「01242025 Card Product and Portfolio Manager 信用卡產品經理」的相似工作

國泰世華銀行CIA儲備理財業務主管計畫招募時程： 履歷收件：即日起至2025/12/14 面試日期：2026/01/06-2026/01/07 錄取通知：2026/2月上旬 正式報到：2026/03/16 ------三大計畫特色------ 【職涯快速發展】培育結訓後2年晉升主管職成就夢想舞台。 【扎實培訓機制】1年輪調+ 1年實戰 >打造全方位投資規劃能力。 【分發遍布全台】中南部分發機會多，不用漂向北方也能掌握自身職涯！ ------培訓路徑------ 【培訓前期】學深學廣奠基礎 從宏觀經濟到數據解讀，培養敏銳的市場洞察力，暸解各類金融產品特性，掌握市場趨勢與投資機會，奠定扎實的投資理財基礎。 【培訓中期】實戰歷練增實力 至培訓中心學習培育理專相關技能，並走向前線參與分行實務運作，再搭配專屬主管1 on 1輔導，精實投資規劃相關知識，培養所需能力與思維！ 【培訓後期】展現才華創未來 深耕區部實戰歷練，給予充分舞台發揮，培養輔銷和管理等職能，表現良好最快可於培訓後2年成為儲備業務主管，加速職涯發展 ------未來工作職掌------ 1.運用各項資源，進行理專培育輔導，協助其提升專業能力，達成各項績效目標，促成團隊合作。 2.陪同理專拜訪客戶，從市場分析、客戶過往投資部位及投資偏好等，提供全方位資產配置規劃。 3.定期掌握理專業績進度，並落實銷售合規。 歡迎具備1年以上金融工作經驗之人才加入CIA 計劃，成為儲備理財業務主管，開創理想職涯藍圖! **此職位為培訓計畫，履歷收件&截止日將依公告為主**

【加入滙豐 成就職涯】 我們理想遠大，加入滙豐，您將成就更多！ 如果您正在尋找能讓你更加突出的事業，加入滙豐，發揮您的潛能，讓您更加耀眼。 If you're looking for a career that will help you to stand out, join HSBC and fulfill your potential. HSBC作為全球最大金融服務機構之一，我們不僅提供多樣化的金融商品服務，也提供跨國多元之職涯發展機會。不論您現在正在尋找工作機會、或者渴望未來轉換職涯跑道，我們誠摯歡迎對金融產業有熱情、有抱負的您加入HSBC Taiwan Talent Community，接收HSBC第一手職缺及職涯相關消息！ 請立即複製以下連結，註冊加入HSBC Taiwan Talent Community！ https://mycareer.hsbc.com/en_GB/talentcommunity?pipelineId=2455 HSBC Corporate and Institutional Banking is a markets-led, financing-focused business that provides investment and financial solutions. Our sector-focused Banking relationship managers provide a single coverage point for multi-national clients. With our global capabilities and footprint, vast expertise, and local knowledge, our Banking teams connect clients to the products and services that meet their international financial needs. People responsibility: N Report to: Senior Corporate Banking Manager Team Head Role Purpose This role assists relationship managers (RMs) in building relationships by identifying and meeting existing and prospective customer needs. This role is responsible for identifying product and service opportunities, carrying out customer research, financial and credit analysis and helping RMs prepare for customer meetings. Other fundamental parts of the role include co-ordination of credit applications or renewals and risk escalation management. In the absence of the RM, this role will act as the focal point for the relationship, products and services. Job Contents 1. To provide in-house support to RMs 2. To support Global/Regional relationships and initiatives 3. To facilitate credit application including the writings of industry analysis/financial analysis/peer comparison/risk mitigations in English 4. To co-work with other business segments/product teams/support functions 5. To safeguard HSBC from potential financial/non-financial loss

