Tomasz Erdmański
Project Manager
Gdansk, PL
+48 602 349 882
Skills
Banking: Products & Processes
Project and Process Management
Team Management
Trainings: designing and running
Business analyst in the IT systems area
Languages
Polish (native)
English
German
Work Experience
Nest Bank S.A.
E-banking Project Manager
May 2017 - Current
done_all Responsibilities:
Managing strategic projects in the e-banking area
Contributing in the strategy of PSD2 implementation into the Bank (regulatory and business area)
Polish Bank Association’s team key member working on defining ‘PolishAPI standard’ – new open banking interface
Key achievements - projects accomplished:
[Role]: Project Leader
[Category]: Innovation / Business improvement
[Timeline]: 09.2017 – 03.2018
[Status]: Closed / BAU phase
[Technology]: JAVA / PHP / RWD
[Link to the product]: Comparison
Implementation of the system enabling comparison of two separate bank accounts – Nest’s with competitive account maintained by another bank. Project delivered with external supplier. Number of internal employees involved in the process of design and implementation: > 10 EFT. >
[Role]: Project Leader
[Category]: Innovation / Business improvement
[Timeline]: 08.2017 – 02.2018
[Status]: Closed / BAU phase
[Technology]: JAVA / PHP
Providing the new functionality of applying for credit product (overdraft) using e-banking service. Project delivered with internal developers. Number of internal employees involved in the process of design and implementation: > 20 EFT including: Product, Marketing, Operations, Risk, Legal and IT Departments.
Key achievements - projects in progress:
[Role]: Project Leader
[Category]: Regulatory & Innovation / Business improvement
[Timeline]: 08.2017 – 09.2019
[Status]: In progress
[Technology]: JAVA / PHP / PolishAPI integration
Adjustment of banking activity to the requirements of the PSD2 Directive and Regulatory Technical Standards (RTS) including PolishAPI standard implementation. Utilizations of the opportunities resulting from the PSD2 Directive, to build new business processes in the area of e-banking and CRM.
Alior Bank S.A.
Director of Custommer Service Support
Nov 2016 - May 2017
done_all Responsibilities:
Manage the work of subordinate team members with all post-sales processes realized in Bank Branches (direct and indirect network)
Key achievements - projects accomplished:
[Role]: Project Leader
[Category]: Process improvement
[Timeline]: 11.2016 – 04.2017
[Status]: Closed / BAU phase
Project leader on BPH side of initiative to start servicing ex-BPH Customers in selected Alior Bank branches. Responsibility: sharing selected exBPH systems in Alior Bank network, build and implement back-office processes, prepare regulations, testing and training coordination, coordinate CRM & marketing actions, prepare and run communications calls and letters, run babysitting process after demerger date. >
BPH S.A.
Director of Custommer Service Support
Jan 2013 - Nov 2016
done_all Responsibilities:
Manage the work of subordinate team members with all post-sales processes realized in Bank Branches (direct and indirect network)
Key achievements - projects accomplished:
[Role]: Sales representative Project leader
[Category]: Process improvement / lean management
[Timeline]: 11.2014 – 01.2016
[Status]: Closed / BAU phase
Implementation of new sales application for direct branch advisers, standardized work in the area of servicing processes. Main goals reached: reducing the numbers of prints & volume of internal call’s to supportive teams (~20% y/y), paper to scan replacement, adding prints into application (first time resolution) >
[Role]: Sales representative strong team member
[Category]: Process improvement / system replacement
[Timeline]: 01.2014 – 04.2016
[Status]: Closed / BAU phase
Implementation of new teller screen application for direct sales network. Cooperating with project leader responsible for building and running roll-out plan, building contests & incentive plans for new application, back-office processes standarization
[Role]: Team member
[Category]: Process improvement / system replacement
[Timeline]: 01.2016 – 07.2016
[Status]: Closed / BAU phase
Team member, taking a part in the process of sales network transition. Responsibilities: building check-list of tasks needs to be closed before the closure/transition date, tasks execution, closure/transition execution, babysitting for transformed branch employees.
The main team goals:
Building and coordinating roll-out of biometric method of Customer identification (Finger Vein) in BPH Bank
Building and implementing initiatives to increase usability of FV method of authorization (contests, micro-marketing promotions). Effectiveness: ~+30p.p. increase y/y
Writing and taking responsibilityfor identification processes and regulations in Bank. Building and realizing control processes in the area of Customer’s identity
Identification of all servicing processes, running initiatives of process simplifications and taking responsibility for post-servicing regulations dedicated for sales advisers
Appointing initiatives to reduce volume of Customer’s complaints to the sales network employees
Building and managing supporting materials/tools
Changing or disabling inefficient processes or services
BPH S.A.
