Summary
Overview
Work History
Education
Skills
Timeline
Generic

Zoe Berg

Williams

Summary

Professional banking specialist with strong analytical and attention to detail abilities. Demonstrates keen ability to collaborate effectively within team environments while adapting to evolving needs. Skilled in financial analysis, client relationship management, and regulatory compliance. Known for consistently achieving results through strategic planning and effective communication.

Overview

7
7
years of professional experience

Work History

Item Processing Specialist

Zions Bancorporation
09.2024 - Current
  • Managed multiple priorities effectively, meeting tight deadlines while maintaining high-quality work standards.
  • Consistently met or exceeded performance metrics, demonstrating commitment to excellence in the Item Processing Specialist role.
  • Uses the Microsoft Suite Daily
  • Hourly checking information for accuracy and using attention to detail skills to efficiently send information hourly on time for processing/posting.


Branch Relationship Banker II

National Bank Of Arizona, Zions Bancorp
09.2023 - 04.2024
  • Assist with teller transactions during peak times, ensuring smooth operations and customer satisfaction.
  • Maintain and balance cash drawer daily, ensuring accuracy and compliance.
  • Support branch opening and closing procedures, enhancing operational efficiency.
  • Open various types of accounts (DDA, Savings, Money Markets, IRAs, CDS, Trust Accounts) contributing to customer growth and retention.
  • Establish new relationships with customers and providing help with Online Banking, Account maintenance, and Financial wellbeing for Retail Banking and Small Business Accounts.
  • Originate and document loans, providing detailed and accurate records.
  • Maintain Customer relationships and document leads and follows ups through Sales Force.
  • Helped Branches meet Pipeline Goals
  • Analyze customer needs and financial data to recommend suitable banking products, enhancing customer satisfaction.

Sr. Teller

OneAZ Credit Union
01.2020 - 03.2022
  • Processed diverse transactions and balanced cash drawer daily, ensuring accuracy and compliance.
  • Mentored new tellers, creating study guides to improve product knowledge and service quality.
  • Assisted with monthly audits and daily tasks, contributing to operational efficiency.
  • Identified referral opportunities during transactions, enhancing member satisfaction.
  • Provided exceptional customer service, handling calls during pandemic closures by being moved to the Customer Call Center.
  • Identified referral opportunities during transactions, enhancing member engagement and service utilization.
  • Analyzed transaction patterns to identify fraud, enhancing security measures and reducing losses.

Cleaner

Grand Canyon Glamping
12.2020 - 01.2021
  • Cleaned and prepared guest units, ensuring a welcoming environment and high guest satisfaction.
  • Washed and folded laundry for units, maintaining cleanliness and operational efficiency.
  • Stocked units with snacks, toiletries, and essentials, enhancing guest experience and comfort.

Seasonal Sales Associate

Vans
07.2019 - 08.2019
  • Memorized detailed product information, enhancing customer satisfaction through knowledgeable service.
  • Set up weekly displays following precise guidelines, contributing to store's visual appeal.
  • Provided consistent customer service for 5+ hours daily, improving customer experience and retention.

Server

Grand Canyon Brewery
06.2018 - 07.2019
  • Provided exceptional customer service, enhancing guest satisfaction and repeat business.
  • Memorized extensive menu and drink options, ensuring accurate and efficient order delivery.
  • Maintained stamina and focus while standing for 7+ hours, contributing to a smooth dining experience.
  • Efficiently managed high-volume orders during peak hours, ensuring timely delivery and minimizing customer wait times.

Education

Diploma -

Williams High school
05.2018

Associate of Science - Business

Pima Community College
Tucson, AZ
05-2026

Skills

  • Cash Handling (Expert)
  • Microsoft Suite (Expert)
  • Notary Public (Expert)
  • Sales Force (Expert)
  • Attention to Detail (Expert)
  • Customer Service (Expert)
  • Sales (Expert)
  • Customer Relationship Building (Expert)
  • Call Center (Expert)
  • Communication (Expert)
  • Documentation review (Expert)
  • Issue resolution ( Expert)

Timeline

Item Processing Specialist

Zions Bancorporation
09.2024 - Current

Branch Relationship Banker II

National Bank Of Arizona, Zions Bancorp
09.2023 - 04.2024

Cleaner

Grand Canyon Glamping
12.2020 - 01.2021

Sr. Teller

OneAZ Credit Union
01.2020 - 03.2022

Seasonal Sales Associate

Vans
07.2019 - 08.2019

Server

Grand Canyon Brewery
06.2018 - 07.2019

Diploma -

Williams High school

Associate of Science - Business

Pima Community College

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Zoe Berg