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Personal Banker opportunity available in Halvad, Gujarat.

1.00 to 10.00 Years   Gujarat   17 Aug, 2026
Yes Bank Ltd
Job LocationGujarat
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking
Functional AreaOthers
EmploymentTypeFull-time

Job Description

    Personal Banker Role & Responsibilities
    • Account Opening & Maintenance
      • Handle account opening, account maintenance, and account closure as per bank processes.
      • Verify account opening forms, KYC documents, checklists, and other required documentation.
      • Ensure timely processing of accounts and adherence to defined service standards.
      • Conduct welcome calls and ensure all required approvals and formalities are completed.
      • Address customer queries and instructions related to account services.
      • Maintain high-quality and accurate documentation.
    • Coordination & Follow-ups
      • Coordinate proactively with NOC, Product teams, Sales/RMs, and other internal stakeholders.
      • Follow up with Sales RMs for resolution of pending documentation, deferrals, and other account-related issues.
      • Ensure timely closure of outstanding requirements.
    • Transaction Handling
      • Scrutinize transaction-related documents against the prescribed branch checklist.
      • Ensure all necessary documents and approvals are available before processing transactions.
      • Handle and resolve customer queries related to transactions.
      • Monitor transactions to ensure accuracy, compliance, and timely processing.
    • Customer Service & Quality
      • Maintain records of customer queries and complaints and analyze them to improve service efficiency.
      • Monitor daily and weekly service and process-related reports and data.
      • Coordinate with Relationship Managers to understand customer service levels and satisfaction.
      • Interact with key customers periodically to gather feedback and address service concerns.
      • Ensure collection and submission of Customer Satisfaction Survey (CSS) forms.
      • Follow quality standards such as 5S, ISO, and Six Sigma.
    • Audit & Compliance
      • Ensure adherence to all internal bank policies, processes, regulatory, and statutory requirements.
      • Maintain branch compliance and support successful audit outcomes.
      • Address and close audit findings within the required timelines.
      • Follow risk management policies to minimize operational, regulatory, financial, information, reputational, and audit risks.
      • Maintain proper records and provide required information for departmental audits.
    • Branch Operations
      • Maintain discipline, punctuality, attendance, and professional grooming standards.
      • Escalate business-impacting issues to the appropriate management team along with possible solutions.
      • Manage local vendors/agencies to ensure smooth execution of branch transactions and activities.
      • Support branch upkeep, maintenance, and cost control.
    • Performance & Development
      • Set annual performance goals in consultation with the reporting manager and track progress.
      • Identify personal development and learning requirements and work towards improving relevant skills.
      • Understand and demonstrate competencies required for the role.
      • Stay updated on banking industry developments, processes, regulations, and best practices through continuous learning and professional networking.

Keyskills :
retail bankingoperationsbankingbranch bankingbranchcasa

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Personal Banker opportunity available in Halvad, Gujarat. Related Jobs

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