Monika Golec

Support a team of project managers in the implementation of IT projects or changes .  Support the project manager or take over the sub-project management.  Analysis and documentation of business requirements.  Development of test concepts as well as carrying out and accompanying the test activities.  Revision of the existing Application & Service database.  Responsible assumption of further tasks in the area of Business Analysis, Requirements Engineering, Project and Change Management.

My responsibilities include: • monitoring the current situation in the financial markets, analysis of the market environment • preparation of a diversified investment portfolio based on individual customer needs and expectations • comprehensive financial advisory services for private banking customers • Current control of existing investment portfolios

My responsibilities included: *sales team management - mentoring 10+ team members. *accomplish sales objectives through effective management team *real impact on the development and implementation of strategies work department *overseeing the sale of banking products and services offered by the telephone and via the Internet channel *working on raising the efficiency of the team

• advising on banking products for businesses and individuals • assisting clients in making rational and informed financial decisions • developing investment strategies • active customer acquisition • customer service litigate in financial products • responding to customer inquiries • cooperating with other business units of the bank

• building lasting relationships with B2B clients • comprehensive care for the clients • gathering data; preparing reports and summaries • analysis and presentation of prepared sales reports • updating the database of active and potential customers • cooperating with other departments of the 3 Banks + Insurance + Accounting + Audit companies