Banking Officer

Skillventory; Angul, Khordha, Balasore; On-site; INR 250,000 - 400,000; Full time

Job summary

Skillventory is seeking professionals in Odisha to drive customer acquisition for CASA and liability accounts, while promoting third-party financial products. The role involves handling customer inquiries, processing banking services, and ensuring accurate cash handling and record-keeping.

You will also work towards achieving sales targets with diligence toward KYC and regulatory requirements. The position emphasizes strong customer-facing skills, integrity, and adherence to bank policies, with

Qualifications

• Experience in opening new accounts and promoting banking products.
• Ability to handle customer inquiries and resolve complaints.
• Familiarity with KYC norms and banking policies.

Responsibilities

• Acquire customers for current and savings accounts through various channels.
• Cross-sell third-party financial products like insurance and mutual funds.
• Provide customer service and assist with banking and loan processing.
• Handle teller duties if assigned, including deposits and withdrawals.
• Meet monthly and quarterly sales targets.
• Ensure compliance with bank policies and regulatory guidelines.

Skills

Customer Acquisition

Cross-Selling

Customer Service

Operations & Cash Handling

Target Achievement

Compliance

Job description

Role & responsibilities

• Customer Acquisition: Open new CASA (Current Account/Savings Account) and liability accounts through cold calling, market visits, and walk-ins.
  
• Cross-Selling: Promote and sell third-party financial products like life insurance, health insurance, and mutual fund SIPs.
  
• Customer Service: Handle client inquiries, resolve complaints, and assist with processing banking and loan services.
  
• Operations & Cash Handling: Process deposits, withdrawals, and maintain accurate transaction logs (if assigned to teller/money officer duties).
  
• Target Achievement: Meet or exceed monthly and quarterly performance sales scorecards.
  
• Compliance: Ensure all procedures strictly follow bank policies, KYC norms, and regulatory guidelines.