Bailey Wilson
Shawnee,OK
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
14
14
years of professional experience
Work History
Financial Services Representative
The Focus Federal Credit Union
10.2024 - 07.2025
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
- Managed 5-25 loan applications at a time
- Assisted Members in my office with their various needs
Data Entry Clerk/Front Desk Receptionist
Modern Oil Co.
12.2021 - 07.2024
- Completed data entry tasks with accuracy and efficiency.
- Followed established procedures to enter and process data correctly.
- Organized, sorted, and checked input data against original documents.
- Scanned documents and saved in database to keep records of essential organizational information.
- Sorted documents and maintained organized filing process.
- Enhanced data accuracy by meticulously reviewing and correcting errors in spreadsheets and databases.
- Responsible for 20 different data entry accounts
Vault Teller
Citizen Potawatomi Nation
09.2011 - 12.2021
- Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance.
- Managed high volumes of cash movement accurately, supporting the ongoing operation of the branch effectively.
- Properly processed deposits, withdrawals and payments for average of 30+ customers daily.
- Reduced discrepancies in vault inventory with thorough reconciliations and prompt identification of errors.
- Balanced staff and vault at end of day and secured monies in accordance with established procedures.
- Greeted and welcomed customers with courteous and professional approach to drive prompt, accurate and efficient transactions.
Education
CMA/Phelbotomist - Medical Assisting/Phlebotomy
Oklahoma Health Academy
Moore, OK05.2008
High School Diploma -
Norman High School
Norman, OK05.2006
Graduate Certificate - Entrepreneurship/Marketing
Moore Norman Technology Center
Norman, OK05.2005
Skills
- Financial services
- Customer relationship management
- Cash management
- Cash handling
- Account maintenance
- Loan applications
- Certificates of deposit
- MS office
- Strong work ethic
- Data verification
- Credit analysis
- Teller transactions
Timeline
Financial Services Representative
The Focus Federal Credit Union
10.2024 - 07.2025
Data Entry Clerk/Front Desk Receptionist
Modern Oil Co.
12.2021 - 07.2024
Vault Teller
Citizen Potawatomi Nation
09.2011 - 12.2021
CMA/Phelbotomist - Medical Assisting/Phlebotomy
Oklahoma Health Academy
High School Diploma -
Norman High School
Graduate Certificate - Entrepreneurship/Marketing
Moore Norman Technology Center
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