企業金融業務助理 Sales Support, Globesend, Global Transaction Services

Business Function 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.) 職位名稱：企業金融業務助理 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： 服務來電客戶的交易、開戶及其他帳戶相關查詢。 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）。