Devin L. Holmes
Sacramento,CA
Summary
Results-driven business professional with proven track record in delivering exceptional service and fostering strong client relationships. Skilled in team collaboration, problem-solving, and adapting to changing needs. Expertise in client management, process optimization, and effective communication. Known for reliability and consistent focus on achieving measurable outcomes.
Overview
15
15
years of professional experience
Work History
Business Services Representative
First Citizens Bank
Roseville, CA
03.2024 - Current
- Provide exceptional customer service by addressing existing client inquiries and resolving issues efficiently.
- Specializing in deposit and treasury services for business commercial clients in Roseville and Sacramento areas.
- Managing a diverse portfolio of clients, ensuring timely delivery of services and customized solutions with clients banking needs.
- Delivering prompt service to prioritize customer needs.
Maintained up-to-date knowledge of product and service changes. - Collaborated with bank partners to enhance customer service experience and exceed team goals.
- Self sourcing new clients and enhancing existing clients with bankers to execute custom proposals for clients deposits, treasury and lending needs.
- Attending networking events in Roseville and surrounding areas.
Financial Service Manager
Mechanics Bank
03.2020 - 03.2024
- Managing the North Roseville Branch in sales and services. Helping local businesses achieve their lending, deposit and treasury needs.
- Deepening relationships with the branch's top clients. Uncovering and bringing over entire deposit balance and lending portfolios and creating a unique, personal experience to accomplish the clients needs and the branch's goal.
- Working directly with Business RM in submitting loan packages for equipment, properties and lines of credit up to $250k. Assisting in signing up complex treasury and account portfolios for business clients.
- Reviews and completes annual renewal packages for business lending and treasury risk forms for top clients.
- Completing site visits to further build clients profile and understanding of business clients needs in all aspects.
- Assists the Area Manager in determining sales goals, and developing strategies to meet those sales goals. Coaches, guides, develops, and directs staff. Recommends performance goals and ratings, hiring, and corrective actions. Direct supervisor of sales oriented employees. Deescalates and finds solutions to difficult situations with clients and employees.
- Currently assisting in managing a portfolio of 100 Million in deposits for the North Roseville Branch.
- Continues to work with an active business and personal pipeline includin top 100 clients of the branch.
Universal Banker II
Mechanics Bank
04.2018 - 03.2020
- Providing personal service to high profile and balance customers from $100k-$3mm in deposit, with banking needs.
- Assisting with unique and complicated requests for deposit accounts, loans, and lines of credit.
- Reviewing customers profiles, offering new products that will further benefit the customer and their Business.
- Resolving difficult situations with customers in the branch and over the phone.
- Assisting the branch with monthly, quarterly and annual audit procedures for bankers and tellers.
- Helping customers with not in person requests such as wires, loan payments, transfers, account opening and closure.
- Opening and closing the branch.
Personal Banker / Small Business Specialist / Manager on Duty
Chase Bank
09.2010 - 04.2018
- Assisting customers with opening checking, savings, loans and credit card products.
- Building deeper relationships with existing personal and business customers.
- Profiling customers for further investments, mortgages and business.
- Handling business accounts up to 250k in balances, Referring business loans from 10k-150k.
- Referrals to ADP and Paymentech merchant services, top closing referrer to Payment in district.
- Following up with customers on opened accounts and products.
- Assisting customers with account maintenance and services, account fraud and closure.
- Enroll customers with direct deposit with employers, as well as other banking tools and online convenience.
- Making sales calls for future clients for personal banking, mortgages and business accounts.
- Assisting customers in the lobby and on the teller line with needs and transactions.
- Enrolling customers with online banking tools and conveniences.
- Managing opening and closing procedures of the branch.
- Coaching tellers and other bankers with new practices in the bank.
Education
Graduate of Wood Creek High School -
Wood Creek High School
Roseville, CA12-2006
High School Diploma - Computer Courses, English, Mathematics, and other General Education
Sierra College
06-2008
Skills
- Reliable
- Quick to learn new policies and procedures of business
- 15 years of commission-based sales in banking
- 13 years of handling cash sales and other transactions
- Positive attitude and hard working
- Ability to multi-task and set priorities to meet deadlines
- Skilled in handling stressful and difficult situations with clients and employees
- Strong communication and analytical skills
- Excellent interpersonal skills, including customer service, listening, and responding appropriately to requests from clients and employees
- Teamwork and collaboration
Timeline
Business Services Representative
First Citizens Bank
03.2024 - Current
Financial Service Manager
Mechanics Bank
03.2020 - 03.2024
Universal Banker II
Mechanics Bank
04.2018 - 03.2020
Personal Banker / Small Business Specialist / Manager on Duty
Chase Bank
09.2010 - 04.2018
Graduate of Wood Creek High School -
Wood Creek High School
High School Diploma - Computer Courses, English, Mathematics, and other General Education
Sierra College
Special Awards and Service
Eagle Scout Award – 2005
Denali Varsity Scout Award - 2006
LDS Representative serving in the Harrisburg/Pittsburgh Pennsylvania Mission – 2008 to 2010.
Continued in top 5 bankers out of 60 bankers in district from 2013-2018 at Chase Bank.
Continued top 5 FSM’s for Mechanics bank from 2020-2023. Personally brought in $5.4 Million in deposits for 2023.
Currently serving as the Financial Clerk in the Westwood Park Ward for the Church of Jesus Christ of Latter Day Saints. Assisting a weekly, active congregation of 150-200.
Notary Public for the State of California.,
BNI foothills chapter in El Dorado hills from 2018-2020. Active in the Arden Chapter since March 2024.
Batting 1000 award achieved at First Citizens Bank in 2025.