Saturday, October 22, 2011

Casual FAQ

In Private Banks (or atleast in the bank where I work), the AB/SA/Assistant/Slave/Shock Absorber/Event Planner/Travel Planner (okay, I'm being sarcastic already).. the assistant or Relationship Manager's support would have to input all account opening details into the system.

All the call memos, KYC, personal details etc.

Now this is a super tedious task, and I hate it.

What makes it more annoying is the irritating system.

For example, there's a name listed as one of the power of attorney for the account. Now a few years after, the POA has been revoked.

That's simple enough, I just need to remove the name.

But with our system, that's not possible!

There's an option there called 'accounts to delete', then you can put a tick mark. But it doesn't do anything! After my boss approved it, I checked and the name is still there. Nobody knows how to remove it, and I was told to call the IT. Honestly, I still don't know our IT's number. Which means, they've never been useful to me.

Anyway, I saw the FAQ page and read thru.

Amazing! I think the person who did this was super sleepy while typing all these things. It's like he/she just wanted to finish quickly.

When user updated a record, additional record is added. Why this happened?

Bwahaha! This is the most casual FAQ I've read!


And as usual, this FAQ didn't help me one bit.


In the end, it was back to basics. By recommendation of the account opening officer, I printed the account details, and beside the name, I wrote 'to be removed' and this was countersigned by the Relationship Manager.

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