【加入滙豐 成就職涯】 我們理想遠大，加入滙豐，您將成就更多！ 如果您正在尋找能讓你更加突出的事業，加入滙豐，發揮您的潛能，讓您更加耀眼。 If you're looking for a career that will help you to stand out, join HSBC and fulfill your potential. HSBC作為全球最大金融服務機構之一，我們不僅提供多樣化的金融商品服務，也提供跨國多元之職涯發展機會。不論您現在正在尋找工作機會、或者渴望未來轉換職涯跑道，我們誠摯歡迎對金融產業有熱情、有抱負的您加入HSBC Taiwan Talent Community，接收HSBC第一手職缺及職涯相關消息！ 請立即複製以下連結，註冊加入HSBC Taiwan Talent Community！ https://mycareer.hsbc.com/en_GB/talentcommunity?pipelineId=2455 HSBC Corporate and Institutional Banking (CIB) is a markets-led, financing-focused business that provides investment and financial solutions. Within CIB, Securities Services provides robust and reliable solutions that help clients mitigate risk and enhance their business performance. Working with institutional investors, banks, insurance companies, governments, and multinational corporations, this team covers fund administration, global custody, sub-custody and clearing, and corporate trust and loan agency services. People responsibility: N Report to: VP Fund Service Fund Administration Job content: -To review and authorize the operating procedures for fund accounting, valuation, investment compliance monitoring, and report generation to clients (SITEs) and local authorities. -Assess existing system and processes to identify system enhancement needs and work with MIS manager to improve efficiency and services. -Allocate work and supervise staff to produce quality work. -Help Manager FA to train and coach the FA team members to achieve their goals and objectives for each year. -Also be responsible for handling customer enquiries on fund administration, regulations and market practices. - 基金與全權委託帳戶淨值與會計帳務處理、定期申報作業之相關事項及其他例行性作業 - 有效率且正確的完成基金會計、基金評價與投資限制控管相關事項 - 學習及處理各項有價證券、外匯及衍生性金融商品之評價 - 協助基金會計作業流程規劃、系統測試，提升服務品質和效率 - 主動維持良好的客戶服務品質

Role 2 – 信用卡產品經理 (Credit Cards PM) 【Responsibilities】 • 規劃與推動信用卡產品策略，包括產品設計、功能優化與市場定位。 • 分析市場趨勢、競爭對手及消費者行為，提出差異化產品與服務方案。 • 與行銷、數據、風控、法遵等跨部門合作，確保產品開發與推廣合規並具市場競爭力。 • 設計與執行產品行銷活動、促案規劃及會員經營計劃，以提升卡友使用率與消費額。 • 監控產品績效 (發卡量、活卡率、消費貢獻度、利息收入等)，持續優化業務成果。 • 管理外部合作夥伴 (如聯名商戶、支付平台、品牌合作) 並建立長期合作關係。 【Requirements】 • 學歷：大學以上，金融、行銷、企管相關科系尤佳。 • 經驗：1-2年以上金融業產品管理/信用卡業務/行銷規劃經驗。 • 熟悉信用卡市場生態與支付產業發展趨勢。 • 具數據分析與邏輯思維能力，能將數據轉化為商業決策。 • 優秀的專案管理、溝通協調與跨部門合作能力。 • 具備創新思維，能提出具競爭力的產品方案。 • 語言：中英文良好，能撰寫簡報與進行跨國會議溝通。 一一一一一一一一一一一一一一 Role 1 – 產品管理主管 (Team Lead – Product Management) 【Responsibilities】 • 負責帶領產品經理團隊，規劃並執行信用卡與相關支付產品之整體策略。 • 設定產品線目標與KPI，包含發卡量、使用率、營收及客戶滿意度等。 • 指導團隊進行市場研究、產品定位、定價策略與差異化設計。 • 與內外部高階利害關係人 (管理層、合作夥伴、監理單位) 保持良好溝通，推動專案落地。 • 主導跨部門專案，協調行銷、IT、風控、客服等資源，確保產品上線順暢並符合法規。 • 建立團隊人才發展與績效管理機制，提升組織專業度與執行效率。 【Requirements】 • 學歷：大學以上，金融、企管、經濟、行銷相關科系尤佳；MBA加分。 • 經驗：5年以上金融產品管理或信用卡/支付領域經驗，其中至少2年以上團隊管理經驗。 • 熟悉信用卡市場與數位金融發展趨勢。 • 具備卓越的策略規劃、商業洞察與專案管理能力。 • 擅長團隊領導與人才培育，能激勵團隊達成高績效。 • 優秀的溝通談判技巧，能與高層及跨國合作方協作。 • 熟練使用數據分析工具與金融績效評估方法。 • 語言：中英文流利，能進行高階商務溝通與專業簡報。 ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: [email protected] ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

