26941546 Assistant Vice President, Commercial Bank, Taipei, HYBRID(刊期已經結束)

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.

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 clearance and settlement of Taiwan cash securities transactions 

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 firm 

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.

In this role, you’re expected to:  

Client Services: 

Serve as a primary point of contact for internal and external client inquiries via email and phone, providing timely and accurate resolutions with regards to pre/post trade issues and enquiries. 

Trade Lifecycle Management: 

Resolve complex process problems in global and local systems which require an in-depth evaluation of basic securities processing procedures and industry standards. 

Process pre trade/trade capture, allocations, confirmations/affiliations, FOBO/P&L reconciliation, and client service. 

System & Data Integrity: 

Oversee the set-up of new client, while representing a securities processing team, and acting as the analytical and procedural expert. 

Serve as analytical or procedural expert for securities processing deliverables/initiatives. 

Assist with the development of new techniques and streamlining trade processing activities. 

Regulatory & Exchange Reporting: 

Prepare and submit mandatory reporting to the exchange, including Day Trading and Omnibus allocation, ensuring full compliance with regulatory requirements. 

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.

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.基金/海外債產品上架(新產品引進) 

2.基金/海外債行銷活動規劃與推動(內外部行銷專案) 

3.基金/海外債與上手行政庶務 

4.基金/海外債平台與系統優化(功能新增與優化改善) 

5.擔任理財業務人員商品專業知識之訓練講師 

6.輔銷資料及例行報表製作 

※本職缺歡迎身障人士主動投遞履歷應徵

1. 外匯交易拋補。 

2. 與交易上手聯繫與溝通相關工作。 

3. 熟悉彭博、路孚特資訊軟體。 

4. 製作交易相關報表。 

5. 協助處理其他主管交辦事項。 

※本職缺歡迎身障人士主動投遞履歷應徵

1.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.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.輔導通路銷售理財商品。 

2.協助理專執行客戶投資商品理財分析、陪訪或提供客戶規劃服務。 

3.提供理專市場分析資訊與投資銷售策略諮詢，各式投資面銷售問題諮詢窗口。 

4.協助各項理財及投資說明會的舉辦。 

5.負責投資商品銷售教育訓練。 

※本職缺歡迎身障人士主動投遞履歷應徵

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

外勤收件等一般銀行業務。

正在尋找一份既穩定又能持續成長的職涯嗎？ 

在新光銀行，你不只是找到一份工作，而是開啟一段能安心起步、逐步晉升的職涯旅程。 

無論你是剛畢業的新鮮人，還是正在尋找轉職契機的專業人才，這裡都有屬於你的舞台。 

我們相信，每一位加入新光的人，都能在完整的培訓、清晰的升遷制度，以及多元的職系發展中，找到自己的方向。 

【關於新光銀行】 

• 你不用擔心沒經驗：完整新人訓練，讓你安心起步 

• 你能規劃未來藍圖：存匯、行銷、信託、中後台等多元職系等你探索 

• 你能兼顧生活與工作：優於勞基法的特別休假，休息更有保障 

• 你能持續成長：每年一萬元學習福利金，支持你考證照、進修語言或專業課程 

• 你能看見努力成果：穩定薪資福利、明確升遷制度、友善文化，讓付出有回報 

【你將參與的工作內容】  

• 負責活期存款、提款、轉帳等前台服務 

• 辦理掛失止付、定存設定、質借等業務 

• 國內匯兌與分行資金調度管理