Yes Bank Openings 2022 - Apply Online Now
Bank Name : Yes Bank
Job Title : Personal Banker
Location : Bangalore
Experience : 1 year - 6 years
Education :
Graduate, (Post Graduate preferred)
AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage
Expected CandidateAge : Minimum 21 to Maximum 28 years
Responsibilities :
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 9001:2000, 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
About Us :
YES BANK, India’s fourth largest private sector Bank, is the outcome of the professional & entrepreneurial commitment, vision & strategy of its Founder Rana Kapoor and his top management team, to establish a high quality, customer centric, service driven, private Indian Bank catering to the Future Businesses of India.