DEANNA SANTMAN
Summary
Dynamic leader in training and development, specializing in guiding directors through systems, programs, and processes that optimize business operations. Proven expertise in crafting comprehensive planning strategies that drive project milestones and objectives to successful completion. Strong analytical skills streamline processes and boost operational efficiency. A consistent record of cultivating productive team environments while ensuring seamless cross-departmental coordination enhances overall organizational performance.
Overview
14
14
years of professional experience
Work History
Planning Advisor
Plansmith
04.2023 - Current
- Redesigned and updated educational tutorials and website. Updated all training materials to met brand standards and be more functional for the user.
- Coached bank directors on Plansmith's budgeting and AML system to better streamline forecasting and budgeting for large banks and credit unions.
- Analyzed data trends to inform decision-making and improve resource allocation.
- Collaborated with cross-functional teams to align project goals with organizational objectives.
Developmental Trainer (DSP)
Pursuit
09.2022 - 04.2023
- Assists clients in making choices on recreational activities they would like to participate in throughout the day.
- Works with clients to meet social, money, and fitness goals to better integrate in the community.
Instructional Designer
Ulta Beauty
08.2021 - 09.2022
- Proficient in Articulate Stroyline, Rise 360, and Elucidat to create interactive trainings for field associates.
- Collaborated with business partners in different areas of focus to develop training. Through an intake meeting, I determined their training needs, and executed on creating their trainings.
- Designed and developed a brand-new onboarding program for district managers.
- Created engaging QRGs, e-learning courses, and interactive guides for corporate and field associates.
- Facilitated team meetings focusing on DE&I and development.
- Board Member of Ulta Beauty's Culture Club. Through this, I helped plan virtual and in person events for the talent management team to heighten engagement.
Senior Branch Manager
PNC Bank
06.2019 - 08.2021
- Customer focused- assisted in raising the branch customer service score from red and yellow to green metrics.
- Met personal and branch sales goal year over year specifically in investments and home equality.
- Mentor branch and trained several new employees a quarter.
- Coached employees to success using on the spot coaching and follow up coaching. This led to hiring and promote two employees within a year.
- Champion for several regional and market projects and trainings. Development and led training for our new scheduling system. Mentored and organized a training process to assist bankers in becoming a designated lender.
Learning Facilitator
PNC Bank
06.2017 - 06.2019
- Facilitated classes focused on developing and onboarding retail banking employees of all levels.
- Led the New Hire Mentor Program project to development and create a new training program for all Retail New Hires coming into PNC.
- Project Team Member for the Modern Learning Transformation.
- Market Universal Coordinator- Worked with Branch Managers and Regional Managers to create customized onboarding plans for all Universal New Hires.
- Assisted business partners with training questions, admin situations like enrolling and withdrawing from classes, and setting up development plans for employees.
- Mentor for those who want to become a Learning Facilitator by having them observer what I did in and out of the class. Assist with creating new hire facilitator development plans.
- Covering Chicago/Wisconsin Market
Teller/ Teller Supervisor/Assistant Branch Manager
PNC Bank
09.2011 - 06.2017
- Worked extensively with the management team to create new methods to grow a cohesive team.
- First Teller Supervisor to become PNC Conversation certified. This certification states my ability to uphold an in-depth financial well-being conversation with a customer to better gain knowledge regarding their financial needs. These conversations help in making recommendations that lead to closed sales.
- Lead individual coaching sessions each week with each employee. These coaching sessions focused on recognition and opportunities for growth. This also included role playing, and strategies for achieving more productive sales outcomes.
- Upheld a high standard of customer service and maintain a supportive environment for all customers.
- Interviewed and hired new tellers for our team.
- Ran daily operations of the branch including opening and closing the bank, preparing for the yearly audit, staying up to date on reports and creating the branches weekly schedules.
- Helped to create a variety of events to help improve the teams' moral, and customer appreciation.
Education
Bachelor's Degree - Fine and Performing Arts
Eureka College
Eureka, Illinois05.2008
Skills
- Possesses excellent leadership skills developed by holding leadership positions throughout undergraduate and post graduate career
- Strong communication skills demonstrated by being able to collaborate well with others in a variety of group settings
- Ability to coach others and take on new challenges
- Extremely organized demonstrated by creating new programs and systems to help myself and others grow stay organized
Timeline
Planning Advisor
Plansmith
04.2023 - Current
Developmental Trainer (DSP)
Pursuit
09.2022 - 04.2023
Instructional Designer
Ulta Beauty
08.2021 - 09.2022
Senior Branch Manager
PNC Bank
06.2019 - 08.2021
Learning Facilitator
PNC Bank
06.2017 - 06.2019
Teller/ Teller Supervisor/Assistant Branch Manager
PNC Bank
09.2011 - 06.2017
Bachelor's Degree - Fine and Performing Arts
Eureka College