Transaction banking

Company Description The Bank is a reputable financial institution offering a broad range of retail and corporate banking services. It is committed to delivering secure, efficient, and customer-centric solutions that support the financial goals of individuals and businesses. The organization emphasizes strong risk management, regulatory compliance, and ethical practices. Team members benefit from a professional environment that encourages continuous learning, career growth, and collaboration. The Bank invests in technology and innovation to improve transaction banking services and overall client experience.
Role Description The Transaction Banking role is a full-time, on-site position based in Pune District. The individual in this role will manage and support cash management, payments, collections, and other transaction banking services for corporate and business clients. Day-to-day responsibilities include handling client inquiries, processing and monitoring transactions, ensuring accuracy and compliance with internal policies and regulatory requirements, and coordinating with internal teams to resolve issues. The role involves preparing documentation, maintaining client records, and assisting with onboarding and implementation of transaction banking products. The individual will work closely with relationship managers to understand client needs, provide service updates, and contribute to the improvement of processes and service quality.
Qualifications
Candidates should possess strong Finance knowledge, including understanding of banking products, transaction services, and basic risk concepts.
Candidates should possess excellent Communication skills, including clear verbal and written communication and the ability to explain complex information in an accessible manner.
Candidates should possess Customer Service capabilities, including responsiveness, problem-solving, and a focus on building long-term client relationships.
Candidates should possess Credit awareness, with the ability to interpret basic credit-related information and support risk-conscious decision-making.
Candidates should possess Insurance awareness, with familiarity with insurance products relevant to banking clients and transaction-related coverage.
Additional beneficial qualifications include a bachelor’s degree in finance, business, economics, or a related field; proficiency with banking and payment systems; strong analytical and numerical skills; and attention to detail.
Ability to work collaboratively in a team, manage multiple tasks, and adapt to changing priorities in a fast-paced banking environment is highly valued.

Work arrangement
No