Posted 3 months ago
【凱基銀行/通路發展處.富裕客群暨薪綜拓展管理部.富客拓展二科】富裕客群專員兼任板橋分行業務專員
BanqiaoOn-siteFull-time
AI Summary
Develops and manages personal payroll transfer business for affluent clients, promotes financial products, maintains client relationships, and coordinates cross-selling across branches and business units.
About this role
Join us to build a leading financial company in Asia!
Job Family
業務管理-個人金融/Retail Banking (Job Family)Job Description
積極開發薪轉業務,提供客戶合適的金流方案,達成個人薪轉業務目標。
1.開發目標之薪轉客戶,瞭解客戶的需求,執行薪轉業務之推廣與策略。
2.維繫既有薪轉客戶,提供即時產品服務,提升與本行往來黏著度。
3.各項交叉銷售之商品協銷與轉介
4.維護與分行/消金/商金/企金之關係,進行有效的溝通與合作,以利達成個人薪轉目標"
Education – Degree / Field of Study
Work Shift
正常工時 (Regular) - 需打卡 (Taiwan)Skills
Branch OperationsBusiness DevelopmentClient Needs AnalysisClient Relationship ManagementCross-sellingCustomer RetentionFinancial Product PromotionPayroll Transfer
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- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.