Financial Services Professional

2 weeks ago

Erode, Tamil Nadu, India beBeeCustomerService Full time ₹ 4,00,000 - ₹ 8,00,000
Job Title: Personal Banker

As a key member of our team, you will be responsible for delivering exceptional customer service and ensuring that all processes are followed to the letter. Your attention to detail and ability to multitask will be crucial in this role.

Responsibilities:
  • Account Opening & Maintenance: Ensure timely completion of account opening documentation, maintain accurate records, and provide excellent customer service throughout the process.
  • Transactions Related: Conduct thorough reviews of transactional documents, address customer inquiries, and escalate any issues promptly.
  • Service & Quality: Foster a culture of excellence by maintaining high standards of quality, monitoring data and reports, and coordinating with relationship managers to ensure superior customer service.
  • Audit & Compliance: Stay up-to-date on regulatory requirements, attend to audit findings, and implement controls to prevent future issues.
Requirements:
  • High school diploma or equivalent required; degree in finance or related field preferred.
  • Minimum 2 years experience in banking or financial services.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
Benefits:
  • Competitive salary and bonus structure.
  • Opportunities for career growth and professional development.
  • Collaborative and dynamic work environment.
Others:
  • Ensure adherence to company policies and procedures.
  • Maintain confidentiality and handle sensitive information with discretion.
  • Participate in ongoing training and development to enhance skills and knowledge.

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