Adrian Sobczyk Email & Phone Number

Kraków, Pl

Kraków, Woj. Małopolskie, Polska

From December 2021 - Fully deployed as Equity and ETF Portfolio Manager

Kraków Area, Poland

Kraków, Woj. Małopolskie, Polska

Kraków, Woj. Małopolskie, Polska

In addition to the Investor Specialist responsibilites:- Performing Call back to clients- Checking emails prepared by other members of the team- New hires training

Kraków, Woj. Małopolskie, Polska

- Verifying and processing financial information/transactions respective for the business line- Managing daily volume according to the daily plan- Providing superior client service and ensuring timely response to internal and external requests- Following up on open inquiries- Helping to identify errors in an effort to reduce risk- Interaction with other BBH departments, escalation and coordination to make sure that all inquires are completed in a timely manner- Gaining efficiencies to improve individual and team productivity- Contribution to Firm process improvement activities- Assist in the development and production of monthly management reporting- Producing and validation client's reports and statements- Audits preparation- Keeping great internal atmosphere within our team

Kraków

- Focusing on high customer services,- Sales plan and business issues realisation,- Delivering best quality of service for Standard and Premium clients,- Banking products sales,- Offers preparation and presenting them to the clients,- Analysing and assesment bank risk in retail banking sector,- Providing for own customer's base. Presenting better solutions and opportunities to maintain customers' base on the same level,- Branch managing while absence of Manager- Cash service (teller).From May 2014 permanent job contract for sincere work commitment, excellent customer relationship and top sales result.From March 2015 promotion on Customer Advisor position ( without cash service)Additional responsibilities:- Mortgage loans service,- Fund investment service,- Cash management. Monitoring cash statement in treasury (ordering and draining money according to Bank Zachodni regulations.)- Introduction of new employees and team management while absence of Manager

Kraków

- Merchandise take in and out,- Verification of merchandise delivery corectness regarding the invoices and internal documents,- Eat-by date merchandising control,- Warehouse condition diligence.