Anna Butler-Chopek
Mount Vernon,OH
Summary
Successful at excelling in fast-paced, competitive environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Overview
5
5
years of professional experience
Work History
Universal Banker Operations Specialist
Peoples Bank
06.2023 - Current
- Cashed checks, accepted deposits and withdrawals, and calculated daily transactions using computers, calculators or adding machines.
- Opened checking, savings accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
- Completed monthly audits of all cash, paperwork, and verified that all procedures are being followed correctly.
Universal Banker
Peoples Bank
12.2021 - 06.2023
- Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Evaluated client financial positions and identified most appropriate banking products.
- Monitored and verified suspicious activity on customer accounts.
Office Assistant
Columbus Early Learning Centers
11.2018 - 11.2019
- Completed clerical tasks such as filing, copying, and distributing mail.
- Interacted with customers by phone, email, or in-person to provide information.
- Maintained and updated office records, both digital and physical.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Managed daily data entry and kept clerical information accurate and up-to-date.
Education
BBA - Finance
Mount Vernon Nazarene University
Mount Vernon, OH05.2025
High School Diploma -
Mount Vernon High School
Mount Vernon, OH05.2018
Skills
- Payment processing
- Attention to detail
- Risk management understanding
- Customer service excellence
- Data entry accuracy
- Problem-solving abilities
- Cash handling proficiency
- Sales expertise
- Invoice Processing
- Microsoft Office
Timeline
Universal Banker Operations Specialist
Peoples Bank
06.2023 - Current
Universal Banker
Peoples Bank
12.2021 - 06.2023
Office Assistant
Columbus Early Learning Centers
11.2018 - 11.2019
BBA - Finance
Mount Vernon Nazarene University
High School Diploma -
Mount Vernon High School