The role involves coordinating modifications and tracking for user access across various financial terminals and digital tools for Private Banking clients
Job Summary
The role involves coordinating modifications and tracking for user access across various financial terminals and digital tools for Private Banking clients.
Responsibilities include supervising the control of account statements, trusts, and managing the secure destruction of returned documents to ensure service quality.
The position requires daily monitoring of fiscal certificates and SAT requirements, ensuring accurate delivery of official documents to customers.
Matching Summary
The role involves coordinating modifications and tracking for user access across various financial terminals and digital tools for Private Banking clients.
Skills & Requirements
Must-have
User high/low management in financial terminals
SAE system administration and tracking
Fiscal certificate printing and control
SAT requirement processing and follow-up
Monthly reporting of retention and trust accounts
Cross-functional coordination with OSI and CAU areas