5 Account Processing Jobs

Key Responsibilities: Handle daily branch operations including cash transactions, account processing, and customer service Ensure adherence to banking policies and regulatory guidelines Assist customers with their queries and resolve issues efficiently Maintain accurate records of transactions and operations Support branch staff and assist in training new team members Identify and report operational risks or discrepancies Prepare routine reports related to branch operations Requirements: Experience in banking operations or similar roles Good knowledge of banking products and procedures Strong attention to detail and accuracy Good communication and interpersonal skills Ability to work under pressure and meet deadlines Bachelor's degree preferred but not mandatory Soft Skills: Organized and responsible Customer-focused and professional Problem-solving mindset Team player and proactive attitude

Key Responsibilities: Handle daily branch operations such as cash transactions, account processing, and customer service Ensure compliance with banking policies and regulatory requirements Assist in resolving customer queries and issues promptly Support the Branch Manager and Deputy Manager in operational tasks Maintain accurate records and prepare reports as needed Identify and report operational risks or discrepancies Coordinate with other teams for smooth service delivery Requirements: Experience in banking operations or related field Good understanding of banking products and processes Attention to detail and accuracy Strong communication and interpersonal skills Ability to work well in a team and handle pressure Bachelor's degree preferred but not mandatory Soft Skills: Organized and responsible Customer-friendly attitude Problem-solving skills Reliable and proactive

We are looking for a skilled Operations Officer to join our Account Processing Unit team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with expertise in account processing and operations management. Roles and Responsibility Manage and process accounts payable and receivable transactions efficiently. Ensure accurate and timely completion of operational tasks. Collaborate with internal teams to resolve operational issues and improve processes. Develop and implement process improvements to boost productivity and efficiency. Maintain high standards of customer service and respond to customer inquiries. Analyze operational data to identify areas for improvement and optimize processes. Job Requirements Strong knowledge of account processing and operations management principles. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficient in Microsoft Office and other operational software applications. Strong analytical and problem-solving skills. Ability to maintain confidentiality and handle sensitive information. Experience working in the BFSI industry is preferred.

Role & responsibilities Job description 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 Banks 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 timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. Transactions: 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 Coordinates with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. 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 Preferred candidate profile *** Need Relevant Experience into Personal Banking Sales / Customer Service / Account Operations Location- Thane / Navi Mumbai /Kalyan Interested Candidates Directly Reach out at muskan.jain@v-konnect.com Call /WhatsApp on 9518113213 Regards Muskan Jain V-konnect Associates Gurgaon

Role & responsibilities Job description 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 Banks 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 timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. Transactions: 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 Coordinates with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. 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 Preferred candidate profile *** Need Relevant Experience into Personal Banking Sales / Customer Service / Account Operations Location- Thane / Navi Mumbai /Kalyan Interested Candidates Directly Reach out at soniya.gupta@v-konnect.com Call /WhatsApp on 8719887767 Regards Soniya Gupta-TA V-konnect Associates Gurgaon