Jobs at CTBC Bank Corp. (USA) (Now Hiring) — 14 open

POSITION SUMMARY:   

Responsible for first line assisting of external and internal clients with Commercial Banking & Treasury Management (CBTM) products and services related inquiries. Responsible for leading projects related to CBTM products & services, on boarding new online banking clients, providing remote technical assistance to clients, monitoring system performance, reporting, data analytics, client outreach and client training.

ESSENTIAL FUNCTIONS:

Customer Service Support (30%)

• Handle in-bound customer service inquiries, training and support requests pertaining to Treasury Management & Internet Banking   products and services, while ensuring customer service quality.
• Trouble-shoot customer online banking account issues pertaining to Treasury Management & Internet Banking products and services.
• Timely responses and dedicated support for all incoming communications via phone, Microsoft Teams, email and online.
• Provide remote technical assistance to clients

Implementation and On-Boarding Support (40%)

• Complete new client setup and/or deletion requests and client training in all related to Treasury Management products and services.
• Serves as a subject matter expert on system capabilities, client onboarding process & worksheets and bank agreements related to Treasury Management services.
• Reviews and ensures the completeness and accuracy of signed customer agreements, maintenance requests and cancelation forms.
• Assists with completion of daily and monthly tasks that support the Internet Banking and Treasury Management functions.
• Monitor product vendor communications on system enhancements, scheduled maintenance, added features and functionality.
• Assist in fulfilling the department’s audit requirements and ensure the implementation and completion of agreed audit recommendations.
• Assist with project coordination (internal or with third party technology vendors).

Sales Support (30%)

• Works with sales and lending team officers, branch staff, marketing and other departments in support customer inquiries.
• Provide support to sales officers in creating pro-forma reports to on-board potential clients
• Provide support to department employees in all areas of Electronic Banking and Treasury Management products and services.
• Maintain relevant working knowledge of industry practices pertaining to the full suite of products and services offered. 

OTHER RESPONSIBILITIES: 

• Perform other duties as assigned.
• Responsible for adherence to all compliance programs, including but not limited to, completion of all required and assigned training modules by established due dates.
• Understand and comply with requirements of all laws and regulations applicable to the position.

Education, Experience and Skills Required:

• Bachelor’s degree or equivalent experience
• 2+ years of Electronic Banking, Banking Operations, or equivalent experience.
• Extensive knowledge of information technology, operating procedures, and systems.
• Excellent mathematical, computer, analytical, and problem-solving skills
• Strong analytical ability to use logic and reasoning to solve problems.
• Excellent customer service and phone etiquette.
• Strong written and verbal communication skills.
• Willingness to adapt to change and the ability to learn quickly.
• Strong technical and organizational skills to support the full suite of products and services.
• The ability to manage workflow and complete projects within the allotted timeframes.
• Excellent attention to detail and accuracy.
• Ability to take ownership of client requests and provide excellent customer service.
• Ability to work independently yet closely with other staff.
• Working knowledge of Microsoft Office Programs (Word, Excel, PowerPoint, and Outlook).
• Mandarin Speaking Preferred

PHYSICAL DEMANDS: 

• Minimum mobility to work in an office setting; sit for prolonged period of times; operate office equipment including use of a computer keyboard; and reach with hands and arms. Employees are occasionally required to walk and stand and lift and move records and documents weighing 30 pounds or less. 

COMMUNICATION DEMANDS:

• Attention to detail, strong organizational, communication, interpersonal, self-motivated, and analytical skills, ability to interact with all levels of management and staff.

WORK ENVIRONMENT: