Joanna Majdanska
Warsaw,MAZOWIECKIE
Summary
- Experienced and communication-driven private banking leader with over 25 years in financial services, including 10+ years building and managing high-end banking propositions for HNWI Clients. Proven track record in sales enablement, project execution, and internal training. Led large-scale transformation projects, including the launch of PKO Private Banking and ITSkills4U (with Amazon Web Services), delivering strategic communications, CRM implementations, and knowledge platforms. Adept at translating complex solutions into simple, engaging content. Passionate about enabling high-performing sales teams through clear processes, knowledge-sharing, and modern enablement tools. Fluent in English and experienced in international cooperation and digital education.
Overview
18
18
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work history
Sales director
Eques Investment Fund Company
Warsaw, Mazovia
09.2024 - 05.2025
- Developed and executed sales strategies for investment fund products across external distribution networks.
- Built strong relationships with external distributors, financial advisors, and private and institutional clients.
- Monitored sales performance, preparing market analyses and management reports.
- Oversaw creation of sales support tools and materials to enhance effectiveness.
- Ensured compliance with regulatory frameworks and internal controls throughout operations.
- Coordinated product development, marketing, and legal teams to improve visibility of fund products.
- Hosted investment events for clients and distribution partners to boost engagement and promote offerings.
- Delivered tailored training sessions for distributors on investment fund structures and performance.
Project Director
Union of Entrepreneurs and Employers/Amazon
Warsaw, Mazovia
04.2022 - 09.2024
- Led an AWS-backed training program for Ukrainian career changers and refugees, delivering inclusive reskilling opportunities to over 21,000 learners.
- Coordinated the implementation of 10,000+ training, mentoring, and language sessions, including AWS Cloud, English/Polish courses, and career coaching.
- Built and maintained a digital knowledge platform, CRM system, and content hub, improving learner engagement and program management.
- Managed a team of 15+ project staff and 50+ external mentors/trainers across multiple countries.
- Oversaw program communications and PR efforts, including media relations, newsletter strategy, and campaign messaging tailored to displaced audiences.
- Identified and secured donors — including two grants from the European Bank for Reconstruction and Development (EBRD) and private foundations.
- Replicated the program internationally, launching ITSkills4U Spain, and initiated cooperation in other European countries.
- Represented the project in discussions with government agencies, NGOs, and EU-level partners; presented outcomes at policy forums and public events.
- Designed participant feedback processes and implemented improvements that boosted engagement and completion rates.
- Acted as a program ambassador, advocating for women in tech and displaced professionals at AWS events and public panels.
Head of Private Banking Development and Support
PKO Bank Polski
Warsaw, Mazovia
05.2011 - 12.2021
- Developed and implemented the Private Banking service model and client value proposition.
- Opened 11 Private Banking offices and introduced a new brand and corporate identity.
- Launched new financial products, including the PKO Visa Infinite credit card (+20% increase in sales).
- Oversaw structured investment product subscriptions totaling over PLN 250 million.
- Managed operational support, MiFID II compliance, and customer satisfaction initiatives.
- Coordinated the integration of Nordea Bank's Private Banking division, including the transfer of clients, advisors, and assets — covering system migration, client communication, staff training, and service continuity.
- Led CRM system development by defining business requirements and managing implementation of an advanced tool for Private Banking advisors.
- Maintained relationships with key clients through gift policy management and an engaging event program, including literary evenings, art showcases, golf tournaments, luxury car rallies, and educational business breakfasts.
- Designed advisor training programs and incentive schemes; led marketing and event management efforts.
- Developed internal knowledge-sharing resources and sales guides to ensure consistent messaging and support for advisors across all Private Banking offices.
- Facilitated regular training sessions, product briefings, and internal webinars to align advisors with evolving client needs, investment trends, and regulatory changes.
- Created and maintained a centralized internal hub for tools, updates, and best practices — improving advisor efficiency and enabling faster onboarding of new team members.
- Increased website traffic by 80% through effective web portal management.
Head of the Support and International Cooperation
PKO Bank Polski
Warsaw, Mazovia
09.2007 - 04.2011
- Led the strategic launch of PKO Bank Polski's operations in the UK to support the growing Polish diaspora (approx. 900,000 citizens after Poland's EU accession in 2004).
- Conducted focus group research to identify unmet banking needs of Polish migrants, such as free money transfers to Poland, UK-based account setup before departure, and property mortgages in Poland — unavailable from UK banks at the time.
- Co-created the product strategy and business plan for the UK market, and designed the customer onboarding and mortgage application processes from end to end.
- Negotiated and established a partnership with NatWest to enable service delivery and infrastructure on the UK side.
- Managed the launch campaign, including PR activities in partnership with the Polish Embassy and Polish-language media in the UK.
- Maintained ongoing media relations and represented the project during a time of high public and press interest in EU migration.
- Developed remote sales materials, onboarding tools, and performance dashboards to monitor impact.
Education
Master's Degree - Banking, Insurance and Public Finance
University of Warsaw
Warsaw 10.1999 - 07.2001
Bachelor's Degree - Marketing and Management
University of Warsaw
Warsaw 10.1995 - 06.1998
Skills
- Sales Enablement & Training Strategy
- Internal Communication & Content Development
- CRM Implementation & Digital Tools
- Private Banking & Financial Products
- Stakeholder Management & Cross-functional Collaboration
- Knowledge Base Creation & Project Leadership
- Multichannel Learning Programs
- Strategic Planning MiFID II Market Intelligence
- Fluent English (C1), Russian (B1)
- MS office suite proficiency
- Results-Driven attitude
- International business exposure
Languages
Polish
Native
English
Fluent
Russian
Intermediate
Certification
- DIMAQ Certificate – Digital Marketing Qualification Standard
Issued in 2022 by Advertising Bureau (IAB) Poland
An internationally recognized certification that defines and validates the essential knowledge and skills in digital marketing.
Covers core areas such as digital strategy, SEO/SEM, content marketing, social media, analytics, e-commerce, and mobile marketing.
- EFPA Certificate of Financial Advisor - Leve 3
Issued in 2017 by European Financial Planning Association in Poland
This certification level confirms the advisor's ability to work independently with affluent clients, a strong understanding of diverse client profiles and needs, and the skill to bundle financial products tailored to individual expectations. An EFPA EFA-certified advisor is focused on long-term client relationships, which requires regular monitoring of the client's situation and the financial products they use.
Affiliations
Non-fiction reading (history, society), travel, design, architecture (modern and historical), functional art and objects.
Timeline
Sales director
Eques Investment Fund Company
09.2024 - 05.2025
Project Director
Union of Entrepreneurs and Employers/Amazon
04.2022 - 09.2024
Head of Private Banking Development and Support
PKO Bank Polski
05.2011 - 12.2021
Head of the Support and International Cooperation
PKO Bank Polski
09.2007 - 04.2011
Master's Degree - Banking, Insurance and Public Finance
University of Warsaw
10.1999 - 07.2001
Bachelor's Degree - Marketing and Management
University of Warsaw
10.1995 - 06.1998