Common Duties and Maintenance of Register in SB Counter | CBS Manual

3.Distribution of Work
 The work in the SB Branch of a Head Post Office should be distributed in the following manner:-
1) The common duties of the SB branch as mentioned below should be assigned to one person who may be given other duties also so as to utilize him fully.

(i) Receipt and distribution of dak.
(ii) Maintenance of statistics and preparation of statements.
(iii) Maintenance of the register of undelivered pass books.
(iv) Maintenance of the files of instructions and circulars.
(v) Settlement of objections.
(vi) Deceased claim cases.
(vii) Correspondence including complaints.
(viii) Maintenance of Register relating to transfer of accounts.
(ix) Issue of ATM debit cards and maintaining related registers
(x) Delivery of Welcome KIT to the depositors

 Note: - Postmaster can assign some of these duties to Counter Assistant.
2) Each of the remaining Assistants should be given rest of the Savings Bank work to be determined on the average number of transactions, such as: -

(i) Maintenance of Savings Bank Accounts.
(ii)Maintenance of Account Opening Forms (AOF) and KYC documents for accounts opened.
(iii)Transfer of accounts and maintenance of registers as well as KYC documents of accounts transferred.
(iv) Entry of interest in pass books belonging to EDBOs and Pass Book Printing.
(v) Revival of silent accounts and maintenance of register and separate guard file to keep the KYC documents of customers of such accounts.
(vi) Issue of fresh/duplicate passes books.
(vii) Maintenance of Index to Preliminary receipts (SB-26) issued by the ED Branch Post Offices.
(viii) Issue of sanction of withdrawals and closure of accounts of /EDBOs.
Note: -The list given above is not exhaustive and covers some of the salient points only.
3) Statistical Registers: All reports and statistical registers shall be maintained by the FINACLE CBS Software except those which have been specifically mentioned for manual maintenance.

Post a Comment

Previous Post Next Post

Most Visited

Search Content of www.potools.blogspot.com @