Branch Service Partner

YES BANK Ltd. ISO 9001

Branch Service Partner



Experience: 2 - 6 years

Location: Delhi


Job description:

Core Responsibilities

Account Opening Maintenance:

Processes account opening, account maintenance account closure related formalities as per YBL process

Handles customers enquiries and instructions, whilst ensuring that the Bank s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc.

Ensures adherence to process documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.)

Ensures pro-active sustained liaison with NOC, Product, Sales RM, etc. where required

Maintains strict vigilance on the quality of forms and documentation provided

Ensures timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals.



Ensures proper scrutiny of all transactional documents submitted by the customer vis- -vis branch checklist to ensure all that all necessary documents are submitted by the customer.

Addresses and resolves all transaction related enquiries

Ensures strong monitoring of all transactions


Service Quality:

Ensures that adequate records data pertaining to customer queries and complaints is maintained analyzed for achieving greater process efficiency

Ensures daily / weekly monitoring analyses of various data points reports that have bearing on Customer Service process adherence.

Coordinates with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction.

Ensuring collection of CSS forms on periodic basis and sent to NOC.

Implementation of 5S, ISO 9001:2000, Six Sigma standards meet/exceed set quality parameters conforming to the standards.

Audit Compliance:

follows all process, policies as per guidelines audit rating of the branch

Ensures comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective

Attends to any audit findings and resolves them immediately as applicable


Maintains highest levels of discipline (punctuality, attendance, grooming standards etc) in the office

Ensures timely escalation of issues that is impacting business and possible solutions to address the concerns to the BSDL.

Manages Local Vendors /agency relationships to ensure smooth execution of transaction

Completes Branch upkeep maintenance and control over the cost


Self-Management Responsibilities

Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.

Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.

Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.

Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.

Risk and Internal Control Responsibilities

Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.

Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.


RoleOperations Officer

Industry TypeBanking, Financial Services, Broking

Functional AreaFinancial Services, Banking, Investments, Insurance

Employment TypeFull Time, Permanent

Role CategoryOperations/Processes/Finance/Legal


UG :Any Graduate in Any Specialization


About Company

YES BANK is India's fifth largest private sector Bank, founded by Rana Kapoor in 2004. Yes Bank is the only Greenfield Bank licence awarded by the RBI in the last two decades

Company Info: