Summary
Overview
Work History
Education
Skills
Quote
Work Availability
Work Preference
photography, hiking, and camping
Timeline
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Amber Santantonio

Amber Santantonio

Macedonia,OH

Summary

Detail oriented and customer service focused branch banking professional with over 23 years of experience with increasing responsibility. Trusted people manager with a focus on coaching, professional development and process improvement.

Overview

24
24
years of professional experience

Work History

Banking Center Manager /Branch Resource Officer

CFBank
12.2016 - Current
  • Train retail branch staff for retail locations on operations and sales
  • This includes error resolution, coach staff on bank products and how to approach customers/prospects to increase referrals/sales, preforming account opening and maintenance, preform daily reporting and reviews required, and current bank policies and procedures
  • Preform monthly branch cash and documentation audits
  • Execute sales for retail branch office including phone calls, developing call lists from current customer base, outside business calling, generating leads and closing business for all retail products
  • Open deposit accounts, enter loan/credit card applications in banking systems, and maintain all necessary documents
  • Place holds, verify identity, and follow all bank policies and procedures
  • Perform daily review of branch reports to ensure correct processing of all transactions
  • Process complex error corrections to transactions and accounts requiring maintenance
  • Revise and create bank forms for use in the retail departments
  • Serve as help line to all retail staff and aid with any complicated transactions or system issues
  • Complete special projects with Retail Operations Manager, such as revising and updating current procedures, implementing daily procedures across all retail location, and creating step by step training material for all retail staff
  • Significant Achievements: Implemented training guidelines for company
  • Created and updated company forms to streamline processes
  • Developed daily processes for balancing and auditing in the retail branch.

Branch Operations Coordinator

Ohio Savings Bank
04.2016 - 12.2016
  • Train retail branch staff of 3 Financial Service Reps and ensure all bank policies and procedures are followed
  • Maintain a teller drawer and vault for retail branch
  • Maintain all documentation necessary for annual branch audit, including review of general ledger accounts and activity reports to ensure correct processing of all transactions
  • Open deposit accounts, enter loan/credit card applications in banking systems, and maintain all necessary documents
  • Place holds, verify identity, and follow all bank policies and procedures
  • Counsel and advise bank clients on deposit accounts and loan products
  • Coach Staff on bank products to increase referrals/sales
  • Significant Achievements: Hit 200% of credit card sales goal
  • Helped increase core deposits by $400,000.00
  • Hit 100% of investment referral goal
  • Received 100% on customer service shop.

Documentation Specialist II

FirstMerit Bank
04.2014 - 04.2016
  • Performed highly detailed review of auto dealer loans for completeness and accuracy
  • Sent requests to dealer for corrections or missing documents
  • Followed up on corrections to ensure all required documents are received
  • Audited customer information for compliance with CIP requirements
  • Significant Achievements: Consistently hit 130% of my production goal.

Post-Closing Coordinator

FirstMerit Bank
03.2011 - 04.2014
  • Developed the post-closing process to ensure maximum productivity and profitability
  • Processed and funded all small business, commercial loan packages and amendments, including preparation of packages to be booked, commercial loan document review or accuracy
  • Liaised with title companies and bankers to ensure documents are signed correctly and funding amounts are verified
  • Monitored and cleared errors on commercial loans
  • Worked closely with title companies and other outside vendors to ensure proper collection of collateral documentation on loans when necessary
  • Monitored commercial loans and amendments that have been booked to ensure accuracy on bank systems and make corrections accordingly (approximately 130 per month)
  • Maintained approximately 25 commercial construction and equipment draw files, including SBA loans
  • Processed all disbursements and balanced all draw files monthly
  • Performed quality control on previously booked commercial loans
  • Significant Achievement: Increased productivity in the post-closing position by 300% compared to previous production
  • Created post closing process for department.

