Denise Mata Cruz
Menifee,CA
Summary
Highly detail-oriented and professional associate banker successful at meeting and exceeding branch goals. Expertise in customer service relations and sales management.
Overview
5
5
years of professional experience
Work History
Associate Banker/Culture Champion/Branch Coordinator
J.P. Morgan Chase
05.2018 - Current
- Exhibit strong customer service skills and present consumer-bank focused products and services
- Educate peers on benefits, growth potential, changes, and help develop excitement within the workplace
- Manage wait times to meet with bankers by scheduling, rescheduling, or canceling client meetings
- Create templates on excel and flyers for branch manager and lead associate operations
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services
- Developed and maintained strong customer relationships, providing exceptional service and advice
- Collaborated with other departments to confirm compliance with banking procedures and regulations
- Developed and implemented strategies to reduce risk and increase profitability
- Counted, verified and handled bank deposits and armored car transactions
- Met deadlines by proactively managing individual and team tasks and streamlining processes
- Developed and maintained strong customer relationships, providing exceptional service and advice
Executive Administrator
Legends Boxing Academy Inc.
09.2020 - 03.2022
- Lead and maintain project plans
- International management of property investments
- Maintain accurate and detailed notes of meetings, calls, and calendars.
- Planned both internal and external events and staff trainings.
- Managed key executive office staff and prioritized workloads
- Managed day-to-day development issues and administrative duties
- Observed all laws, regulations and other applicable obligations
- Prepared operational and salary budgets
- Spearheaded marketing initiatives
- