Field Bank Staff – Corporative social Responsibility (CSR) Job DescriptionJob Title
Field Bank Staff – Corporative social Responsibility (CSR)
Job Summary
The Field Bank Staff – Corporative social Responsibility(CSR) is responsible for providing banking services to customers in the field, promoting the bank's products and services, assisting with account-related activities, and ensuring excellent customer service. The role involves visiting customers, acquiring new clients, supporting financial inclusion initiatives, and maintaining compliance with banking policies and regulatory requirements.
Key Responsibilities
- Visit customers and communities to promote the bank's services.
- Acquire new customers and assist with opening savings, current, and other eligible accounts.
- Educate customers on banking digital banking services, and financial literacy.
- Support loan application processing by collecting and verifying customer information and documentation.
- Assist customers with deposits, withdrawals, fund transfers, and other banking-related services as authorized.
- Conduct customer identification and Know Your Customer (KYC) verification in accordance with bank policies.
- Maintain accurate customer records and ensure timely submission of required documents.
- Build and maintain strong relationships with customers to improve satisfaction and retention.
- Address customer inquiries and resolve service issues promptly or escalate them when necessary.
- Meet assigned customer acquisition, service quality, and business development targets.
- Prepare daily field activity reports and maintain accurate records of customer interactions.
- Ensure compliance with banking regulations, internal policies, and confidentiality requirements.
Qualifications
- Bachelor's degree in Business Administration, Finance, Commerce, Economics, or a related field.
- 2–3 years of experience in banking, customer service, sales, or field operations is preferred.
- Familiarity with banking products, KYC requirements, and customer service practices.
- Proficiency in Microsoft Office and basic banking systems is an advantage.
Skills & Competencies
- Excellent communication and interpersonal skills.
- Strong customer service orientation.
- Sales and relationship-building abilities.
- Attention to detail and accuracy.
- Good problem-solving and organizational skills.
- Ability to work independently and meet targets.
- Basic computer and mobile application skills.
- Integrity, professionalism, and confidentiality.
Key Performance Indicators (KPIs)
- Number of new customer accounts opened.
- Achievement of customer acquisition and service targets.
- Customer satisfaction and retention.
- Accuracy and completeness of KYC and documentation.
- Timely submission of field reports.
- Compliance with banking policies and regulatory requirements.
- Quality of customer relationships and community engagement.
Working Conditions
- Primarily field-based with regular travel to customer locations and communities.
- Frequent interaction with customers, branch staff, and local stakeholders.
- Flexible working hours based on operational and customer requirements.
- May require participation in financial inclusion campaigns, marketing events, and community outreach programs.
Pay: ₹15,000.00 - ₹25,000.00 per month
Work Location: In person
