Analyst

4 weeks ago


Makati City, National Capital Region, Philippines ING Full time

Position: Operations Employee

  • Process tasks related to junior account openings for investment and variable savings products
  • Main tasks:
    • Follow mandatory process steps to ensure work meets required standards and protects the organization from risk
    • Escalate deviations from the mandatory procedure
    • Capture personal data of Junior applicants from application form (Name, address, birth date...)
    • Link Juniors to legal representatives' data (for existing customers)
    • Capture legal representatives' personal data and link to Junior account
    • Verify birth certificates, signatures, legitimation documents, and WPHG declaration (IP only)
    • Activate savings and investment products in IT system
    • Initiate mail delivery containing relevant account opening documents and access data
    • Communicate with 2nd level support at ING Germany for incomplete customer documents or escalation needs (TBC)
  • Required skills:
    • Ability to work independently, systematically, and diligently
    • Know when to ask for help
    • Basic knowledge of office and operational systems (OKIS, DocING)
    • German reading skills (IT systems and application forms in German)
    • English speaking/writing skills for communication with 2nd level support at ING Germany

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