branch associate

Bank of Marin

<div>Bank of Marin, voted by our employees as one of the &quot;Best Places to Work&quot; in the North Bay Business Journal, is seeking a Branch Services Associate II to join our Operations team in Novato, California. 
In a team-oriented environment, the Branch Services Associate II plays a vital role in maintaining our commitment to compliance and operational excellence. You will serve as the go-to resource for our branch network, offering expert guidance on bank policies, procedures, and regulatory requirements. You will also ensure our branches are equipped with the knowledge and resources to deliver exceptional customer service, acting as the primary point of contact for both internal and external inquiries. Your responsibilities will include assisting with the maintenance of operational and new account manuals, as well as providing crucial support to the Department Manager by managing reports and logs related to branch operations.
Job Skill Level:<ul><li>
Strong knowledge of bank operations, policies, and procedures.</li><li>
Knowledge of applicable operating and computer systems.</li><li>
Basic understanding of banking laws and regulations.</li><li>
Knowledge and ability to perform new account &lsquo;opening&rsquo; process which includes establishing a new customer relationship on core banking system.</li><li>
Knowledge and ability to collect necessary supporting signatures and required documentation when establishing any new account relationship.</li><li>
Proficient in Microsoft Word, Excel, and Outlook.</li><li>
Ability to professionally communicate in writing in a clear and concise manner with internal and external clients.</li></ul>
Professional Experience:<ul><li>
2 - 4 years related experience and/or training</li></ul>
Educational/Professional Experience:<ul><li>
High school diploma or general education degree (GED) and/or one year certificate from college or technical school; or equivalent combination of education and experience.</li></ul>
The hiring hourly pay range for this position is $28.60 to $38.61. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level.
The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process.
Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability</div>

Branch Services Associate II

IDFC FIRST Bank

<div>
 
 Job Requirements
 
 
 
 
 Job Description
 
 
 
 
 Job Title &ndash;
 
 Associate Relationship Officer
 
 
 
 Business Unit
 
 &ndash; Retail Banking-Rural Banking
 
 
 
 Function
 
 - Rural Sales
 
 
 
 Job Purpose
 
 
 
 The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in identifying Business owners / entrepreneurs in the defined catchment and assessing their business loan needs. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
 
 
 
 Responsibilities
 
 
 
 
 Roles &amp; Responsibilities:
 
 
 
 <ul>
 <li>
 Manage zoning activity to map household needs in villages and areas allocated
 </li>
 <li>
 Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets
 </li>
 <li>
 Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements
 </li>
 <li>
 Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer
 </li>
 <li>
 Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship
 </li>
 <li>
 Nudge behavioral changes in customers to drive them towards online banking
 </li>
 <li>
 Maintain high collections efficiency through discipline and drive
 </li>
 <li>
 Monitor preparation of accurate documentation of loans and saving account.
 </li>
 <li>
 Coordinate with operations officer to ensure timely and accurate data entry
 </li>
 <li>
 Ensure compliance as per the bank requirements
 </li>
 <li>
 Conduct field audits and customer verifications to ensure high quality of accounts
 
 
 </li>
 </ul>
 '-Maintain knowledge on all bank products, credit standards, services and trends and provide efficient customer services.
 
 
 <ul>
 <li>
 Recommend process changes in order to improve service efficiency and quality across the branch network
 </li>
 <li>
 Provide support for implementation of livelihood advancement and community development initiatives.
 
 
 </li>
 </ul>
 
 Educational Qualifications
 
 
 
 12th &ndash;Any
 
 
 Graduation-Any
 
 
 Post Graduation-Optional
 
 
 
 Experience
 
 
 
 0-1 years of relevant branch banking experience, fresher&rsquo;s can apply.
</div>

Associate Relationship Officer

<div>
 
 Job Requirements
 
 
 
 
 Job Description
 
 
 
 
 Job Title &ndash;
 
 Associate Relationship Officer
 
 
 
 Place of work
 
 -Karnataka/Chhattisgarh/Odisha/Rajasthan/Gujarat/Madhya Pradesh/Andhra Pradesh
 
 
 
 Business Unit
 
 &ndash; Retail Banking-Rural Banking
 
 
 
 Function
 
 - Rural Sales
 
 
 
 Job Purpose
 
 
 
