Personal Banker-Inbound_BRANCH BANKING_0466_0462_1036339

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.

• →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.

1. →Manage cash and non-cash transactions efficiently and accurately.
2. →Handle customer requests related to cash withdrawals, deposits, demand drafts, and cheque processing.
3. →Provide general banking information and resolve customer queries promptly.
4. →Maintain high standards of speed and accuracy in all transactional processes.
5. →Identify and promote cross-selling opportunities for other banking products and services.
6. →Ensure a positive and professional customer experience to foster loyalty and referrals.