轉職熱搜工作

♦ 開拓新目標客戶、建立潛在客戶檔案 ♦提供客戶金融商品諮詢服務，維護顧客關係。 ♦ 瞭解客戶背景、信用狀況及資金需求。 ♦ 確認客戶申請案件內容正確性、及時執行核貸後相關作業，以提升作業效率 ◎薪資以面議為主 ◎月排休8天 ◎享有獎金分紅

In this role, you’re expected to: Partner with Relationship Management and Compliance teams to assist with the preparation, development, due diligence and approval of the electronic Know Your Client (KYC) record and supporting appendices Create and maintain KYC records by obtaining information from internal and external sources (firm website, regulatory websites, etc.) Partner with Relationship Management and Compliance teams to update system information from initiation to approval of KYC record and report workflow progress to supervisor Validate the information within KYC records and Customer Identification Program (CIP) documents to ensure completion and accuracy Ensure KYC records incorporate local regulatory requirements / Global Business Support Unit (BSU) Standards Maintain BSU tool Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm‘s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

In this role, you’re expected to: Process and complete settlement of daily transactions instructed by clients Daily reconciliation of general ledger balances to the sub-ledger Preparation of reconciliation package Identify and clear accounting exceptions and mismatched items Analyze reoccurring issues and assist in developing process improvements Monitoring status of aged breaks on balance sheet accounts Exercise sound judgement regarding the proper application of accounting principles to reconciliations Effectively communicate with team members, management and business partners Respond to Balance Sheet Substantiation team requests for information Ensure financial reporting deadlines are met Participate in and/or lead projects as assigned Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm‘s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Responsibilities: Identify project resources, monitor work and budget, and mitigate risks v Ensure satisfactory completion of daily project operations in backing of existing and new clients, including all regulatory requirements Develop, implement and track appropriate KPIs (key performance indicator) and SLAs (service level agreement) for the group Recommend and implement new systems and enhancements to securities processing procedures Provide an in-depth analysis and develop solutions to issues related to securities processing or hedge fund activities Conduct discovery and due diligence activities with clients to meet their needs Assess service quality and identify areas for improvement Advise and coach new/lower level personnel Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm‘s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

In this role, you’re expected to: Process securities transactions, provide analytic input for traders and aid in review of derivative products Identify and resolve securities and derivative settlement issues, and make process improvement recommendations to leadership Analyze moderately complex reports to satisfy management requirements, aid in control activities, and contribute to the launch of product services Monitor and suggest solutions to errors to minimize risk to the bank, through an intermediate knowledge of procedural requirements Escalate transaction processing issues to the appropriate department and collaborate on a solution Design and analyze moderately complex reports, in coordination with standards set by direct leadership Assist with control activities, and the launch of new products and services Ensure processes adhere to audit and control policies Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm‘s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

In this role, you’re expected to: Review market announcements related to corporate action events within TWSE MOPS. Verify and approve announcements created by the maker, conduct entitlement reconciliation reviews, and perform payment reconciliation reviews. Investigate and resolve any discrepancies or breaks. Follow up on voluntary corporate action events to ensure all instructions are executed accurately and timely. Participate in the implementation of assigned projects, including new products and services. This involves gathering requirements, participating in system testing, and escalating any issues to the technology team. Monitor daily checklist and EOD process to ensure there is no missing items Appropriately assess risk when business decisions are made, demonstrating consideration for the firm‘s reputation and safeguarding Citigroup, its clients, and assets. This includes driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.

In this role, you’re expected to: Process securities transactions, provide analytic input for traders and aid in review of derivative products Utilize data analysis tools and methodologies, in conjunction with professional judgement to make process improvement recommendations Resolve settlement related issues and escalate as needed; recommend solutions to resolve complex issues Participate in the implementation of assigned projects, including new products, services and upgrades to platforms Identify policy gaps and formulate new policies to enhance the streamlining of trade flow processes Monitor and provide solutions to errors to minimize risk to the bank Provide informal guidance, and/or on the job training to new team members Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm‘s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

1.公司提供資金需求客戶名單。 2.工作內容: 聯絡客戶提供分析貸款方案，協助辦理， 3.薪資底薪+獎金(保底) 4.無經可

1. 銷售公司之無擔保的信用貸款產品/融資產品。(真的是純內勤電話行銷啦！不需要風吹雨淋。) 2. 提供金融產品專業建議及售後服務、維護顧客資料。（公司提供名單，省去陌開的壓力啊~~） 3. 保障底薪29,500~30,000，絕不倒扣！！（沒看錯！就是有固定底薪！）

負責電話開發客戶，將有意願之客戶進行商品解說及洽談申辦事宜。 1、 正職錄用，非派遣職缺，高額績效獎金。 2、 電話訪問汽車貸款相關產品，單純辦公室內勤電話工作，無須跑外務。 3、 提供完整及專業教育訓練，讓不熟悉電話行銷的你，無後顧之憂~ 4、 提供經過篩選之名單，進行電話拜訪，提供汽車貸款服務。 5、 良好的工作環境與設備。 6、 需具高度抗壓性、刻苦耐勞、肯學習有強烈企圖心。 7、 需喜歡與人交談，活潑外向尤佳。