targets assigned by the branch.
- Handle customer queries, service requests, and complaints effectively.
- Maintain and strengthen relationships with existing customers.
- Ensure adherence to KYC, AML, and regulatory guidelines.
- Process account opening and customer documentation accurately.
- Support branch operations and ensure smooth customer servicing.
- Generate leads and refer opportunities for other banking products.
- Manage cash and non-cash transactions efficiently and accurately.
- Handle customer requests related to cash withdrawals, deposits, demand drafts, and cheque processing.
- Provide general banking information and resolve customer queries promptly.
- Maintain high standards of speed and accuracy in all transactional processes.
- Identify and promote cross-selling opportunities for other banking products and services.
- Ensure a positive and professional customer experience to foster loyalty and referrals.