Senior Officer, Sales Support, Globesend, Global Transaction Services

7 hours ago

Taiwan DBS Full time NT$1,852,000 - NT$4,204,800 per year

Job Description:

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

-Require day shift(within Biz day) for the incoming calls and daily login to the call system

- 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.)

Qualifications:

1. 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 business

職位名稱:企業金融-客戶服務專員

職位敘述

我們誠徵一位熱情積極的成員,協助我們的銷售團隊達成銷售目標。您將與業務發展專員 (BDS) 密切合作,提供全面的後勤支援,確保客戶順利開戶及獲得優質服務。加入我們,成為一個優秀團隊的一份子,共同為中小企業提供創新的跨境金融服務。

職責

業務及客戶服務支援:

  • 有客服經驗服尤佳
  • 務來電客戶的交易、開戶及其他帳戶相關交易查詢。
  • 工作日內需依照班次安排,來處理客戶服務電話,並每日登入通話系統。
  • 協助業務發展專員處理企業客戶開立銀行帳戶相關文件、追蹤開戶進度及文件管理。
  • 支援業務發展專員的業務開發活動。
  • 編製業務績效報告及其他資料。
  • 根據業務發展專員指示,定期與企業客戶保持聯繫,提供最新服務及促銷活動資訊。

部門行政及合規管理:

  • 確保所有業務操作符合銀行政策及法規。
  • 協助銷售團隊主管處理銷售相關報告及其他任務。
  • 管理及整理業務文件,確保資料歸檔符合內外部政策。
  • 及時回覆銀行內部相關部門查詢本部門作業合規狀況(例如:稽核,法遵等作業)。

資格

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

-en

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