Amber Porter

Amber Porter

Assistant Branch Manager

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location of Amber PorterSan Francisco Bay Area

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  • Timeline

  • About me

    Branch Manager at Tri Counties Bank

  • Education

    • University of California, Berkeley Extension

      2014 - 2016

      Introduction to Financial AccountingIntroduction to Macroeconomics

    • University of California, Berkeley

      1998 - 2002
      Bachelor’s Degree Classical Civilizations

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

  • Experience

    • Victoria's Secret

      Dec 1999 - May 2001
      Assistant Branch Manager
    • Enterprise Rent-A-Car

      Jun 2001 - Aug 2001
      Intern
    • First National Bank of Northern California

      Jul 2002 - Aug 2004
      Teller II

      • 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

    • Rockaway Beach Financial Company

      Aug 2004 - Apr 2008
      Senior Underwriter, Team Leader

      • 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

    • First National Bank of Northern California

      Apr 2008 - Apr 2017

      • 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. Show less • 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. Show less • 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 Show less

      • HR/Training Representative, Bank Officer

        May 2016 - Apr 2017
      • Assistant Branch Review Analyst, Bank Officer

        Jan 2014 - May 2016
      • Administrative Assistant to Regional Manager

        Jan 2011 - Dec 2013
      • Personal Banker II

        Apr 2008 - Dec 2010
    • Tri Counties Bank

      Sept 2019 - now
      Branch Manager III, AVP

      • 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 Show less

  • Licenses & Certifications

    • Underwriting Certificate

  • Volunteer Experience

    • Member

      Issued by Pacifica Education Foundation
      Pacifica Education FoundationAssociated with Amber Porter
    • Member

      Issued by PACIFICA HISTORICAL SOCIETY
      PACIFICA HISTORICAL SOCIETYAssociated with Amber Porter
    • Co President

      Issued by Cabrillo PTO on Sept 2019
      Cabrillo PTOAssociated with Amber Porter
    • Member

      Issued by ROTARY CLUB OF PACIFICA CALIFORNIA U S A on Jan 2020
      ROTARY CLUB OF PACIFICA CALIFORNIA U S AAssociated with Amber Porter
    • Classroom Volunteer

      Issued by Cabrillo School, Pacifica, Ca on Aug 2018
      Cabrillo School, Pacifica, CaAssociated with Amber Porter