Operations Banking Specialist

2 days ago

Bagalkot, Karnataka, India beBeeAccountability Full time ₹ 8,00,000 - ₹ 12,00,000
Job Title: Operations Banking Specialist

Overview:

This role involves managing daily banking operations, including account opening and maintenance, transaction processing, and ensuring adherence to regulatory requirements. The focus is on delivering exceptional customer experiences while maintaining compliance and efficiency.

Key Responsibilities:
  • Manage the process of account opening, maintenance, and closure in line with industry standards
  • Verify customer documents according to branch checklist and regulatory guidelines
  • Maintain accurate data entry and proper documentation for all account-related activities
Transaction Processing:
  • Efficiently handle cash transactions, NEFT, RTGS, and other banking transactions
  • Address customer instructions and ensure timely execution of financial operations
  • Respond to transaction-related queries and provide resolution within the expected timeframe
Customer Service & Query Handling:
  • Provide prompt service to customers at the branch
  • Maintain accurate records of customer interactions, complaints, and resolutions
  • Conduct welcome calls and facilitate a smooth onboarding experience for new customers
Compliance & Audit:
  • Ensure adherence to internal processes, regulatory norms, and documentation standards
  • Follow operational guidelines and participate in achieving high audit ratings for the branch
  • Monitor regulatory and statutory updates relevant to branch operations
Operational Excellence:
  • Optimize processes, systems, and resources to deliver superior service
  • Maintain necessary logs and data for transaction efficiency and internal analysis
  • Collaborate with internal teams to ensure smooth branch functioning

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