Reference Letter Sample

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________ Branch

Date: September 10, 2018

TO WHOM IT MAY CONCERN

This is to certify that Mr. _____________, Son Of Mr. __________, residing at


________________________ is a permanent employee of __________ Bank. His job involves
providing deposit, investment and loan products and services to the customers.

Details of his employment are as follows:-

Designation – Officer in JMG Scale 1

Date of Appointment – 21st of May 2015

Type of Employment – Permanent, Full Time Employee

Job Duration – 44 hours per week

ID card Number (Employee Code) –

Present place of Posting – ______ Bank, ________ Branch


Address:

Reporting Manager – Mr. ____________

Gross Annual Salary – Rs.

Duties and responsibilities handled by Mr. ____________ are as follows:-

⮚ Opening of new personal and non-personal accounts, and providing access to


Debit/ATM cards, mobile banking, Cheque Book and Internet banking services.

⮚ Maintenance of Safe Deposit Lockers in the Bank including opening/closing of lockers


and locker fee deduction and reconciliation.

⮚ Promotion and sale of deposit products, investment, loan and advance products and
services.

⮚ Interviewing of applicants for various loans/advances for the purpose of Education,


Personal or Business needs.

⮚ Assisting to the financial needs of the clients by proposing solutions to business


expansion, debt management, investment and other financial goals.

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⮚ Passing/authorizing of cheques, debit/credit vouchers. Electronic Voucher Verification
and keeping record of various financial reports and Business Parameters.

⮚ Research and evaluate loan applicant's financial status, references, credit score and
ability to repay the loan and forward the recommendations of approval or rejection to
the branch manager.

⮚ Complete credit and loan documentation.

⮚ Promotion of financial inclusion and 3rd party products like Insurance and Government
Bond Schemes.

⮚ Review and update credit/loan files and monthly Stock Statements of Cash Credit
Accounts.

⮚ Act as joint custodian for cash and securities.

This certificate has been issued on the specific request of the Employee. Please feel free to
contact us for any further clarification or information.

Warm Regards,

___________________
Senior Manager
__________ Bank, ___________ Branch
Address:
Mobile No:
Office:
E-Mail:

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