Ka Zm
@kazm
Experienced banking professional seeking new challenges in finance.
What I'm looking for
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
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.
Owner
Own business
Sep 2021 - Aug 2022 (11 months)
Provided brokerage services including mortgage loans for private individuals and companies.
Investment Service Specialist
Ekologika
Jan 2017 - Aug 2021 (4 years 7 months)
Supported investment processes, established B2B contacts, and supervised documentation deadlines.
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.
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.
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
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
Availability
Location
Job categories
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