Experience

CBRE Business Services Organisation

• Poland
• Leasing Real Estate
• 300 - 400 Employee

• P2P Accountant

  • Oct 2022 - Present

• AP Accountant

  • May 2022 - Oct 2022

  • Processing invoices in accounting systems.• Participating in vendor set up process.• Preparing of payments (invoices, employee expenses, taxes).• Preparing of reports, statistics, etc.• Documenting processes and procedures.• Supporting team in other accounting activities.



PKO Bank Polski

• Poland
• Banking
• 700 & Above Employee

• Retail Customer Advisor

  • Jan 2018 - May 2022

  • Advising customers on financial services.• Selling bank retail products: investment funds, pension funds, bonds and insurance.• Cross-sell products and services.• Verifying the credit worthiness.• Helping customers understand and use digital platforms to service their accounts.• Providing the highest level of customer satisfaction and professional customer support.

• Junior VIP Advisor

  • Jul 2016 - Jan 2018

  • Supporting VIP clients in terms of choosing the best financial solution and providing a high standard of service.• Creating a client portfolio as well as building long lasting business relations.• Analysing of clients needs and preparation of individual deposit, credit and investment products.• Selling products Capital Group of PKO BP S.A - investment funds and insurance.• Close cooperating with the mortgage department and the department of small and middle-size enterprises as well as supporting clients in that respect. Show less

• Advisor

  • Apr 2013 - Jun 2016

  • Presenting of the bank’s offer as well as selling bank retail products including investment solutions and insurance.• Analysing loan applications and taking decisions in compliance with internal bank regulations. Preparing documents and agreements.• Realizing of cash and vault operations.

• Intern

  • Jul 2013 - Sep 2013

  Examining the quality of bank service.Preparing sales reports and support for the Sales Directors.