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【凱基銀行/通路發展處.桃竹區.藝文分行】分行服務專員 at 凱基金控KGI Financial

Taipei, , Taiwan -

Full Time

Start Date

Immediate

Expiry Date

24 Dec, 25

Salary

0.0

Posted On

25 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Banking Operations, Client Relationship Management, Financial Product Sales, Administrative Management, Trust Business Certification, Investment Trust Regulations Certification

Industry

Financial Services

Description

Join us to build a leading financial company in Asia! Job Family 業務支援-個人金融/Retail Banking (Job Family) (KGIB_SP_RB) Job Description 1. 分行作業暨行政管理：客戶臨櫃交易作業、客戶銀行服務申請及行政事務處理。 2. 客戶關係維護及服務：客提供客戶銀行相關服務，維護並深耕分行客戶往來關係，提升客戶滿意度。 3. 金融商品銷售/轉介：發掘客戶需求，適時銷售/轉介客戶所需之金融商品。【需求條件】 ※須具備信託業務人員證照始可進用，試用期內需取得投信投顧法規證照(或可取代此張之證照) 1.具信託業務人員證照。 2.投信投顧法規證照(或可取代此張之證照) Education – Degree / Field of Study Work Shift 正常工時 (Regular) - 需打卡 (Taiwan) We look forward to working with future leaders to draw up a new blueprint for finance industry. We welcome you - brave challengers and innovation pursuers - to join us! Mission Embrace innovation and talent to deliver sustainable financial solutions for clients, employees, shareholders and communities. Vision To become a leading financial company in Asia by leveraging innovative solutions and our entrepreneurial spirit. Values Customer centric, trustworthy, entrepreneurial and collaborative.

Responsibilities

The role involves managing branch operations and administrative tasks, including customer transactions and service applications. Additionally, it focuses on maintaining customer relationships and promoting financial products based on client needs.