L. Anneliese Schombs-Fish
Hendersonville
Summary
Motivated Branch Manager 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.
Results-driven management professional with extensive experience in leading branch operations and maximizing efficiency. Known for fostering collaborative work environment and achieving high-performance results. Reliable and adaptable, with excellent skills in leadership and client relations.
Overview
16
16
years of professional experience
Work History
Branch Manager
First Bank
Asheville, NC
09.2024 - Current
- Led branch operations, ensuring compliance with banking regulations and policies.
- Developed and implemented strategies to enhance customer service and satisfaction levels.
- Mentored team members, fostering professional growth and improving overall branch performance.
- Analyzed financial reports to identify trends, driving informed decision-making for operational improvements.
- Oversaw training programs for staff, ensuring adherence to best practices in banking procedures.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Personal Banker II
First Bank
Asheville, NC
08.2023 - 09.2024
- 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
Asheville
02.2022 - 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
Asheville
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
Asheville
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
Waynesville/Weaverville
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
Asheville
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
Asheville
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
Asheville
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
Asheville
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
Asheville
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, FL06.1994
Skills
- Sales professional Leader
- Trainer/Mentor
- Risk mitigation
- Adept at critical thinking and problem solving
- Relationship building
- Loans
- Team-building
- Excellent Communication Skills
- Excellent work ethic
- Coaching and mentoring
- Relationship building and management
- Verbal/written communication
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
Branch Manager
First Bank
09.2024 - Current
Personal Banker II
First Bank
08.2023 - 09.2024
Mortgage lending Assistant
United Federal Credit union
02.2022 - 08.2023
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
Personal Information
Title: Personal Banker II