Simona Maxim

Experience

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  Finansbank

  Oct 2003 - Sept 2005

  Sales Representative

  Main activities and responsabilities:Selling bank's products and servicesMonthly target achivementCreating and mentaining a good image of the bankPreparing the daily reports

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  Anglo-Romanian Bank LTD

  Sept 2005 - Jul 2011

  Cash Management Officer

  Main activities and responsabilities:Continuous development and promotion of the bank's products such as internet banking, national cash, deposits andd cardsAdvising and consulting customers regarding the bank's products according to the customer's needsImproving the portfolio products according to the clients needs and market development

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  BCR

  Jul 2011 - Jun 2017

  ▪ Managed portfolio includes MIFID II, MAD II and PRIIPs implementation.▪ Managed different independent business requirements as required, being responsible for achieving scheduled time/scope/cost.▪ Analysing and optimizing existing processes and develop and implement new ones.▪ Ensures that main necessary activities are undertaken in order to achieve the objectives of ensuring alignment of programs, projects and change requests initiated between the stakeholders and with overall bank priorities, managing the bank’s portfolio of programs, projects and change requests, and delivering structured and effective reporting to management.▪ Main contributor for estimation exercises in order to finalize preparation for Gate 1 & 2 approvals (for both Local & Group Forums)▪ Key individual role for ensuring policies & procedures are followed for main milestones▪ Contributing to monitoring & mitigating risks and issues within the assumed deadlines by the responsible. ▪ Offers support and advice to Project & Program Managers for obtaining necessary approvals. ▪ Acts as a Project Manager for standalone independent business requirements.▪ Provides monitoring and status reporting on the progress of programs, projects and change requests in their respective clusters.▪ Key contributor for redesigning the methodological framework of programs, projects and change request portfolio management.▪ Performs quality checks for the documents submitted for cluster decision in order to ensure thorough consideration and assessment of programs, projects and change requests prior to their approval, aligning the initiatives to the Bank’s strategy, identifying interdependencies between initiatives.▪ Facilitates, through clusters and the Project and IT Committee prioritization and selection of programs, projects and change requests.▪ Key individual role for prioritization process. Show less ▪ Managed part of cash management portfolio of products such as: cash pick-up, speed collect, template payments, TCGA, disbursements, Trezonet, IDEB, cross currency payments, FIT payments, current account bundles, multifunctional machines, cut off time, drop in safe.▪ Development, management, continuous improvement and adapting Bank’s products to market demands and customer’s needs.▪ Creating new products (drop in safe) designed to bring competitive advantage to the bank.▪ Managing, creating and updating of own portfolio internal products records.▪ Creating, managing and reviewing the internal regulations of the Bank product portfolio.▪ Also, creating bank’s product presentations for customers and sales team.▪ Solving incidents received in appropriate product management area. Show less Main responsabilities:Implementation of corporate customers negotiated price offersReceiving and checking documentation for implementation of corporate customers products such as direct debit, standing order, templates, cash pick-up, nonclients payment ordersSolving requests received in group's areaFollow the implementation process from documentation receiving until final implementationBased on files received from other departments, calculating and charging the customers with the appropriate fees and commssions for products and servicies Show less

  • Portfolio Manager

    Mar 2015 - Jun 2017

  • Product Manager

    Jun 2013 - Mar 2015

  • Implementation officer

    Jul 2011 - Jun 2013
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  ING

  Jun 2017 - now

   Product Owner in Agile environment for Wholesales Banking products – New Branch Model project implementation, e –Treasury stream. One Bank Product Owner for Banca Transilvania, Payzone and CEC partnerships, current accounts, VAT account, escrow account, e-treasury, White Label, Virtual Cash Management Solutions: VLA and VBA, E2E flow and products documentation. Providing tailored solutions in order to meet customer’s need. Managing Global Fee Reporting Engine (GFRE) for Romania - In the GFRE tactical solution, the fee data from local back offices will be automatically delivered to the global Fees Reporting engine based on the fee data request which is automatically triggered at the end of each calendar month. The transmission protocol can be either manual or via XFB transmission. Managing Global Strategic Reporting (GCRP) for Romania - covers end of day (EOD) and intraday (ITD) feed from core banking countries to Global Customer Reporting (GCRP) engine. Owner for SOX controls for current account. Key individual role in developing PO Print application – together with Reporting Squad developed, tested and delivered into production OPT generation algorithm. Contributor to WB Internal Fees application developments such as AMF automated algorithm, IOL automated algorithm and automated fee reprocessing. Flows modification for several products within monitored portfolio. Key individual role in implementing invoice collection through Banca Transilvania and Payzone for EON Gaz Furnizare. Show less

  • Product Owner

    Jun 2017 - now

  • Product Owner

    Jun 2017 - now