Ekspert / Ekspertka ds. Klientów Indywidualnych
Core
Providing expert support to the sales network for complex and non-standard individual client matters, including high-net-worth clients, requiring specialized knowledge, analysis, escalation, or collaboration with central units.
Role type
Senior IC individual client expert (banking)
Builds
Specialized support for sales branches, transaction processing, and client portfolio management
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
knowledge of individual client products (loans, insurance, deposits, transactions), client segmentation and portfolio management, sales and operational processes, data analysis and business recommendations, complex case resolution, cross-functional collaboration
Preferred skills
experience with high-net-worth clients, process improvement initiatives, quality monitoring and risk management
Technologies
banking core systems, CRM tools, data analysis platforms
Responsibilities
Escalate and resolve complex client issues, analyze business data and portfolio quality, identify process barriers and initiate improvements, monitor compliance and risks, prepare reports and presentations for management
Seniority
Senior, hands-on IC