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Verified Job Accounting - Finance

Teller

Indore, Madhya Pradesh
Accounting - Finance
#481875
Remote / WFH

Job Description

Role/ Job Title:

Teller

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

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 (AML), Know Your Customer (KYC), Data & Information security etc.

Assist in closure of all observations in audit report

Client relationship management and customer services related to retail banking operations

Custodian of the branch vault and manage the vault limits

Supervise all cash and non-cash transactions like DD/MC, fund transfer etc.

Updating the key registers regularly

Review branch reports like end of day (EOD), cash position report, instruments issued etc.

Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable, reconciliation and maintenance of suspense accounts register as per the required format

Education Qualification:

Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management

Experience:

0 to 2 years of relevant experience
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