Private Banking Professional

CFServ
  • Hyderabad, Dehradun, Erode, Hubli, Lucknow, Ludhiana, Patna, Surat, Noida, Ghaziabad, Faridabad, Navi Mumbai, Candolim
  • Confidential
  • 1-8 years
  • 311 Views
  • 19 May 2015
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  • Sales/ Business Development/ Account Management, Customer Service

  • Banking - Retail, Financial Services/ Capital Markets, Banking - Corporate
Job Description

Provides daily administrative and clerical assistance to the assigned department (Private Banking) in the areas of loans, deposits and account servicing Provides excellent customer service on the phone and in person by answering inquiries promptly and courteously. Works with the Department Manager and Officers to open new and service existing accounts. Cross-sells products and services. Maintains Daily Transaction Journal and New Loan Report. Reviews loan documentation and sends to customer. Provides administrative and clerical support to team members as needed; creates and maintains filing system and coordinates special projects. May accompany Officers on customer calls. Coordinates customer service process with various bank departments to ensure timely resolution of issues and problems. Adheres to compliance, security, state and Federal regulations, bank policies, procedures and goals. Provides research on loan and deposit accounts as needed. May train or assist other Banking Assistants.


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CFServ