轉職熱搜工作

(A) 櫃台交易處理 1. 處理現金、支票、國內外匯款及外匯交易。 2.為客戶提供櫃台服務。 3.處理開戶/ 銷戶、存款/ 放款相關程序。 4.得管理櫃檯現金運轉，通過對現金、貴重物品、金庫/鑰匙和密碼的有效監控和保管來實行分行交易運作。 (B) 推銷銀行產品/ 服務 1.在處理櫃台交易時，辨別潛在客戶並將其引薦給銷售人員，在適當情況下向客戶交叉銷售銀行產品。 (C) 客戶體驗管理 1.按照銀行要求的服務標準，為客戶提供優質的服務。 2.處理和跟進客戶的查詢、要求和交易，以確保客戶滿意度。 (D) 稽核和合規監控 1.遵守銀行的政策、標準、操作準則/ 規程、保安和內部控制及合規措施。 2.遵守政府和金管會制定的規則和規定。

Job Description Corporate Banking provides corporate and asset management customers with a full range of commercial banking products and services, including cash management services, liquidity management, trade finance, working capital finance, term/revolving loans as well as corporate wealth product includes UT, bond, SIP, SN, DCI and T&M(FX, derivatives) products. Responsibilities • Solicit and develop new relationships. • Customer relationship management to spot new business opportunities, understand customers‘ requirements, structure deal and proper evaluation of risks to achieve a balance stance for the customer and bank. • Understand customer needs and develop plans to address them. • Forward upselling and cross-selling opportunities to the sales team. • Corp. wealth and T&M revenue, more diverse products knowledge and revenue generation abilities aside from Corp. loan. • Proactive management, supervision and monitoring of an existing pool of accounts to achieve optimum utilization rate and profitability as well as timely submission of account review. • Evaluate the credit-worthiness of customers and recommends appropriate proposal taking into account the Bank‘s objectives, customer‘s requirement and overall market conditions and industry trends • Ensure timely submission of RFP (Request for proposal), pitches, meeting deal execution timelines, preparation for credit memos and supervision reports • Prepare financial models with P&L, B/S & cash-flow projections based on sound business and market assumptions • Underwrite report by proper identifying of significant risks and mitigating factors. • Proactive monitoring and management of accounts, being alert to credit deterioration or improvement, and taking timely action including elevation to senior bankers and credit • Ensure compliance of mandatory banking processes. • Perform KYC and conduct customer due diligence. • Resolve customer complaints quickly and effectively • Liaise with Corporate Banking various department (such as Credit & Credit Control, T&M, Operations and other Product Groups) to achieve a smooth workflow in the processing of customer‘s request.

Job Description 1. Support sales head/team lead for business planning/strategy execution to achieve the sales revenue target; selective clients coverage 2. Overseeing various projects/sales initiatives aimed at improving Sales team work flow efficiency in the fast pace environment 3. Collaborate with cross-functional teams, stakeholders and bridge the communication of various Sales team projects and initiatives, including IBG & CBG MtJ, data & digital initiatives, business planning and analysis, etc.

1. As the coordinator between IBG RM, CBG branch and T&O Ops for payroll account opening arrangement. 2. Schedule on site A/C opening with payroll company. 3. Liaise with credit card sales for xsell. 4. End to end on site account opening, including DAO upgrade handling. 5. Introduce payroll package in employees meeting, not only introduce payroll A/C benefits, but also overall CBG products benefits, such as credit card, Treasures and loan privileges... etc. 6. Referral potential Treasures to branch RM. 7.Prospect for new business opportunities within the payroll services market through various channels including cold calling, email campaigns, networking events, and industry conferences.