Personal Banker opportunity available in Halvad, Gujarat.

Personal Banker Role & Responsibilities Account Opening & Maintenance Handle account opening, account maintenance, and account closure as per bank processes. Verify account opening forms, KYC documents, checklists, and other required documentation. Ensure timely processing of accounts and adherence to defined service standards. Conduct welcome calls and ensure all required approvals and formalities are completed. Address customer queries and instructions related to account services. Maintain high-quality and accurate documentation. Coordination & Follow-ups Coordinate proactively with NOC, Product teams, Sales/RMs, and other internal stakeholders. Follow up with Sales RMs for resolution of pending documentation, deferrals, and other account-related issues. Ensure timely closure of outstanding requirements. Transaction Handling Scrutinize transaction-related documents against the prescribed branch checklist. Ensure all necessary documents and approvals are available before processing transactions. Handle and resolve customer queries related to transactions. Monitor transactions to ensure accuracy, compliance, and timely processing. Customer Service & Quality Maintain records of customer queries and complaints and analyze them to improve service efficiency. Monitor daily and weekly service and process-related reports and data. Coordinate with Relationship Managers to understand customer service levels and satisfaction. Interact with key customers periodically to gather feedback and address service concerns. Ensure collection and submission of Customer Satisfaction Survey (CSS) forms. Follow quality standards such as 5S, ISO, and Six Sigma . Audit & Compliance Ensure adherence to all internal bank policies, processes, regulatory, and statutory requirements. Maintain branch compliance and support successful audit outcomes. Address and close audit findings within the required timelines. Follow risk management policies to minimize operational, regulatory, financial, information, reputational, and audit risks. Maintain proper records and provide required information for departmental audits. Branch Operations Maintain discipline, punctuality, attendance, and professional grooming standards. Escalate business-impacting issues to the appropriate management team along with possible solutions. Manage local vendors/agencies to ensure smooth execution of branch transactions and activities. Support branch upkeep, maintenance, and cost control. Performance & Development Set annual performance goals in consultation with the reporting manager and track progress. Identify personal development and learning requirements and work towards improving relevant skills. Understand and demonstrate competencies required for the role. Stay updated on banking industry developments, processes, regulations, and best practices through continuous learning and professional networking.