Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Jamie Rockafellor

Prineville,OR

Summary

Motivated, positive, personable business professional with a successful 26+ years in banking. Talent for quickly mastering new skills. Diplomatic and tactful with professionals and non-professionals at all levels. Accustomed to handling various personality types. Experienced in leadership, retail banking, business development, small business lending, operations, and some commercial lending. Demonstrated history of producing exceptional sales results. Flexible and versatile, able to effectively work under pressure. Poised and competent with a demonstrated ability to motivate others for heightened success. Excellent team building skills, and 37 years' experience in customer focused environments.

Overview

27
27
years of professional experience
1
1
Certificate

Work History

VP/Commercial Relationship Manager II

First Interstate Bank
Redmond, OR
09.2023 - 12.2023
  • Commercial Lending
  • Cross Sell of Deposit Products
  • Managed Portfolios
  • Business Development

VP/Retail Hub Manager

BOTC/First Interstate Bank
Redmond, OR
09.2016 - 09.2023
  • Coach/Lead 7 Retail Branch Managers in the Southern Oregon Market, then transferred to Central Oregon in September 2019 where I also coached and lead 7 Retail Branch Managers and a Branch Hub Specialist.
  • Hired new managers to drive sustainable business growth.
  • Provided leadership during times of organizational change by managing transitions effectively.
  • Responsible for the delivery of outstanding customer service, achievement of financial production and growth goals, operational efficiencies and development of Retail Managers and branch team.
  • Responsible for developing and maintaining client relationships utilizing the full spectrum of banking services with emphasis on First Interstate Bank's Service Commitments and in accordance with their vision and values.
  • Business Development, community engagement and growing the First Interstate Brand in our communities.
  • Was part of a team that developed small business lending training, the training was rolled out to the entire company and I conducted the training throughout Oregon.
  • Monitored internal controls to protect assets against loss or misuse while ensuring compliance with applicable laws and regulations.
  • Gathered and analyzed data to identify areas for improvement in operations and processes.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.

Branch Manager/Loan Officer

People's Bank of Commerce
Medford, OR
09.2012 - 09.2016
  • Opened 4th banking location for People's Bank of Commerce. Exceeded deposit and loan growth goals.
  • Business Development: Grew business banking relationships through proactive outreach.
  • Small Business Lending
  • Consumer Lending
  • Daily coaching, training and development of team members to create a successful customer focused sales and service environment.
  • Built relationships through community service and serving on boards for Kid's Unlimited and Southern Oregon Financial Fraud and Security Team (SOFFAST).
  • Participated in community events to promote brand awareness.
  • Established and built customer relationships through targeted outreach and initiatives.
  • Analyzed competitors and market trends to facilitate business growth.
  • Served on the Bank's compliance committee where we reviewed and conducted risk assessments, audited our bank on regulations and developed or changed policies based on results.
  • Created policies and procedures
  • Developed sales training for the bank.
  • Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
  • Facilitated weekly meetings with staff members to discuss progress on current initiatives.
  • Managed staff scheduling, hiring and training processes.
  • Monitored financial performance of the branch on a monthly basis.
  • Identified opportunities for process improvement initiatives within the branch.
  • Provided guidance and support to team members regarding problem resolution and customer service issues.
  • Maintained up-to-date knowledge of industry trends, competitive landscape and regulatory environment.
  • Ensured compliance with established policies, procedures and regulations governing banking operations.

Market Support Consultant

Wells Fargo Bank, N.A.
Medford, OR
06.2003 - 09.2012
  • Collaborated and partnered with 2 District Managers in performance objectives through branch visits, presentations, and training in areas of service, controls, operations, compliance, risk/loss management and systems.
  • Conducted daily consulting/coaching with District Managers, Branch Managers and Service Managers to ensure compliance with corporate policies and control standards.
  • Effectively collaborated with various business lines to maximize operational soundness with emphasis on compliance and risk management in support of strategic initiatives while managing service quality to ensure ongoing customer satisfaction.
  • Partnered with Learning and Development to create and deliver training for Oregon on loss prevention.
  • Was certified in T3 training.
  • Conducted training on running an efficient branch
  • Identified red flags and security risks while I was doing branch visits and interacting with branch teams.
  • Helped conduct investigations both internally and externally with the bank's Special Investigations group.
  • In-depth knowledge of retail compliance controls, policies/procedures, risk management and loss prevention.
  • Built and influenced partnerships through leadership and coaching.
  • Served on the SVT/SVP Focus Group- worked with project managers to enhance our teller and banker platforms to streamline and ease processes for the teller and bankers as well as our clients.
  • Conversions- assisted with bank conversions on site at locations that were transitioning through bank acquisitions. Last conversion I was a part of was the Wachovia to Wells Fargo. I was deployed to New York City to assist in transitioning branches over to the Wells Frago systems and guide them through there first 2 weeks of conversion.
  • Mentored and supported new Market Support Consultant's that transitioned to Wells Fargo through acquisitions.