1.執行集團內部控制稽核計畫及自評作業 2.短期出差海外子公司執行稽核 3.檢視與評估集團各單位營運與內控制度的有效性，提出改善建議。 4.專案稽核與追蹤

To act as a Team Leader and / or Team Member on assigned audit work involving Taiwan across the Group. To act as Team Leader and / or Team Member and take responsibility for overseeing the planning and execution of the audit, maintaining the audit budget, including drafting of audit issues and the audit report. To ensure that assigned audit work is executed in an efficient and effective manner, within the given budget and timelines, and in line with GIA methodology standards. To clearly explain the risks and impact of issues identified during testing to GIA and business management. The individual may support in department wide exercises such as annual planning, risk assessment and training. To actively manage relationships with senior auditee management and stakeholders. Issue validation: Ensure that all audit issue action plans agreed during audit fieldwork are tracked through to completion in accordance with methodology requirements.

Shape your Career with Citi Citi’s Operations and Technology (O&T) enables Citi to achieve its day-to-day operational and long-term growth goals, enabling execution of Citi’s strategy by providing services, technical solutions and infrastructure across the bank. We’re currently looking for a high caliber professional to join our team as Officer, KYC Operations Analyst, Taiwan (Internal Job Title: KYC Operations Analyst 2 - C10) based in Taipei, Taiwan. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. The KYC Operations Analyst 2 is an intermediate-level position responsible for Anti-Money Laundering (AML) monitoring, governance, oversight and regulatory reporting activities in coordination with the Compliance and Control team. The overall objective of this role is to develop and manage a dedicated internal KYC (Know Your Client) program at Citi. Responsibilities: Conduct client profile reviews for customer accounts Review all information and documentation ensuring compliance with local regulation and Citi standards Update KYC forms and client profiles according to policy requirements Follow up with clients to ensure information is received before due dates Perform KYC tasks, including monitoring and tracking of the KYC records and Appendix approval process, assisting with the development and execution of action planning for expiring records, and ensuring records are not past due Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

【中租亞太 法催MA｜海外法務催收儲備幹部】 Be the MAster of your life 中租亞太儲備主管計畫擁有超過13年培育經驗，站在租賃第一品牌的肩膀，開啟你的國際法務職涯，我們為你準備好舞台，等你來挑戰！ 【培訓關卡】 1.獨立執行電法催流程，並有效解決客戶疑問 2.處理車貸延滯案件，執行民刑事訴訟與強制執行等法律程序 3.維護法務資料、提供法律諮詢，並評估延滯損失風險 4.解讀內部規範與系統報表，提出風險控管與流程優化方案 5.參與海外實習，了解當地法催現況，提出改善建議並執行專案 【職缺特色與福利】 1.保證派外：完成台灣歷練後，明確安排至東協市場（如越南、印尼、泰國） 2.優渥薪資：採客製化薪酬制度，具競爭力的年薪與福利 3.跨單位專業培訓：涵蓋電法催、語言訓練與管理職養成 工作地點：台灣（訓練期）→ ASEAN市場（越南、印尼、泰國、馬來西亞、柬埔寨、菲律賓等） 招募對象：具備相關背景與經驗者，歡迎挑戰海外法務職涯！ ▲中租職涯小助手IG @chailease_careers

