Katie Butts

• Managed daily branch operations and ensured compliance with banking policies.
• Assisted in developing promotional strategies to enhance customer engagement.
• Maintained confidentiality of customer accounts by adhering to security procedures.
• Assisted in training new tellers on operational procedures, policies, and regulations.
• Performed basic administrative tasks regarding banking products by handling phone calls, inquiries, and emails.
• Assisted customers in setting up online banking accounts for secure access to their funds.
• Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
• Reconciled daily transactions with the general ledger system using specialized software programs.
• Maintain the scheduling for all staff in branch.

• Managed daily operations and transactions for a busy banking environment.
• Supervised teller team to ensure adherence to bank policies and procedures.
• Trained new tellers on customer service best practices and bank systems.
• Resolved customer inquiries and complaints with effective communication skills.
• Processed deposits, withdrawals, and loan payments efficiently and accurately.
• Monitored cash levels to maintain security and compliance standards.
• Coordinated scheduling to optimize teller coverage during peak hours.
• Monitored vault cash levels and ordered currency from the Federal Reserve Bank as needed.

• Managed customer inquiries and complaints to ensure satisfaction and retention.
• Collaborated with team members to streamline workflow and improve efficiency.
• Documented daily operations and maintenance activities for compliance purposes.
• Communicated effectively with management regarding inventory levels and needs.
• Balanced General Ledgers daily using excel spreadsheets.
• Monitored transactions for suspicious activity and fraud prevention.
• Created Power Points.

• Processed customer transactions efficiently and accurately at a community-focused financial institution.
• Assisted customers with account inquiries and resolved issues promptly and professionally.
• Maintained cash drawer accuracy through diligent counting and reconciliation practices.
• Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
• Balanced cash drawers on a daily basis.

During my time as a stay at home mom, I still kept busy. I babysat children, cleaned houses, took a couple online college courses, and joined Primerica.

• Processed insurance applications and maintained accurate client records.
• Assisted agents with policy renewals and customer inquiries.
• Managed scheduling for client appointments and meetings.
• PA Property and Casualty Licensed.

• Prepared and cooked a variety of dishes for guests at a lakeside inn.
• Maintained cleanliness and organization of the kitchen and cooking areas.
• Provided excellent customer service in a fast-paced restaurant environment.
• Greeted visitors warmly and directed them to appropriate personnel.
• Cooked, waitressed, and receptionist.
• Office Manager after normal shift.

• Developed customized financial plans based on client goals and needs.
• Educated clients on insurance products and retirement solutions.
• Facilitated client meetings to discuss financial objectives and updates.
• Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
• Series - 6
• NJ Life and Health Insurance License