Personal Banker-Inbound_BRANCH BANKING_0466_8664_1090014

PB – Inbound JD

• →Process cash deposits, withdrawals, check cashing, and fund transfers.
• →Handle demand drafts (DD), mail transfers (MC), and vault/teller box custody.
• →Balance cash drawers and reconcile daily tallies with zero error.
• →Identify counterfeit currency and adhere to strict security/KYC guidelines.
• →Spot basic customer needs and refer clients to branch representatives

AM / PAM CASA JD

• →CASA Acquisition: Source New-To-Bank (NTB) Current and Savings Accounts adhering to quality, segment, and balance-criteria mix. [1, 2]
• →Catchment Mapping: Work with branch managers to map local catchments, run corporate/residential campaigns, and generate customer referrals. [1, 2]
• →Digital Onboarding: Guide and activate customers on mobile banking, net banking, and digital payment platforms. [1]
• →Cross-Selling: Drive revenue throu

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.