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孟素綾 (SU LING MENG)
金融專業主管(副理)
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孟素綾 (SU LING MENG)
金融專業主管(副理)
本身從事金融服務業近20年了,大學開始致心於「財務金融」的研讀,期間陸續考取「會計事務」及「商業計算」等技術士證照,就業期間並持續參加「金融研訓院」舉辦的研習取得證照,取得「外匯人員」、「內部控制」、「信託人員」、「證券商高業資格」、「投信投顧業務人員」、「結購型商品行銷人員」以及「防制洗錢及打擊資恐」等執照,希望在財務工作中能更加強自己的本職學能充實自我。 畢業後進入花蓮中小企銀-會計處約二年的時間,期間擔任總行會計帳務的演算與經費的覆核等相關工作及負責對外央行報表的製作與校對,奠定了我對銀行會計的基礎知識。 而後進入「HSBC香港上海匯豐銀行」服務,共二年時間。所負責的是國外部客戶外匯相關工作、KYC資料審核/建檔/維護等作業,以及全行客戶ATM卡片申請流程,同時對於其他同事各項業務提供適時且實質的幫助,分工合作之下不僅同事們間的工作氣氛輕鬆,也提升了整體的工作效率。 接著服務於「元大銀行」九年時間,期間任職國外部及金融交易作業部襄理-主要負責後台作業清算交割及各項業務: 在<國外部>主要負責-客戶外匯匯入/匯出款電文及帳務處理、外幣定存、支票存款等。 在<金融交易作業部>負責- TMU客戶即、遠匯交易及遠匯文件審核,DCI交易核對,選擇權交易等。銀行間客戶-即、遠、換匯交易之清算交割,外幣公債、金融債申購/付息/贖回等交易處理,以及各項央行報表製作及申報。 而後因緣際會下進入華泰銀行財務部管理作業科六年時間,擔任科長職位,工作內容除了日常台外幣金融商品(股票.基金.外匯衍生性商品等)作業覆核,解決同仁問題外,更重要的是讓我學習到「管理」這門課,如何與同仁們相處team work並且完成上層主管的期待,更是一門重要學習課程。 離開了華泰銀行熟悉舒適的環境,是為了要再次挑戰職場,開拓工作視野。因此選擇加入了日商瑞穗銀行(Mizoho Bank)擔任台幣存款作業主管職務至今兩年左右的時間。主導台幣存款作業.現金出納.金資匯款與系統測試等任務,面對全新工作事務,已能快速上手與克服困難挑戰。除此之外,也學習到日商銀行的工作文化,嚴謹細心,紀律嚴明。 我工作認真踏實,有條不紊是我一貫態度;對於工作抱持積極的理念,力求完美。 這段20年的工作的期間經歷許多金融相關工作,事務處理要領與部門溝通技巧,與同事們相處融恰、情誼深厚。所學到的不僅僅是一部分書本與受訓課程上的知識印證,也深刻了解事務的處理需要靈活的頭腦、冷靜的思考與細心的態度;還有重要的,良好的人際關係、EQ的管理。 「讀萬卷書也要行千里路」,財務金融的領域無窮止盡。
日商瑞穗銀行股份有限公司
私立實踐大學
台灣台北市
Professional Background
Current status
Profession
Finance Manager
Fields
Banking
Work experience
More than 15 years (More than 15 years relevant)
Management
I've had experience in managing 5-10 people
Skills
Word
PowerPoint
Excel
Languages
Chinese
・
Native or Bilingual
English
・
Fluent
Japanese
・
Intermediate
Highest level of education
Bachelor
Job search preferences
Desired job type
Full-time
・
Not interested in working remotely
Desired positions
Desired work locations
Freelance
Non-freelancer
Work Experience
存款事務部副理
日商瑞穗銀行股份有限公司
Jun 2019
-
Present
覆核主管: 出納.台幣金資 匯款.支票. 匯兌等業務
財務部資深副理
華泰銀行
May 2013
-
Jun 2019
・
6 yrs 2 mos
1.審核投資後交易及清算交割作業 2.審核主管機關申報報表
財務金融作業部副理
元大商業銀行
Apr 2004
-
Apr 2013
・
9 yrs 1 mo
1.國外部-外匯匯兌 2.財務部-TMU業務.外幣債
經辦專員CLERK
香港匯豐銀行
May 2002
-
Apr 2004
・
2 yrs 0 mos
審核新客戶開戶事宜(A/C Opening),國際匯兌相關事務處理
經辦專員
花蓮區中小企業銀行 (金融投顧及保險業 500人以上)
Jun 2000
-
Apr 2002
・
1 yr 11 mos
1.審核總行費用支出帳務. 2.編製報表及預估全行月.季.年損益. 3.編製對外央行表報. 4.主辦會計
Education
私立實踐大學
Bachelor’s Degree
・
財務金融系
1996 - 2000