Branch Manager

Wells Fargo Bank, N.A.
Hood River, OR
01.2001 - 06.2003
  • Daily coaching, training and development of team members to create a successful sales and service team.
  • Business Development
  • Small Business Lending
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Partnered with other business lines to ensure we met customer needs.
  • Successfully hit goals and was top branch in the Market, which had 15 branches and top 10 in the region.
  • Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
  • Built relationships in the community by becoming involved with non-profit organizations and volunteering.
  • Participated in community events to promote brand awareness.
  • Maintained audit and security controls within company standards.
  • Ensured policies and procedures were adhered to,
  • mitigated losses through sound practices and identifying red flags.
  • Facilitated weekly meetings with staff members to discuss progress on current initiatives.
  • Analyzed data to identify trends related to products, services, customers and markets served by the branch.
  • Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
  • Assigned duties to employees and examined work for accuracy, neatness and timeliness.
  • Monitored financial performance of the branch on a weekly and monthly basis.
  • Provided guidance and support to team members regarding problem resolution and customer service issues.
  • Managed staff scheduling, hiring and training processes.
  • Planned work schedules to maintain adequate staffing levels.
  • Verified cash by balancing cash drawers and maintaining cash count records.
  • Analyzed competitors and market trends to facilitate business growth.

Service Manager

Wells Fargo Bank, N.A.
Hood River, OR
06.1997 - 01.2001
  • Daily Coaching, training and development of team members to create a successful sales and service team.
  • Motivated and supported employees to maintain low turnover.
  • Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
  • Maintained audit and security controls within company standards. Ensured policies and procedures were adhered to by the branch team.
  • Responsible for effectively scheduling staff to maximize service while staying within assigned FTE.
  • Responsible for operations of the branch and ensuring the branch passed audits.
  • Collaboration with Branch MAnager to ensure branch goals were met by all team members.
  • Planned and led team meetings to review business results and communicate new and ongoing priorities.

Personal Banker

Wells Fargo Bank, N.A.
Hood River, OR
09.1997 - 06.1998
  • Built customer relationship through community involvment and excellent customer service.
  • Expanded customer relationships by maintaining regular follow-up processes and rapport.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Interviewed customers to obtain information needed for opening accounts.
  • Opened deposit accounts, IRA's and Annuities.
  • Consumer Lending, Small Business Lending, and credit cards
  • Responded promptly to customer queries and complaints to find solutions and diffuse tension.
  • Used customer and bank records to investigate and correct errors upon customer request.
  • Met and/or exceeded monthly, quarterly and annual goals

Education

High School Diploma -

Hood River Valley High School
Hood River, OR
06.1990

Some College (No Degree) - Business Management

Mt Hood Community College
Gresham, OR

Skills

  • Sales
  • Leadership
  • Team Building
  • Training and Development
  • Business Development
  • Operational Management

Certification

  • Commercial Lending Bootcamp- 2022- Oregon Bankers Association
  • Executive Development Program- Jan 2020 - February 2022- Oregon Bankers Assocition
  • Leadership College- 2016- BOTC
  • Emerging LEadership- 2009
  • T3 Certification- 2009- Certified to be a Trainer
  • Situational Leadership- 2005

Affiliations

  • Every Child Central Oregon- Board Secretary 2021-Present
  • Prineville Economic Development Central Oregon- Board Member- 2023- Present
  • Rotary Member- Redmond, OR - Current
  • SOFFAST - Board Member (served as Secretary and President) 2004-2019
  • Kid's Unlimited- Board Member (Treasurer and Finance Committee) 2016 to 2019
  • Rotary Member- Medford Rogue Rotary 2016 to 2019

Timeline

VP/Commercial Relationship Manager II

First Interstate Bank
09.2023 - 12.2023

VP/Retail Hub Manager

BOTC/First Interstate Bank
09.2016 - 09.2023

Branch Manager/Loan Officer

People's Bank of Commerce
09.2012 - 09.2016

Market Support Consultant

Wells Fargo Bank, N.A.
06.2003 - 09.2012

Branch Manager

Wells Fargo Bank, N.A.
01.2001 - 06.2003

Personal Banker

Wells Fargo Bank, N.A.
09.1997 - 06.1998

Service Manager

Wells Fargo Bank, N.A.
06.1997 - 01.2001

High School Diploma -

Hood River Valley High School

Some College (No Degree) - Business Management

Mt Hood Community College

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Jamie Rockafellor