Khaaliyah Miller

Key Responsibilities:

1. Client Relationship Management:

• Build and maintain strong relationships with individual clients.

• Serve as the main point of contact for all personal banking inquiries.

2. Product and Service Promotion:

• Offer tailored financial solutions such as savings accounts, checking accounts, loans, credit cards, and investment products.

• Educate clients on the bank’s products and services to meet their specific needs.

• Cross-sell and upsell banking products and services.

3. Financial Advising:

• Assess clients’ financial goals and provide advice on banking solutions.

• Recommend appropriate products to help clients manage their finances effectively.

4. Account Management:

• Assist clients in opening and managing accounts.

• Resolve issues related to account discrepancies, transactions, or banking services.

5. Compliance and Documentation:

• Ensure all client transactions comply with banking regulations and internal policies.

• Handle documentation for new accounts, loans, and other financial products accurately.

6. Customer Service:

• Address client inquiries and resolve complaints promptly and professionally.

• Provide ongoing support to ensure client satisfaction and retention.

7. Sales and Targets:

• Meet or exceed sales targets and performance goals set by the bank.

• Generate leads for new business opportunities through referrals and networking.

• Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
• Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
• Processed customer transactions promptly, minimizing wait times.
• Disbursed cash and checks accurately while maintaining security of cash drawers.
• Works along with Branch Internal Compliance Officer to ensure customers have updated account information as well as monitor high-risk customers.
• Conversion of USD, CAD and Sterling

• Assisted medical professionals in all aspects of patient care including the Breaking down and setting up rooms, Scheduling appointments, organization of supplies, reactivating inactive patient portals and requesting verifications from various insurance companies
• Additionally, was assigned to control Hygienist and Doctor schedules, while providing prediction of production for each day and handling customer concerns.
• Implemented time-blocking and schedule notifications to optimize time management.
• Generated reports and tracked data to monitor operational priorities and scheduling.
• Devised online scheduling resource to provide employees with real-time access to schedules and time-off requests.

• Contributed to the building of a strong customer base by settling customer disputes and personally assisting customers with product selection
• Additionally, worked with managers and coworkers to meet regular sales targets while enhancing my multitasking skills
• Assisted with behind-the-scenes tasks such as restocking shelves and organizing inventory.