大台北地區-車貸消金業務員

負責台外幣債券交易投資，須具2年以上操作相關經驗。 

薪資待遇：待遇從優，面議。

1. 信託客戶交易執行、信託專戶控管、帳務處理。 

2. 法定報表編製及稅務申報。 

3. 信託業務流程數位化規劃及系統維運。 

1. Execute trust client transactions, manage dedicated trust accounts, and handle related accounting operations.  

2. Prepare statutory reports and perform tax filings in accordance with regulatory requirements.  

3. Plan the digitalization of trust business processes and conduct related system operations and maintenance.

1.市場風險管理系統架構及管理流程之持續檢視/強化 

2.各項外部規範限額控管系統平台規劃及後續建置管理: 配合相關規範要求所建置控管平台。 

3.規劃新種金融商品管控流程: 針對交易限額、交易評價、交易系統及監控管理報表、資本計提等，參與前中後台新產品專案討論。  

4.規劃建置市場風險資料庫:建置支持數位化、自動化、整合化市場風險的資料庫。 

1. Continuously review and enhance the architecture and management processes of market risk management systems.  

2. Plan, implement, and manage system platforms for controlling external regulatory limits, ensuring compliance with relevant regulatory requirements.  

3. Design control frameworks for new financial products, covering transaction limits, valuation methodologies, trading systems, monitoring and management reports, and capital requirements; participate in front , middle , and back office discussions for new product initiatives.  

4. Plan and build a market risk data warehouse to support digitalized, automated, and integrated market risk management.

1. 市場風險管理系統架構及管理流程之持續檢視/強化 

2.各項外部規範限額控管系統平台規劃及後續建置管理: 配合相關規範要求所建置控管平台。 

3. 規劃新種金融商品管控流程: 針對交易限額、交易評價、交易系統及監控管理報表、資本計提等，參與前中後台新產品專案討論。 

4. 規劃建置市場風險資料庫:建置支持數位化、自動化、整合化市場風險的資料庫。 

1. Continuously review and enhance the architecture and management processes of market risk management systems.  

2. Plan, implement, and manage system platforms for controlling external regulatory limits, in compliance with relevant regulatory requirements.  

3. Design control processes for new financial products, including transaction limits, valuation methodologies, trading systems, monitoring and management reports, and capital requirements; participate in front , middle , and back office discussions for new product initiatives.  

4. Plan and build a market risk data warehouse to support digitalized, automated, and integrated market risk management.

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、自行開發業務或與分行業務同仁共同拜訪企業客戶瞭解投資併購需求； 

2、規劃企業客戶財務策略，及私募及資本市場等籌融資規劃等諮詢顧問； 

3、進行產業研究與名單收集以協助商機開發並對接潛在交易對手； 

4、準備案件所需文件及資料； 

5、執行股權與資產評價分析，提供客戶交易詢服務； 

6、進行投資併購專案管理，並安排或協助進行盡職調查以協助交易完成； 

7、其他主管交辦事項。

1.執行國家風險管理分析及相關專案工作。 

2.執行集團風險管理分析及相關專案工作。 

3.執行信用風險管理分析及相關專案工作。

1. 執行TCFD氣候變遷風險與機會之管理機制。 

2. 建置氣候實體風險及轉型風險之情境分析、壓力測試及財務量化計算。 

3. 建置ESG及氣候變遷風險之外部資訊源之資料庫。 

4..執行「碳會計金融合作夥伴關係（PCAF）」及「科學基礎減量目標（SBT）」之投融資碳盤查作業。 

1. Implement management frameworks for climate change–related risks and opportunities in accordance with TCFD (Task Force on Climate related Financial Disclosures) recommendations.  

2. Develop scenario analysis, stress testing, and financial quantification models for physical and transition climate risks.  

3. Build and maintain databases for external ESG and climate related risk information sources.  

4. Execute financed emissions accounting in accordance with the Partnership for Carbon Accounting Financials (PCAF) and Science Based Targets initiative (SBTi) frameworks.

1. 負責證券、期貨、選擇權之開發。 

2. 協銷各項金融商品（如：基金、保險及結構型商品）。 

3. 協助客戶進行投資理財規劃。 

4. 提供投資理財商品的諮詢服務。 

5. 負責法人及VIP客戶的綜合資產管理 

(另依業績狀況核發業績獎金)

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-financial products 

3. Assist in enhancing branch service quality

負責外匯作業

熟悉股票、債券、票券、外匯等相關作業及法規。 

具二年以上銀行或券商交割或後台帳務經驗或作業流程規劃經驗。 

具外匯交易專業能力、票券商業務人員、證券商業務員尤佳。 

薪資待遇：待遇從優，面議。

1、數位收付整合服務審核作業。 

2、數位收付、繳費稅相關帳務作業。 

3、數位收付營運及帳務流程優化改善建議。 

4、跨部門溝通協調、協助處理數位收付營運作業問題。 

5、協助防洗風控相關報表作業。 

6、落實個資保護及完成主管交辦事項。

1.氣候變遷或自然風險管理分析數據及管理專案，開立相關需求及進行測試驗證 

2.氣候變遷或自然風險內部管理報表製作  

3.年度氣候變遷及自然相關財務揭露

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. 法金業務推動 

2. 海外業務開發 

3. 與海內外分支機搆共同協助客戶之資產負債配置 

4. 信用報告撰寫 

5. 財務報表分析 

1. Corporate banking business development 

2. Overseas business development 

3. Collaborate with domestic and overseas branches to assist clients with asset and liability allocation 

4. Prepare credit reports 

5. Financial statement analysis 

background in Finance or Business Management perferred.

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