Field Bank Saff- CSR

Field Bank Staff – Corporative social Responsibility (CSR) Job DescriptionJob Title

Field Bank Staff – Corporative social Responsibility (CSR)

Job Summary

The Field Bank Staff – Corporative social Responsibility(CSR) is responsible for providing banking services to customers in the field, promoting the bank's products and services, assisting with account-related activities, and ensuring excellent customer service. The role involves visiting customers, acquiring new clients, supporting financial inclusion initiatives, and maintaining compliance with banking policies and regulatory requirements.

Key Responsibilities
• Visit customers and communities to promote the bank's services.
• Acquire new customers and assist with opening savings, current, and other eligible accounts.
• Educate customers on banking digital banking services, and financial literacy.
• Support loan application processing by collecting and verifying customer information and documentation.
• Assist customers with deposits, withdrawals, fund transfers, and other banking-related services as authorized.
• Conduct customer identification and Know Your Customer (KYC) verification in accordance with bank policies.
• Maintain accurate customer records and ensure timely submission of required documents.
• Build and maintain strong relationships with customers to improve satisfaction and retention.
• Address customer inquiries and resolve service issues promptly or escalate them when necessary.
• Meet assigned customer acquisition, service quality, and business development targets.
• Prepare daily field activity reports and maintain accurate records of customer interactions.
• Ensure compliance with banking regulations, internal policies, and confidentiality requirements.

Qualifications
• Bachelor's degree in Business Administration, Finance, Commerce, Economics, or a related field.
• 2–3 years of experience in banking, customer service, sales, or field operations is preferred.
• Familiarity with banking products, KYC requirements, and customer service practices.
• Proficiency in Microsoft Office and basic banking systems is an advantage.

Skills & Competencies
• Excellent communication and interpersonal skills.
• Strong customer service orientation.
• Sales and relationship-building abilities.
• Attention to detail and accuracy.
• Good problem-solving and organizational skills.
• Ability to work independently and meet targets.
• Basic computer and mobile application skills.
• Integrity, professionalism, and confidentiality.

Key Performance Indicators (KPIs)
• Number of new customer accounts opened.
• Achievement of customer acquisition and service targets.
• Customer satisfaction and retention.
• Accuracy and completeness of KYC and documentation.
• Timely submission of field reports.
• Compliance with banking policies and regulatory requirements.
• Quality of customer relationships and community engagement.

Working Conditions
• Primarily field-based with regular travel to customer locations and communities.
• Frequent interaction with customers, branch staff, and local stakeholders.
• Flexible working hours based on operational and customer requirements.
• May require participation in financial inclusion campaigns, marketing events, and community outreach programs.

Pay: ₹15,000.00 - ₹25,000.00 per month