Personal Banker

Yes Bank Ltd.; Jalgaon; On-site; INR 250,000 - 450,000; Full time

Job summary

Yes Bank Ltd. in Jalgaon seeks an experienced Personal Banker to manage customer relationships and drive CASA growth. You will onboard customers, cross-sell financial products, and support branch operations while ensuring compliance and high service standards.

The role emphasizes target achievement, knowledge of banking procedures, and effective communication to assist customers with digital banking and daily banking needs.

Qualifications

• Graduation is mandatory.
• 1–5 years of experience in Banking/NBFC/CASA Sales/Customer Service.
• Candidates from Jalgaon, Raver, Yawal, Bhusawal, Savda preferred.
• Immediate joiners preferred.

Responsibilities

• Handle walk-in customers and assist with account queries.
• Drive CASA acquisition and cross-sell banking products.
• Manage customer relationships and educate on digital banking.
• Ensure complete documentation and compliance with KYC.
• Assist Branch Manager and RM team in daily branch activities.

Skills

Communication skills

Customer handling

Banking products knowledge

Sales & relationship management

Education

Graduation

Job description

Personal Banker (PB)

Location: Ainpur, Raver Taluka, Jalgaon

Department: Branch Banking

Role: Personal Banker / Customer Relationship Officer

Experience: 15 years (Banking / Financial Services)

Role Overview

The Personal Banker is responsible for managing customer relationships, driving CASA business, ensuring high service standards, and supporting branch banking operations. The role includes sales, service, crosssell, and compliance.

Key Responsibilities

1. Customer Service

• Handle walkin customers and assist with accountrelated queries.
• Provide prompt resolutions and maintain high service quality.
• Ensure smooth customer onboarding for savings and current accounts.

2. CASA Acquisition & Sales

• Drive CASA (Savings & Current Account) acquisition through open market, references, and branch leads.
• Crosssell banking products like FD, RD, insurance, digital banking, and debit card activation.
• Achieve monthly business targets assigned by the branch.

3. Relationship Management

• Maintain strong relationships with existing customers.
• Educate customers on digital banking channels (mobile app, net banking).
• Handle KYC updation, account servicing, and retention.

4. Operational Responsibility

• Ensure complete and accurate documentation.
• Coordinate with operations for account opening, KYC, and service requests.
• Follow all compliance & regulatory guidelines.

5. Branch Support

• Assist Branch Manager and RM team in daily branch activities.
• Participate in customer engagement, lead generation, and local marketing.

Required Skills

• Good communication and customerhandling skills.
• Basic knowledge of banking products and procedures.
• Ability to meet sales targets and manage customer relationships.
• Strong understanding of CASA, KYC, and branch operations.

Eligibility Criteria

• Graduation mandatory.
• Experience: 1 to 5 years in Banking / NBFC / CASA Sales / Customer Service.
• Candidates from Jalgaon, Raver, Yawal, Bhusawal, Savda preferred.
• Immediate joiners preferred.