Expert Introduction:
Thirteen years of banking industry experience, covering corporate business and retail business; over six years of banking management practice and business marketing system development experience; over three years of banking transaction and business management system development and launch experience; over ten years of banking financial training seniority across Mainland China, Taiwan and Hong Kong. Formerly served as President of Yuanta Commercial Bank Zhongxiao Branch, Senior Business Manager of Corporate Business Department, and has delivered related courses to the head office multiple times.
Experience:
w Thirteen years of banking industry experience, covering corporate business and retail business
w Over six years of banking management practice and business marketing system development experience
w Over three years of banking transaction and business management system development and launch experience
w Over ten years of banking financial training seniority across Mainland China, Taiwan and Hong Kong
Qualifications:
w Yuanta Commercial Bank President of Zhongxiao Branch, Senior Business Manager of Corporate Business Department
w Yuanta Financial Holdings Project Convener of Corporate Financial Business Excellence Engineering
w Fubon Commercial Bank Manager of Business Finance Department (SME Credit Department)
w CTBC Bank Manager of Corporate Business Product Development Department, Trade Finance Section
w Grand Commercial Bank Manager of Corporate Business Marketing Group
w Sinopac Bank Corporate Finance Business Specialist
w Uni-President Enterprises Group, Uni-President Leasing Business Department Manager
w Chailease Holding Company Leasing/Installment/Factoring Business Specialist
w Tiansin Information Associate Manager (Manager) of Financial Institutions Software Product Development Department
w Taiwan Academy of Banking and Finance Elite Lecture Instructor, Case-Based Teaching Seed Instructor
w China Financial Talent Professional Committee Expert Instructor
w Dun & Bradstreet-Trade Finance Business Expert Instructor
w State Administration of Foreign Experts Affairs Expert Instructor for Registered Marketing Management Certification Course CME eq \o\ac(○,R)R ,CSE eq \o\ac(○,R)R
w State Administration of Foreign Experts Affairs Professional Instructor for SMEI Certification Course
Teaching Style:
w Rich practical experience in corporate financial business, covering front, middle and back offices. Professional core competencies include: corporate business financing product management and co-marketing, supply chain trade finance, corporate customer development, and corporate business system development and implementation.
w Clear logic and well-organized teaching. In the field of case-based teaching for corporate business, Instructor Chen has a unique method that combines trainees' actual problems with case studies, enabling trainees to enhance problem identification and problem-solving capabilities during case discussions.
w From business strategy formulation to quantitative deployment of policy objectives, Instructor Chen has unique insights. Through a simple yet comprehensive approach, making complex concepts easy to understand, and through rich case sharing, practically assists trainees in implementing learning outcomes at work and solving work difficulties, earning high praise and recognition from trainees.
Coaching and Training Topic Expertise:
w SME Credit Business Practice and Case Studies
w Cross-Strait Business Exchange - Taiwan SME Credit Business Practice and Management
w Corporate Business Financing Product Management and Co-Marketing
w Impact of Interest Rate Liberalization and Strategic Response Thinking
w Supply Chain Trade Finance and Corporate Customer Development
w Factoring Business and Accounts Receivable Financing Business
w Corporate Product Integrated Marketing Practice
w Product Manager Management Practice and Product Sales Practice
w Corporate Business Relationship Manager Marketing and Customer Management Practice
w Customer Management Practice-Communication and Negotiation Skills
w Customer Management Practice-Presentation and Briefing Skills
w Product Management Practice-Operational Statistical Analysis and Practical Application of EXCEL
w Outlet Manager/Branch President-Outlet Marketing and Sales Team Leadership
Teaching Experience:
w Bank of China Tianjin Branch: Bank Product Manager Practice; National Outlet Managers and Corporate Business Managers: Cross-Strait Business Exchange-Taiwan SME Credit Business Practice and Management
w Bank of China Shanghai Research Institute: Outlet Manager Outlet Marketing and Sales Team Leadership Practice, Outlet Manager Internal Trainer Training Program
w Bank of China Zibo Branch: Relationship Manager SMEI Marketing Certification Course
w Multiple domestic banks including China Postal Savings Bank, Agricultural Bank of China, Bank of Communications, China Merchants Bank, Ping An Bank Shenzhen, Shanghai Pudong Development Bank, Bank of Shanghai, etc. Topics covered include: international factoring business system integration and e-commerce opportunities, factoring business market analysis and business essentials, development and experience exchange of corporate business in Taiwan, etc.
w China Construction Bank: SME Credit Business Management Practice, Bank Product Manager Management Practice, Product Manager Marketing Practice
w Hankou Bank: Strategic Response Thinking to Interest Rate Liberalization Impact
w Ping An Bank: Trade Finance Marketing Practice, Trade Finance Business Risk Management Practice
w Urumqi Bank and other banking peers (Jiangsu Banking Association, Dalian Banking Association): SME Credit Business Management Practice
w Credit Guarantee Company Peers (Jiangsu Association, Nanjing Association): Taiwan SME Credit Business Management Practice and Credit Guarantee Company Business Innovation
w Taiwan Academy of Banking and Finance, Bank of Taiwan, Taiwan Cooperative Bank, International Commercial Bank of China, Land Bank of Taiwan, First Bank and other major well-known banks in Taiwan. Teaching topics include: corporate finance business marketing cases, supply chain finance business, bank projects and product managers and other topics
Project Experience:
w 2007~2009, Yuanta Bank, Ford Motor Dealer and Auto Loan Business Integration Project, etc.
w 2003~2004, CTBC Bank, Uni-President Enterprises supply chain finance; Chunghwa Picture Tubes accounts receivable purchase business/Youshang accounts receivable purchase business; Hotai Motor accounts receivable finance combined with credit card project; Xingdong Technology supply chain platform finance; Xingtaisu Network trade finance project, etc.
w 2003, Grand Commercial Bank, ViewSonic supplier accounts receivable purchase, Uni-President Dream Times Shopping Center supply chain finance project, etc.
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