Summary
Overview
Work History
Education
Skills
Timeline
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Stacy Cabrera

Murrieta

Summary

Dynamic professional with a proven track record at JPMorgan Chase, excelling in relationship management and cash flow oversight. Recognized for building lasting connections and delivering exceptional service, resulting in high client retention. Organized and dependable, I thrive in collaborative environments, ensuring meticulous attention to detail and motivated to learn, grow and excel in all industries.

Overview

5
5
years of professional experience

Work History

Relationship Banker

JPMorgan Chase
Murrieta
12.2023 - Current
  • Built long-term relationships with customers by providing personalized service and support.
  • Provided financial advice to clients based on their needs and goals.
  • Completed thorough and accurate documentation for money movements, deposits or withdrawals.
  • Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
  • Developed and maintained a portfolio of high-value clients, achieving high levels of client satisfaction and retention.

Server

The Canyon Cowboy
Canyon Lake
10.2022 - 12.2023
  • Provided excellent customer service to ensure satisfaction in a timely manner.
  • Delivered food orders promptly and courteously.
  • Communicated effectively with kitchen staff regarding customer allergies or special requests.
  • Ensured that each guest was served courteously, quickly, and efficiently.
  • Checked with customers to determine satisfaction with meals, promptly taking action to correct problems.
  • Operated POS terminals to input orders, split bills, and calculate totals.

Insurance Coordinator

Pacific Dental Services
Murrieta
05.2022 - 12.2023
  • Responded promptly to customer inquiries regarding billing issues or policy updates.
  • Prepared invoices for payment processing according to established guidelines.
  • Collected payments, processed receipts and informed policyholders of outstanding balances.
  • Signed payment approvals accepted claims.

Server

Applebees
Menifee
06.2020 - 10.2021
  • Monitored dining room for cleanliness and proper set-up at all times.
  • Performed opening and closing duties such as setting up the dining area, restocking supplies.
  • Accurately recorded orders on cash register and point-of-sale system.
  • Provided exceptional service to high volume of daily customers.
  • Communicated with hosts, bussers, and kitchen staff to prepare for and serve customers.

Education

High School Diploma -

Heritage High
Menifee, CA
06-2020

Skills

  • Attention to detail
  • Professional demeanor
  • Cash flow management
  • Organized and dependable
  • Teamwork and collaboration
  • Relationship management

Timeline

Relationship Banker

JPMorgan Chase
12.2023 - Current

Server

The Canyon Cowboy
10.2022 - 12.2023

Insurance Coordinator

Pacific Dental Services
05.2022 - 12.2023

Server

Applebees
06.2020 - 10.2021

High School Diploma -

Heritage High

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Stacy Cabrera