Personal Banker - inbound - branch Banking - service

Personal Banker

As a Personal Banker, you will be the face of our bank, providing a warm and welcoming environment for our customers. Your primary focus will be on delivering an exceptional in-branch experience, offering personalized financial solutions, and ensuring customer satisfaction. You will be responsible for building a strong client base and maintaining a high level of service excellence.

Responsibilities

• Greet and assist customers with a friendly and professional demeanor
• Process customer transactions accurately and efficiently, including deposits, withdrawals, and account inquiries
• Cross-sell bank products and services, such as loans, credit cards, and investment opportunities
• Build and maintain strong relationships with customers, understanding their financial needs and goals
• Provide personalized financial advice and recommendations based on customer profiles
• Stay updated with the latest banking products and services to offer relevant solutions
• Handle customer complaints and inquiries, ensuring timely resolution
• Maintain a clean and organized work area, ensuring compliance with bank policies
• Collaborate with other team members to achieve branch goals and provide a seamless customer experience

Qualifications

• A high school diploma or equivalent is required; a bachelor's degree in finance, business, or a related field is preferred
• Minimum 1-2 years of experience in a customer-facing role, preferably in the banking industry
• Excellent communication and interpersonal skills, with a customer-centric approach
• Strong product knowledge and the ability to cross-sell effectively
• Proficiency in using banking software and systems
• Ability to work independently and as part of a team
• Strong organizational and time management skills
• Willingness to continuously learn and adapt to new banking products and services
• Fluency in English and local languages is an advantage
• A passion for delivering exceptional customer service

22 Kotak House, Bangalore, Karnataka, 560001, IN