Patrick Bailey

Service that Moves at the Speed of Your Business

When I stepped into my role as CFO at Andrews in March 2022, I inherited the banking relationship with Oakworth—and quickly realized it was one I didn’t want to change. Many of our doctors already had relationships with the bank, and from the start, Oakworth made my transition seamless. They helped set up system access, admin permissions, and roles for our team—while also supporting us through a payroll system change. What felt like above-and-beyond service at the time, I’ve come to see is just how they operate. It’s exceptional.  

Their responsiveness is unmatched. You always reach a person – someone who either knows the answer or knows how to find it. That kind of problem-solving is rare and refreshing.  

Positive Pay has already flagged a few fraudulent attempts—and Oakworth even enhanced it to scan for vendor mismatches, which helped catch one. This kind of protection is crucial. We’re also transitioning to ACH for payables, and the Treasury team has worked directly with our IT to get things moving. They’ll jump on a live chat to troubleshoot in real time—it makes a big difference: quick help, no waiting.” 

The online platform is intuitive, especially for approving wires, which I handle frequently, and the mobile app makes it easy to stay on top of transactions when I’m away from the office. Dual authentication adds a level of security that’s important to our business. 

We’ve also secured working capital and equipment loans through Oakworth, which has allowed us to consolidate our financial services in one place. That kind of simplicity and relationship-focused approach has made a real difference for our business. 

Oakworth’s hands-on, relational approach gives me complete confidence that we’re in the right hands. If you’re looking for a partner who treats your business like their own, you won’t find a more committed team than Oakworth.

 

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