 The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in identifying Business owners / entrepreneurs in the defined catchment and assessing their business loan needs. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
 
 
 
 Responsibilities
 
 
 
 
 Roles &amp; Responsibilities:
 
 
 
 <ul>
 <li>
 Manage zoning activity to map household needs in villages and areas allocated
 </li>
 <li>
 Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets
 </li>
 <li>
 Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements
 </li>
 <li>
 Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer
 </li>
 <li>
 Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship
 </li>
 <li>
 Nudge behavioral changes in customers to drive them towards online banking
 </li>
 <li>
 Maintain high collections efficiency through discipline and drive
 </li>
 <li>
 Monitor preparation of accurate documentation of loans and saving account.
 </li>
 <li>
 Coordinate with operations officer to ensure timely and accurate data entry
 </li>
 <li>
 Ensure compliance as per the bank requirements
 </li>
 <li>
 Conduct field audits and customer verifications to ensure high quality of accounts
 
 
 </li>
 </ul>
 '-Maintain knowledge on all bank products, credit standards, services and trends and provide efficient customer services.
 
 
 <ul>
 <li>
 Recommend process changes in order to improve service efficiency and quality across the branch network
 </li>
 <li>
 Provide support for implementation of livelihood advancement and community development initiatives.
 
 
 </li>
 </ul>
 
 Educational Qualifications
 
 
 
 12th &ndash;Any
 
 
 Graduation-Any
 
 
 Post Graduation-Optional
 
 
 
 Experience
 
 
 
 0-1 years of relevant branch banking experience, fresher&rsquo;s can apply.
</div>

<div>
 
 Job Requirements
 
 
 
 
 Job Description
 
 
 
 
 Job Title &ndash;
 
 Associate Relationship Officer
 
 
 
 Place of work
 
 -Karnataka/Chhattisgarh/Odisha/Rajasthan/Gujarat/Madhya Pradesh/Andhra Pradesh
 
 
 
 Business Unit
 
 &ndash; Retail Banking-Rural Banking
 
 
 
 Function
 
 - Rural Sales
 
 
 
 Job Purpose
 
 
 
 The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in identifying Business owners / entrepreneurs in the defined catchment and assessing their business loan needs. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
 
 
 
 Responsibilities
 
 
 
 
 Roles &amp; Responsibilities:
 
 
 
 <ul>
 <li>
 Manage zoning activity to map household needs in villages and areas allocated
 </li>
 <li>
 Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets
 </li>
 <li>
 Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements
 </li>
 <li>
 Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer
 </li>
 <li>
 Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship
 </li>
 <li>
 Nudge behavioral changes in customers to drive them towards online banking
 </li>
 <li>
 Maintain high collections efficiency through discipline and drive
 </li>
 <li>
 Monitor preparation of accurate documentation of loans and saving account.
 </li>
 <li>
 Coordinate with operations officer to ensure timely and accurate data entry
 </li>
 <li>
 Ensure compliance as per the bank requirements
 </li>
 <li>
 Conduct field audits and customer verifications to ensure high quality of accounts
 
 
 </li>
 </ul>
 '-Maintain knowledge on all bank products, credit standards, services and trends and provide efficient customer services.
 
 
 <ul>
 <li>
 Recommend process changes in order to improve service efficiency and quality across the branch network
 </li>
 <li>
 Provide support for implementation of livelihood advancement and community development initiatives.
 
 
 </li>
 </ul>
 
 Educational Qualifications
 
 
 
 Graduation-Any
 
 
 Post Graduation-Optional
 
 
 
 Experience
 
 
 
 0-1 years of relevant branch banking experience, fresher&rsquo;s can apply.
</div>

United Arab Bank

<div>
 
 
 Job Purpose
 
 :
 
 
 
 
 
 The Teller is responsible for delivering efficient, accurate, and courteous service to customers by managing daily teller operations, including cash transactions, deposits, withdrawals, and other banking services. This role ensures strict adherence to the bank&rsquo;s policies, procedures, and regulatory requirements to protect customer information and assets while handling large volumes of cash. The Teller plays a key role in mitigating operational risks and contributes to a positive customer experience by addressing inquiries, resolving issues promptly and promoting the bank&rsquo;s products and services as appropriate, ensuring the overall success of branch banking services.
 
