ResumeCreate your job-winning resume using our free resume builder.
PortfolioShowcase your skills and projects with a professional portfolio.
Cake AIUtilize our Cake AI-powered products to accelerate job search and talent match.ResumeCreate your job-winning resume using our free resume builder.Resume BuilderMake a resume for free.Resume TemplatesAccess our extensive library of professional & ready-to-use templates.Resume ExamplesGet inspired by real resume examples to create your own.Occupation GuideAccess resume writing guides tailored for different professions.Resume HelpGet expert advice on all things resume from our team of recruitment specialists.Cake AI Resume CheckerNewAnalyzes your resume using Cake AI for detailed feedback.- Success StoriesBusiness ExcellenceAbout CakeFeatured Reads
Jobs
Tools
Resume
Create your job-winning resume using our free resume builder.
Portfolio
Showcase your skills and projects with a professional portfolio.
Cake AI
Utilize our Cake AI-powered products to accelerate job search and talent match.
Resume
Create your job-winning resume using our free resume builder.
Resume Builder
Make a resume for free.
Resume Templates
Access our extensive library of professional & ready-to-use templates.
Resume Examples
Get inspired by real resume examples to create your own.
Occupation Guide
Access resume writing guides tailored for different professions.
Resume Help
Get expert advice on all things resume from our team of recruitment specialists.
Cake AI Resume CheckerNew
Analyzes your resume using Cake AI for detailed feedback.
Resources
Success Stories
Business Excellence
About Cake
Hire
林宇貞 Leona Lin
Relationship Manager/Financial Analyst
I have 7 years of experience working in banks (CTBC, Taishin Bank), mainly in the financial and business departments. I am responsible for financial analysis of unsecured lending and customer relationship management and development.
I have a careful personality, good logical thinking ability, and a positive attitude to accept challenges.
中國信託商業銀行
國立中興大學 統計研究所
新北市, 台灣
Taiwan
Professional Background
- Current statusEmployed・Ready to interview
- ProfessionFinancial Analyst・Account Manager
- FieldsBanking
- Work experience6-10 years (4-6 years relevant)
- Management
- Skills
- LanguagesChinese・Native or BilingualEnglish・Intermediate
- Highest level of educationMaster
Job search preferences
- Desired job typeFull-time・Interested in working remotely
- Desired positions財務人員、財務分析人員、助理客戶關係經理人(ARM)
- Desired work locations
- Freelance
Work Experience
客戶關係經理
New Taipei City, Taiwan
1.客戶關係管理與拓展：
負責維繫既有客戶關係，深入了解金流、存放款餘額變化，並為客戶提供適合的額度架構。在額度到期、展期或增貸需求時，依客戶需求提供服務，確保客戶關係穩定。
2.交易處理：
處理撥款、匯款、換匯等交易，包括確認交易條件、文件及流程準確無誤，並確保後台完成交易。
3.KYC(AML、開戶、定期審查)：
進行客戶開戶流程，並定期審查客戶之交易，確保符合內、外部規範。
當客戶有帳戶相關需求，例如高層股權變動、變更負責人、關係企業開戶等需求時，提供相關服務，及KYC審查。
4.陌生開發與議價能力：
除了維繫現有客戶，也負責開發新客戶，從與客戶無關係到建立信任、了解需求，在議價過程中平衡行內成本、部門政策並達到客戶需求。
財務分析人員
Nangang District, Taipei City, Taiwan
1.內部財務報表與績效分析：
負責個金消費金融的無擔保產品，進行每月兩次的預測、暫結、月結損益分析，深入分析獲利因素（如量差、利差、提列呆帳）。
2.年度預算編列與追蹤：
編列年度預算，確保收入、費用、人力的合理分配，並監控預算執行情況，提供數據給予單位主管，進行考核使用。
3.專案效益評估與追蹤：
評估專案的效益及成本，計算Hard Dollar與Soft Dollar，並定期追蹤KPI與績效。
4.獎金預估與提存：
預測獎金並協調費用項目的調整，確保每月費用變動合理。
5.月結彙整與檢核：
負責消金產品的彙整與報表檢核，確保數據正確無誤。
財務分析人員
Taipei City, Taiwan
在台新財務單位，主要的工作內容與中信一致，包含內部財務報表編制、經營績效分析、年度預算編列、專案效益評估審核與追蹤、每月獎金預估提存，但負責的通路不同，在台新負責財管客群，因客群的差異，除上述項目外，另外包含以下工作內容：
1.行舍搬遷五年損益預估：
根據搬遷位置與財管會員結構等因素，預估未來五年損益、客戶數及AUM，並確認五年目標是否合理。
2.分行與理專數據分析：
利用Power BI進行數據分析，檢視分行貢獻度與理專的表現，並提出成長或衰退的原因，協助後續的行銷與管理決策。
Education
Master’s Degree
・
統計
Bachelor’s Degree
・
統計Licenses & Certifications
衍生性金融商品銷售人員資格測驗
財團法人台灣金融研訓院金融測驗中心
初階授信人員專業能力測驗
財團法人台灣金融研訓院金融測驗中心
信託業業務人員信託業務專業測驗
財團法人台灣金融研訓院金融測驗中心