Krystian Iwanowski
Wrocław
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
Work History
Associate Tax Reporting & Compliance II
BNY Mellon Poland
11.2023 - 02.2024
- Working in a team to deliver best possible service related to analysing and solving Tax Inquiries -Managing clients' inquiries/cases across the internal teams and communicate with client to solve the cases -Communicating to client's documentation requirements and impacts, deadlines, inquiries resolutions, applicable Tax rates -Conducting issue's investigations in internal tools and across the tax teams -Generating and providing information to questions from clients -Understanding of the various regulations applicable to the role and the associated control framework related to the maintained documentation
Senior Banking Operations Specialist
CREDIT SUISSE
02.2023 - 10.2023
- Preparation and execution of Investment Banking and Private Bank ISDA documentation through the understanding and validation of information from broker confirmations, term sheets and trade booking systems - Review of existing Credit Suisse templates to ensure approved templates are updated to reflect ISDA and industry published standard methodologies with relevant legal and front office approvals - Commitment to deliver results in compliance with regulatory requirements - Demonstrating initiative to participate in projects and operational improvements - Delivering dedicated, prioritized service to all clients, with special attention to Key Accounts and Private Bank clients - Query management with various business partners including front office, trade management and general counsel - Checks through all queues at EOD to ensure outstanding trades are raised promptly in accordance to escalation guidelines - Managing and support the implementation of EMEA trade Validation projects
Financial analyst
HP Inc Polska Sp. z o.o.
06.2022 - 12.2022
- Support Business Units in month-end closing process - Deliver forecasting, trend analysis, balance sheet, P&L management and compliance advisory - Partnering with Business Finance, Business Category, Bid Desk, Internal and External Audits - Working with dedicated EMEA country finance team with focus on particular market - Consult with Business Finance community to guide and influence strategic decision-making processes
Senior Banking Operations Specialist
CREDIT SUISSE
10.2021 - 05.2022
- Receiving and validating client settlement orders - Solving of processing/STP exceptions on settlement orders - Transforming of unstructured orders into standardized processable transaction messages by means of manual transaction capture in various tools - Repairing and releasing of settlement instruction of custody transactions in the various markets worldwide - Monitoring, identifying and raising settlement fails on both position and cash side - Handling clients' e-mail queries related to existing/potential transactions - Liaising with internal partners and external counterparties (e.g Custodian banks) in order to resolve breaks, issues, and queries - Proposing and participating in operational improvements and quality reviews, improving efficiency and productivity on an ongoing basis - Dedicated working across teams, departments and locations ensuring efficiency and accuracy - Dedicated working on buy-in and high risk trades
Banking Operations Specialist
CREDIT SUISSE
01.2021 - 10.2021
- Receiving and validating client settlement orders - Solving of processing/STP exceptions on settlement orders - Transforming of unstructured orders into standardized processable transaction messages by means of manual transaction capture in various tools - Repairing and releasing of settlement instruction of custody transactions in the various markets worldwide - Monitoring, identifying and raising settlement fails on both position and cash side - Handling clients' e-mail queries related to existing/potential transactions - Liaising with internal partners and external counterparties (e.g Custodian banks) in order to resolve breaks, issues, and queries - Proposing and participating in operational improvements and quality reviews, improving efficiency and productivity on an ongoing basis - Dedicated working across teams, departments and locations ensuring efficiency and accuracy
Customer Advisor
Credit Agricole Bank Polska
02.2019 - 08.2020
- Advising on banking products and services dedicated to individual clients - Identifying clients' needs and expectations - Building long-lasting and satisfying relationships with clients - Active acquisition of new clients - Attention to the quality of service and building the image of a professional advisor - Implementation of monthly sales plans - Cash handling and cashless
Customer Advisor
Credit Agricole Bank Polska
11.2018 - 02.2019
- Advising on banking products and services dedicated to individual clients - Identifying clients' needs and expectations - Building long-lasting and satisfying relationships with clients - Active acquisition of new clients - Attention to the quality of service and building the image of a professional advisor - Implementation of monthly sales plans - Cash handling and cashless
Customer Advisor
Bank Zachodni WBK
02.2018 - 09.2018
- Advising on banking products and services dedicated to individual clients - Identifying clients' needs and expectations - Building long-lasting and satisfying relationships with clients - Active acquisition of new clients - Attention to the quality of service and building the image of a professional advisor - Implementation of monthly sales plans - Cash handling and cashless
Education
Bachelor - Management, Company Management
Wyższa Szkoła Bankowa
10.2015
Skills
- English, Polish
- Microsoft Office Suite proficiency
- Organizational capabilities
- Strong attention to detail
- Deadline Oriented Approach
- Problem Solving Prowess
- Continuous Improvement Mindset
Timeline
Associate Tax Reporting & Compliance II
BNY Mellon Poland
11.2023 - 02.2024
Senior Banking Operations Specialist
CREDIT SUISSE
02.2023 - 10.2023
Financial analyst
HP Inc Polska Sp. z o.o.
06.2022 - 12.2022
Senior Banking Operations Specialist
CREDIT SUISSE
10.2021 - 05.2022
Banking Operations Specialist
CREDIT SUISSE
01.2021 - 10.2021
Customer Advisor
Credit Agricole Bank Polska
02.2019 - 08.2020
Customer Advisor
Credit Agricole Bank Polska
11.2018 - 02.2019
Customer Advisor
Bank Zachodni WBK
02.2018 - 09.2018
Bachelor - Management, Company Management
Wyższa Szkoła Bankowa
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