- 台北市信義區|月薪 30,000~100,000元月薪 30,000~100,000元|1年工作經驗以上|高中職、專科、大學|百大企業展開收合
- Develop and manage a portfolio of corporate customers located in Taiwan
- Achieve sales targets by cross sell banking products including cash, trade, loan, treasury.
- Responsible for risk management of the portfolio assigned and developed
1. Maintain quality account management, including business solicitation, transaction follow-up and relationship enhancement at appropriate interface level.
2. Perform industry study and credit analysis ; assist RM / Senior Banker to ensure a robust annual CA review process and quarterly monitoring process.
3. Execute ad-hoc project and new initiatives to facilitate business needs.
4. Communicate with clients to resolve issues and enhance client experience and Voice of Client.
Relationship management of between 100 to 120 selected GSG subsidiaries clients. Covered clients are mainly existing clients classified as ‘Maintain/Exit’ under the ‘GAME’ classification, with simple flow business needs that are highly concentrated in TTS, FX and CPM products, and simple credit needs under approved elsewhere facilities.
GSG Client Desk is an efficient and effective ICG Coverage Utility (Banking & TTS/FXLM), sales and relationship oriented to appropriately meet the needs of the assigned clients, seeking to increase our wallet share as well as clients’ satisfaction.
•Perform annual account plan or client review for each assigned client, identifying relationship status and potential to growth.
•Develop a call plan for the portfolio and ensure its accomplishment, pursuing frequent and proactive interactions with clients.
•Identify new business and cross sell opportunities within the assigned portfolio, mainly for TTS, FX and CPM products, and upload them into CRM. Prepare and send client proposals for TTS product opportunities according to the processes established with Product, and follow up until implementation is completed. Coordinate sales of other products with the respective product areas, promoting deepening campaigns.
•Revenue and drivers monitoring and ensure they are correctly mapping among CIW. Prepare monthly portfolio review.
•Ensure revenue and drivers goals accomplishment
•Ensure productivity, service and client satisfaction indicators are above the minimum defined standard.
•Build and maintain strong and close relationship with country, regional and global GSG teams in order to learn and execute the regional and global strategy for the clients.
•Build and maintain strong and close relationship with Product, Operations and other partners in the country.
•Ensure client’s documentation and information is up to date and complete according to the Bank and regulatory requirements. Follow up on documentary exceptions until they are regularized.
•Ensure full accomplishment of all risk, compliance and control policies and procedures for the assigned portfolio and the unit (i.e. CADDs, AML alerts, EUDD, COB, etc
•Promote cooperation and a permanent team work environment within the Desk, and serve as back up for other relationship officers within the unit.
•Attend training and learning opportunities to remain current and up to date on products, markets and regulatory issues.
- ● 商業及管理學門 相關科系
-To assist GSG (Corporate Banking Group, MNC protfolio) RMs in daily transactions, providing high-quality customer experience, coordinating with loan/trade/cash operations, customer service for trouble transactions & providing solutions. Processing cross-department transactional/operational approval and examining customers‘ application documents for transactions. Working with Account Support Team on account opening related issues.
- ● 商業及管理學門 相關科系
1.Help RM/Team Head in daily administrative works
2.Help and respond clients’ inquiry
3.Help the new project
4.Complete the special assignment appointed by Sales Director or Business Head
1. Credit Cards Portfolio Management, and monitoring and strategy execution/implementation
2. Regulatory Reporting/Submission (e.g. local bureau reporting, CCAR, RRTS and Basel II reporting, etc.)
3. Model validation and system implementation for Cards product
4. Portfolio regular MIS generation and monitoring (e.g. PQR, QAF, etc.)
- ● 商業及管理學門,數理統計學類 相關科系
-Review Corporate clients’ financial statements and book the respective account entry into Citibank global standard spreading sheet. Need 100％ accuracy in terms of account entry booking as we need to run the debt rating model from the sheet.
-Help portfolio RMs/ARMs in related party checking through well-established Citibank system.
- 台北市信義區|月薪 23,500~150,000元月薪 23,500~150,000元|經驗不拘|高中職展開收合
薪資：保障底薪23,500 (不倒扣) + 新人津貼 + 獎金，平均薪資約50000
工作內容 : 推廣外商銀行理財型 / 抵利型房貸業務，由銀行提供客戶名單，7成電話拜訪及3成外出拜訪客戶。
工作地點 (有兩處 , 依個人交通狀況二擇一) : 台北市信義路四段(近世貿) / 板橋市三民路一段(近家樂福)