Banking Assistant

About the Role

A Banking Assistant supports day-to-day banking operations, customer service activities, and administrative tasks within the branch. The role ensures efficient handling of customer queries, documentation, and financial service processes while maintaining professionalism and accuracy.

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Key Responsibilities

Assist customers with account-related queries, deposits, withdrawals, and routine banking transactions.

Handle onboarding of new customers including KYC documentation and form filling.

Support loan processing, credit card applications, and service requests.

Maintain accurate records, data entry, and daily MIS reporting.

Coordinate with branch staff to ensure smooth operations.

Manage customer complaints and escalate issues when required.

Assist in cash handling, cheque processing, and verification tasks.

Ensure compliance with bank policies, RBI guidelines, and security procedures.

Help with cross-selling banking products like savings accounts, loans, insurance, and digital services.

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Skills & Qualifications

Minimum: Graduate

Basic knowledge of banking products and operations.

Strong communication skills (Hindi / English / Regional language).

Good computer skills: MS Office, typing, email handling.

Positive attitude and willingness to learn.

Ability to work under pressure and meet deadlines.

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Key Competencies

Customer service orientation

Attention to detail

Integrity and confidentiality

Time management

Problem-solving ability

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Salary Range (may vary based on bank and location).

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Career Growth

Banking Assistant → Customer Service Officer → Senior Officer → Assistant Manager → Branch Manager

• It is a Full Time Accountant job for candidates with 0 - 1 years of experience.