Private Bank Jobs

Yes Bank New job: Apply for the Personal Banker

Yes Bank has released New job for the post of Personal Banker. All details related to this recruitment are given below.

  • Location: Bilaspur (Work From Office)
  • Job Type: Permanent | Full-Time

Job Summary:

We are looking for a detail-oriented Personal Banker responsible for managing account openings, maintenance, and customer transactions, ensuring service quality, compliance with regulations, and maintaining high levels of customer satisfaction.

Key Responsibilities:

1. Account Opening & Maintenance:

  • Process account openings, closures, and maintenance as per YBL standards
  • Address customer inquiries and ensure adherence to documentation standards
  • Liaise with internal teams (e.g., NOC, Sales RM) for smooth account processing
  • Ensure timely follow-ups for any deferrals or issues

2. Transaction Handling:

  • Scrutinize transactional documents to ensure completeness
  • Address customer inquiries and escalations related to transactions
  • Monitor and track all transactions for compliance and accuracy

3. Service & Quality:

  • Ensure efficient and superior service delivery in all interactions
  • Maintain records of customer queries and complaints, analyze for process improvement
  • Regularly monitor data and reports related to customer service and compliance
  • Coordinate with Relationship Managers for periodic customer service checks
  • Implement quality standards like ISO, Six Sigma, and 5S

4. Audit & Compliance:

  • Ensure compliance with internal, regulatory, and statutory requirements
  • Address and resolve any audit findings promptly

5. Other Responsibilities:

  • Maintain office discipline, punctuality, and grooming standards
  • Manage vendor relationships and branch upkeep
  • Comply with bank policies to ensure asset security

Skills:

  • Banking Processes, Customer Service, Compliance, Transaction Monitoring, Service Quality
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