Global Transaction Services (GTS) comprises of Cash & Trade, Securities Services and Fiduciary Services. In an increasingly borderless world marked by burgeoning trade flow, expertise in trade finance services is an invaluable asset. With cash the lifeblood of every company, so too, is a good understanding of how to manage these cashflows. Trade Finance, together with Cash Management, is the mainstay of GTS, and is extended to SME and corporate clients for their local and cross-border financial transaction needs.
We are seeking an enthusiastic and proactive individual to support our Sales Team in achieving their sales targets. You will work closely with Business Development Specialists (BDS), providing comprehensive back-office support to ensure smooth client onboarding and excellent client service. Join us to be part of a winning team in delivering innovative cross border financial services to SMEs.
Responsibilities:
1. Business and Client Service Support
- Assist with incoming customer calls on their transactions, account opening and other account related queries
- Assist Business Development Specialists in processing corporate client account opening documents, tracking account opening progress, and managing documentation.
- Support Business Development Specialists in business development activities.
- Prepare business performance reports, and other data.
- As guided by BDS, maintain regular updates with corporate clients, providing information on the latest services and campaigns.
2. Internal Administration and Compliance Management:
- Ensure all business operations comply with bank policies and regulations.
- Assist sales team leader with sales related report and other tasks.
- Manage and organize business documents, ensuring that data archiving comply with internal and external policies.
- Respond to internal queries from other departments in a timely manner (e.g. audit, Compliance review teams etc.)
透過三大策略「Be the Best，Be the Change，Be the Difference」，提供員工多元化的職涯發展機會，同時確保具競爭力的薪資與福利，創造員工、企業及社會的三贏。除此之外，也致力打造更加健康、幸福的職場環境，全面照顧員工的身心健康、財務規劃、職涯發展以及人際關係，落實多元、平等與共融的企業文化，提升人才永續競爭力。
Qualifications1. Education: Bachelor's degree or above in Finance, Economics, Accounting, Management, or a related field.2. Experience: 1-3 years of relevant experience in banking or the financial industry is preferred.3. Skills:- Strong understanding of corporate client account opening procedures in a banking environment.- Excellent data analysis and document processing skills (Excel, PowerPoint, etc.).- Excellent communication and teamwork skills, with a service-oriented attitude and the ability to effectively interact with clients and internal teams.- Highly responsible, detail-oriented, and able to handle multiple tasks.- Payments related knowledge would be helpful for the business4. Language: Basic English proficiency學歷：金融、經濟、會計、管理等相關專業本科以上學歷。 經驗：具備銀行或金融行業1-3年相關工作經驗者優先。 技能：熟悉銀行企業客戶開戶流程。具備良好的數據分析能力與文書處理能力（Excel、PowerPoint等）。優秀的溝通與團隊協作能力，具服務熱誠，能夠與客戶及內部團隊有效互動。具備高度責任心，細心且能處理多項任務。具備銀行支付相關經驗將有助於勝任此職務。語言：基礎英文能力
我要應徵
內勤/業務助理
業務助理(歡迎來電洽詢)
