A Scale-I Generalist officer is also known as a Circle Based Officer (CBO) who is appointed in one of the circles or states of SBI. A CBO is an Assistant Manager of Scale I in the bank who is responsible for handling customer relations, business development, and banking operations at the branch level.
SBI CBO Screening Process
Important parts of Job Profile
- Date of joining
- Currently working or not
- Current job duties – Customer handling, front desk, Sales, Field officer (Should be related to SBI CBO)
SBI CBO Job Profile Format
- MBA in Finance from ABC University, 2022, 8.5 CGPA
- B.Com (Hons.) from XYZ College, 2020, 75%
- Class XII from PQR School, 2018, 85%
- Certified Financial Analyst (CFA) Level I, 2021, CFA Institute
- Certificate Course in Banking Operations, 2020, Indian Institute of Banking and Finance
- Assistant Manager at LMN Bank, June 2022 - Present
- Sanctioned loan packages for retail and corporate customers
- Managed the core branch functions such as account opening, cheque book issuance, cash management, etc.
- Implemented the bank policies and ensured compliance with the regulatory norms
- Maintained good customer relations and resolved their queries and grievances
- Junior Executive at RST Finance, January 2021 - May 2022
- Performed financial analysis and prepared reports for various clients
- Assisted in the preparation of budgets and forecasts
- Handled the accounting and taxation work of the firm
- Handled the loan portfolio of the branch and achieved a growth of 15% in the disbursement and recovery of loans
- Conducted a market research and feasibility study for launching a new product in the rural segment
- Prepared a business plan and financial model for a startup company and helped them secure funding from investors
- Proficient in MS Office, Tally, and banking software
- Knowledge of banking products, services, and regulations
- Ability to work under pressure and meet deadlines
- Good communication, interpersonal, and leadership skills
- I hereby declare that the information given above is true and correct to the best of my knowledge and belief.
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