龍江分行-存匯人員

負責協助辦理系統建置之專案管理以及消金產品績效統計與追蹤。

1.運用資料庫對信用卡業務進行分析，產出業務/財務等管理數據與報表 。 

2.洞察數據分析並輔以業務實需，為業務經營成效提出量化評估，支援業務決策 。 

3.跨單位協作，優化財務分析邏輯與經營績效。

1.業務人員招募與管理 

2.協助營業台業績考核與風險管控 

3.協助主管與同仁處理客訴 

4.負責業務人員訓練 

5.協助公司相關業績一應拓展

1.客戶業務開發與招攬 

2.協助客戶完成交易與風險管控 

3.協助處理客訴及相關後續服務 

4.協助公司各項業務(包含但不限於現貨、期貨、複委託、基金、保險、各項融資業務)業績與業務拓展

1.提供客戶全方位理財建議與規劃。 

2.金融商品銷售與諮詢等多樣化金融服務。

1. 金融商品評價業務: 協助金融商品交易系統之評價模型驗證與監控作業，以符合監理機關對於評價及風險管理之相關規定。 

2. 企業評價業務: 協助企業評價方法或模型建置與驗證作業，專案融資財務模型建置與驗證，以及協助業務單位於企業評價議題的處理。 

3. 風險管理系統或模型專案開發: 協助風險管理系統，如市場風險，信用風險，和資產負債管理之利率與流動性風險等的管理系統之模型開發及驗證。 

1. Financial instrument valuation: Assist with the validation and monitoring of valuation models used in financial trading systems to ensure compliance with regulatory requirements related to valuation and risk management.  

2. Corporate valuation: Support the development and validation of corporate valuation methodologies or models, build and validate financial models for project finance transactions, and assist business units in handling corporate valuation–related matters.  

3. Risk management system and model development: Assist in the development and validation of models for risk management systems, including market risk, credit risk, and asset and liability management (interest rate and liquidity risk).

1. 行為風險量化分析及應用：透過分析風險變化狀況/建立模型洞察可能的異常警訊，以數據輔助行為風險管理 

2. 動態監控條件：依銀行業務特質、主管機關監理重點及同業裁罰態樣，滾動式分析並新增態樣 

3. 特定風險態樣分析報告 

1. Behavioral risk quantitative analysis and application: Analyze risk pattern changes and develop models to identify potential anomaly alerts, leveraging data to support behavioral risk management.  

2. Dynamic monitoring rule development: Continuously analyze and enhance monitoring scenarios based on banking business characteristics, regulatory focus areas, and peer enforcement cases.  

3. Prepare analytical reports on specific behavioral risk scenarios.

1.法人金流商品企網銀裝機、教學與問題排除 。 

2.法人金流商品申請與導入 。 

3.金流專案推動。 

1. Installation, onboarding training, and issue resolution of corporate cash management products and corporate online banking systems. 

2. Application processing and implementation of corporate cash management products. 

3. Promotion and execution of cash management–related projects.

♦ 開拓新目標客戶、建立潛在客戶檔案、主動行銷消金商品並定期檢視成果，以達成業務目標 

♦ 深耕舊客戶提供金融商品諮詢服務，適時推介客戶需要之其他金融商品或進行業務轉介，以擴大業務量 

♦ 瞭解客戶背景、信用狀況及資金需求，以提升分行消金授信品質及避免不良債權的發生 

♦ 確認客戶申請案件內容正確性、及時執行核貸後相關作業，以提昇作業效率

1. 網頁/手機App/桌面應用程式自動化測試規劃 

2. 網頁/手機App/桌面應用程式自動化測試程式設計 

3. 網頁/手機App/桌面應用程式自動化報告生成

零售授信案件徵信作業、系統流程規劃Responsible for retail credit investigation and evaluation processes, as well as system and workflow planning.

金融行政工作 

1.理財業務報表 

2.理財說明會協助 

3.理財業務流程協助

1.全行性營運管理 (如.經委會議事/商品審議/自行查核管理)  

2.重大業務整合協調/重大專案執行(如：公平待客原則政策推動與自評/全行業務合作推動/共同行銷業務管理等) 

1. Enterprise‑wide operations management, including committee meeting coordination, product review, and internal audit management. 

2. Coordination and execution of major business integration projects, such as: 

Implementation and self‑assessment of Fair Customer Treatment policies 

Cross‑department business collaboration initiatives 

Co‑marketing and joint business promotion management

直接參與銀行獲利主軸之一「海外債券」銷售業務，建立扎實的金融商品專業。 

Actively participate in one of the bank’s major profit drivers – overseas bond sales – and build solid expertise in financial products. 

1.債券客戶協訪及開戶：負責海外債券開戶與交易合規檢視，掌握國際債券市場實務流程。 

2.專業投資人客戶合規經營：協助執行專業投資人資格評估及 KYC 作業，學習相關風險控管。 

3.交易執行：協助執行債券報價及交易，確保交易流程精準無誤，培養對市場交易及價格變化的敏銳度。 

4.售後服務與關懷：協助執行客戶虧損關懷程序，學習在市場波動時與客戶進行專業溝通與關係維護。 

1. Client Meetings & Account Opening 

Responsible for compliance review of overseas bond account opening and trading, gaining hands-on experience in the operational processes of the international bond market. 

2. Professional Investor Compliance Management 

Assist in conducting professional investor eligibility assessments and KYC procedures, while learning relevant risk control practices. 

3. Trade Execution 

Assist in bond pricing and trade execution, ensuring accuracy throughout the transaction process, and developing keen sensitivity to market activities and price movements. 

4. After-sales Service & Client Care 

Assist in implementing client loss-care procedures and learn how to communicate professionally and maintain client relationships amid market volatility.

進出口作業(如開修狀、到單、繕打電文、出口審單、帳務登錄、外幣撥款、還款) 

Import & Export Operations Staff (Document Issuance and Amendment, Document Receipt, Message Drafting, Export Document Review, Account Entry, Foreign Currency Disbursement, Repayment)

負責消金相關產品(車貸、信貸、房貸)徵信、授信報告撰寫等工作。

1.擔任櫃檯存匯或服務台人員 

2.理財與非理財商品商品諮詢、銷售及轉介 

3.協助分行服務品質的提升 

1. Serve as a teller or service desk staff 

2. Provide consultation, sales and referrals for financial and non-financail products 

3. Assist in enhancing branch service quality

職務條件如下: 

1.專科以上學歷畢業。 

2.具二年以上銀行存匯及授信經驗。 

3.具撰寫徵信報告及業務推展能力。

1.提供客戶全方位理財建議與規劃。 

2.金融商品銷售與諮詢等多樣化金融服務。

1.主管交辦策略相關專案規劃與執行。 

2.市場策略與投資策略建議並提供落地執略報告。 

3.擔任晨會連線及客說會講師。 

4.商品投後管理策略、長中短期商品推動策略和相關執行計畫擬定。 

5.新進理專股匯債保險商品之基本訓練教材製作與授課 。 

6.負責專案規劃、推動及管理 。