Liaise with Relationship Manager to promote trade product to customers by offering suitable solutions, providing trade implementation and responding to customer’s trade enquiries. •Support the delivery of trade product services to customers to meet the branch revenue targets by understanding customers’ business requirements and recommending suitable products. •Acts as primary contact during implementation of trade finance services among the organization, clients, their customers, suppliers and counterparties. •Organizes all internal and external activities covering documentary credits, export finance, factoring, forfeiting, import finance and shipping guarantees to ensure a timely and smooth implementation process. •Documents changes to policies and procedures that arise during the client onboarding process to improve the customer’s experience and organization’s operations and addresses local regulatory requirements. •Partners with Business Developers and Relationship Managers to provide guidance and expertise to the client regarding the completion and negotiation of product agreements and usage of the organization’s products and services. •Carries out all middle and back-office operation activities to ensure the timely, accurate and efficient processing of trade finance services. •Monitors processing of trade finance transactions relating to documentary collections, documentary credits, export finance, factoring, forfeiting, import finance and shipping guarantees. Also ensures client reporting is conducted effectively to monitor trade business. •Support and respond to customers for their daily queries on matters including but not limited to trade products. •Maintain relationship with customers to increase product utilization and proactively provide solutions to meet customer’s needs. •Deliver a high quality of service to internal and external customers.

✴️派遣性質，轉正機會高 ✴️工作彈性高，必要時可申請WFH 【工作內容】 ● Support pay-in/pay-out partner integration by optimizing daily operations and process improvements. ● Handle transaction data input, reconciliation, and respond to settlement inquiries. ● Coordinate with internal teams for system testing, issue resolution, and enhancements. ● Conduct transaction data analysis and assist in resolving global operations issues. ● Collaborate with global network teams to ensure smooth partner support. 【需求條件、技能】 -專科、大學以上即可，背景不限 -英文口說精通，主要內部有外國同事 -需配合假日排班 【工作資訊】 地點：新北市板橋區民生路一段(近環狀線板新站) 時間：9:00-18:00，需配合假日排班 薪資：$40,000-50,000 【公司福利】 -年假14天，年薪13個月 -含勞健保、團保 -享三節、年終獎金 ▲歡迎投遞履歷至: [email protected]

Ready to take your career in financial markets to the next level? I’m supporting an international bank in building its product management team, and we are looking for talented professionals to join. If you have proven experience in financial products, this is a fantastic opportunity to grow your expertise and make an impact. 【Open Positions】 • Fund Product Manager (基金產品) • FX Product Manager (外匯產品) • Offshore Structured Product Manager (境外結構型產品) • Loan Product Management (貸款產品) • Deposits Product Manager (現金存款產品) • Credit Card Product Manager (信用卡產品經理) 【Requirements】 • 3+ years of direct, hands-on experience. • Strong ability to design, manage, and drive product strategies. • Solid knowledge of international financial markets and product dynamics. 【Compensation】 • Highly competitive with significant room for growth and negotiation. If you or someone in your network is exploring new challenges and seeking a platform with global exposure, let’s connect! ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: [email protected] ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

【加入滙豐 成就職涯】 我們理想遠大，加入滙豐，您將成就更多！ 如果您正在尋找能讓你更加突出的事業，加入滙豐，發揮您的潛能，讓您更加耀眼。 If you're looking for a career that will help you to stand out, join HSBC and fulfill your potential. HSBC作為全球最大金融服務機構之一，我們不僅提供多樣化的金融商品服務，也提供跨國多元之職涯發展機會。不論您現在正在尋找工作機會、或者渴望未來轉換職涯跑道，我們誠摯歡迎對金融產業有熱情、有抱負的您加入HSBC Taiwan Talent Community，接收HSBC第一手職缺及職涯相關消息！ 請立即複製以下連結，註冊加入HSBC Taiwan Talent Community！ https://mycareer.hsbc.com/en_GB/talentcommunity?pipelineId=2455 國際財富管理暨卓越理財事業處運用HSBC個人金融專業與財富管理的能力，提供全面性的世界級個人金融解決方案給上百萬的客戶。驅動全世界各主要市場的成長。此事業處包含個人金融、財富管理、保險與資產管理，透過以客戶為中心的定位，創新有效的通路，將我們客戶的經驗差異化，提供領先市場的個人金融暨財富管理解決方案。 工作內容： 1. 提供顧客優質服務, 支援並與理財業務團隊合作以達成銷售目標 2. 發掘潛在業務機會與客戶服務需求 3. 轉介潛在客戶予業務人員 4. 處理帳戶服務, 貸款作業, 及現金/非現金交易 5. 處理客戶服務相關問題 6. 減少臨櫃交易並增加自動化系統交易處理比例

