Banker-Customer Experience

Job Requirements

Role/Job Title: Banker-Customer Experience

Function/ Department: Branch Banking

Job Purpose

The role entails providing best in-class customer service to become their banking partner of choice through efficient and cost-effective customer engagement. The role bearer would be responsible for client engagement, customer service, operations, liability build up, cross sales at the designated branch and ensure regulatory requirements.

Roles & Responsibilities

• Daily customer engagement on assigned customer portfolio for CA/SA/TD build up, Asset & Wealth cross sell.
• Deliver business target assigned as per performance score card.
• Giving the client need based product solutions and, in the process, aligning client requirements with business specifics.
• Assessing customer propensity and ensuring higher product penetration per relationship.
• Referencing for more business from existing customers.
• Responsible for creating a customer-focused approach for quick resolution of all queries and complaints.
• Ensuring adherence to banking regulation & policies pertaining to Anti Money laundering, know your customer (KYC), Data & Information security etc.
• Assist in closure of all observations on audit report.
  
  

Secondary Responsibilities

• Perform audit and ensure compliance to internal and external regulations and guidelines.
• Provide best in-class customer service to become their banking partner of choice.
  
  

Education Qualification

Graduation: Any Graduate

Experience: 2 to 5 years of relevant experience