About this role
Na co dzień w naszym zespole:
- dbasz o dobry wizerunek PKO Banku Polskiego S.A,
- identyfikujesz potrzeby klientów w zakresie inwestowania, oszczędzania, kredytowania oraz ubezpieczeń,
- nawiązujesz współpracę z klientami zamożnymi poprzez ich samodzielne pozyskiwanie i budowanie z nimi trwałych relacji,
- przygotowujesz indywidualne oferty i proponujesz rozwiązania przy wykorzystaniu produktów i usług Grupy Kapitałowej PKO Banku Polskiego S.A,
- realizujesz indywidualny cel sprzedażowy,
- sprawujesz opiekę nad klientami zamożnymi przypisanymi do portfela doradcy,
- wykonujesz czynności sprzedażowe i posprzedażowe w oparciu o najwyższe standardy jakości obsługi klientów.
To stanowisko może być Twoje, jeśli:
- masz wiedzę z zakresu rynku finansowego i makroekonomii,
- masz znajomość produktów bankowych dedykowanych klientom zamożnym,
- masz znajomość technik sprzedaży i z powodzeniem potrafisz je zastosować,
- posiadasz doświadczenie zawodowe na tożsamym stanowisku w instytucji finansowej,
- posiadasz wykształcenie kierunkowe (ekonomia, finanse, bankowość),
- umiejętnie rozpoznajesz potrzeby klienta.
Other facts
About PKO Bank Polski
We are the largest bank in Poland and one of the largest financial institutions in the region. Our strength rests on three strong pillars: the retail, the corporate and the investment segment. Irrespective of the unique nature of each of those areas, what joins them is the undivided attention they pay to the needs of their customers and clients, and their pursuit of superlative quality in customer service.
Consistent campaigning established the “PKO Bank Polski” brand as a virtual guarantee of the right banking partner choice, one that not only delivers the relevant products and services, but also provides capable support in financial and business decisions. The professionalism and the experience of our advisers help them meet their customers’ expectations and to offer them the best available solutions.
Though traditionally dedicated to retail customers, over the years PKO Bank Polski has also become a corporate finance leader of the Polish market. As at the end of 2012, the number our corporate clients exceeded 12,000.
For years now, our corporate banking segment has participated in projects of major importance for the entire Polish economy. We have financed major investment projects, engaged in restructuring and recovery processes and have supported regional development through solutions dedicated to local government units. In 2012 we continued in activity that perpetuated our image of a true partner of the Polish enterprise and local government sectors, which we gained during the first wave of the financial crisis.
At the heart of our corporate offer is our ability to engineer comprehensive solutions out of the products of the Bank and its Group Companies (factoring, leasing) of relevance to the differing needs of the various size companies: from small entities in the early stages of development to the largest corporates.
What you'll do
- The role involves maintaining the positive image of PKO Bank and identifying clients' needs in investment, savings, credit, and insurance. Additionally, the advisor will build long-term relationships with affluent clients and prepare tailored offers using the bank's products and services.
Ready to join PKO Bank Polski?
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