BANKING ASSISTANT

Covaicareers.com; Coimbatore District; On-site; INR 250,000 - 380,000; Full time

Job summary

Covaicareers.com is seeking a detail-oriented finance professional to handle routine banking transactions, customer inquiries, and documentation compliance in a fast-paced environment.

The role requires a bachelor’s degree in finance or related field, strong communication skills, and proficiency with Excel and banking software. You will balance cash, maintain records, and support administrative tasks as part of a growing team.

Qualifications

• Bachelor's degree in finance, business, or a related field.
• Strong interpersonal and communication abilities to build rapport with clients.
• Proficiency with Microsoft Office (Excel and Word) and basic banking software.
• High accuracy in handling numbers and balancing funds.

Responsibilities

• Process routine financial transactions including deposits, withdrawals, and loan payments.
• Answer client queries and resolve basic account discrepancies.
• Maintain accurate records and documentation in compliance with bank regulations and Know Your Customer (KYC) standards.
• Balance cash drawers daily and manage cash inventory.
• Provide administrative support such as data entry, filing, and managing correspondence.

Skills

Interpersonal skills

Communication

Customer service

Attention to detail

Computer literacy

Education

Bachelor's degree in finance or related field

Tools

Microsoft Excel

Banking software

Job description

Key Responsibilities

• Process routine financial transactions including deposits, withdrawals, and loan payments.

Key Responsibilities

• Process routine financial transactions including deposits, withdrawals, and loan payments.
• Answer client queries and resolve basic account discrepancies.
• Maintain accurate records and documentation in compliance with bank regulations and Know Your Customer (KYC) standards.
• Balance cash drawers daily and manage cash inventory.
• Provide administrative support such as data entry, filing, and managing correspondence.

Required Qualifications & Skills

• Education: bachelor’s degree in finance, business, or a related field.
• Customer Service: Strong interpersonal and communication abilities to build rapport with clients.
• Technical Skills: Computer proficiency, including familiarity with Microsoft Office (Excel and Word) and internal banking software.
• Attention to Detail: High accuracy in handling numbers, balancing funds