Adam K.

Experience

• 

  Alior Bank S.A.

  Jun 2013 - Aug 2013

  Alior Bank Brokerage House Consultant

  - solving problems and discrepancies related to brokerage accounts and trading platform- providing IT support to the customers on Alior Trader 2 platform ( trader's platform installation and maintenance)- placing BUY/SELL orders on behalf of clients ( polish stock exchange)

• 

  Alior Bank S.A.

  Oct 2014 - Dec 2017

  - managing crediting processes, scoring and rating analysis, evaluation of financial statements (balance sheet and profit & loss account)- preliminary financial statement analysis- verification of business connections, business visitations, day to day service, conducting negotiations of terms of credit agreement conditions- new business customer acquisition and maintaining long-term relationships- meeting monthly sales targets role description: Scoring and rating analysis, credit agreements preparation, dailyservice delivered to the clients, managing crediting processes.

  • Business Client Advisor

    Jan 2016 - Dec 2017

  • Junior Business Client Advisor

    Oct 2014 - Dec 2015
• 

  Euroclear

  Jan 2018 - now

  Offering dedicated services to key Triparty clients ( global Investment Banks) by monitoring and proactive follow-up of clients’ activity across different collateral products, support client with specific portfolio analysis to optimize collateral allocation Handle all Collateral Management inquiries received via phone or email raised by clients across products and trades (investigation on collateral, reporting, contract management, instructions…) Work and constantly coordinates with different stakeholders internally, specifically Account Managers, Relationship Managers and Operations, in solving service issues and escalations raised by clientsRepresenting the client in raising awareness internally on service improvements (including those requiring a structural change) Lead or contribute to the preparation to client meetings, presentations or training Manage timely and accurately control queries, transactions processing (instructions input) and reporting generation Follow up on custody or Corporate Action events processed on Collateral positions, including cash and securities realignment Challenge, review and develop complex policies procedures with appropriate continuous improvement and risk mind-set to improve our risk resilience as well as efficiency and productivity Contribute (depending on the size of the project) with a good level of autonomy to projects related to clients, risk or operations. This require writing or validating business requirements, testing or preparing operational readiness (including delivery of training). Ensure client satisfaction and client loyalty is developed and maintained. Collect issues and expectations through the client survey, the day-to-day monitoring and client contactsAct as internal and external facilitator for any ad hoc escalations. Show less

  • Collateral Account Manager (Lead)

    Jan 2021 - now

  • Collater Account Manager (Liaison)

    Jul 2019 - Dec 2020

  • Collateral Accout Manager (Agent)

    Jan 2018 - Jun 2019