Anna George

• Provide Bookkeeping and Payroll services to clients of firm
• Complete Yearly Insurance Audits (Worker’s Compensation and General Liability)
• Quarterly reporting and Year End Processing for all clients of firm
• Member of the National Association of Certified Public Bookkeepers
• Member of the American Institute of Public Bookkeepers.
• Managed day-to-day business operations.
• Complete yearly continuing education to hold 3 licenses. 40+ hours of CE a year to complete.

• Provide Bookkeeping and Payroll services to clients of firm
• Monthly reconciliations
• Payroll returns and reporting
• Assist Securities Advisor.

Retail Banker (July 2016 – February 2017)

Commercial Loan Assistant to the President (March 2015 – July 2016)

Customer Service Representative (November 2013 – February 2015)

Teller (April 2013 – November 2013)

• Attend community events on behalf of the bank
• Assist the branch President with their clients and their loan needs. Along with banking customers with their consumer loan needs as well as personal or retail checking needs
• Executed customer transactions, including deposits, withdrawals, money orders and checks
• Continued education on current banking products and services both through the Oklahoma Bankers Association and the American Bankers Association
• Maintained the Ponca City branch’s monthly records of outsourced Certificates of Deposit and Safe Deposit Box rental payments
• Maintained all branch’s monthly documentation and account for Regulation E disputes
• Maintained the record of the branch’s accounts payable by working with the branch President and the bank’s accounting department.
• Strengthened client portfolio by identifying needs and recommending suitable financial products or services.
• Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
• Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
• Complied with regulatory, legal and ethical requirements to protect bank assets.

• Worked daily with parents, prospective students and returning students of a Division 1 level University with any of their housing needs or issues
• Complete the Ambassador Customer Service Certification through Oklahoma State University
• Maintained billing charge to student’s accounts throughout the year and processed student check-out paperwork for the entire department
• Ensured superior customer experience by addressing student and parental concerns, demonstrating empathy and resolving problems on the spot.

• Emphasized personal customer service by greeting club members by name
• Planned, set-up and supervised staff for functions that were held by club members.
• Coordinated monthly reservation only Gourmet Nights with the Club Chef and a Republic National Wine Connoisseur
• Hired and trained dining room staff and bartending staff