Summary
Overview
Work History
Education
Skills
Languages
Certification
Disclaimer
Timeline
Generic
Monika Witkowska

Monika Witkowska

Wroclaw

Summary

Senior banking operations and delivery leader with extensive experience managing multi-location, cross-functional teams. Proven success in driving operational efficiency, leading offshore transitions, and building scalable, high-performing organizations that enhance client service and experience.

Recognized for impactful people leadership, talent development, and stakeholder management, with a consistent focus on aligning workforce strategies to business objectives. Track record in partnering with both multi location business and HR functions.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Offshore Delivery Manager/ Project Manager

UBS Business Solutions Poland
06.2022 - 04.2026
  • Led a multidisciplinary organization of ~70 specialists across UX Design, Product Management, Data Analytics, and Business Support within a matrix structure, partnering with functional leaders responsible for delivery while acting as the local line manager accountable for people strategy and development.
  • Ensured workforce readiness by aligning skills development, capability building, and succession planning with future business demand and global strategy.
  • Owned the end-to-end employee lifecycle, including role definition, recruitment, onboarding, development, performance management, compensation (salary reviews and bonuses), and offboarding.
  • Fostered a “one team” culture across distributed locations, driving engagement, collaboration, and alignment despite cross-site setup.
  • Led local people agenda initiatives focused on team integration, communication of strategic direction, and employee engagement, including workshops and events with senior leadership.
  • Supported offshore transformation stabilization, aligning workforce planning and talent strategy with Swiss leadership and business priorities.
  • Managed vendor relationships and contracting processes for external tools and agency partners, ensuring cost efficiency, compliance, and service quality.

Service Delivery Manager (GWM EMEA, Ops/CLM)

UBS Business Solutions Poland
08.2020 - 05.2022
  • Led 4 Team Leads and 52 specialists, providing CLM servicing for Global Wealth Management Operations UK, Jersey, Germany, Italy and Luxemburg and ensuring high-quality operational delivery aligned with SLA and OLA targets.
  • Implemented structured governance including operational reviews, calibrations, and performance tracking to maintain delivery excellence.
  • Built capability frameworks using skill matrices and structured development plans, strengthening team competencies.
  • Managed process transitions from onshore locations to Poland, ensuring smooth knowledge transfer, system access readiness, and documentation accuracy.
  • Introduced enhanced control frameworks and Key Process Control Indicator (KPCi) assessments, improving operational risk management.
  • Partnered with Legal, Compliance, and IT teams to support product launches and system upgrades.
  • Maintained workforce and organizational structures using headcount tracking and resource planning tools.

Business Manager - Group Operations Poland

UBS Business Solutions Poland
09.2019 - 07.2020
  • Coordinated governance of executive committees including Management Committee and Project Steering Committee for Head of Operations Poland.
  • Led internal initiatives such as Zero Paper and People Focus Group, improving operational efficiency and employee engagement.
  • Managed full project lifecycle across multiple operational improvement initiatives.
  • Prepared executive reporting and analytics covering workforce planning, employee survey results, and succession planning.
  • Organized large internal events and town halls to strengthen communication and alignment.

Service Delivery Team Lead (GWM UK Ops/Settlemets)

UBS Business Solutions Poland
01.2017 - 08.2019
  • Led a 17-person operations team delivering clearing and settlement services for equities, funds, and asset transfers.
  • Ensured operational stability and compliance while consistently meeting SLA targets.
  • Built a high-performing team culture focused on continuous improvement and service quality.
  • Developed team capability through mentoring, coaching, and structured onboarding.
  • Ensuring that team is collaborating with internal partners to deliver the best service.
  • Build culture of innovation and continuous improvement.

Director of Retail Area

Ing Bank Śląski
06.2011 - 12.2016
  • Managed distributed teams across several branches, leading 14 employees and driving sales and service performance.
  • Achieved consistent sales targets while maintaining strong quality and compliance standards.
  • Implemented talent development programs including goal setting, performance reviews, and development planning.
  • Led regional initiatives including training programs for newly hired advisors and employee retention improvements.
  • Managed operational budgets and performance reporting across sales, risk, and HR metrics.
  • Managed relations with business lines, mobile channels and risk.
  • 01.2012 to date – 3 branches (Legnica, Bolesławiec, Zgorzelec) 06.2011 to 12.2012 – 2 branches in Wałbrzych

Retail Branch Director

Ing Bank Śląski
07.2008 - 05.2011
  • Managed a 7-person advisory team, delivering strong sales performance and customer satisfaction.
  • Implemented performance improvement initiatives based on sales and quality analytics.
  • Maintained regulatory compliance and operational risk management within branch operations.
  • Conducting recruitment processes, employment, adaptation and efficient onboarding.
  • Cooperation with the business lines and mobile channels.

Specialist/Team Lider

Lukas Bank S.A
11.2003 - 06.2008
  • Led a 27-person contact center team delivering banking products to retail clients.
  • Optimized sales processes in cooperation with marketing teams.
  • Designed and implemented sales scripts and training programs for telemarketing teams.
  • Delivered analytical reporting on campaign performance to support strategic improvements.

Education

Postgraduate studies - HR Bussines Partner

Uniwersytet Ekonomiczny
Wrocław

Postgraduate studies - Psychology in Business

Wyższa Szkoła Bankowa
Wrocław

Major - Administration

Uniwersytet Wrocławski
Wrocław

Skills

  • Global Operations Leadership/Service Delivery Management
  • Offshore / Transformation Programs
  • Stakeholder & Executive Management
  • Talent Development & Leadership Coaching
  • Operational Excellence & Process Optimization
  • Governance & Risk Management
  • Performance Management (SLA / OLA / KPI)
  • Employee Engagement & Culture Building

Languages

English
Advanced
C1

Certification

  • Scrum Master (PSM I)
  • Professional Agile Leadership (PAL I)

Disclaimer

I consent to the processing of my personal data for the purposes of recruitment for the position I am applying for.

Timeline

Offshore Delivery Manager/ Project Manager

UBS Business Solutions Poland
06.2022 - 04.2026

Service Delivery Manager (GWM EMEA, Ops/CLM)

UBS Business Solutions Poland
08.2020 - 05.2022

Business Manager - Group Operations Poland

UBS Business Solutions Poland
09.2019 - 07.2020

Service Delivery Team Lead (GWM UK Ops/Settlemets)

UBS Business Solutions Poland
01.2017 - 08.2019

Director of Retail Area

Ing Bank Śląski
06.2011 - 12.2016

Retail Branch Director

Ing Bank Śląski
07.2008 - 05.2011

Specialist/Team Lider

Lukas Bank S.A
11.2003 - 06.2008

Postgraduate studies - HR Bussines Partner

Uniwersytet Ekonomiczny

Postgraduate studies - Psychology in Business

Wyższa Szkoła Bankowa

Major - Administration

Uniwersytet Wrocławski
Monika Witkowska