
Amber Porter
Assistant Branch Manager

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About me
Branch Manager at Tri Counties Bank
Education

University of California, Berkeley Extension
2014 - 2016Introduction to Financial AccountingIntroduction to Macroeconomics

University of California, Berkeley
1998 - 2002Bachelor’s Degree Classical CivilizationsActivities and Societies: Resident Hall Association, Classics Club Minor Degree, Anthropology
Experience

Victoria's Secret
Dec 1999 - May 2001Assistant Branch Manager
Enterprise Rent-A-Car
Jun 2001 - Aug 2001Intern
First National Bank of Northern California
Jul 2002 - Aug 2004Teller 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 2008Senior 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 2017Assistant Branch Review Analyst, Bank Officer
Jan 2014 - May 2016Administrative Assistant to Regional Manager
Jan 2011 - Dec 2013Personal Banker II
Apr 2008 - Dec 2010

Tri Counties Bank
Sept 2019 - nowBranch 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
Associated with Amber PorterMember
Issued by PACIFICA HISTORICAL SOCIETY
Associated with Amber PorterCo President
Issued by Cabrillo PTO on Sept 2019
Associated with Amber PorterMember
Issued by ROTARY CLUB OF PACIFICA CALIFORNIA U S A on Jan 2020
Associated with Amber PorterClassroom Volunteer
Issued by Cabrillo School, Pacifica, Ca on Aug 2018
Associated with Amber Porter
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