A Banking Assistant provides frontline customer service and administrative support in a bank branch, managing transactions like deposits, withdrawals, and loan processing. They verify financial data, maintain client records, educate customers on products, and assist with daily operations to ensure regulatory compliance.
Key Responsibilities
Customer Service: Greeting customers, answering inquiries, and resolving issues to ensure satisfaction.
Transaction Processing: Handling deposits, withdrawals, payments, and cashing checks accurately.
Administrative Support: Maintaining, filing, and processing documents like loan applications and KYC records.
Sales & Promotion: Educating customers on banking products and assisting in selling services.
Operational Support: Reconciling daily transactions, managing cash, and aiding with branch opening/closing.
T Bank Ltd +5
Required Skills and Qualifications
Education: A bachelor's degree in commerce, business administration, or related fields is typically required.
Communication: Excellent verbal and written communication for customer interaction.
Technical Skills: Proficiency in MS Office (Excel, Word) and banking software.
Attributes: Strong attention to detail, accuracy, and strong organizational skills.
Experience: Prior experience in banking or financial services is often preferred.
VelvetJobs +4
Work Environment
Banking assistants usually work regular business hours, though some weekends or extended hours may be required. They work in offices or call centers and must maintain the highest levels of confidentiality