Job Description
We are seeking a highly motivated and experienced Team Leader to manage and guide Sales/Service Support Team within Corporate Banking. This role is crucial in supporting our Sales Team to achieve their targets by ensuring seamless client onboarding, excellent client service, and efficient back-office operations. The Team Leader will be responsible for overseeing a team of Business Development Specialists (BDS) support staff, driving their performance, and fostering a collaborative environment to deliver innovative cross-border financial services to SMEs.
Responsibilities
- Team Leadership and Performance Management:
- Lead, mentor, and develop a team of Business Development Specialists (BDS) support staff, ensuring high levels of productivity and service quality
- Conduct regular performance reviews, provide constructive feedback, and identify training and development needs for team members
- Allocate tasks and manage workload distribution within the team to optimize efficiency and meet service level agreements
- Foster a positive and collaborative team environment, promoting continuous improvement and knowledge sharing
- Business and Client Service Oversight:
- Oversee the team's handling of incoming customer calls related to transactions, account opening, and other account-related queries, ensuring prompt and accurate resolution
- Monitor daily call system logins and ensure adequate shift coverage within business days
- Supervise and guide team members in processing corporate client account opening documents, tracking progress, and managing documentation to ensure accuracy and compliance
- Direct and support the team's involvement in business development activities, working closely with Business Development Specialists
- Review and analyze business performance reports and other data prepared by the team, providing insights and recommendations to management
- Ensure the team effectively maintains regular updates with corporate clients, disseminating information on the latest services and campaigns as guided by BDS
- Internal Administration and Compliance Management:
- Ensure all team operations and business processes strictly comply with bank policies and regulations
- Collaborate with the Sales Team Leader, providing aggregated sales-related reports and assisting with strategic tasks
- Oversee the management and organization of business documents, ensuring data archiving practices comply with internal and external policies
- Ensure timely and accurate responses to internal queries from other departments (e.g., audit, Compliance review teams, etc.) regarding the team's operational compliance
- Implement and enforce operational procedures to enhance efficiency and compliance within the team
Qualifications
- Education: Bachelor's degree or above in Finance, Economics, Accounting, Management, or a related field
- Experience: 7-10 years of relevant experience in banking or the financial industry, with at least 3 years in a supervisory or team lead role
- Skills:
- Profound understanding of corporate client account opening procedures in a banking environment
- Excellent data analysis and document processing skills (Excel, PowerPoint, etc.), with the ability to interpret and present complex information
- Exceptional leadership, communication, and interpersonal skills, with a proven ability to motivate and manage a team
- Strong service-oriented attitude and ability to effectively interact with clients, internal teams, and senior management
- Highly responsible, meticulous, and capable of managing multiple priorities and delegating tasks effectively
- Experience or strong knowledge in payments-related processes would be highly beneficial
- Basic English proficiency is required
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Primary Location
Taiwan
Job
COO Office/Business Mgt & Support
Schedule
Regular
Job Type
Full-time
Job Posting
Dec 3, 2025, 6:19:56 PM