Business Function Risk Management Group works closely with our business partners to manage the bank's risk exposure by balancing its objective to maximise returns against an acceptable risk profile. We partner with origination teams to provide financing, investments and hedging opportunities to our customers. To manage risk effectively and run a successful business, we invest significantly in our people and infrastructure. Responsibilities -Analyze and monitor the credit portfolio of the Consumer Banking segment, ensuring adherence to risk management policies and guidelines -Conduct in-depth credit risk assessments, including portfolio analysis, trend identification, and early warning signal detection -Collaborate with cross-functional teams to develop and implement strategies for portfolio optimization and risk mitigation -Provide timely and insightful reporting on portfolio performance, highlighting key risks and opportunities -Contribute to the development and enhancement of credit risk models, methodologies, and tools -Participate in the review and approval of credit proposals, ensuring alignment with the bank's risk appetite -Stay abreast of industry trends, regulatory changes, and best practices in credit portfolio management Requirements -Relevant university degree in Finance, Economics, or a related field -Minimum 3-5 years of experience in credit risk management, portfolio analysis, or a similar role -Strong analytical and problem-solving skills, with the ability to interpret complex data and draw meaningful insights -Proficient in the use of data analysis tools and techniques, such as Python, Excel, SQL, and statistical software -Excellent communication and presentation skills, with the ability to effectively convey complex information to stakeholders -Demonstrated understanding of credit risk management principles, portfolio management, and regulatory requirements -Ability to work collaboratively in a team environment and contribute to cross-functional initiatives

【加入滙豐 成就職涯】 我們理想遠大，加入滙豐，您將成就更多！ 如果您正在尋找能讓你更加突出的事業，加入滙豐，發揮您的潛能，讓您更加耀眼。 If you're looking for a career that will help you to stand out, join HSBC and fulfill your potential. HSBC作為全球最大金融服務機構之一，我們不僅提供多樣化的金融商品服務，也提供跨國多元之職涯發展機會。不論您現在正在尋找工作機會、或者渴望未來轉換職涯跑道，我們誠摯歡迎對金融產業有熱情、有抱負的您加入HSBC Taiwan Talent Community，接收HSBC第一手職缺及職涯相關消息！ 請立即複製以下連結，註冊加入HSBC Taiwan Talent Community！ https://mycareer.hsbc.com/en_GB/talentcommunity?pipelineId=2455 HSBC Global Private Banking helps high net worth and ultra high net worth clients manage, grow and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for the future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy. People responsibility: N Report to: VP Client Service Principal Responsibilities: - Act as primary point of contact for high-net-worth individual clients externally and clients internally for flow transactional banking elements with the client base - Support Relationship Managers to deepen high net worth individual client relationships and improve income generation through focused business development activities. - Provide support to ensure high net worth client account opening documents are complete and accurate and requirements are met and ensure that any data input is dealt with in a timely manner and in the correct and consistent format - Provide support to ensure that all high-net-worth client-service related activities are fully in compliance with the processes and procedures contained in it - Involve in the credit application process by ensuring that all credit applications meet deadlines - Assist Relationship Managers in taking orders and preparing daily transactions accurately, promptly and completely, and ensures smooth co-ordination with processing departments on migrated processes - Liaise with back office and branch operations to complete daily routine - Maintain the highest standard of excellence in client service by attending to high-net-worth client enquiries and requests

歡迎具電子商務平台會員經營經驗夥伴加入! 1. 辦理會員活動規劃及廠商合作專案執行 2.規劃與執行專屬募卡與促銷活動、內外部關係維繫 3.整合行內外資源開發新產品、強化信用卡競爭優勢、提升市佔率 4. 社群平台經營會員各項活動並提升會員數 5. 熟悉社群平台廣告活動經營及規劃 6.完成主管交辦工作事宜 這是一個專門負責企劃、執行品牌行銷活動，具有豐富多元的工作內容。此職位擁有很大的發展空間。

