[go: up one dir, main page]
Scribd
Upload
407 views2 pages

40000005-RBB-PB-Teller Authorisers

This job posting is for a Personal Banker Authorizer/Teller Authorizer role in retail branch banking. The role involves supervising branch transactions and sales to enhance existing accounts and retention. Key responsibilities include supervising personal bankers and sales staff, branch administration, customer service, monitoring staff productivity, transactions authorization, and generating business through sales and cross-sales.

Uploaded by

sunny.sunny0121
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
407 views2 pages

40000005-RBB-PB-Teller Authorisers

This job posting is for a Personal Banker Authorizer/Teller Authorizer role in retail branch banking. The role involves supervising branch transactions and sales to enhance existing accounts and retention. Key responsibilities include supervising personal bankers and sales staff, branch administration, customer service, monitoring staff productivity, transactions authorization, and generating business through sales and cross-sales.

Uploaded by

sunny.sunny0121
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 2

Job Name – Personal Banker Authorizer-Teller Authorizer - Retail Branch Banking

Job Title : (Job Name) – Personal Banker Authorizer/Teller Authorizer


Business Unit (PA) : Retail Branch Banking
Team : (Sub team in the PA) : Retail Branch Banking
Reports to (job) : Branch Manager
Location of role : Pan India
Job Fn : Branch Ops & Sales
Role Type: Individual Contributor No of direct reportees: Nil Travel Required: Light
Job Band Range : E1 – E4 JD Created date: 2014 JD Updated date : 20-12-2018
JD approved by (business) : (Rakesh Relan R4589) Version No : 2.0

Job Purpose
Supervising and monitoring branch transactions and sales in order to enhance the value of existing accounts and
retention of existing portfolio

Job Responsibilities(JR) : 6 – 8 Areas Actionable (4-6)


Supervisory responsibility  Supervise & monitor Personal Banker desks and con-
tract sales staff
 Branch administration
 Lobby Management
 Ensure quality customer service is delivered
 Resolution of customer queries/complaints
 Customer service to ensure walk in customers issues
 Monitor Staff productivity and give guidance on im-
proving the same in conjunction with the Branch
Manager
 Monitoring of dummy accounts, suspense accounts,
deferred accounts, accounts payable/ receivable
 Branch Operations and Audit Compliance
Transactional responsibility  Authorize Personal Banker transactions
 Corporate salaries processing
 Cost Management and staff productivity
 Responsible for Cash and Customer transactions at
the Teller counters
 Supervising all Non-Cash transactions like DD/MC,
fund transfer etc
 Penetration of Saving Accounts on non liability cus-
tomers
 Reconciliation and maintenance of suspense ac-
counts register as per the required format
Sales  Branch Merchandising
 Generate business, cross sell and monitor cross sales
of Personal Bankers
 Generate leads for Third Party Products to the cus-
tomers
 Ensure that all tellers are adequately trained on the
Products of the bank.

Educational Qualifications Key Skills

 Graduation:  Sales and Influencing Skills


 Post-Graduation:  Banking Product & Process Knowledge
Certifications:  NRI Product and Regulatory Knowledge
 AMFI Certification  Planning and Organizing Skills
 IRDA Certification  Communication
 NCFM Certification (Optional)  Knowledge of Competition & Current trends in
 CAIIB (Optional) financial Industry.
 Internal Certification (NR Modules)

Experience Required
 Minimum experience in years – 3-4 yrs
 Exposure to banking preferable

Major Stakeholders(intra team and cross functional stakeholders, who would need to be interacted with for
discharging duties)
 Customers
 Branch Banking Team
 Operations
 NR Product Team
 HLIC
 Insurance CAM
 MF Fund houses personnel
 HSL personnel

You might also like