- 工作地点：广州
- 职位：实习生
- 信息来源：中山大学
说明：
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| 蒙特利尔银行（中国）有限公司广州分行 —— 实习生 | ||||||||||||||||||||
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岗位要求： |
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Intern--> ? Sincere, patient and easygoing: better with sweet voice on the phone ? Fluent in English and Mandarin ? Well-disciplined with ability to manage multiple assignments efficiently under pressure ? Preferably with working experience of internships on commercial service ? Strong skills on the use of technology tools e.g. Microsoft Office, internet explorer ? Ensure stable working hours during the internship in BMO, i.e. at least eight hour shift per day and 4 working days per week Jobs: Term Deposit Opening l ID verification & Dow jones check l Get line manager approval (Low/Medium clients) (For high risk clients/PEPs, seek GM & AMLRO's approval) l Get OM approval l Provide remittance route to client and KYC filing l Contact clients for TD request or rollover/TT out application (original) l Funds received, send email to Capital markets l Provide TD receipt to clients (by mail) l Follow up with clients for instruction before maturity l Filing SGIC open account l Collect student materials l ID verification & Dow jones check l Issue/Scan and send email to P & CPO l Provide Welcome Letter to students l Confirm remittance with IS l Q5 to HK and reply to students l Email to Canadian branch and cc IS l Check with OPS on GIC fee collection l Provide Deposit Certificate to students l Weekly SGIC internal reports & Weekly SGIC reports to Embassy (Consolidated report) l Follow up: Change account opening branch; Refund due to VISA refusal or change mind; Correct students errors; Other assistance needed from China, such as Master Card l Filing Canadian ac opening l Collect materials l ID verification l Issue/Scan and send email to P & CPO l Provide Welcome Letter to students l Confirm remittance with IS l Q5 to HK l Email to Canadian branch and cc IS l Provide Deposit Certificate to students l Related internal reports (daily register) l Filing Reporting l Weekly Dow Jones check for existing clients (manual) l Term deposit Pipeline Tracking Report (Collect and consolidate data from RMs) l Total Balance of BMO China Co.Term Deposits (daily register of TD based on TD request emails) |
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