Amber Porter Email & Phone Number

California, United States

Pacifica, Ca

• Deliver service with solutions to the Pacifica community by developing relationships with customers and exploring ways to better meet their banking needs.• Retain and expand deposit and lending portfolios of our valued and long-time customer base• Oversee branch staff, sales and operations. Provide ongoing training and quarterly performance evaluations.• 2021 President's Club honoree• 2020 Q1 W.I.S.E. Champion• Salesforce Champion• Linkedin Ambassador for Bay Area Region

• Train branch level employees, including tellers, personal bankers, universal bankers, and operations supervisors.• Created all training user guides and materials for newly launched branch officer training program.• Created all training user guides for personal bankers.• Updated all new-hire manuals, teller user guides and associated training materials.• Conducted new-hire orientation for employees bank-wide, administered new-hire tests, scheduled interviews, collected and filed new-hire documentation, and coordinated various training programs for all bank departments.

• Performed annual branch operations audits of all 12 branches, in accordance with bank policies, procedures and regulations. Prepared and presented findings/observations. Completed follow-up audits as necessary. • Acted as lead member of review team and personal banking administrator for 7 months. Led monthly meetings for personal bankers and created training presentations for legal entities, Premier Director reports, and account reviews, which were also presented at branch officer meetings.• Primary source of assistance for branches and support departments on procedures related to personal banker duties, in particular trust and decedent accounts, legal documents, and compliance related questions• Created and/or updated approximately 70 branch procedures and user guides related to new accounts, branch operations, and regulatory compliance.• Intranet librarian for company-wide database. Responsible for posting updates, managing look and feel of layout, and technical support.• Worked with multiple departments to facilitate bank acquisitions, system conversions and new branches.

• Updated/wrote procedures, user guides and forms for branch operations. • Provided procedural support to branch personnel and internal departments.• Worked with multiple departments to facilitate bank acquisitions, system conversions and new branches.• Prepared monthly Word and Excel reports. Managed scheduling for Regional Manager.• Attended and took monthly meeting minutes for all groups managed by branch administration including management, operations, and personal banking.• Winner of Golden Piggy Bank award for outstanding internal service

• Source new business. Opened 30 -50 DDA accounts per month at high-volume branch. • Assisted with daily customer requests, including Reg. E claims, credit card and loan applications, account maintenance, debit card and online banking enrollment and problem-solving.• Performed monthly certifications.• Provided in-branch training for new personal bankers.• Managed product promotions for branch staff, including creating reference material for teller staff.

• Responsible for managing loan submissions assigned to team of 6 employees from initial processing through post-closing. • Underwrite loan submissions assigned to team, based on FNMA guidelines.• Oversee, troubleshoot, and act as back-up for each step of loan process.• Increase efficiency in processing and overall loan volume submitted to company by brokers and realtors

• Cross-trained as Customer Service Representative and Vault Teller.• Highest seller of debit cards at branch during product launch.• Assist retail and commercial customers with over-the-counter transactions, including cash, checks and general service requests• Provide excellent customer service consistent with community banking

Bachelor’S Degree, Classical Civilizations

Activities and Societies: Resident Hall Association, Classics Club Minor Degree, Anthropology

Education record

Introduction to Financial Accounting Introduction to Macroeconomics