Job Description

Key Summary: \xc3\x98 Handling Bank and Cash transactions of multiple companies \xc3\x98 Bank Reconciliations \xc3\x98 Cash Reconciliations \xc3\x98 Cash Flow Management \xc3\x98 Reporting to Management \xc3\x98 Good Accounting Knowledge etc. Roles and Responsibilities: \xc3\x98 Achieve sustained revenue improvement in loans, annuities and deposit accounts every month at bank. \xc3\x98 Manage a customer portfolio, which includes servicing business relationships and cross-selling business banking products and services. \xc3\x98 Lead major initiatives in 3concurrent roles successfully manage affluent personal and business portfolio to proactively cross-sell additional products and services. \xc3\x98 Work with clients to resolve operational cash management issues in relation to select treasury management products. \xc3\x98 Serve on the holding company compliance committee responsible for identifying and implementing PC base loan origination systems. \xc3\x98 Initiate, review, and prepare all consumer and small business loan requests from origination to closing. \xc3\x98 Service the ATM, order cash and ship cash for the branch, verify and process night deposit bags. \xc3\x98 Inform customers of procedures for applying for services such as ATM cards, direct deposit, and certificate of deposits. \xc3\x98 Offer as well as advised clients on securities purchases and transactions regarding individual stocks, bonds, and mutual funds. \xc3\x98 Maintain qualifications need to hold securities licenses. \xc3\x98 Assess patient financial requirements and advise patients on insurance benefits, co-pays and financial obligations. \xc3\x98 Secure and obtain accurate patients demographics, financial information, and maintain confidentiality on all patient records. \xc3\x98 Acquire, retain and expand new and existing customer long-term relations through identifying cross-sell opportunities and partner referrals. \xc3\x98 Profile customers to determine financial needs and cross-selling banking services and products including investment opportunities, deposit-base, and fee-based products. \xc3\x98 Provide notary service upon request. Experience: 3 to 5 years Salary: 3,00,000 to 3,50,000 lakhs per annum Job Type: Full-time Salary: 300,000.00 - 350,000.00 per year Schedule:

• Day shift

Experience:

• total work: 3 years (Preferred)

Ability to Commute:

• Bengaluru, Karnataka (Preferred)

Ability to Relocate:

• Bengaluru, Karnataka: Relocate before starting work (Preferred)

Speak with the employer
+91 6369113543