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Analyst

Employee | Wholesale Banking | Professional | Philippines | Makati | 2023-06-02 | REQ-10056652

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  • 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

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Please be aware that the recruitment procedures, (labour) regulations and labour agreements of Philippines apply.

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