Analyst
Employee | Wholesale Banking | Professional | Philippines | Makati | 2023-06-02 | REQ-10056652
- Operations Employee, who processes tasks related to the junior account openings for I) investment & II) variable savings products
- Main tasks include:
- Follow straightforward mandatory process steps to ensure that work is carried out to the required standards to protect the organization from risk. Escalate situations that deviate from the mandatory procedure.
- Capture personal data of Junior applicant from application form (Name, address, birth date…)
- Link Junior to legal representatives‘ data (if existing customers) or
- Capture legal representatives personal data and link to Junior account
- Check birth certificates, signatures and legitimation documents and WPHG declaration (IP only)
- Activate savings product and if applicable investment product in IT system
- Trigger delivery of mail containing relevant account opening documents & access data
- Communicate with 2nd level support at ING Germany if customer documents are incomplete or in case of escalation need (TBC)
- Required skills:
- Ability to work independently, systematically and diligently, and know when to ask for help
- Basic knowledge of simple office / operational systems (OKIS, DocING)
- German reading skills (IT systems in German, Application forms in German)
- English speaking / writing skills to communicate with 2nd level support at ING Germany