Personal Banker-Inbound - Branch Banking

PB – Inbound JD

Key Responsibilities:

• Process cash deposits, withdrawals, check cashing, and fund transfers.
• Handle demand drafts (DD), mail transfers (MC), and vault/teller box custody.
• Balance cash drawers and reconcile daily tallies with zero error.
• Identify counterfeit currency and adhere to strict security/KYC guidelines.
• Spot basic customer needs and refer clients to branch representatives

AM / PAM CASA JD

• CASA Acquisition: Source New-To-Bank (NTB) Current and Savings Accounts adhering to quality, segment, and balance-criteria mix. [1, 2]
• Catchment Mapping: Work with branch managers to map local catchments, run corporate/residential campaigns, and generate customer referrals. [1, 2]
• Digital Onboarding: Guide and activate customers on mobile banking, net banking, and digital payment platforms. [1]
• Cross-Selling: Drive revenue throu

1. Manage cash and non-cash transactions efficiently and accurately.
2. Handle customer requests related to cash withdrawals, deposits, demand drafts, and cheque processing.
3. Provide general banking information and resolve customer queries promptly.
4. Maintain high standards of speed and accuracy in all transactional processes.
5. Identify and promote cross-selling opportunities for other banking products and services.
6. Ensure a positive and professional customer experience to foster loyalty and referrals.