Summary
Overview
Work History
Education
Skills
Timeline
Generic

Bailee Williams

Fontana,CA

Summary

Dedicated and results-driven banking professional with a solid foundation in financial analysis, risk management, and client relationship management. Expertise in guiding clients through complex financial decisions and providing sound advice on investment opportunities. Exceptional analytical skills, attention to detail, and ability to analyze data and financial statements to identify patterns and trends. Proven track record in achieving financial targets and enhancing overall profitability. Strong communication and interpersonal skills, with a demonstrated ability to build strong relationships with clients and colleagues. Seeking a challenging role in banking to utilize my skills and knowledge in order to contribute to the success of a reputable financial institution

Overview

5
5
years of professional experience

Work History

Operations Specialist

Mechanics Bank
02.2023 - 05.2024

Analyzed data and generated reports to identify trends and opportunities for operational enhancements, resulting in a 20% reduction in order fulfillment time.

Collaborated with cross-functional teams to optimize operational workflows, streamline communication channels, and improve overall organizational efficiency.

Monitored and analyzed key performance indicators to identify areas for improvement and implemented strategic initiatives to increase productivity by 15%.

Handled all mail in office such as loan payments, check deposits, and customer communication.

Assessing all risk possibilities and Implenting procedures to reduce risk

Claim Assistant

National General Insurance
06.2022 - 02.2023
  • Reviewed outstanding requests and redirected workloads to complete projects on time.
  • Made contact with insurance carriers to discuss policies and individual patient benefits.
  • Notified insurance agents and accounting departments of policy cancellations and changes.
  • Posted payments to accounts and maintained records.

Client Relationship Consultant 2

US Bank
07.2021 - 06.2022
  • Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
  • Supported clients with business analysis, documentation, and data modeling.
  • Integrated technology and business operations to identify targeted solutions to customer issues.
  • Organized and analyzed primary and secondary research to understand industry, market and company trends.
  • Significant Cash Handling

Teller

Wells Fargo
10.2019 - 05.2021

Managed cash flow and ensured accurate balancing of vault, ATM, and coin counting machines, resulting in minimal discrepancies.

Developed and implemented streamlined processes to increase efficiency, reducing wait times for customers and improving overall branch operations.

Conducted regular audits to assess adherence to compliance and security protocols, consistently maintaining a high level of accuracy and regulatory compliance.

Acted as a knowledgeable resource for customers, addressing inquiries, resolving issues, and referring them to appropriate financial products and services.

Education

Masters In Counseling Psychology - Psychology

California Baptist University
Riverside, CA

Bachelors Of Psychology - Psychology

California Baptist University
Riverside, CA
12.2023

Skills

  • Financial Analysis
  • Risk Management
  • Client Relationship Management
  • Analytical Skills
  • Attention to Detail
  • Data Analysis
  • Communication
  • Interpersonal Skills
  • Cash Handling

Timeline

Operations Specialist

Mechanics Bank
02.2023 - 05.2024

Claim Assistant

National General Insurance
06.2022 - 02.2023

Client Relationship Consultant 2

US Bank
07.2021 - 06.2022

Teller

Wells Fargo
10.2019 - 05.2021

Masters In Counseling Psychology - Psychology

California Baptist University

Bachelors Of Psychology - Psychology

California Baptist University
Bailee Williams