Mariam Khalil

Experience

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  HSBC

  Apr 2007 - Dec 2011

  Corporate Customer Service Representative

  - Handled general customer queries and addressed them as appropriate.- Opened new accounts, promoted the bank products, performed selling and cross selling of bank products to new and existing customers.- Carried out the trade services for the branch customers including issuance of Letters of Guarantee, Letters of Credit, and other import and export services.- Updated customers’ profiles by maintenance in Systems and account packages.- Established contact rapport with customers in order to identify customers’ needs and actively promote Bank products.- Conducted marketing and analytical activities.- Analyzed the financial statements, evaluated the customers’ profiles and recommend the conformity or none conformity of the customers for the credit lines.- Always met established sales referral and promotional sales goals.- Maintained HSBC internal control standards- Consistently provided outstanding customer service. Show less

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  H&R Block

  Jan 2014 - Apr 2014

  Tax Associate

  - Provided an outstanding client experience by utilizing interview techniques that helped me determine the client's needs and then offering the appropriate product or service that meets those needs.- Provided accurate and complete tax returns to clients, using a high degree of ethics and integrity. - Promoted H&R BLOCK products and performed selling / Cross selling products to clients- Incorporated effective communication skills with both clients and fellow H&R Block associates, promoting teamwork and collaboration throughout the tax office and district. Show less

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  University of South Florida

  Aug 2019 - now

  Financial Reporting Accountant