Personal Banker

FirstMerit Bank
10.2008 - 03.2011
  • Supervised, trained, and mentored retail branch staff of 5 Tellers
  • Ensured compliance with all bank policies and procedures
  • Maintained all documentation necessary for annual branch audit
  • Executed sales for retail branch office including making cold calls, generating leads, and closing business for all retail products
  • Opened deposit accounts, entered loan/credit card applications into banking systems, and maintained all necessary documents
  • This includes placing holds, verifying identity and following all bank policies and procedures
  • Coached staff to educate them about bank products to increase referrals/sales
  • Significant Achievement: 2008: Increased credit card sales 100% year over year
  • Implemented staff coaching to reach sales goals
  • Implemented procedures to improve failed audit finding previous to my employment.

Personal Banker

Fifth Third Bank
12.2006 - 10.2008
  • Supervised, trained, and mentored retail branch staff of 5 Tellers
  • Ensured compliance with all bank policies and procedures
  • Maintained a teller drawer and vault for retail branch
  • Maintained all documentation necessary for annual branch audit
  • Executed sales for retail branch office including making cold calls, generating leads, and closing business for all retail products
  • Opened deposit accounts, entered loan/credit card applications into banking systems, and maintained all necessary documents
  • This includes placing holds, verifying identity and following all bank policies and procedures
  • Counseled bank clients on deposit accounts and loan products
  • Coached staff to educate them about bank products to increase referrals/sales
  • Significant Achievements: 2008: Increased credit card sales 100% year over year
  • 2007: Met goal of 20 credit cards per month
  • 2007: Top producer for checking accounts for the Cleveland Affiliate, opening 80 checking accounts
  • 2007-2008: Increased investments by 300K, reaching 200% of goal.

Personal Banker/Assistant Branch Manager

Sky Bank
04.2000 - 12.2006
  • Supervised, trained, and mentored retail branch staff of 5 Tellers
  • Ensured compliance with all bank policies and procedures
  • Maintained a teller drawer and vault for retail branch
  • Maintained all documentation necessary for annual branch audit
  • Executed sales for retail branch office including making cold calls, generating leads, and closing business for all retail products
  • Opened deposit accounts, entered loan/credit card applications into banking systems, and maintained all necessary documents
  • This includes placing holds, verifying identity and following all bank policies and procedures
  • Counseled bank clients on deposit accounts and loan products
  • Coached staff to educate them about bank products to increase referrals/sales
  • Significant Achievements: Improved staff coaching to increase deposits by over 1 million.

Education

High School Diploma -

Nordonia High School
Macedonia, OH
05.1995

Skills

  • Goal Setting
  • Market Share Growth
  • Financial Planning
  • Customer Experience Management
  • Relationship Management
  • Sales Coaching
  • Sales Leadership
  • Audit Preparation
  • Loan Origination
  • Team Building
  • Interpersonal Skills
  • Banking Operations
  • Conflict Resolution
  • Branch Administration
  • Customer Service
  • Cash Handling
  • Fraud Detection
  • Problem Solving
  • Performance Management
  • Regulatory Compliance
  • Decision Making
  • Process Improvement
  • Policy Implementation
  • Organizational Skills

Quote

Far and away the best prize that life offers is the chance to work hard at work worth doing.
Theodore Roosevelt

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full Time

Location Preference

RemoteHybrid

Important To Me

Company CultureWork-life balanceCareer advancementHealthcare benefitsPaid time offWork from home optionPersonal development programs

photography, hiking, and camping

While I don't like to be in front of the camera i do I enjoy photography, both landscape and portrait. I love to be in nature. Hiking, camping, and canoeing are welcome escapes for me.

Timeline

Banking Center Manager /Branch Resource Officer

CFBank
12.2016 - Current

Branch Operations Coordinator

Ohio Savings Bank
04.2016 - 12.2016

Documentation Specialist II

FirstMerit Bank
04.2014 - 04.2016

Post-Closing Coordinator

FirstMerit Bank
03.2011 - 04.2014

Personal Banker

FirstMerit Bank
10.2008 - 03.2011

Personal Banker

Fifth Third Bank
12.2006 - 10.2008

Personal Banker/Assistant Branch Manager

Sky Bank
04.2000 - 12.2006

High School Diploma -

Nordonia High School
Amber Santantonio