Grzegorz Stefanski

Supporting service delivery with queries and enhancements. Cooperating with a software Vendor, IT developers, Investment Services, Fund Accountants and Project Managers. Identifying and implementing improvements in existing processes. System testing, UAT testing, building procedures, creating manuals, instructions, process management related analyzes.

Upgrades, development, monitoring and controlling of systems, enhancements and change requests. New function planning, design and implementation control, UAT environments setups and functionality testing.

Supporting system development, upgrades and administration, ensuring that all systems used comply with requirements, ensuring that products offered are up to date and competitive. Managing operational risk, loss identification and reporting, product design & delivery, sales processes, complaint handling. Addressing areas of concern in conjunction with the appropriate department. Adhering to relevant processes/procedures by liaising with Compliance department about new business initiatives.

Establishing, building and mapping processes and procedures. Reviewing the efficiency and effectiveness of the customer service according to SLA’s agreements and company policy. Maintaining the best quality of service. Liaising with compliance, legal and audit teams with regards to processes and procedures against the internal and regulatory requirements. Enhance performance through effective coaching, developing and motivating the 6 people team, both individually and as a group. Recruitment and trainings.

Monitoring and managing high priority incidents. Responsible for trend analysis and identifying potential problems early on in order to minimise the impact on the Business Ensuring escalation requirements are performed on schedule. Ensuring all Incident Logs are updated and that all affected parties are informed of progress, prevent complaints, interviewing the work procedures to maintain service reliability, using relevant MI to identify risk situations and take any appropriate action to minimize loss.

All aspects of purchase of products, dealing with overseas suppliers, communicate effectively with vendors and departmental personnel, managing the pre-production schedule, monitoring the shipments and deliveries, ensuring the final sale arrangements are up-to-date, verifies quantity and quality of stock received from manufacturer, authorizes payment of invoices or return of shipment , timely implementation of internal and external audit points together with any issues raised by external regulators.

Sales plans assignment and accomplishment, investment funds and credit advise, account managing for companies and VIP customers, making effective customer contact to identify and address customer needs by actively promoting relevant bank solutions, providing clients with an outstanding service proposition based on professional relationship management, control the growth of sales of all components of the proposition, managing Operational Risk.