Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kelli Miller

Coatesville,PA

Summary

Dynamic financial professional with extensive experience at Citadel Federal Credit Union, recognized for outstanding performance. Proven track record in sales and relationship building, leveraging strong interpersonal skills to exceed goals. Proficient in digital banking solutions, ensuring accuracy and exceptional service in high-volume environments. Committed to enhancing member satisfaction and driving growth.

Overview

17
17
years of professional experience

Work History

Senior Financial Service Representative (Personal Banker II)

Citadel Federal Credit Union
Downingtown, PA
02.2021 - Current
  • Accurately process member transactions and provide exceptional service through multiple channels.
  • Identify opportunities to recommend Citadel’s products and services that align with members’ needs.
  • Maintain a strong knowledge of financial products and compliance procedures.
  • Recognized by the President’s Council in 2021, 2022, 2023, and 2024 for outstanding performance.

Inbound Account Specialist

Citadel Federal Credit Union
Exton, PA
12.2019 - 02.2021
  • Responded to inbound member calls with professionalism and care.
  • Identified member needs through active listening and offered appropriate solutions.
  • Provided technical support and troubleshooting for Citadel’s digital banking products.
  • Maintained accuracy in completing financial transactions and documentation.

Financial Service Representative

Citadel Federal Credit Union
Parkesburg, PA
11.2012 - 12.2019
  • Handled daily cash transactions, vault management, and cash orders for the branch.
  • Consistently met and exceeded individual and team sales goals.
  • Maintained strong member relationships through attentive, personalized service.
  • Honored by the President’s Council in 2016, 2017, and 2018.

Teller / Customer Service Manager

DNB First National Association
Coatesville, PA
08.2008 - 11.2012
  • Managed teller operations, ATM settlements, adjustments, and weekly audits.
  • Provided high-quality service and account support to customers.
  • Assisted with branch-level problem-solving and operations reporting.

Education

High School Diploma -

Coatesville Area School District
Coatesville, PA
06.1998

Skills

  • Strong interpersonal and communication skills
  • Detail-oriented with a focus on accuracy
  • Internet and digital banking proficiency
  • Customer service and conflict resolution
  • Sales, cross-selling, and relationship building
  • Time management and multitasking in high-volume environments

Timeline

Senior Financial Service Representative (Personal Banker II)

Citadel Federal Credit Union
02.2021 - Current

Inbound Account Specialist

Citadel Federal Credit Union
12.2019 - 02.2021

Financial Service Representative

Citadel Federal Credit Union
11.2012 - 12.2019

Teller / Customer Service Manager

DNB First National Association
08.2008 - 11.2012

High School Diploma -

Coatesville Area School District
Kelli Miller
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