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YES Bank

Posted 11 May 2022

Personal Banker

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Team
Service Management
Posted
11 May 2022

About the role

Position Branch Service Partner (BSP) Grade Senior Officer/ Assistant Manager Business Unit Branch Banking Reporting to Branch Service Leader (BSDL) 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 Expected  Candidate Age: Minimum 21 to Maximum 28 years Profile Education:  Graduate, (Post Graduate preferred)  AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an  added advantage Past Experience:  1-6 years of work experience in Banking or Financial Services Other Aspects / Skills:-  Should be very proficient with use of Banking Software Systems  Should score at least 6 on 10 in proficiency with MS Excel and Communication  skills  Overall Personality Must be Good & befitting the stature of the role  Must be a person who has strong sense of personal accountability, takes  initiative & has tremendous positive energy/enthusiasm  Ability to balance various priorities & accomplish multiple tasks in parallel

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