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At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we‘ve been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world‘s toughest challenges. ICM Underwriting Reviewer 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: Interface with and support bankers in underwriting requests for commercial credit extensions for new and existing clients with ownership responsibilities for sound credit decisions and compliance with internal procedures/credit risk policy guidelines and standards. Prepare a detailed written credit summary of commercial applicants requesting credit by analyzing the business, interpreting the finance need, identifying the strengths and prevailing risk factors and rendering a final credit decision. Perform detailed financial analysis on companies, including trend and ratio analysis, and interpret the financial information. Perform credit and personal financial statement analysis on individuals, guarantors, and co-borrowers in order to assess repayment capacity based on cash flow statements, tax returns, and statements. Perform industry and geographical research and other due diligence as needed. Maintain a solid understanding of Citibank products and services - within Small Business/Commercial Banking and the broader organization. Maintain compliance with Citibank credit policies/practices and regulatory policies, to ensure business unit is in adherence to the above and receives satisfactory ratings from internal and external auditors. Assists business unit goals by continuous identification of process improvements and efficiencies that reduce costs and improve customer service levels. Work with management team on prioritization and implementation of approved actions. Provide backup support to Credit Underwriting Group Manager, lead projects and initiatives and mentor lower level Credit Officers as needed. Other duties as required to support business unit and company goals. 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.
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1. 推廣優惠專案存款,邀請客戶存入新資金。 2. 開發並協助轉介理財客戶、薪轉戶,拓展新客源。 3. 募集信用卡,集團百貨及關企駐點,提供多樣化優質卡別。 4. 開發新通路,維繫經營良好客戶關係。
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1.通過履歷篩選後,將依個別狀況及意願,進行合適單位面試、彈性安排適合職務內容。 2.任用單位包括:分行、總務、資訊等總行部門。
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1.臨櫃客戶現金收付、票據收受及國內外匯兌等 2.辦理支票存款、活期存款、定期存款及轉帳等相關業務 3.代收稅費/託收票據 4.顧客金融產品諮詢、行銷及轉介 ✔具備五年以上存匯人員經驗
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【金融業入門首選!】誠摯邀請您加入國泰,開啟高薪及穩定的職涯! •正式行員福利多:正式員工非約聘性質,享有三節/生日禮金、旅遊補助、健康檢查..等福利。 •培訓完整免經驗:完整系統化扎實訓練,搭配專屬導師,歡迎金融新手/轉職人才加入。 •舒適內勤不奔波:免外出風吹日曬雨淋,寬敞辦公環境、紓壓休息空間、按摩服務等。 •無業績推廣壓力:專注於解決客戶問題與提供專業諮詢服務,告別銷售數字焦慮。 •時間財富兩兼顧:重視員工健康,輪班規律並依法提供特休假,另有交通補助與高額津貼! 工作內容:線上協助顧客諮詢信用卡/銀行業務,培養溝通及解決問題能力。 工作地點:高雄市鳳山區(交通便捷)。 工作時間:培訓期上班時段9:00-18:00、正式任用後採漸進式輪班(須配合輪值假日與少量夜班)。 為加速招募流程進行,請務必至本行官網人才招募專區投遞履歷,官網連結如下: **官網客服人員職缺專屬連結** https://recruit.cathayholdings.com/CathaybkHR/servlet/HttpDispatcher/EZA0_0320/jobDetail?applFormNo=I00012495
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♦ 開拓新目標客戶、建立潛在客戶檔案 ♦提供客戶金融商品諮詢服務,維護顧客關係。 ♦ 瞭解客戶背景、信用狀況及資金需求。 ♦ 確認客戶申請案件內容正確性、及時執行核貸後相關作業,以提升作業效率 ◎薪資以面議為主 ◎月排休8天 ◎享有獎金分紅
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此為銀行中後台工作工作內容包含: 1.法人服務、放款作業 2.進出口貿融交易作業 3.台幣存匯、票據、放款作業 4.開戶審查、視訊對保作業 5.作業平台與業務行銷整合作業 6.其他主管交辦事項
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【從零開始,打造你的金融第一站】 最適合新人的第一份金融職涯,穩定、有制度、可成長! ● 不限科系 ● 完整教育訓練+友善職場文化,打造良好職涯開端 ● 從櫃員學起,奠定金融專業基礎與客戶服務實力 【您會做什麼?櫃員的日常職務內容】 在第一線為客戶提供優質金融服務,實踐您的專業與熱情。 ● 協助客戶辦理存款、開戶、現金票據收付等櫃檯業務 ● 提供數位金融服務諮詢與操作引導 ● 協助金融商品諮詢、轉介,成為客戶信任的好夥伴 ● 防詐守門員:守護客戶的第一道防線 【加入中信,有什麼不一樣?】 ● 台灣規模最大民營銀行,連年榮獲「最受信賴金融品牌」與「最佳僱主品牌」 ● 櫃員業務難度循序漸進,讓您穩健上手 ● 發展路徑清楚透明,依專長與意願安排培育,打造您的職涯藍圖 ● 教育訓練完整: 1.兩週初階新訓+三天進階回訓 2.小導師制度,新人不怕沒人問、沒人帶 ● 員工學習資源豐富: 1.中信E學院免費上課(Excel、簡報、溝通、英文等) 2.HyRead中信電子圖書館,行動學習不設限 ● 免費提供美味員工午餐 【我們正在找這樣的您】 只要您有服務熱忱,沒有經驗也沒關係! ● 大學(含)以上學歷,不限科系 ● 細心負責、喜歡與人互動 ● 對金融服務有興趣、有熱情 ● 具銀行櫃員經驗或持有金融相關證照者佳(如:信託、內稽內控等) 【最後想對您說】 我們相信,一位好的櫃員不只是「做事正確」,更要「做對的事」。 加入中國信託,讓我們陪您從新人成長為值得信賴的金融專業人。 您的用心,會被我們看見;您的未來,我們一起走! ※請至中信官方招募網站投遞履歷: https://ctbcholding.wd3.myworkdayjobs.com/zh-TW/External/details/-_JR812-1?q=%E6%AB%83%E5%93%A1
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1.理財商品篩選、檢視與上架及維護。 2.金融市場分析研究與報告撰寫。 3.專案項目規劃執行、活動企劃推廣等。 4.商品諮詢服務及產品教育訓練。 5.協同財管主管對理專做績效輔導。
