JOB DESCRIPTION – CUSTOMER SERVICE EXECUTIVE in Branch Banking
Position: Customer Service Executive – Branch Banking
Industry: Banking & Financial Services
Department: Branch Banking
Employment Type: Full-Time
Location: Branch / Native Location
Key Responsibilities
Handle walk-in customers and provide excellent customer service at the branch.
Understand customer requirements and provide appropriate banking products and services.
Assist customers with account opening, KYC, deposits, withdrawals, service requests and other branch transactions.
Generate new customer relationships through references, local market activities and customer interactions.
Identify customer needs and generate cross-selling opportunities for CASA, FD, Insurance, Mutual Funds, Loans, Credit Cards and other banking products.
Maintain and deepen relationships with existing customers to improve customer retention and business.
Support the branch in achieving business, sales and customer service targets.
Follow all KYC, AML, compliance and bank policies while servicing customers.
Coordinate with internal departments for timely resolution of customer queries and service requests.
Maintain accurate customer records and ensure high-quality service delivery.
Candidate Profile
Qualification: Graduate in any discipline.
Experience: Freshers and candidates with relevant banking/customer-service experience can apply.
Good communication and interpersonal skills.
Customer-oriented with a positive and professional attitude.
Good convincing, relationship-building and sales skills.
Basic knowledge of banking products and financial services preferred.
Comfortable working with sales targets and cross-selling.
Key Performance Areas
Customer Service + Relationship Management + New Customer Acquisition + Cross-Selling + Branch Business Development
Career Opportunity
This role provides an excellent opportunity to build a career in Branch Banking, with potential growth into Relationship Manager, Assistant Manager and Branch Banking roles based on performance.
Ideal Candidate: A graduate who enjoys interacting with people, understands customer needs, and is willing to build a career combining customer service and banking sales.