Role & Responsibility:

• Handle administrative tasks and coordinate branch manager’s schedule
• Coordinate internal meetings, reports, assist branch manager in ppt/write up/reporting
• Coordinate with HQ and external parties in organizing events in Hangzhou
• Work with RMs to summarize monthly financial performance and data maintenance
• Monitor and follow up with RM to ensure there is no condition/annual review overdue
• Assist RM for facility drawdown/ rollover/ remittance and other transactions
• Prepare account opening documents, follow through the account opening process
• Assist RM to conduct due diligence and onboarding of customers
• Conduct company search and loan card search for new established/ reviewed facilities



Job Requirements:

• Direct report to branch manager. No subordinate reporting line.
• Prepare various management report such as revenue tracking report, customer limit report, facility coming due report, and fees register etc
• Assist RMs in account opening and customer due diligence
• Assist RMs in BU operation related work
• Degree holder or above
• Team player
• Well organized and detail oriented
• Self-motivated, hardworking, confident individual



职能类别：综合业务专员

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