一、研究所畢業，或大學畢業且具備二年以上企劃或行銷推廣相關工作經驗，一般商學 類、金融管理學類等相關科系尤佳。 二、具良好的文書處理技能和口語溝通表達能力。 加分條件： 一、具備金融業（銀行、證券、保險）或金融周邊單位企劃、專案管理等相關工作經驗二 年以上者。 二、具備英文檢定或金融相關證照者。 ※筆試、性向測驗： 114年10月18日（六）於台北市舉辦；考試科目：國文（論文與 公文）、英文（選擇題）、性向測驗、專案管理與行銷策略（選 擇題）。 ※面試：預訂於114年10月27日至30日間舉辦。 【福利與待遇】 一、月薪：NT$45,580~NT$48,865。 二、福利： （一）年終獎金、三節福利金、團保、健康檢查、自強活動、生日禮、生育津貼、子女教 育津貼等。 （二）除按月提繳6%勞退公提金，本中心另再按月提撥月提繳工資3%至本中心信託專 戶，待成就給付條件後給付。

財務相關業務： 日常會計業務（報銷審核、憑證處理、帳務紀錄） 帳單開立與收支管理 協助月結與年結作業 與稅務師、會計師對接，準備財務報告與相關資料 預算管理與資金運作支援 協助薪資計算與相關事務 ＊薪資以日幣為主

【加入滙豐 成就職涯】 我們理想遠大，加入滙豐，您將成就更多！ 如果您正在尋找能讓你更加突出的事業，加入滙豐，發揮您的潛能，讓您更加耀眼。 If you're looking for a career that will help you to stand out, join HSBC and fulfill your potential. HSBC作為全球最大金融服務機構之一，我們不僅提供多樣化的金融商品服務，也提供跨國多元之職涯發展機會。不論您現在正在尋找工作機會、或者渴望未來轉換職涯跑道，我們誠摯歡迎對金融產業有熱情、有抱負的您加入HSBC Taiwan Talent Community，接收HSBC第一手職缺及職涯相關消息！ 請立即複製以下連結，註冊加入HSBC Taiwan Talent Community！ https://mycareer.hsbc.com/en_GB/talentcommunity?pipelineId=2455 Group Chief Operating Office is a pivotal part of the Group, providing essential operational and technical support to our global businesses and helping improve customer service and efficiency. Group Chief Operating Office combines global expertise and technology to help keep us ahead of the competition. · People responsibility: N · Report to: Mortgage Business Services Manager · Job content: Mortgage loan related process, including: Loan Document Review, Loan Drawdown Process, Customer Maintenance Services, Repayment Process, Loan Account Closure, Loan Related Proof Issuance.

1.VIP客戶開發與維護。 2.透過個人理財諮詢與金融商品行銷服務為客戶創造最大價值。 ※本職缺歡迎身障人士主動投遞履歷應徵

職務說明 投資業務經理： 1. AMG 全球投資專案 募資業務推廣。 2. AMG 全球數位金融WEB 3.0 募資業務推廣。 3. AMG 投資與經營理念推廣。 4. 客戶AMG資產配置建議。 5. 客戶關係服務與維繫。 其他說明： * 月收入為月底薪+獎金之基本推估。 * 年資與KPI達標配發AMG全球股權。 * 每月業績有基本KPI要求，適合目標導向與願意挑戰自我的業務人才 ! * 環境佳，福利好，學習機會多 !

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we have been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges. Citi’s Treasury and Trade Solutions (TTS) provides global solutions that can help clients drive their business forward while investing in innovation to bring new solutions to life. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance: Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country. We empower our employees to manage their financial well-being and help them plan for the future. Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses. In this role, you are expected to: The Cash and Trade Proc Rep 5 is an entry level role responsible for processing basic to relatively complex transfers in coordination with the Transaction Services team. The overall objective is to perform moderately complex cash & trade operation tasks, by providing processing assistance for assigned projects. Cheque collection (Inward / Outward) processing. Worldlink cheque and Time Deposit processing. Data input and accounting entry processing. Regulatory Reporting for FCY inward / outward transactions. Follow up pending items and resolve various issues. Handle customer/non-customer on line service inquiries and offline investigation. Follow procedures and controls required . Provide feedback on project related activities. Conduct UAT/PROD testing if required. Support management for administrative functions.