26938621 Client Manager, Global Network Banking (GNB), Taipei(刊期已經結束)

1. 協助客戶關係經理(RM)完成授信相關事務，確保案件順利撥貸。  

2. 協助客戶關係經理(RM)拓展法人金融相關業務。  

3. 確保所製作之案件相關文件符合法令規定及相關作業規範。  

4. 績效及管理相關報表製作。

1.金錢、不動產、有價證券、金錢債權及其擔保物權等信託業務開發與推展。 

2.信託架構之設計與規劃。 

3.信託契約擬訂。 

4.信託案件執行與管理。 

※本職缺歡迎身障人士主動投遞履歷應徵

法金授信專案規劃及管理 

1.法金e-Loan專案流程規劃與管理 

2.聯徵查詢管理 

3.赤道原則導入授信審查專案規畫與管理 

4.Lombard Lending 專案規劃與管理 

※本職缺歡迎身障人士主動投遞履歷應徵

1.財管業務銷售流程規範、作業與表單的制定、優化與教育訓練。 

2.彙整與呈核財管業務銷售流程監控報表。 

3.理專十誡監控機制優化。 

4.其他主管交辦事項。 

※本職缺歡迎身障人士主動投遞履歷應徵

1.信託商品(基金、複委託商品、結構型商品)之挑選與上架  

2.信託商品(基金、複委託商品、結構型商品)交易流程規劃  

3.管理及維護國內外基金、券商通路、投資銀行上手，執行相關產品推廣專案與活動 

4.相關產品教育訓練及產品諮詢 

5.追蹤與管理產品相關行政系統與報表作業 

6.熟悉SQL資料庫分析尤佳 

※本職缺歡迎身障人士主動投遞履歷應徵

1.信用風險、國家風險、流動性風險、利率風險及氣候風險等各項風險指標之日常管理與監控 

2.資料蒐集、分析與研究，圖表製作及撰寫專案報告 

3.公文寫作與專案文書企劃、PPT簡報製作 

※本職缺歡迎身障人士主動投遞履歷應徵

1. 本專區為原住民徵才專區及建立原住民人士履歷資料庫使用。 

2. 需具有原住民身份；非具備原住民身份者，請前往其他職務進行投遞應徵。 

3. 學經歷: 高中/職以上、工作經驗不拘 

4. 工作實際內容依過去經歷與專長安排面談 

5. 有意應徵者請先以1111系統投遞履歷，經用人單位初審通過後安排面試 

依原住民族工作權保障法, 特別規劃聘僱原住民人才專區 

※本職缺依據原住民族工作權保障法，如非具備該身分者，請前往其他職務應徵。 

※屬『定額僱用』員額，歡迎或優先僱用『原住民』，以盡法定義務。

1. 本職務為建立身心障礙人士履歷資料庫使用 

2. 不限身障類別、程度，需持有身障手冊  

3. 學經歷: 高中/職以上、工作經驗不拘 

4. 工作實際內容依過去經歷與專長安排面談 

5. 有意應徵者請先以1111系統投遞履歷，經用人單位初審通過後安排面試 

依身心障礙者權益保障法, 特別規劃聘僱身障人才專區 

※本職缺依據身心障礙者權益保障法，如非具備該身分者，請前往其他職務應徵。 

※屬『定額僱用』員額，歡迎或優先僱用『身心障礙者』，以盡法定義務。

1.負責活期存款存提款及轉帳業務。 

2.辦理各項掛失止付業務。 

3.辦理客戶定存設定、定存質借、質權設定等業務。 

4.負責全分行的資金調度及現金收付業務。 

5.負責國內匯兌業務。

1.各類存款產品營運、策略發展、行銷活動與專案規劃與執行。 

2.存款及外匯作業流程優化。 

3.新存款產品或專案規劃與開發。 

4.代收付、薪轉業務之推廣及系統作業流程與功能優化。 

※本職缺歡迎身障人士主動投遞履歷應徵

Citi Commercial Bank offers its clients the convenience, a global banking network, thought leadership and global financial capabilities of Citi. We deliver extensive industry knowledge, local expertise and dedicated service support to Mid-Market companies, with an international footprint. We are focused on providing banking and financial solutions to our clients across 5 key growth industries - Business & Professional Services, Industrials, Digital, Technology & Communications, Consumer and Healthcare. 

