Branch Operations Associate

Job Description

Banking Operations Executive

Experience

0–2 Years

Employment Type

Full-Time

About the Role

We are looking for a detail-oriented Banking Operations Executive to support branch documentation, maintain customer records, verify banking forms, and coordinate service requests. The ideal candidate should have good communication skills, proficiency in MS Excel, and the ability to ensure accurate documentation and timely processing of operational tasks.

Key Responsibilities

Support branch operations by maintaining and organizing banking documentation.

Verify customer forms and documents for completeness and accuracy.

Maintain customer-service records, operational trackers, and internal databases.

Coordinate with branch staff and relevant departments to process customer service requests.

Update internal systems with accurate customer and service-request information.

Prepare daily transaction-support reports and service-request summaries.

Identify missing information, documentation errors, and data discrepancies.

Track pending requests and follow up to ensure timely resolution.

Escalate unresolved cases to the appropriate department according to internal procedures.

Maintain the confidentiality and security of customer information while following banking policies.

Required Skills

Documentation, Customer Handling, MS Excel, Data Verification, Banking Operations, Record Management, Communication Skills, Data Entry, Reporting, Attention to Detail, Problem-Solving, and Time Management.

Eligibility Criteria

0–2 years of experience in banking operations, documentation, back-office support, or a related field.

Freshers are welcome to apply.

Basic understanding of banking documentation and operational procedures.

Working knowledge of MS Excel and computer applications.

Good written and verbal communication skills.

Strong organizational skills and attention to detail.

Ability to manage multiple requests and maintain accurate records.

Pay

₹240,000.00 - ₹400,000.00 per year

Work Location

In person