 
 
 
 
 
 Principal Accountabilities
 
 :
 
 
 
 
 
 
 Customer Service
 
 :
 
 
 Deliver high-quality, courteous, and efficient service to customers, ensuring a positive banking experience. Act as the first point of contact, providing a professional and welcoming environment. Address customer inquiries, resolve issues promptly and escalate complex concerns to appropriate channels as needed, while promoting the bank&rsquo;s products and services. Treat customers fairly and ensure to adherence to CPR regulation and specially handling people of determination and customer complaints.
 
 
 
 
 
 
 Transaction Processing
 
 :
 
 
 Accurately process a range of customer transactions, including deposits, withdrawals, transfers, loan/financing payments, checking cash, ATM posting, clearing cheques, post-dated cheques (PDC), PDC cancellations, transfer cheques, demand posting, ATM dispute resolution, ATM shortage handling, reconciliation, special clearing, end-of-day balancing, and cash and transaction reporting. Ensure compliance with the bank&rsquo;s policies and procedures align with regulatory requirements.
 
 
 
 
 
 
 Cash Handling and Balancing
 
 :
 
 
 Manage cash transactions, ensuring accurate handling of large volumes of cash. Monitor cash levels in teller drawers and balance cash at the beginning and conduct end-of-day cash balancing and promptly reporting and resolving any discrepancies. Check for counterfeit notes and follow procedures to handle suspected counterfeit currency in line with bank policy and regulatory guidelines. Ensure adherence to the bank&rsquo;s processes on all transactions, including counterfeit note detection, transaction thresholds for cash deposits, vault procedures and other applicable guidelines.
 
 
 
 
 
 
 Compliance and Risk Management
 
 :
 
 
 Ensure strict compliance with bank policies, procedures, and regulatory requirements, including all Central Bank regulations, to protect customer information and assets. Identify and report suspicious transactions or potential fraud in line with the bank&rsquo;s anti-money laundering (AML), know your customer (KYC), and risk management procedures. Adhere to all guidelines to ensure timely account or asset closures and meet the required turnaround time (TAT). Ensure compliance to CBUAE regulations at all times as applicable.
 
 
 Compliance and Adherence to Consumer Protection Regulation and Standards:
 
 <ul>
 <li>
 Ensure that CPR guidelines are being followed 100% at all times. Any breach identified is reported to Head of Consumer Protection immediately.
 </li>
 <li>
 Ensure all trainings related to CPR are completed. This also includes Islamic banking and Sharia training.
 </li>
 <li>
 Ensure adherence to the guideline for people of determination and vulnerable people.
 </li>
 <li>
 Ensure customer complaints are logged and resolved on timely basis.
 </li>
 </ul>
 
 
 
 
 
 Record Keeping and Documentation
 
 :
 
 
 Maintain accurate records of transactions and ensure proper documentation of all activities. Follow internal procedures for filing and reporting as per the bank&rsquo;s standards for audits and compliance.
 
 
 
 
 
 
 Cross-Selling and Recommendation
 
 :
 
 
 Identify customer needs and recommend the bank&rsquo;s products and services that may enhance the customer&rsquo;s banking experience. Refer customers to branch manager or specialized departments when appropriate.
 
 
 
 
 
 
 Team Collaboration
 
 :
 
 
 Work collaboratively with branch staff to support overall branch operations and customer satisfaction. Communicate effectively with team members, sharing insights and information to improve processes and address any customer issues collectively. Foster a positive work environment by supporting colleagues and contributing to a team-focused culture.
 
 
 
 
 
 
 Continuous Improvement
 
 :
 
 
 Actively participate in training and development programs to enhance knowledge of bank products, policies, and customer service standards. Provide feedback to improve processes and customer service delivery with an emphasis on compliance, risk management, and customer protection.
 
 
 
 
 
 
 Job Requirements (Qualifications/Experience)
 
 :
 
 
 
 
 <ul>
 <li>
 Minimum high school diploma or a bachelor&rsquo;s degree in finance, business administration or any related field is preferred.
 </li>
 <li>
 Minimum 1 year of experience in a cash-handling role, experience in banking or financial services is preferred.
 </li>
 </ul>
 
 
</div>

Teller, Branch Banking - Dubai, Retail Banking (Emirati Talent)

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Teller, Branch Banking - Dubai, Retail Banking (Emirati Talent)