Job Summary
• To provide full secretarial and administrative support to Head of Personal Banking & CX, CPBB Taiwan
Strategy
• Awareness and understanding of the Group’s business strategy and model appropriate to the role.
Business
Mailbox/Calendar management
• Scheduling of appointments, coordination of meeting and actively managing the calendar of the Head of Personal Banking & CX, managing any appointment/scheduling conflicts in the best possible ways.
• Mark leaves of Head of Personal Banking & CX and the direct reports, public holidays, important appointments, travel itinerary on the calendar.
Meeting/Event management
• Prepare regular/ ad hoc management presentation materials and ensure all meeting materials are reviewed by Head of Personal Banking & CX and the direct reports before meeting when necessary.
• Assist to host Personal Banking & CX weekly meeting, record the meeting minutes and track the action plan and the other critical items.
• Consolidate and submit management reports and meeting materials with accuracy and timeliness.
• When required, pre-book meeting facilities (meeting rooms and/or Microsoft Teams and/or video conference facilities) and ensure smooth functions during meeting time.
• Organise and coordinate Personal Banking & CX cross-team activity/event/team engagement/Employee Volunteering.
Governance
• Conduct Personal Data inventory review, risk assessment and Personal Data Protection Assessment with accuracy and punctuality.
• Consolidate monthly audit trail report along with its review result and submit to Head of Personal Banking & CX on monthly basis.
• Monthly review the delegation list of audit trail report and provide to Head of Personal Banking & CX for review.
• Submit the audit trail threshold amendment post the approval obtained from NFRF meeting.
• Department BCP annual maintenance.
Travel & Expenses management
• Arrange /prepare logistic matters of business trips including air ticket, hotel accommodation and transportation within bank travel and expense policy.
• Collecting all required T&E receipt/invoice and proceed reimbursement for Head of Personal Banking & CX.
Administrative activities
• Annual review DOI for System Access Matrix of PERSONAL BANKIING
• Manage filing of hard/softcopies of documents.
• Visitor and telephone screening and handling of both internal and external correspondence.
• To deliver quick and to the point execution
• Assist Head of Personal Banking & CX to draft email when required.
• Perform ad hoc assignments as required.
Processes
• Understand SCB systems – Travel & Expense, eProcurement, MyIT, Employee Portal, etc for respective work.
• Prepare reimbursements claims for business expenses for Head of Personal Banking & CX.
• If participants include external parties for physical meeting appointments, ensure there is a local support to meet-and-greet visitors and abide by local protocols
• Raise appropriate service requests (SRM) for technology-related services.
• Ensure the reimbursement/agreement approved by Head of Personal Banking & CX adhering the delegated authority in GDAM.
• Coordinate department Delegation of Authority annual review when required.
Governance
• Adherence to laws and regulations, internal risk and compliance policies (including anti-money laundry, sanction, anti-bribery & corruption, and relevant FCC risks) and the Group code of conduct.
Key stakeholders
• Group/ Regional CPBB Personal Banking team / Digital Banking team / CX team
• CPBB Head office and related business partners
• CPBB Business Risk Management Team
• Function Partners including T&I, Risk, Compliance, HR, Legal, Audit, etc.
• Finance Account Payable team
• CPBB Personal Banking & CX Management Team & related colleagues
• Secretaries / PA(s) / BPM(s)
• External vendors - Travel Agent / Service Providers
Qualifications
• Education Bachelor or above
• Languages Chinese, English
Skills and Experience
• Possess the maturity and ability to work independently.
• The ability to multi-task, manage time effectively and perform under pressure.
• Quick learning skills and detail oriented
• Service delivery & Administration Management
• Inter-Personal Skills
• Ability to work with senior management.
• Strong English written and spoken skills.
• MS Outlook & MS Excel
