HAFSA MADKHALI

· Maintained compliance with internal controls and UK banking regulations, ensuring all procedures followed legal requirements.

· Solved customer issues and disputes using accurate banking information and policies, maintaining loyalty and satisfaction.

· Suggested additional products and services matching customer needs, leading to increased cross-selling opportunities.

· Organised transfers to move money between customer accounts, businesses, and customers, ensuring accuracy and timeliness.

· Educated customers about remote banking tools, improving customer service efficiency and reducing in-person workload.

· Helped customers with loan and mortgage applications, conducting interviews to determine the most suitable options.

· Followed up with customers to build long-lasting relationships, enhancing customer retention and boosting business opportunities.

· Monitored customer activity to recognise account growth possibilities, leading to tailored financial advice and upselling opportunities.

· Took care to verify transactions and maintain security protocols, protecting the institution from avoidable losses.

· Processed cash deposits and withdrawals for customers, ensuring accuracy in financial transactions.

• Implement and process customer transactions directly in an efficient and timely manner while adhering to policies and procedures
• Answer questions related to the types of accounts and banking products and clarify them to customers
• Use the best methods of promoting the bank's products and services and identify their features for different customers in order to achieve goals
• Ensure the validity of customers' signature on bank checks to ensure that the financial transaction is completed in the required manner
• Oversee the customer's banking transactions and verify that they are closed properly without any defects
• Provide support to bank customers in the event of fraud or theft attempts to access their bank account
• Improve customers' banking experience with the bank by ensuring customers are promptly taken care of and all their challenges are resolved
• Maintain the confidentiality of customers' personal information and handle currencies, transactions and information in a responsible manner
• Submit complex customer complaints and challenges to the appropriate entities for effective resolution
• Apply a high level of compliance with all rules, regulations, instructions and internal conformity standards.

• Set sales targets and ensure that they are achieved as required
• Check the presence of all products and display them in an appropriate manner according to the standards, and the necessary promotional materials that contribute to the workflow
• Receive customer inquiries and provide them with all information, while ensuring that appropriate services are provided to them
• Receive requests submitted by customers to buy cars with bank financing, and follow up and deal with them
• Communicate permanently with old customers, and know their opinion of the services provided to provide the best
• Provide all after-sales services, with customer satisfaction, and take corrective action in case of an error that bothers the customer
• Ensure that funds are received, and that payments are made on time
• Analyze market trends and various influences on customers and take them into consideration when preparing development plans.

• Implement plans and programs that contribute to achieving sales goals with the required quality
• Explain details of all the products and services of the company works for, and encourage customers to purchase them
• Check the availability of documents that the customer may need to make agreements, conclude contracts with them, and close sales
• Pay attention to customer problems and help to solve them, while ensuring that they do not recur in the future
• Transfer complaints and suggestions to management and make recommendations and proposals for improvement
• Modify content presentations based on sales-related feedback
• Provide details of the policies, standards and time periods allowed to retrieve the various services
• Build sustainable relationships with clients while making sure to open channels to search for new clients
• Save documents about multiple sales and ensure that they are archived in a professional manner
• Prepare periodic reports on sales movements and submit them to senior management to take appropriate decisions.

• Prepare plans to carry out the daily tasks related to the customer service department with high efficiency
• Establish standards and protocols used by the customer service team to enhance customer satisfaction
• View all comments from customers about their opinions on the company's services to determine practices and apply them as required
• Schedule staff working hours, define different shifts and supervise their implementation
• Direct customer service representatives and assist them in answering all customer questions and provide them with the necessary information
• Supervise the work team during their dealings with customer complaints and verify the application of appropriate solutions to prevent recurrence
• Review various quality records and forms related to customer service instructions and verify their application during work
• Prepare and archive all records and documents of complaints, take care to create backup copies of them
• Organize periodic meetings of the work team with preparing meeting minutes and submit them to senior management
• Follow-up on the achievement of goals on a monthly, semi-annual, and annual basis and put forward proposals for development.