The incumbent of the position is responsible for extending the timely and quality administrative support to the Branch Management, sorting, organizing and management of branch documents including customer files and title deeds. Branch Assistant has back office role and works very closely with branch clerks to ensure that branch documentations and filing is well organized. Branch Assistant is also responsible for scanning hard copy documents in the branch and make sure proper arrangement of the documents after scanning.

Branch Assistant will also work very closely with Archive Unit in Head Office to ensure old documents are archived on timely basis so that enough space is available in the branch. Branch Assistants also identifying the branch stationary needs and collaborating with Branch Clerk for addressing the logistics issues in a timely manner, collaboration with logistics for timely procurement and logistics services, etc.

Duties & Responsibilities

• Sort, organize, management and archive all branch hard copy documents including but not limited to customer files and title deeds.
• Scan all the documents like account opening forms, loan application forms, Online Banking forms, remittances and other documents for sending to centralized account opening Unit, Centralized Credit Admin Unit, Alternative Delivery channel Unit and Payment Unit in Head Office.
• Creating KYC number and CIF in Flexcube after receiving complete documents from CRO/Saving Officer/Account Officer.
• Organize title deeds in the branch and make sure no one else should have access to sensitive documents without written approval of Branch Manager or his designate as per archive policy and procedures.
• Keep and maintain branch archive keys to protect documents.
• Fill handover forms and making sure written approval is there for any handover of title deed to any staff.
• Fill the forms for the physical movement of the documents and make sure authorized signature is completed for physical movement and handover of documents.
• Manage Branch admin and logistical needs in coordination with Operation and Professional Services Department.
• Assist the DBM for Credit Committee Meeting documentations and help with printing client loan contracts.
• Assist the CRO, Relationship Officer, Account Officer and other front-line staff in updating KYC process of customers by scanning the documents and sending to relevant Head Office Unit.
• Making sure that branch archive and records are kept clean.
• Any other task assigned by the respective supervisor/s.