月薪34000~34000元 新北市板橋區 無工作經驗 4天前更新
知名日商銀行,位於板橋捷運站
職稱: Operation (存款外匯相關營運)
• 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 trouble shooting.
• 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, 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.
• Assist in handling CMS/GCMS/PS manger customer information registration, password delivering 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.
需求條件:
- Good interpersonal skills to deal courteously and effectively with others.
- Standard knowledge of banking products.
- Proficient in English
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