Iwona Klimaszewska
Warsaw
Summary
- Over 20 years of experience in banking ( Bank Handlowy, Citibank International, Citibank Europe
- Participation in 3 migrations: 2005 treasury process from London, Oct 2009 claims process from dublin, 2017 claims process from Olsztyn
- Cambridge Certificate of Advanced English (CAE)
- Computer literate: MS Office, Citi systems, Zoom, Teams
- International experience; London, Dublin
- Native Polish speaker fluent in English, basic Spanish, basic Russian
- Very good numerical skills, accuracy and attention to details, sound analytical, problem-solving and time management skills, efficient, well organized, result oriented, self starter , lifelong learner
- 2019 Professional Certificate In International Investment Fund Services - Institute of Banking Dublin
- 2022 - SQL Basics certificate
- 2022 - Digital transformation expert certificate
- 2022 - Operational Excellence Certificate
Overview
29
29
years of professional experience
1
1
Certification
Work History
Officer
SFS Claims Utility Citibank Europe PLC
Warsaw
09.2017 - Current
- SME in claims process
- Successful migration claims process from Olsztyn to Warsaw
- 250+ claims management and investigation with minimal management input
- Increasing cooperation with AM/CEs, product, various internal departments and clients regarding claims resolution and process improvements
- 2021 - LEAN projects related to claims tool, testing, internal process improvements with Middle office, Tampa CSU, Dublin CSU and product
- MCA data gathering and certification
- 2019 - Professional Certificate In International Investment Fund Services from Institute of Banking
Senior Specialist
SFS Claims Utility Citibank Europe PLC,
Olsztyn
01.2011 - 08.2017
- Verification and issuance of value date and SFS related claims
- Cooperation with various departments: Client Services Dublin, Tampa, London, Agency and Trust, Income, Corporate Actions etc in order to resolve claims improve clients and Operations performance
- Various accounting, journal entries , P&L, defferals processing
- Negotiations with client and financial institutions in order to seek claims compensation
- Participation in procedures and processes improvement exercises and projects for new system implementation (IRIS, ICT)
- Cooperation with other claims units - FX, Derivatives, Securities
- Cash breaks investigation and closure
- Preparation of weekly, monthly statistical reports for senior management
- MCA and account proofing process
Senior Specialist
Citibank Europe
Dublin
10.2009 - 12.2009
- Successfully led Claims process migration to Poland
Team Leader
Citibank Inernational PLC
Olsztyn
02.2006 - 09.2009
- Mentored and guided employees to foster proper completion of assigned duties.
- Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly service.
- Liaising with Middle Offices in London, Sydney on daily basis
- Preparing weekly controls reports for senior management
- Testing and implementing new processes and programs
- Taking part in conference calls to advise on process improvements, new solutions, tests and new programs implementation
- Interviewing job candidates and training newcomers
Specialist
Citibank International PLC
London
11.2005 - 02.2006
- process migration to Poland
Specialist
Bank Handlowy w Warszawie SA
Olsztyn
01.1992 - 10.2005
- Back Office: international, domestic payments, cheques, bills, letters of credit, forwards, term deposits
- E-banking payments processing
- E-banking implementations, client trainings
- Front office - cash operations,
- Clients service tasks on site
Education
Master of Science - MA in International Business And Management
Kozminski University
Warsaw2023
Bachelor of Science - Finance And Banking
OLYMPUS University
Warsaw09.2004
Skills
- Proficiency in MS Office environment, Reuters, Citibank systems including: Flexcube, TLM, Secore, FrontEnd, LMS, Citift, STARs, BRIJ, SAM
- Self starter ,
- Result oriented
- Lifelong learner
Websites
Certification
- Professional Certificate In International Investment Fund Services - Institute of Banking Dublin, Ireland
- SQL Basics certificate
- Digital Transformation Expert certificate
- Digital Transformation Expert certificate
- Cambridge Certificate of Advanced English (CAE)
Timeline
Officer
SFS Claims Utility Citibank Europe PLC
09.2017 - Current
Senior Specialist
SFS Claims Utility Citibank Europe PLC,
01.2011 - 08.2017
Senior Specialist
Citibank Europe
10.2009 - 12.2009
Team Leader
Citibank Inernational PLC
02.2006 - 09.2009
Specialist
Citibank International PLC
11.2005 - 02.2006
Specialist
Bank Handlowy w Warszawie SA
01.1992 - 10.2005
Master of Science - MA in International Business And Management
Kozminski University
Bachelor of Science - Finance And Banking
OLYMPUS University
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