L. Anneliese Schombs-Fish
Personal Banker II
Asheville,NC
Summary
Motivated Personal Banker passionate about providing excellent customer service and exceeding expectations. Talented professional well-versed in service marketing and credit offerings. Inspires staff loyalty through strong leadership and communication skills.
Overview
15
15
years of professional experience
Work History
Personal Banker II
First Bank
08.2023 - Current
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Resolved client disputes with empathy and efficiency, restoring confidence in banking services.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Expanded customer base as First @ Work Ambassador.
Mortgage lending Assistant
United Federal Credit union
2 2022 - 08.2023
- Partnered with Mortgage Advisor to review Borrower needs and plan file process and timing
- Communicated with Borrower to answer additional questions and gather information and documentation for Processing and Underwriting
- Supported loan processing and underwriting by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
Loan Processor
United Federal Credit Union
10.2021 - 02.2022
- Reviewed file for accuracy and work with Mortgage Advisor to ensure documentation and information had been provided and was accurate
- Submitted file to Underwriting
- Communicated and gather information and documentation for underwriting conditions
- Ordered and reviewed incoming appraisals
- Communicated with Mortgage Advisor to ensure Member satisfaction and file timeliness and accuracy
- Maintained approximately 5-10 files throughout both pipelines and differing milestones
Senior Relationship Banker/ Team Lead
SunTrust Bank
10.2020 - 10.2021
- Continually increased branch production and revenue by consistently meeting all monthly and quarterly sales goals
- Partnered with Teller Coordinator and Branch Operations Partner to close North Asheville SunTrust Branch in preparation for Merger of BB&T and SunTrust
- Accomplished all necessary account and operational tasks in effort to successfully “blend” with Merrimon Ave
- BB&T Branch
- Grew book of business through proactive outreach
- Referred clients to relationship partners: Small Business, Merchant Services, Wealth, Investment, and Mortgage
- Built new relationships and grew current relationships with Clients by learning about financial needs, understanding life events and personal goals
- Led new “blended” team to increase branch service scores, resulting in 60-point increase.
Personal Banker IV – SunTrust Bank
SunTrust Bank
10.2016 - 10.2020
- Strong individual and team performer, in all key performance metrics
- Provided industry leading client service, with consistent 100% individual service scores for 22 months running
- Assisted Branch Manager in leading Monday Sales Huddles
- Promoted financial products by maintaining excellent product and services knowledge
- Maximized revenue through improved sales techniques and branch productivity.
Teller Coordinator
SunTrust Bank
10.2015 - 10.2016
- Led Branch in operational tasks to ensure regulatory compliance and internal audit success
- Supervised and developed teller line teammates in transactional accuracy, operational responsibilities, and referral strategies
- Strategized with Branch Manager to assure team was exceeding performance goals and increase branch sales
- Increased internal audit score from fail to high pass rating
- Performed teller scheduling to ensure branch coverage
- Motivated Tellers to achieve sales and service goals.
Personal Banker
Bank Of America
01.2015 - 10.2015
- Established rapport with new and existing clients to increase satisfaction and loyalty
- Networked to increase client base and encourage existing clients to expand financial portfolio
- Promoted all financial products by maintaining excellent product knowledge
- Created strategic financial solutions to suit individualized client needs.
Assistant Banking Center Manager
Bank Of America
10.2013 - 01.2015
- Led team of 10 to operational excellence, resulting in high internal audit score
- Oversaw all branch operational practices, assuring regulatory compliance
- Recruited and interviewed candidates
- Trained and mentored new teammates in all aspects of branch sales and service strategies, and teller responsibilities
- Adhered to established security protocols, reported potential fraud and safety violations for immediate recourse.
Sales and Service Specialist
Bank Of America
05.2011 - 10.2013
- Answered in-depth questions about company offerings, service policies, and benefits of each plan
- Assisted clients with teller line transactions while educating them on products to assist their financial success
- Opened new accounts and services, assuring clients received the highest level of care throughout
- Provided account servicing and maintenance and assisted in problem resolution
- Established long term client relationships.
Teller
Bank Of America
11.2009 - 05.2011
- Gained working knowledge of banking strategies, while overseeing day-to-day client monetary transactions
- Partnered with Teller Operations Manager and Assistant Branch Manager to exceed branch sales and operational goals
- Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates
- Educated clients on use of banking website and mobile applications
- Increased referrals to platform to 4 per day.
Education
High School Diploma -
Clearwater High School
Clearwater, FL 06.1994 - 05.1994
Skills
Sales professional Leader
Trainer/Mentor
Risk mitigation
Adept at critical thinking and problem solving
Relationship building
Loans
Team-building
Excellent Communication Skills
Accomplishments
- Supervised team of 10 staff members.
- Improved service scores by 60 points through motivation and coaching.
- Documented and resolved operational concerns which led to internal audit pass.
- Customer Relations - Earned highest marks for customer satisfaction 22 months running.
Affiliations
- First@ Work Ambassador
- 2017 SunTrust LGBTA Network Co-Chair
- Member/ Chairperson Youth OutRight WNC Board of Directors 2014-2016
Timeline
Personal Banker II
First Bank
08.2023 - Current
Loan Processor
United Federal Credit Union
10.2021 - 02.2022
Senior Relationship Banker/ Team Lead
SunTrust Bank
10.2020 - 10.2021
Personal Banker IV – SunTrust Bank
SunTrust Bank
10.2016 - 10.2020
Teller Coordinator
SunTrust Bank
10.2015 - 10.2016
Personal Banker
Bank Of America
01.2015 - 10.2015
Assistant Banking Center Manager
Bank Of America
10.2013 - 01.2015
Sales and Service Specialist
Bank Of America
05.2011 - 10.2013
Teller
Bank Of America
11.2009 - 05.2011
High School Diploma -
Clearwater High School
06.1994 - 05.1994
Mortgage lending Assistant
United Federal Credit union
2 2022 - 08.2023