Alba Cristal Zendejas
Yuma,AZ
Summary
Dynamic Treasury Lead Specialist with a proven track record at Yuma County Treasurer, excelling in office duties, cash management and customer service. Highly organized and efficient, adept at processing payments and resolving complex inquiries. Proficient in Excel and committed to maintaining compliance, ensuring a secure and positive experience for all clients.
Overview
17
17
years of professional experience
Work History
Treasury Lead Specialist
YUMA COUNTY TREASURER
Yuma, AZ
03.2022 - Current
- Work in office environment handling phone calls, emails, internal sensitive reports, computers, printers etc.
- Handles and organizes cash/check payments accurately
- Process/file payments for Sheriff’s department
- Assist in opening and closing for the public
- Assist Treasury Coordinator with verifying tax deposit cash, process checklist for judgements
- Counts, Secures, and Balances cash drawers/monetary items
- Sort and file mail correspondence
- Assists Treasurer’s Receipts with duties
- Communicate with customers in person/phone
- Assist and research customer’s questions/concerns in a friendly manner
- Research internal documentation
- Issue Tax lien certificates and or endorsements
- Process and verify Legal Intents and Summons
- Follow policy and procedures to minimize risks and losses
- Work/create reports for auction payments
- Familiarize with county policies and state laws
- Operate office equipment
Relationship Banking Specialist
NATIONAL BANK OF ARIZONA
Yuma, AZ
09.2019 - 10.2022
- Multitask as necessary to ensure coverage in all areas, including secretarial work.
- Follow policies and procedures
- Work in an office environment, utilize office equipment such as printers, phones, fax machines, computers, emails
- Review, Copy, and ship commercial loan documents
- Open, close, and maintain deposit accounts
- Provide excellent customer service, assist customers with questions and/or needs
- Handled complex customer issues in a courteous manner and provide solutions for the customer
- Build, maintain, and grow customer relationships
- Provide support to team in order to achieve a positive customer experience
- Secure customer information, dispose of sensitive information accordingly and in compliance with procedures
- Assist in collection of commercial covenants
- Partner with Commercial Banker on weekly basis for lending regulations
Assistant Branch Manager, Banker
WELLS FARGO BANK
Yuma, AZ
04.2008 - 03.2019
- Manage customer concerns while maintaining customer relationships.
- Prepared cash deposits for security transportation
- Ensure compliance with all company procedures including operational regulations and completion of compliance requirements.
- Multitask as necessary to ensure coverage in all areas, including answering phones and using computers
- Scheduled, recorded and tracked appointments, followed up on no-show appointments.
- Ordered and inventoried office supplies
- Organized morning meetings.
- Work as a team to meet goals.
- Coached team members to help them grow within their roles
- Processed cash transactions, opened and closed bank accounts
- Offered and opened loans, lines and credit cards
- Performed office tasks as needed or assigned
- Supervised team members to ensure policies and procedures and being followed
- Provide assistance and support to branch when manager not present
Education
H.S. -
Kofa High School
Yuma, AZ05.2001
Skills
- Word
- Excel
- Internet
- Type 50 wpm
- 10-key touch
- Printer
- Fax
- Scanner
- Customer service
- Well-organized
- Efficient
- Great work ethic
Volunteer Experience
- Wells Fargo volunteer coordinator
- Relay for life
- March of Dimes
- Yuma Jaycee's Spur Rodeo Parade
- Farmer's Insurance Takeover
- Back to School Drive
Qualification Highlights
- Twenty two years of customer service experience in an office/cash environment
- Dependable, reliable and on time
- Proficient in managing documents
- Follow written and verbal instructions
- Work as a team environment with multiple county agencies
- Proven ability to perform tasks and meet deadlines
- Outstanding verbal, written and communication skills
- Highly organized and conscientious
- Entrusted by management with confidential materials
- Ability to adapt quickly to new and evolving environments
- Review and research tax documentation
Timeline
Treasury Lead Specialist
YUMA COUNTY TREASURER
03.2022 - Current
Relationship Banking Specialist
NATIONAL BANK OF ARIZONA
09.2019 - 10.2022
Assistant Branch Manager, Banker
WELLS FARGO BANK
04.2008 - 03.2019
H.S. -
Kofa High School
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