Document Management Administrator - Disability Certificate (Replacement)
On-site in Madrid
€17k
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Servinform is hiring for this role in several places. This vacancy is in Madrid.
This job advert was originally written in Spanish.
Experience and knowledge in banking operations and core banking are essential.
Experience working with RSI will be especially valued. We are looking for professionals familiar with processes related to clients, accounts, deposits, cards, transfers, banking documentation, KYC, and investment products.
VALUABLE EDUCATION • Bachelor's Degree in Business Administration (ADE) or similar degrees. • Higher Vocational Training in Administration and Finance or similar. • Intermediate Vocational Training related to Administration and Finance. Education will be valued, but practical experience and knowledge of the banking environment will be of special importance.
• Full-time, 8 hours per day.
• Schedule from 08:00 to 17:00 or from 09:00 to 18:00.
• Salary based on experience, knowledge, and the profile's value.
At Diagonal company, Servinform group, we support the most relevant entities throughout the entire process, from mortgage granting and closing to the recovery, maintenance, and sale of assets. Additionally, we collaborate with legal and operational consultancies to manage peripheral legal tasks, reducing costs and maximizing value through innovative technology. We have a team of highly qualified and specialized professionals. Their experience, combined with the support of advanced technological tools, allows us to offer personalized solutions and a service of the highest quality.
Do you have experience in banking operations and do you handle core banking environments with ease? We are looking to hire a Banking Operations Technician to join a team specialized in the management and customer service of financial operations, working with clients, banking products, and investment services.
WHAT WILL BE YOUR MAIN FUNCTIONS? CLIENT ONBOARDING AND MANAGEMENT
• Onboarding of new clients.
• Banking integration of existing clients.
• Current accounts
. • Deposits.
• Cards.
• Processing of investment services: advisory, management, and intermediation.
• Novation of existing services.
• Onboarding of orders for securities products and investment services.
• Issuance of certificates, statements, and receipts.
• Modification of client data and conditions.
• Management of authorized signatories and proxies.
• Reversal of commissions and interest.
• Regularization of overdrafts.
• Transfers between accounts and wire transfers.
• Renewal and cancellation of deposits.
• Inquiry of operations and positions.
• E-banking management: blocking and unblocking.
• Card management: activation, renewal, and limit modification.
• Issuance of bank checks.
• Client re-documentation.
• Updating expired IDs.
• Updating Suitability Tests.
• KYC updates.
• Requesting documentation.
• Follow-up and rectification of pending documentation.
• Management of order signatures.
• Location: C/ Jorge Manrique, Madrid.
If you have experience in banking operations, you know the day-to-day processes of a financial institution, and you are looking for a new professional project in which to continue developing, we want to meet you.
Apply and join the Diagonal team!
**No sector of our society can be understood without equality between men and women, as well as the integration of people with disabilities. That is why, at Grupo Servinform, we focus on equality and diversity as an elemental factor for social progress, working day by day to achieve this goal.