Anna Maria Milewska

• Process, workflow and people management team of 7 people.
• Ownership of the process based on the risk, capacity etc. and coaching team members of 11 people.
• Working on process improvement, developing new solutions.
• Processing Fund movements from the client to final beneficiary including fund share transactions, fund expenses, fund trade execution with in accordance with the procedures and regulations
• Releasing payments instructions, detecting any errors to provide professional and error-free service and reduce risk
• Answering queries, resolving issues.
• Preparing reports.
• Close cooperation with Transfer Agency and Fund Accounting Teams.

• Creating proprietary „Mini Learning Book” – the most important process knowledge SOP Manuals.
• effective coach team members „Cash Management” and „Liquidity Management”.
• implementation of the new program to handle the payment (test phase, escalation of problems, contacts with managers ).
• Multi-tasking approach – solving the most difficult problems and systems crashes.

Responsibilities:
• Test planning, process improvement, test.
• Controlling the flow of news channels and billing systems UBS – EUR and GBP.
• Monitoring liquidity on the settlement accounts
cooperation with the suppliers of the system in order to solve current problems.

• Audit payments and transfers accounting for corporate clients.
• Controlling and audit postings other team members.
• Coaching and training of new employees.
• Reporting results to the supervisor.
• Solving issues related to the process and solutions.

Achievement:
• Place in the volume of loans – quarter of 2014 and lead sales of the so-called KPI – implementation sales plans: IV quarter 2013 and I quarter 2014.
• Award "Star of sales" – the highest quantity and variety of loan products.
• Award "Leader of investment” – commitment and the good sales performance of investment and deposit (2013).
• Oscar "Best execution of sales plans" – the best team in the area of Wroclaw (2013).
• Award "Deposit campaign" – the best sales of deposit products.

Responsibilities:
• Professional service retail customers and small business.
• Active selling mortgage products, investments, savings, loans and personal accounts.
• Audit and supervision of documentation.
• Building long-terms of relationship with customers.
• Implementation guidelines and sales plans.
• Cooperation with foreign clients.