Head of business unit
Addiko bank
مجموع سنوات الخبرة :11 years, 9 أشهر
• Lead a multi-year interdisciplinary project involving project management, requirements engineering, process engineering, process management and quality management from the initial rollout to follow up releases for the client pricing/discount tool of Wealth Management and Retail Banking;
• Successfully achieving sales targets YoY through motivating team to cross-sell banking products;
• Increased loan portfolio by 20% by analyzing market trends and implementing new lending strategies to attract
more customers;
• Building and cultivating relations with governmental authorities, public and private companies, financial
institutions, multilateral EU banks (EBRD, EIB) in order to develop the project portfolio;
• Improving operational efficiency by streamlining processes, reduced branch operating expenses by 15% by
renegotiating contracts with vendors;
• Drive capability gap analysis and scaling efforts (incl. capability assessments in M&A context);
• Developing and leading high-performing teams by hiring and training, setting performance goals, and providing
ongoing coaching and feedback;
• Ensuring compliance with regulatory requirements, internal policies, and industry best practices, to minimize risk
exposure and maintain a strong brand of the bank;
• Successfully managed a team of financial advisors, resulting in a 15% increase in overall revenue and a 10% increase in client satisfaction, increased client portfolio by 20%
• Project lead for a financial advisory program for new clients from Middle East (dominantly UAE, Kuwait, Jordan) 1/3
resulting in a 20% increase in new business and a 95% satisfaction rate among clients
• Help develop the onboarding and integration of digital transformation process within the region;
• Collaborating closely with Senior Management, Operations, IT, Product Management, Business Units, and others in
order to advance projects and also improving run-the-bank activities;
• Consulted and trained front advisory on complex special pricing schemes and processes generated from digital
transformation;
• Led a cross-functional team to execute a multi-level data-migration project;
• Implemented reporting system to forecast and optimize cash-flow following legal requirements from the Central
bank;
• Monitoring market behavior and volatility and adjusting client’s financial plans;
• Promptly resolving customer issues and providing sound advisory services;
• Conducted client research and analysis using different quantitative methods;
• Identified opportunities to reduce day-to-day operation costs resulting 15% of saving (2018/2019) in a branch;
• Brought over 1200 corporate and individual clients, generating 12% client base enlargement (2017/2018).
• Portfolio management and control;
• P/L analysis for B2B and B2C partners and clients;
• Developed wide and diverse client base, and administered portfolio of 780 companies and over 6500 individual clients;
• Provided treasury and banking support for homeowner's association, including depositing payments, executing bank
transactions, and monitoring invoices;
• Processed customer transactions, provided financial advice, and resolved customer complaints.
• Provided top-quality customer service, consistently receiving positive feedback from customers in satisfaction surveys.
• Solid knowledge of business banking processes allowing the transformation of business needs into clear, accurate and
actionable requirements;
• Strategically developing projects through quantitative and qualitative analysis, modelling and presentations
• Executed bank-to-bank transfers, ACH, and wire transfers, as well as coding vendor invoices in AP Workflow process;