Strategic Project Manager
Feb 2012 - Dec 2012
Key achievements - projects accomplished:
[Role]: Project leader
[Category]: Innovation
[Timeline]: 02.2012 – 06.2012
[Status]: Closed / BAU phase
Making accessible Video Technology in selected high potential BPH Branches & creating process of selling Bank products. After technological implementation: building and running micro marketing activities. >
[Role]: Project Leader
[Category]: Innovation
[Timeline]: 04.2012 – 12.2012
[Status]: Closed / BAU phase
Launching Video Technology outside Bank Branches. Building new Video Channel in Bank structures, make it accessible for Customers via web page and run sales & post- sales processes. Responsible for BR & FS Preparation, budget control, process mapping, testing & implementation.
Bank BPH S.A. GE Capital Group
Implementations Team Manager / Projects Implementation Department in Marketing Area
Aug 2010 - Jan 2012
done_all Responsibilities:
Appointment of a new ‘Training and Implementation Team’ in existing Department with my role as the Team Manager (internal promotion)
Taking responsibility for the work of my team (running trainings, creatingtraining programs and training materials, taking care of training environment, testing and implementing new initiatives)
Key achievements - projects accomplished:
[Role]: Project Leader
[Category]: Restructuring
[Location]: Relocated to Crakow for ~3,5 months
[Timeline]: 06.2011 – 09.2011
[Status]: Closed / BAU phase
Leading the project of restructuring one of Departments in Operations Area (>50 FTE). Responsibility: list of processes identification (>900 tasks); mapp & lean & move them to new areas in Gdansk, Krakow, Warsaw without losing quality; run & control in BAU phase.
[Role]: Project Leader
[Category]: Business improvement
[Location]: Gdansk, Warsaw & Crakow
[Timeline]: 08.2011 – 01.2012
[Status]: Closed / BAU phase
Leading the project of replacing the Core banking System. Responsible for identification and mapping processes in sales area (BPH Branches & Brokerage House), building Business Requirements.
[Role]: Project Leader
[Category]: Business improvement
[Location]: Gdansk, Warsaw & Crakow
[Timeline]: 04.2011 – 01.2012
[Status]: Closed / BAU phase
Leading the project of enlargement availability of bank’s training environment in strategic locations (Warszawa & Krakow). Building BR’s, managing budget, testing and implementing.
Ge Money Bank / Bank BPH S.A. GE Capital Group
Training & Implementations Team Manager / Projects & Products Implementation Department in the Marketing Area
Aug 2008 - Jul 2010
done_all Responsibilities:
Appointment of a new ‘Training and Implementation Team’ in existing Department with my role as the Team Manager (internal promotion)
Taking responsibility for the work of my team (creating training programs and training materials, running trainings, taking care of training environment, testing and implementing new initiatives)
Implementation of ‘non direct way of trainings’ for sales representatives using Cisco applications, building and running post-implementation roll-out program for one of sales system
Key achievements - other activities:
Implementation of new corporate content management system (testing, implementation and running trainings for ~200 bank employees)
Before GE/BPH merger date (Task Leader): Building training program, additional training environment and running/managing trainings for BPH Bank employees about GE P-Loans and CC products, processes and sales systems
Post GE/BPH merger date (Task Leader): Building training program, additional training environment and running/managing trainings for all Bank BPH S.A. employees (postGE & BPH) about products, processes and systems in BPH Bank after merger date (~200 postGE & ~800 BPH advisers, NPS > 9.6)
Ge Money Bank
Training & Implementations Specialist / Projects & Products Implementation Department in the Marketing Area
Aug 2006 - Jul 2008
done_all Responsibilities:
Team member responsible for launching a new sales network (HSB – High Street Branches)- final verification of readiness to branch launching
Creating training program for direct sales network: product, process & applications
Creating training manuals for sales applications
Trainings for new employed realization: 5 training days program, ~400 employees/year, very high NPS value
Strong team member in core sales application replacement project: collecting business requirements, testing, implementing, including into training program, roll-out
Project delivery leader in creating x-functional processes and new front-end applications to sell capital protection funds: cooperating separately with Budapest Bank and Nordea Polska TUnŻ S.A. representatives
Creating and running dedicated training program for investment products and processes
Ge Money Bank
Bank loans specialist
Jul 2004 - Jul 2006
done_all Responsibilities:
Post-sales servicing in the area of: personal & installment loans, credit cards (CC), CC insurances (PPI)
Telesales of cash loans and PPI
Testing newly implemented initiatives (IVR, CC migration)
Onboarding for new employees (babysitting)
Education
Agile PM Foundation
2016
Training accreditted APM Groups Ltd. Examination certificae: #04038869-01-K99V
University of Gdansk - Physics and Computer Science
2000 - 2005
Master's Degree