Cdfh
【凱基銀行/個金作業處.客戶服務部.財富管理客服科】客服專員
中和大樓(銀行)
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hirly's read of this role
- Seniority
- Mid level
- Country
- TW
- Work mode
- On-site / unstated
- First seen by hirly
- 3 Oct 2026
Derived automatically from the posting. Upload your resume above to see how the role scores against it.
the posting
Join us to build a leading financial company in Asia!
Job Family
顧客服務-個人金融/Retail Banking (Job Family) (KGIB_CS_RB)
Job Description
- 1.線上協助客戶問題處理、提供銀行業務諮詢服務。
- 2.客戶意見反應與蒐集，維繫良好顧客關係。
- 3.專案或行銷活動的配合執行。
- 4.主動推薦適合的產品或服務予客戶、提升顧客滿意度、創造自我價值。
- 5.提供完整的職前與在職教育訓練，於工作中漸進學習多重產品專業知識與自我成長。
- *其他條件
- 1.無經驗可，具客戶服務或電話銷售經驗與金融產業資歷者尤佳。
- 2.諳消費金融商品常識，溝通能力佳，具細心、耐心且抗壓性強。
- 3.證照需求(試用期間優先取得信託業務人員證照佳 )：
- (1)金融市場常識與職業道德。
- (2)信託業業務人員證照。
- (3)結構型商品銷售人員資格證照或衍生性金融商品銷售人員證照。
- (4)具備銀行內部控制證照及外匯專業能力測驗尤佳。
Education – Degree / Field of Study
Work Shift
輪班 (Taiwan)
Listed on hirly, a job board. hirly is not the employer: Cdfh is hiring for this role.
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