Barbara Kozakowska

Experience

• 

  Bank Pekao

  May 2009 - Apr 2018

  PM in the Split Payment project (aiming at implementation of regulatory changes that imposed on banks and companies an obligation to open and maintain dedicated accounts for value added tax - VAT).Automated and implemented improvements in the breakdown management processes for the liquidity management system.Managed and supported the technical team in an analysis of possible scenarios for the further development of online banking system for corporate/SME clients and selection of a new system provider.Systematically monitored progress on other projects and initiatives within the department. Show less Delivered appropriate solutions for development and improvement of customer service model in line with current clients’ needs.Worked closely with internal experts and an external consulting company in order to create a strategy and policy for bancassurance business for Bank.Collaborated with multiple bank entities to manage, modify and develop tools supporting RMs.Collected and analyzed statistical data reflecting sales performance and RMs activity. Planned and coordinated efforts leading to increased sales and customer satisfaction. Conducted employee trainings in the field of customer service model, tools and portfolio management. Show less Assisted in creation and parts of short-term and long-term segment strategies.Took assistance and management roles in various projects, focusing on: • Clients’ service model (service model, distribution channels)• Clients’ segmentation, re-segmentation processes and portfolio optimization• Development and implementation of sales tools• Evaluation and improvement of customer satisfaction.Worked closely with various internal departments to ensure on-time delivery and best quality of solutions.Recommended products and services based on conducted research and gap analysis.Established and implemented bank-wide procedures and processes related to products, customer service and clients segmentation. Prepared analyses and reports on RM activity and sales efficiency (with use of SQL, Ms Excel, Ms Access). Show less

  • Project Manager in Transactional Banking Department (Key Projects Office)

    Apr 2017 - Apr 2018

  • Expert in the Affluent Client Department (Strategy Office)

    Jul 2015 - Mar 2018

  • Chief Specialist in the Affluent Client Department (Strategy Office)

    May 2014 - Jun 2015

  • Specialist in the Affluent Client Department (Strategy Office)

    Jan 2010 - Apr 2014

  • Assistant of Managing Director

    May 2009 - Dec 2009
• 

  AXA

  May 2018 - Dec 2019

  Manager in Programs and Development Department

  • Acted as IT & Operations Stream Leader in PPK project – responsible for cooperation with Transfer Agent, preparation of processes and tools.• Designed the substantive content of marketing materials, websites, and trainings for the sales force.• Conducted training sessions for the sales teams, HR, and AXA employees.Coordinated execution of the New Service Model for UFK clients. As part of the project implemented:• new customer contact pattern and structured retention activities;• CC campaign focused on reestablishing relations with clients. Show less

• 

  UNIQA Polska

  Apr 2021 - Feb 2023

  Head of Sales Support and PPK Customer Service Team

  Managing the team responsible for the following areas: • Sales support for PPK (Employee Capital Plans) and other TFI products both through traditional and remote channels;• Providing day-to-day customer care for PPK clients; • Ongoing cooperation with distributors;• Investment and marketing communication.

• 

  Centralny Ośrodek Informatyki

  Mar 2023 - now

  Senior Technical Product Manager

  • Product backlog management: Responsible for creating, prioritizing, and managing the product backlog, ensuring continuous availability of features and enhancements.• User experience optimization: Continuously strived to improve the user experience through data analysis, user feedback, and the implementation of appropriate enhancements.• Stakeholder collaboration: Effectively communicated with stakeholders to understand their needs and expectations.• Sprint planning and execution: Organized sprints, overseeing project processes and ensuring their timely completion. Show less