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Personal Banker - inbound - branch Banking - service

Build a strong customer base by delivering personalized banking solutions at the branch
Mumbai
Entry Level
9 hours agoBe an early applicant
Kotak

Kotak

Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.

Personal Banker

As a Personal Banker, you will be the face of our bank, providing a warm and welcoming experience to customers. Your primary focus will be on understanding their financial needs and offering tailored solutions. You will be responsible for maintaining a positive and professional image of the bank while ensuring a seamless and efficient service.

Responsibilities

  • Greet and assist customers with a friendly and professional attitude.
  • Process customer transactions accurately and efficiently, including deposits, withdrawals, and transfers.
  • Provide personalized financial advice and recommend suitable banking products and services.
  • Build and maintain strong relationships with customers, understanding their unique needs.
  • Stay updated on banking products, services, and promotions to offer the best solutions.
  • Handle customer inquiries and provide timely responses, ensuring a high level of satisfaction.
  • Cross-sell and up-sell banking products to existing customers, maximizing their banking experience.
  • Maintain accurate records and documentation of customer interactions and transactions.
  • Collaborate with other bank teams to ensure a smooth and integrated customer journey.
  • Comply with all regulatory and compliance guidelines, ensuring a secure banking environment.

Qualifications

  • A high school diploma or equivalent is required, with a preference for a bachelor's degree in finance, business, or a related field.
  • Previous experience in a customer-facing role, preferably in the banking industry, is an asset.
  • Excellent communication and interpersonal skills, with a customer-centric approach.
  • Strong attention to detail and accuracy in handling financial transactions.
  • Ability to work independently and as part of a team, with a collaborative mindset.
  • Proficiency in using banking software and systems, with a willingness to learn new technologies.
  • Good problem-solving skills and the ability to make sound decisions.
  • A proactive and positive attitude, with a passion for delivering exceptional service.
  • Strong work ethic and a commitment to maintaining high standards of professionalism.
  • Flexibility to work in a dynamic and fast-paced banking environment.

Job Identification: 234644

Job Category: KMBL

Locations: Navi Mumbai, Maharashtra, IN

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Personal Banker - inbound - branch Banking - service
Mumbai
Support
About Kotak
Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.