Deikel Roth
Seattle
Summary
Diligent banking professional with unsurpassed attention to detail and superior ethics. Focused on balancing customer needs with bank security requirements and sales targets. Knowledgeable about regulatory requirements and protection protocols. Organized and detail-oriented Manager with more than 21 years of cash handling and customer service experience. Proven expertise in general accounting and finance concepts. Astute Banker adept at providing well-rounded customer service with strong communication skills, sales experience and deep knowledge of banking industry.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Business Relationship Manager- Vice President
BMO
Seattle, WA
09.2024 - Current
- Developed and maintained client relationships to support retention efforts and boost overall satisfaction.
- Identified and assessed market trends, creating focused strategies to pursue and achieve growth objectives within specific accounts.
- Led cross-functional teams in the design and implementation of bespoke solutions aligned with client expectations.
- Identified and interpreted market trends to drive effective business development initiatives.
Branch Manager
BANK OF THE WEST/BMO
Seattle, WA
11.2021 - 09.2024
- Managed daily operational activities focused on enhancing customer satisfaction and improving overall branch performance.
- Analyzed market trends and established strategic frameworks to support branch growth and improve profit margins.
- Implemented strategies to mentor staff, promoting teamwork and enhancing collective performance outcomes.
- Identified key trends within financial reports to support data-driven decision-making processes.
- Analyzed and optimized branch processes to drive cost savings and ensure effective resource distribution.
- Ensured compliance with banking regulations, safeguarding organizational integrity and reputation.
- Cultivated relationships with clients, enhancing loyalty and expanding business opportunities.
Bank Branch Manager
Keybank N.A
Seattle, WA
09.2020 - 11.2021
- Developed employee skill sets and implemented targeted coaching plans to achieve personal and branch goals.
- In Quarter 3, As a team we finish our Consumer Household and Business Household acquisition over 200 % of goal. As a team we acquired over 8 million in Mortgages in a single quarter, ranking us at over 150 % to goal.
- In 2021 we ranked top 3 branches in the area and ranked 68th in the nation.
- Controlled business risk by proactively assessing conditions and implementing mitigation strategies.
- Boosted and maintained staff morale, conducting daily huddles to communicate goals, strategies, and new initiatives.
- Optimized branch staffing by leveraging workforce planning tools, setting clear expectations, and fostering strong sense of collaboration.
Personal Banker
MUFG Union Bank
Seattle, WA
08.2019 - 09.2020
- Reduced bank fraud with in-depth checks on suspicious transactions.
- Met individual member needs by recommending bank financial products and services.
- Established new accounts with expert processing of applications and records management requirements.
- Delivered exceptional customer service for diverse banking needs by leveraging knowledge of bank operations, available offerings, and applicable regulations.
Branch Manager
Wells Fargo Bank
Tonasket, WA
11.2010 - 02.2019
- Oversaw branch team with 9 customer service representatives and 1 personal bankers and implemented training for all new employees.
- Developed annual branch business plan for maximum profitability and effectiveness.
- Coordinated special update and conversion projects and monitored key performance metrics.
Personal Banker
Wells Fargo Bank
Madera, CA
11.2008 - 11.2010
- Performance reviews, hiring and terminating processes, training initiatives, scheduling, time and attendance and payroll.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Devised targeted solutions for various customers, including deposit, lending and investment services.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Achieved recognition from management for 6 consecutive months of meeting sales targets.
Education
Bachelor of Science - Business Administration And Management
Southern New Hampshire University
HooksettSkills
- Client engagement skills
- Business planning
- Operational Efficiency
- Building community connections
- Staff training
- Organizational leadership
Certification
Notary Public
LANGUAGES
Fluent in reading and writing Spanish.
Interests
ADDITIONAL INFORMATION, Volunteer for Junior Achievement
Timeline
Business Relationship Manager- Vice President
BMO
09.2024 - Current
Branch Manager
BANK OF THE WEST/BMO
11.2021 - 09.2024
Bank Branch Manager
Keybank N.A
09.2020 - 11.2021
Personal Banker
MUFG Union Bank
08.2019 - 09.2020
Branch Manager
Wells Fargo Bank
11.2010 - 02.2019
Personal Banker
Wells Fargo Bank
11.2008 - 11.2010
Bachelor of Science - Business Administration And Management
Southern New Hampshire University
COMMUNITY SERVICE
Volunteer 8 hours a week at the shelter center