Ka ZmKZ
Open to opportunities

Ka Zm

@kazm

Experienced banking professional seeking new challenges in finance.

Poland

What I'm looking for

I am looking for a role that offers growth opportunities and challenges in the finance sector.

I have dedicated my career to the banking sector, gaining extensive experience in both retail and corporate banking. My journey began at Polbank EFG, where I honed my skills in mortgage loan sales and compliance. Over the years, I have taken on various roles, including Mortgage Loan Banker at Alior Bank and Investment Service Specialist at Ekologika, where I supported investment processes and established valuable B2B contacts.

Currently, I serve as a KYC Case Manager at HSBC, where I am responsible for conducting periodic and trigger reviews for clients. My commitment to excellence led to my promotion to Senior KYC Case Manager in August 2023. I thrive in dynamic environments and am always eager to embrace new challenges that will further enrich my professional experience.

Experience

Work history, roles, and key accomplishments

HO
Current

KYC Case Manager

HSBC Service Delivery (Polska) Sp. z o.o.

May 2022 - Present (3 years)

Responsible for periodic and trigger reviews for both existing and new clients. Promoted to Senior KYC Case Manager in August 2023.

AS

Mortgage Loan Banker

Alior Bank S.A.

Aug 2013 - Sep 2016 (3 years 1 month)

Established cooperation with local and nationwide intermediaries and was responsible for team results during the manager's absence.

HS

Financial Advisor

Home Broker S.A.

Aug 2012 - Jul 2013 (11 months)

Sold mortgage loans and investment products while cooperating with the company's real estate department.

PE

Mortgage Loan Advisor

Polbank EFG

Dec 2007 - Jul 2012 (4 years 7 months)

Sales of mortgage loans and led trainings for bank external partners while analyzing customer credit documentation.

Education

Degrees, certifications, and relevant coursework

ZA

ZSTiO im. Edwarda Abramowskiego

Technician, Computer Systems and Networks

2002 - 2006

Studied as a technician in computer systems and networks, gaining foundational knowledge in technology and its applications in various environments.

Tech stack

Software and tools used professionally

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Ka Zm - KYC Case Manager - HSBC Service Delivery (Polska) Sp. z o.o. | Himalayas