
piotr glowacki
financial advisor
About
Skilled self-motivated financial professional with 11 years of Customer Service and 8 years of Entrepreneurship experience within the Financial Services Industry. Ethical team player with a strong background in Business Development, Sales, and Customer Service.
canada
toronto
financial services
management, business development, banking, franchising, business strategy, insurance, team building, leadership, team management, private banking, credit, loans, investments, business planning, finance, microsoft office, strategic planning, customer service, recruiting, team leadership, teamwork, sales management, new business development, sales, negotiation, training, financial services, marketing, credit cards
Experience

project and relationship manager and founder
pl finance
* Created and managed a successful company, providing proactive advice and solutions to clients. * Cooperated with several banks and financial institutions, offering products and services. * Established client network through successful opportunity spotting. * Provided high quality customer service while contributing to team sales success. * Planned and executed business and marketing strategies to drive sales growth in the region. * Researched market competitors and industry trends to meet and exceed targets.

branch manager and partner
alior bank s.a.
* Opened and ran new Alior Bank branch, offering financial products to a local market. * Established a database of over 5000 customers through successful client development. * Provided exceptional financial advice on personal and business loans, saving accounts, insurance/investment products. * Developed the annual branch business plan for maximum profitability and effectiveness. * Chosen as one of Partner's Regional Representative to negotiate terms of cooperation between the bank and partners. * Took financial responsibility for all actions, decisions and losses in the branch.

branch manager and partner
polbank efg
* Opened and ran two new Polbank EFG branches, offering financial products to a local market. * Established and effectively managed a network of more than 4500 customers through successful relationship building. * Developed the annual branch business plan for maximum profitability and effectiveness. * Awarded for achieving monthly and annual sales targets, exceptional customer service and audit results. * Provided detailed reports to the Regional Manager and presented sales and audit scores at monthly regional meetings. * Took financial responsibility for all actions, decisions and losses in both branches.

customer service representative
polbank efg
* Ensured exceptional product offerings, advising clients to help them through financial planning. * Analysed applicant's financial status, credit and property evaluation to determine feasibility of loans' approval * Coordinated the approval or rejection of bank products. * Maintained confidentiality of bank records and client information adhering to bank security and audit procedures. * Submitted daily and monthly reports to senior management. * Awarded for achieving monthly and annual sales targets with exceptional results.

branch manager, insurance
andiw
* Reviewed clients' accounts to perform sales activities. * Recommended and helped customers to select financial products based on their needs. * Responsible for strengthening existing and creating new client network. * Participated in numerous motivational and sales training provided by companies such as Aviva, AIG, ING, AXA etc. * Improved service quality and increased sales by developing a strong knowledge of company's products and services. * Adhered to insurance companies' policies and procedures.

financial advisor
scotiabank
Responsible for contributing to branch’s overall success by meeting defined goals through the identification and satisfaction of immediate customer financial needs. Capitalize on opportunities to increase sales, revenue and cross-sell with existing and new customers, using a financial planning approach. Goals include sales targets and non-financial objectives related to teamwork, customer service, operational and compliance requirements, and personal development.
Education
higher school of marketing management and foreign languages
wyższa szkoła zarządzania marketingowego i języków obcych w katowicach
banking
Canadian Equivalency of Postgraduate Diploma (WES Ref# 2919573/ts); Banking Management from a regionally accredited institution; Credential Evaluation and Authentication by the World Education Services, Inc. (WES) Ref# 2919573/ts, Toronto, ON, June 2016
uniwersytet śląski w katowicach
sociology
Canadian Equivalency of Master's degree (WES Ref# 2919573/ts) from a regionally accredited institution; Credential Evaluation and Authentication by the World Education Services, Inc. (WES) Ref# 2919573/ts, Toronto, ON, June 2016
uniwersytet śląski w katowicach
sociology
Canadian Equivalency of Bachelor's degree (WES Ref# 2919573/ts) from a regionally accredited institution; Credential Evaluation and Authentication by the World Education Services, Inc. (WES) Ref# 2919573/ts, Toronto, ON, June 2016
piotr glowacki's Contact Information
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