Summary
Overview
Work History
Education
Skills
Timeline
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Bailee Wilkes

Jay,OK

Summary

Accomplished Head of Treasury and Fraud at First National Bank of Okmulgee, adept in foreign exchange management and fostering team leadership. Spearheaded initiatives that significantly enhanced operational efficiency and compliance, leveraging expertise in financial strategy development and capital markets. Proven track record in driving results through strategic decision-making and ethical conduct.

Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving.

Overview

6
6
years of professional experience

Work History

Head of Treasury and Fraud Department

First National Bank of Okmulgee
04.2018 - 01.2022
  • Negotiated favorable banking terms for various credit facilities, supporting business growth initiatives.
  • Provided strategic guidance on capital structure decisions by analyzing funding alternatives and their impact on key performance indicators.
  • Monitored market trends to mitigate potential risks and capitalize on potential opportunities within the financial markets environment.
  • Optimized cash management with accurate forecasting and efficient liquidity management.
  • Streamlined treasury operations by implementing efficient processes and systems.
  • Strengthened internal controls to minimize operational risks and ensure regulatory compliance.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Accomplished multiple tasks within established timeframes.
  • Cross-trained existing employees to maximize team agility and performance.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.

New Accounts and Teller Supervisor

First National Bank of Vinita
09.2015 - 03.2018
  • Effectively resolved client issues by liaising between various internal departments as needed for prompt resolution.
  • Conducted comprehensive customer needs assessments during initial consultations, tailoring solutions accordingly to optimize satisfaction levels.
  • Contributed to the success of company-wide initiatives aimed at enhancing overall customer experience through targeted process improvements within the New Accounts department.
  • Proactively identified potential roadblocks during account onboarding, working closely with clients to address these issues efficiently and effectively.
  • Ensured compliance with regulatory requirements by conducting thorough due diligence on all potential clients.
  • Maintained up-to-date knowledge of industry trends and regulations to ensure best practices were consistently implemented across all new accounts processes.
  • Enhanced team productivity by organizing and prioritizing tasks for optimal workflow efficiency.
  • Developed strong relationships with clients, addressing concerns promptly and providing exceptional customer service.
  • Managed teller schedules, ensuring adequate staffing levels during peak business hours.
  • Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
  • Counted cash drawers and made bank deposits.
  • Conducted regular performance evaluations for teller staff, identifying areas for improvement.
  • Examined tellers' reports of daily transactions for accuracy.
  • Collaborated with management to establish branch goals, developing strategies to achieve them.

Education

No Degree - Business

Western Governors University
Remote

High School Diploma -

Jay High School
Jay, OK
05.2015

Skills

  • Foreign Exchange Management
  • Operational risk management
  • Team Leadership and Motivation
  • Capital Markets Knowledge
  • Cash Management Expertise
  • Financial Strategy Development
  • Strategic Decision-Making
  • Ethical conduct and integrity
  • Financial Analysis Competence
  • Team Leadership

Timeline

Head of Treasury and Fraud Department

First National Bank of Okmulgee
04.2018 - 01.2022

New Accounts and Teller Supervisor

First National Bank of Vinita
09.2015 - 03.2018

No Degree - Business

Western Governors University

High School Diploma -

Jay High School

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Bailee Wilkes