Role Overview:

The Branch Operations Executive is responsible for handling day-to-day banking operations, including account opening and maintenance, transaction processing, and compliance with banking procedures and audit requirements. The role focuses on delivering a consistent and efficient customer experience while ensuring regulatory and process adherence.

Key Responsibilities:

Account Opening & Maintenance

Execute processes for account opening, maintenance, and closure in line with banking standards
Scrutinize and verify customer documents as per branch checklist and regulatory guidelines
Ensure accurate data entry and proper documentation for all account-related activities

Transaction Processing

Handle cash transactions, NEFT, RTGS, and other banking transactions efficiently
Address customer instructions and ensure timely execution of financial operations
Respond to transaction-related queries and provide resolution within TAT

Customer Service & Query Handling

Attend to customer inquiries at the branch and deliver prompt service
Maintain accurate records of customer interactions, complaints, and resolutions
Conduct welcome calls and ensure proper onboarding of 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
Maintain vigilance on regulatory and statutory updates relevant to branch operations

Operational Excellence

Ensure all processes, systems, and resources are optimized to deliver superior service
Maintain necessary logs and data for transaction efficiency and internal analysis
Coordinate with internal teams to ensure smooth branch functioning

Teller Operations _ Bank