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陳思嘉
客戶關係副理
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陳思嘉
客戶關係副理
在金融業資歷前後大約10年,熟悉銀行現金、票據、外匯業務,另外擁有豐富的銀行開戶、財富管理客戶服務經驗。 在銀行內控及法遵自評等方面,擁有實務查核經驗,無論是現金業務或者理財相關業務及票據業務,熟悉銀行內部及主管機關規範。 善於開發高資產客戶開戶,推廣銀行的台幣、外幣活動專案,邀請客戶進錢,以及申辦信用卡。 擁有銀行活動企劃工作經驗,及後台風險控管報表核對經驗,清楚銀行零售通路營運效益概念及風險控管要點,也因為待過前中後台工作,能串整資訊,在不同部門之間,擁有良好溝通及訊息傳遞能力。
匯豐(台灣)商業銀行股份有限公司
淡江大學 EMBA
台灣台北市
Professional Background
Current status
Unemployed
Profession
Other
Fields
Banking
Work experience
10-15 years (10-15 years relevant)
Management
None
Skills
Word
PowerPoint
excel
Highest level of education
Master
Job search preferences
Desired job type
Full-time
・
Interested in working remotely
Desired positions
Desired work locations
Freelance
Work Experience
客戶關係副理
匯豐(台灣)商業銀行股份有限公司
・
Full-time
Sep 2021
-
Feb 2022
・
6 mos
Taipei City, Taiwan
客戶關係副理 (Premier櫃台) 1. 一般開戶/外國人開戶/未成年開戶 2. 協助國內外帳戶處理 3. 維繫客戶關係開發客戶進錢 4. 臨櫃客戶服務 5. 專業投資人申請 6. EDD及CDD報告
銀行行員
O-Bank_王道商業銀行股份有限公司
・
Full-time
Apr 2021
-
Aug 2021
・
5 mos
Taipei City, Taiwan
1.台外幣現金業務、票據業務 2.一般開戶/外國人開戶/未成年開戶 3.財管信託業務服務窗口 4.行內消金及企金帳務處理 5.系統測試
襄理
花旗(台灣) 商業銀行股份有限公司
・
Full-time
Apr 2017
-
Oct 2020
・
3 yrs 7 mos
Taipei City, Taiwan
1. 現金櫃台交易,票據業務,掛失止付,國內外匯款業務 2. 一般開戶/外國人開戶/未成年開戶 3. 服務台帳戶業務 4. 理財與金融相關諮詢 5. 協銷保險信用卡等商品 6. 開發高資產客戶 7. 客戶服務
企劃高級專員
國泰綜合證券股份有限公司
・
Full-time
Jan 2015
-
Feb 2017
・
2 yrs 2 mos
Taipei City, Taiwan
1. 複委託及OSU業務開戶作業。 2. 規劃投資講座及舉辦客戶說明會。 3. 製作複委託市占排名及成交量報表。 4. 複委託專案進度追蹤及彙整書面報告。
國內業務專員
元禮國際貿易公司
・
Full-time
Mar 2013
-
Apr 2014
・
1 yr 2 mos
Taipei City, Taiwan
1.客戶訂單系統建檔及轉採購單。 2.客戶樣品國際快遞寄送。 3.船務出貨安排:整櫃、CFS、櫃型、船艙碼頭資料,空運費用報價。 4.製作出貨文件invoice及packing list。 5.工廠產品交期跟催:確認進度、檢查商品完整性、出貨情況。
活動專員
渣打國際商業銀行股份有限公司
・
Contract
Jun 2012
-
Dec 2012
・
7 mos
Taipei City, Taiwan
部門:Priority Banking 1. Priority活動企劃協助專員 2. 客戶關係維護 3. 活動成效紀錄:資料整理,新開發客戶名單彙整,系統建檔。
行政人員(電話客服中心)
花旗(台灣) 商業銀行股份有限公司
・
Contract
Apr 2010
-
Mar 2012
・
2 yrs 0 mos
Taipei City, Taiwan
1. 核對銀行基金債券股票交易報表。 2. 寄送交易確認信函、保單申請書、個人信貸申請書。 3. 複查信用卡掛失.鎖卡.補發卡流程。 4. 協助部門行政工作、隨時更新內部系統訊息。
行政人員
花旗(台灣) 商業銀行股份有限公司
・
Contract
Nov 2006
-
Nov 2009
・
3 yrs 1 mo
Taipei City, Taiwan
1. 審核信用卡申辦文件。 2. 核實證件及財力資料,如:房屋土地權狀坪數計算、401稅單、勞保卡、扣繳憑單、新資轉帳。 3. 電話推廣信用卡代繳公用事業費用。
Education
淡江大學 EMBA
Master’s Degree
・
財務金融學系
2020 - 2022
Activities and societies
財金系歲末年歡活動籌備委員
德明技術學院
Associate’s Degree
・
國際貿易科
2001 - 2006
Licenses & Certifications
衍生性金融商品銷售人員
金融研訓院
Issued Aug 2018
・
No Expiration Date
金融市場常識與職業道德
證券暨期貨市場發展基金會
Issued Mar 2018
・
No Expiration Date
證券商業務員
證券商業公會
Issued Feb 2015
・
No Expiration Date
人身保險業務員
人壽保險商業同業公會
Issued Dec 2014
・
No Expiration Date
銀行內部控制與內部稽核
金融研訓院
Issued Nov 2014
・
No Expiration Date
信託業業務人員信託業務專業測驗
信託商業同業公會
Issued Oct 2014
・
No Expiration Date