金融科技專案經理

以專案需求為導向，科技與創新雙驅動，together, a better life! 

[主要任務] 

1. 負責IT相關專案規劃、執行、品質管理、資源控制及風險控管等作業。 

2. 分析專案需求，協助規劃資料表、資料流程，洞悉、分析業務應用需求缺口，依此設計/探詢內外部解決方案 

3. 專案會議召集與議程規劃，並定期向上呈報專案進度、專案經驗傳承、專案文件管理  

4、跨部門溝通協調，負責進行資訊單位對內外專案運作事宜。

1. 分析潛在企金目標客戶資料，正確及時完成客戶訪談記錄，以作為日後授信決定的參考  

2. 維護客戶良好關係，並適時處理業務轉介，提供財務解決方案，以滿足客戶需求並達成業務目標  

3. 分析及定期檢視一般客戶資金需求，以明確掌握客戶營運狀況，並避免不良債權的發生  

4. 及時完成授信申請文件及執行核貸後相關作業，以提升作業效率

1. 協助推動柬埔寨之資訊專案統籌管理，檢視及追蹤各專案之執行進度 

2. 協助跨單位之溝通協調及問題排除  

3. 負責專案規劃、推動及管理 

4. 協助相關簡報製作及語言翻譯

The Mid-Corp Relationship Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.  

Responsibilities: 

Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations 

Introduces solutions to clients in building and strengthening an effective portfolio; 

Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs 

Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met; 

Identifies cross-sell opportunities to deepen and increase share of wallet; 

Maximizes client experience by proactive sharing markets updates, trend and intelligence; 

Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate 

Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB) 

Networks with clients to identify avenues for new business opportunities; 

Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes 

Ensures compliance with regulatory requirements and Citi‘s policies / guidelines at all time 

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. 

Qualifications: 

6-10 years of experience 

Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients 

Demonstrates sound credit skills by being able to structure more complex deals, which can include capital market transactions 

Demonstrates advanced level of Early Warning Detection skills 

Demonstrates advanced credit skills; able to structure all type of credit deals 

Ability to work effectively in team setting 

Ability to coordinate multi-functional teams to provide an exceptional client experience. 

Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership) 

Ability to work under pressure while making sound decisions 

Highly focused, able to rapidly identify key priorities, clearly communicate the priorities 

A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience 

Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients’ needs. 

Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients 

Able to quickly adapt priorities based on the latest data insights

（A）行銷管理及業務推展 

1)領導及推動總行核訂的行銷策略，以達成分配給分行的整體業績目標。 

2)擬定銷售策略及業務計畫以確定及掌握分行特定的商機。 

3)有效利用分行的銷售資源，輔導並協助客戶經理進行銷售行為，以達成業績目標。 

4)確定員工關注主要銷售活動的先後順序，確保有效的行銷方案成功實施。 

5)向業務管理及客戶策略主管反映客户回饋及同業競爭情形並提出建議。 

6)確定所有員工依據並完全符合內部政策、標準、準則、規章及主管機關及監理機構所訂定的規章及法規。 

（B）人才管理及協助招聘 

1)透過有效的招聘、資源規劃及人力調度來確保充分的員工配置，以強化日常銷售及營運生產力。 

2)分辨員工的能力差異及缺點，推薦培訓發展計畫並追踪培訓後改進情形。 

3)培訓發展及教導個別員工，提高其業績及改善效率。 

4)督導員工的日常工作表現並維持員工紀律。 

5)與員工保持明確及即時溝通，提供激勵及支持，以鼓勵他們達成目標。 

6)建立分行團隊成員中的信任及士氣，公平地處理員工問題。 

（C）客户體驗管理 

1)達到在多個客户滿意度調查/追踪計畫中（例如神秘顧客及電話服務調查）的預設滿意度水準。  

2)督導員工的日常服務質量及分行的環境，以符合銀行要求的標準。  

3)對客戶的特别要求提供快速的回應，確保客户的口頭及當面投訴可以按照内部準則得到即時地處理及解決。 

（D）稽核及合規監控 

1) 確保完全符合内部政策、標準、準則及規章及主管機關及監理機構所訂定的規章及法規。  

2) 透過領導、教育、監控及有效的補救措施提升分行營運的控制及合規質量。

(1)碩士以上學歷。 

(2)數位金融領域或新創金融科技領域有12年以上的工作經驗。 

(3)具異業合作執行、新科技專案導入、產品管理經驗及電腦文書簡報能力，熟悉各式生態 

圈運作邏輯，個性主動具邏輯決策能力，且中英文流利。 

(4)請於申請時以簡報摘要並提供6-10件過去作品/專案實績做為書面審查的資料。 

(5)需提供可供Reference check的兩位推薦人。 

(所有條件均須符合)

(1)碩士以上學歷。 

(2)銀行風險管理實務經驗至少10年以上。 

(3)具文案撰寫能力，且中英文流利。 

(4)具FRM證照，統計、財金、數學、風險管理等相關系所畢業尤佳。 

(5)熟稔BASEL國際監理趨勢與發展。 

(6)具信用相關模型或金融商品評價模型之開發與驗證經驗。 

(7)具風險管理專案之規劃與執行經驗。 

(所有條件均須符合)

【生成式AI 需求管理人員】  

1. 統整全行生成式AI專案，確保專案符合公司戰略方向。 

2. 收集與初步評估需求，進行需求排序，以確保資源有效分配。  

3. 負責需求確認，包括相關文件製作，以準備進入開發階段。 

4. 參與測試階段，確保產品符合需求並具有高品質。  

5. 提供第一線內部客服支援，解決使用者在使用生成式AI產品時遇到的問題。  

【生成式AI 專案管理人員】  

1. 負責生成式AI專案的簽呈、合規等行政工作，確保專案符合公司政策與法規要求。 

2. 定期彙整專案進度並更新呈報給相關利益相關者，以確保專案目標的達成。  

3. 與廠商進行POC（概念驗證）並作為公司與廠商之間的溝通窗口，協調各方資源以推動專案進展。  

4. 管理駐點廠商及其人力資源，包括工作分配、績效評估與培訓等。  

5. 評估新工具的導入可能性，包括技術可行性、成本效益與對現有流程的影響。 

6. 對專案的成本效益進行評估與追蹤，並提出改善建議以提高專案的投資回報率。

1.覆核轄下AO招攬之授信案件，俾確保授信案件符合法令規定及本行授信作業規範。  

2.輔導及協助轄下AO開發新客源及維護既有客戶關係，積極拓展房信貸業務，確保達成全組之預算目標。  

3.配合行方政策，積極拓展存款客源，並協助推廣行銷策略及業務活動。  

4.督導組內人員遵守銷售行為準則與銀行內部規範。 

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