Bo Mcdaniel Email & Phone Number

Bond Accounting for most of Southwest Bancorp's investment portfolioCash desk operations including buying/selling fed funds from New York brokers to maintain targets for Federal Reserve Bank accounts as well as all other corresponding co-bank accountsInterest variance analysis research on investment portfolioQuarter/Year end reporting for Southwest Bancorp Inc.'s public financial releasesMonthly liquidity reporting to analyze bank's financial condition by ratios set by… Show more Bond Accounting for most of Southwest Bancorp's investment portfolioCash desk operations including buying/selling fed funds from New York brokers to maintain targets for Federal Reserve Bank accounts as well as all other corresponding co-bank accountsInterest variance analysis research on investment portfolioQuarter/Year end reporting for Southwest Bancorp Inc.'s public financial releasesMonthly liquidity reporting to analyze bank's financial condition by ratios set by Asset/Liability Committee Various other Asset/Liability reporting for monthly executive committeeVarious other tasks assigned Show less

Perform security portfolio bond accounting and reclassification of deposits reconciliationsCarry out daily cash management involving accounts with the Federal Reserve Bank and other corresponding bank accounts for two separate bank charters under Southwest Bancorp, Inc.Prepare reports and projects for monthly meetings of Asset/Liability Committee of Executives Federal Reserve Bank FR-2900 reportingServe as head contact for our largest customer, Double Rock Corporation, a money… Show more Perform security portfolio bond accounting and reclassification of deposits reconciliationsCarry out daily cash management involving accounts with the Federal Reserve Bank and other corresponding bank accounts for two separate bank charters under Southwest Bancorp, Inc.Prepare reports and projects for monthly meetings of Asset/Liability Committee of Executives Federal Reserve Bank FR-2900 reportingServe as head contact for our largest customer, Double Rock Corporation, a money market mutual fund management corporationVarious other tasks assigned Show less

Developed the Stillwater National Bank Fraud programMonitored large dollar checks and depositsPerformed forgery detectionInteracted with Compliance Department for SAR reportingManaged kiting accountsWorked with local, state, and federal agents in various money-related cases

Provided a high standard of service to all customersAssisted customers in establishing checking and saving accountsIssued money orders, traveler's checks and check cardsInstructed customers on setting up and using online banking service

Performed daily duties associated with the teller department including deposits, check cashing and money ordersResponded to other customer requestsPromoted to commercial