The primary responsibility of the Associate will be, in cooperation with the Senior Relationship Managers, servicing the banking & financing needs of international Mid-Market clients, deepening existing client relationships and acquiring & onboarding new commercial banking clients. 

Responsibilities: 

Build relationships with Citi network and operational teams, becoming one of the key contacts for clients’ requests, internal requests/escalation and resolution. 

Support Senior Relationship manager in management of assigned portfolio of clients. 

Work closely with Senior Relationship Managers to ensure we provide a ‘Client First‘ approach and help to deliver outstanding day to day banking & operational support to our Mid-Market clients. 

In cooperation with Senior Relationship Manager calls on clients and maximise ‘One Citi’ client experience, by proactively leveraging and sharing Citi’s market leading insights, global network and solutions. 

Monitor and support products’ implementation processes, clients on-boarding process and manage sales CRM platform. 

Liaise with Relationship Associate to ensure adherence to global KYC (Know Your Customer) standards during the onboarding process and, on an ongoing basis, ensuring the appropriate compliance deliverables are met. 

Develops and maintains strong ties with Commercial Banking teams across the globe, in particular CCB colleagues working across the same sector vertical, CCB colleagues supporting subsidiary businesses overseas (Commercial Subsidiaries Group). Collaborate and work closely with various product teams (cash sales, trade finance, markets, corporate finance), Underwriting / Risk teams. 

Work with Senior Relationship Managers to analyse client relationships, risks & opportunities, assists with credit application write-up, financial spreading, deal structuring, returns calculation, documentation review & preparation. Administrate the credit relationship of clients, ensuring the proper application of policies and institutional processes. 

Understand key commercial banking processes & solutions, including Transactional Banking, FX, Trade, Treasury, Working Capital and Lending products. 

Support Senior Relationship Managers on solutioning assessment, preparation of pitch books and meeting materials, assists with new clients’ acquisition. 

Work collaboratively with key internal stakeholders across CCB, share best practice across teams in order to deliver ‘best in class‘ relationship management to new and existing clients. 

Appropriately assess risk when business decisions are made, demonstrating 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.

1.監督/覆核/執行日常市場風險管理工作(金融商品評價、限額控管、管理報表製作、價格偏離檢查…) 

2.市場風險相關會議/專案之參與/呈報/決策 

3.其它部門間市場風險相關控管工作之溝通與協調 

4.上級主管各項交辦任務 

※本職缺歡迎身障人士主動投遞履歷應徵

1.負責駐點分行房貸業務推廣，和分行商圈通路經營。 

2.透過產品流程培養房貸專業技能、產品銷售技巧、客戶經營開發等職能。 

3.協助轉介個人財管經營與金融商機 

※請至中信官方招募網站投遞履歷： 

https://ctbcholding.wd3.myworkdayjobs.com/zh-TW/External/details/LFA-_JR2402

1.個人房貸/信貸/信用卡案件徵信 

2.電話照會 

此職務工作地點為台北市及中壢區 

※本職缺歡迎身障人士主動投遞履歷應徵

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。

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 

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.

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:  

Inter Bank Remittance -domestic payment /return payment processing. 

Tax payment processing. 

Follow up pending items and resolve various issues. Handle customer/non-customer online service inquiries and offline investigation. 

Follow procedures and controls required. 

Provide feedback on project related activities. 

Conduct UAT/PROD testing if required. 

Support management for administrative functions. 

To perform sanction disposition.

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.