Zelda Hoffman provides a summary of her qualifications including a history of inspiring change and overcoming obstacles associated with change management. She has experience supporting projects from initial conception through implementation and provides superior customer service. Hoffman has worked as a personal banker, quality control specialist, administrator, and operations manager. Her roles have involved assisting clients, managing executive reports, overseeing a residential care facility, and coordinating branch operations.

1. Zelda Hoffman 11234 Cornell Ave S., Seattle Washington 98178  (214) 930-9830  zivy@netzero.com
Talented, caring and dedicated professional with a desire and unique perspective to improving organizational
results through people.
SUMMARY OF QUALIFICATIONS
History of inspiring change, and overcoming obstacles associated with change management
Support projects from initial conception, through development to implementation
Superior customer service, caregiver and proactive follow-up behaviors
Compassionate leader, attentive follower, articulate, and driven to succeed
Flexible and innovative, deep passion for senior and children
PROFESSIONAL EXPERIENCE
Bank of America
Personal Banker
Provide an industry leading relationship building experience through assisting and supporting aspects of the
development and expansion of new and existing client relationships by: Utilizing resources to conduct effective
consultative client conversations. Providing financial solutions that meet client needs such as deposit and credit and
including all product and service lines. Referring to other line of business partners for additional business growth
opportunities. Partners include, but are not limited to: Financial Advisor, Mortgage, Trust, Wealth, Business Banking,
Treasury Services, and Merchant Services.
GuideStone Resources
Quality Control Specialist/Project Analysis
Project team contributor, development of production and accuracy reports. Managed and produced weekly executive
and management summary reports. Performed bi-weekly production audits to identify possible errors and resolve.
Conduct database interface, cleanup process and correct data errors. Identified and recommended intradepartmental
procedures and process steps required to control data flow/accuracy.
Margaret & Pat hana’s Promise Ho use LLC
Administrator
Managed a safe, caring and holistic residential care facility. Supported an outstanding team of professionals through a
team based culture. Developed the vision and mission for a superior level of care to our residents, families and
community. Supported marketing initiatives by assisting in community outreach and network opportunities to promote
facility awareness. Ensured the delivery of personalized assisted living care plan, comprehensive medication
management, and 24 hour hospice support to families/care givers.
Charles Schwab & Co., Inc.
Operations Manager
Coordinated and directed day-to-day branch operations. Evaluated procedures using out-of-the box thinking to improve
productivity and enhance relationship development. Supervised on-boarding processes to ensure new employees acquire
the necessary knowledge, skills and behaviors to become effective contributors. Support Branch Executives – new
business/relationship management, problem solving and service best practices.
Adherence to and a strong knowledge of regulations, policies and procedures applicable to FINRA, NASD & SEC.
EDUCATION
Langston University, Langston, OK  University of Washington, Seattle, WA

2. Keywords: Analytical/Expressive  Care Giver  Recognized Contributor  Capable  Efficient  Excellent Time Management  Previous Regulatory Licenses(s):
Series 9/10, 7, 66  Proficient in Microsoft Office, Project, Access, SharePoint, Outlook, Word, PowerPoint, Excel and other interface tools  Managing Member
LLC  Excellence in Service Award Operations Efficiency/Quality Assurance  Affluent Relationship Development  Compliance Policies & Procedure