面議(經常性薪資達4萬元或以上) 台北市松山區 工作經歷不拘 1天前
Responsibilities:
- Deliver a high quality of service to customers to enhance the function‘s reputation and meet customer‘s expectations.
- Work in partnership with Relationship Managers to be the first point of contact on simple enquiries and escalate to appropriate members of the team when required.
- Work in partnership with external customers to respond to the inquiries promptly and handle troubleshooting.
- Work in partnership with colleagues within the team to seek advice and support in relation to the transaction.
- Review and arrange the mailings to be delivered to customers.
- Execute all daily tasks in adherence to Head Office policies, applicable legislation and departmental procedures through accurate and timely input, in accordance to set procedures.
- Process fixed term deposit transactions, inward/outward clearing cheque, foreign/domestic remittance and postdated collection cheques for ensuring the accuracy to maintain the high quality of customer service.
- Ensure that all transactions under own area of responsibility are processed in a timely and accurate basis.
- Review all documentation prior to processing and complete checklist to ensure accuracy.
- Assist in preparing of various reports including but not limited to daily/monthly reports, tax reports, daily total proof of DR reconciliation/cash reconciliation, exceptional handling reports, incident and overdue reports and agreement filings.
- Escalate any unresolved complex enquiries to more experienced members of the team.
- Process required documents for on-boarding new clients and check that all required documents are provided and kept up to date.
- Complete administration activities including but not limited to filing / storage of documentation and data entry.
- Take actions for continuous improvement based on the recommendations developed by the senior team members.
- Prepare documents for internal and external audits within the department by preparing documentation as required.
- Support in managing the risk profile for the department
- Maintain good working knowledge of industry trends, products, relevant laws and regulations.
- Adhere to all company policies as well as guidelines
- Back up and support other tasks in the department for smooth operation when in-charge is busy /absent.
Requirements:
- Sound analytical skills to interpret data and draft reports.
- Good communication skills with ability to influence others using data or analysis to support line of reasoning.
- Sound experience and/or knowledge in developing data models and projections
- Good understanding of local financial laws and regulations.
- Proficient in English
We regret to inform that only shortlisted applicants will be notified.
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