Senior Officer, Sales Support, GlobeSend, Global Transaction Services

DBS Bank

  • Taiwan
  • Permanent
  • Full-time
  • 20 days ago
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。
  • 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-en -en

DBS Bank