B-數位金融處-數位金融營運人員 Digital Banking OP Specialist

1.國內外ESG趨勢議題關注分析  

2.參與編製永續報告書及揭露永續實績  

3.參與或協助國內外永續相關獎項報獎  

4.規劃統籌永續金融評鑑作業  

5.永續相關專案及重要工作規劃與管理

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.負責房貸業務推廣，駐點分行和經營外部通路。 

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.協助推廣個人財富管理金融商品。 

※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. 透過銀行及個人資源, 協助銀行開發新的潛在優質客戶。 

2. 提供完整的教育訓練並透過團隊協作，快速學習熟悉銀行相關業務。 

3.依據客戶的銀行需求，提供銀行帳戶權益、交易便利性、理財產品知識等方式，協助新開發客戶與銀行建立長期穩定往來關係。 

4.透過緊密的團隊合作，提供客戶專業、客製化的服務體驗，滿足其所有銀行相關的需求。 

＜ 注意事項 ＞ 

請至DBS官方網站，註冊帳號密碼後，點選「線上應徵」進行第二階段申請 豐盛理財開發專員-Treasures Acquisition Officer 

https://dbs.taleo.net/careersection/dbs_professional_hires_career_section/jobdetail.ftl?job=230000KO&lang=zh_TW

1. As the coordinator between IBG RM, CBG branch and T&O Ops for payroll account opening arrangement. 

2. Schedule on site A/C opening with payroll company. 

3. Liaise with credit card sales for xsell. 

4. End to end on site account opening, including DAO upgrade handling. 

5. Introduce payroll package in employees meeting, not only introduce payroll A/C benefits, but also overall CBG products benefits, such as credit card, Treasures and loan privileges... etc. 

6. Referral potential Treasures to branch RM. 

7.Prospect for new business opportunities within the payroll services market through various channels including cold calling, email campaigns, networking events, and industry conferences.

擔任存匯收付櫃員及金融商品協銷。 

職務條件如下: 

1.大學夜間部在學學生。 

2.具金融證照者佳。 

◎福利制度比照本行實習生辦理

1.獎勵制度設計及執行 

2.專案規劃 

3.自行查核管理 

1. Design and implement incentive and reward schemes.  

2. Conduct project planning and execution.  

3. Manage and oversee self inspection and internal review processes.

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.執行財富管理業務相關行銷活動。  

2.編製相關行銷輔助文宣。  

3.協助規劃與執行行銷活動專案。  

4.協助基金與保險行銷窗口、與基金或保險公司洽談行銷活動及專案、簽核與統 

計競 賽活動、教育訓練之規劃及理財業務相關之行銷活動。

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.負責銀行業務相關產品、服務及活動的策劃與執行。 

2.進行市場調查、數據分析，並提供業務策略建議。 

3.協助制定年度業務計劃，追蹤及分析業績目標達成狀況。 

4.協同業務部門進行跨部門合作，推動業務成長。 

5.撰寫企劃報告，並向高階管理層報告成果。

1.數位化房貸產品流程規畫與執行 

2.房貸生態圈佈建規畫與執行 

3.商品維護及專案執行成效追蹤 

1. Plan and execute digitalized mortgage product workflows. 

2. Develop and implement strategies for building the mortgage ecosystem. 

3. Maintain product features and track project execution performance.

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. 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