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RSM, Branch – Mid-level role at Standard Chartered in Taipei, driving branch operations, compliance and cross‑selling.
Support business growth, manage daily banking services, and uphold anti‑money‑laundering and governance standards.
Job Summary
Strategy
- Achieve / exceed the business targets set
- Control and administer the daily operations from Priority Banking customers
- Ensure that office rules, branch control and operational procedures are strictly adhered to
Business
- To support Branch Operation & Service Manager to deliver high quality service to our customers and identify sales opportunities to maximize new business acquisition
Processes
- Greeter Duty
- To conduct a/c opening and facilitate service request with required licence*.
- To conduct sales document checking/ follow up where required.
- To facilitate sales and service process by up-keeping all necessary data tracking and system input. 例如: 協助客戶CASA開戶資料準備, 基金開戶, 錦華客戶資料更新 ,投資下單（基金, ETF, SN, SB, ELN, PCI etc.）,執行CIP。
- Referrals : To conduct sales activities via tag-on, cross‑selling through customer enquires screening and compiling potential prospecting list.
- Collate data/information related to branch reporting.- Accurate & Timely Submission
- Reporting of Daily, Weekly and Monthly Returns where applicable
- Reporting of any other Ad hoc information required from time to time
- Review of all Daily/Monthly Reports via Report-to-Web (except GL Reports to be reviewed by BOSM)
- To scrutinize reports/schedules for unusual entries which may require further investigations / Escalations if required
- To raise any Suspicious Transaction Report (STR) if necessary
- Assist in answering phones, general enquiries and investigations.
- To bring to the attention of the Branch Operation & Service Manager any problems encountered together with any recommended solutions.
- To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.
Key Responsibilities
Remark:
存款開戶資格：分行作業室本行正式員工並具備工作經驗六個月以上並通過 BSO 提供考題測驗達 80 分以上。
外匯：經辦人員須有三個月以上相關外匯業務經歷。
信託開戶資格：具信託業務證照，且須於公會登錄，並在行內證照系統上完成登錄且持續有效之人員。
People & Talent
- To assist Branch Operation & Service Manager to supervise the overall operations of the PP Team.
Risk Management
- To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.
Governance
- Responsible for assessing the effectiveness of the Group’s arrangements to deliver effective governance, oversight and controls in the business and, if necessary, oversee changes in these areas; Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role.
Regulatory & Business Conduct
- Display exemplary conduct and live by the Group’s Values and Code of Conduct.
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
- Effectively and collaboratively identify, elevate, mitigate and resolve risk, conduct and compliance matters.
Key stakeholders
Internal Contacts
- All branch sales and service staff
- All frontline business stakeholders
- All WRB departments stakeholders (Strategy Branch Operations & System etc.), and
- Other support functions (IT / Audit / Finance / HR etc.)
External Contacts
- WRB customers
Skills and Experience
- Anti-money Laundering Policies and Procedures
- Customer Interaction
- Understanding Customer Needs
- Customer Support Policies, Standards and Procedures
Qualifications
Licenses 信託業務人員
衍商/結構型
以下為Optional：內稽內控、外匯
Certifications 存款開戶：分行作業室本行正式員工並具備工作經 驗六個月以上並通過 BSO 提供考題測驗達 80 分以上。
外匯：經辦人員須有三個月以上相關外匯業務經歷。
信託開戶資格：具信託業務證照，且須於公會登錄，並在行內證照系統上完成登錄且持續有效之人員。
Languages Fluently read, write, listening and speaking in Mandarin
Languages
Languages Fluently read, write, listening and speaking in Mandarin
Competencies
Action Oriented
Collaborates
Customer Focus
Gives Clarity & Guidance
Manages Ambiguity
Develops Talent
Drives Vision & Purpose
Nimble Learning
Decision Quality
Courage
Instills Trust
Strategic Mindset
Technical Competencies: This is a generic competency to evaluate candidate on role-specific technical skills and requirements
About Standard Chartered
About Standard Chartered
What we offer
What we offer
Information at a Glance
Information at a Glance
Job Skills
Job Skills
Key Skills
Cross Selling
Knowledge of Finance
Sales
Banking Services
Relevant Skills
Regulatory Requirements
Strategic Thinking
Exchange-Traded Fund
Show Courage
Risk Management
Risk Analysis
Chinese
Service Orientation
Auditing Skills
Customer Support
Self Motivation
Communication Skills
Governance
Needs Based Selling
Anti Money Laundering
Telephone Call Reception Management
Research Skills
More
Relevant Skills
Relevant Skills
More
More
Relevant Skills
Relevant Skills
Skills Matching
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