Branch Banking Executive

Planet Solutions; Bengaluru; On-site; INR 300,000 - 420,000; Full time

Job summary

Planet Solutions is seeking a motivated Branch Banking Executive for our Karnataka branch. The role centers on CASA and retail liabilities, enhancing customer engagement and delivering high-quality banking services.

The candidate will assist customers, promote products, build relationships, and ensure compliance in daily operations while supporting the branch team to achieve targets and superior service levels.

Qualifications

• Strong understanding of CASA and retail liabilities in banking.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced environment and manage multiple tasks.

Responsibilities

• Assist customers with banking needs and provide information on CASA and retail liabilities.
• Promote and cross-sell banking products to meet sales targets.
• Maintain relationships with customers and promptly address inquiries and issues.
• Collaborate with branch staff to ensure smooth operations and positive customer experience.
• Stay updated on banking regulations and compliance requirements.

Skills

CASA

Retail liabilities

Communication skills

Cross-selling

Customer service

Job description

We are seeking a motivated and customer-oriented Branch Banking Executive to join our team in Karnataka. The ideal candidate will play a crucial role in enhancing our retail banking services, focusing on CASA (Current Account and Savings Account) and retail liabilities. This position is essential for driving customer engagement and ensuring the delivery of high-quality banking services to our clients.

Key Responsibilities

• Assist customers with their banking needs, providing information on products and services related to CASA and retail liabilities.
• Promote and cross-sell banking products to enhance customer satisfaction and meet sales targets.
• Maintain strong relationships with customers, addressing their inquiries and resolving any issues promptly.
• Collaborate with branch staff to ensure smooth operations and a positive customer experience.
• Stay updated on banking regulations and compliance requirements to ensure adherence in all customer interactions.

Required Skills

• Strong understanding of CASA and retail liabilities in the banking sector.
• Excellent communication and interpersonal skills to engage effectively with customers.
• Ability to work in a fast-paced environment and manage multiple tasks efficiently.
• Customer-focused mindset with a passion for delivering exceptional service.
• Basic knowledge of branch banking operations and procedures.