Paige Zoelk
Appleton,WI
Summary
Directed branch operations with member-focused leadership as branch manager with 5+ years of experience in team development and collaboration. Guided sales production improvements aligned with member financial wellness initiatives. Applied conflict resolution and strategic planning to strengthen team effectiveness. Refined policies and procedures to improve daily operations.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Branch Manager
Simplicity Credit Union
Neenah, WI
05.2024 - Current
- Coached staff on member service, sales behaviors, and policy adherence.
- Resolved escalated member concerns with prompt, solution-focused service.
- Evaluated branch performance and adjusted staffing to support efficiency.
- Partnered with leadership on growth plans, community outreach, and member retention.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
Relationship Banker
Old National Bank
09.2023 - 05.2024
- Built lasting client relationships through personalized banking guidance and proactive account reviews.
- Opened and serviced deposit accounts while ensuring compliance with bank policies and regulatory requirements.
- Identified consumer lending needs and partnered with specialists to deliver tailored financial solutions.
Assistant Branch Manager
Community First Credit Union
Appleton, WI
11.2021 - 10.2023
- Supported team growth and expansion through coaching, mentorship programs, and career pathing to improve employee retention.
- Led weekly team meetings to raise morale, address concerns, share process updates, and strengthen brand culture.
- Used customer demographic analysis to support regional sales expansion and targeted market outreach, improving conversion, sales numbers, and member satisfaction.
Member Service Representative
Community First Credit Union
Appleton, WI
05.2019 - 11.2021
- Account opening and maintenance support contributed to stronger member service and financial wellness through lending product cross-sell opportunities.
- Accurate resolution of account discrepancies and service issues improved customer experience through courteous communication.
Education
Bachelor of Science - Economics
University of Wisconsin Oshkosh
Oshkosh, WI12.2019
Skills
- Directed strategic planning efforts to align priorities and guide long-term decisions
- Analyzed financial performance to inform decision-making and resolve challenges
- Improved cross-functional processes to connect departments and strengthen collaboration
- Led teams to reinforce brand culture and consistently exceed expectations
- Oversaw projects from initiation through completion by refining processes and procedures
- Expanded community engagement through partnerships across Fox Valley to strengthen relationships
- Advanced financial literacy across diverse member base with individualized support for underserved areas
Certification
- Leadership Fox Cities Graduate Class of 2023
- Credit Union Developmental Educator issued Sept 2025
Timeline
Branch Manager
Simplicity Credit Union
05.2024 - Current
Relationship Banker
Old National Bank
09.2023 - 05.2024
Assistant Branch Manager
Community First Credit Union
11.2021 - 10.2023
Member Service Representative
Community First Credit Union
05.2019 - 11.2021
Bachelor of Science - Economics
University of Wisconsin Oshkosh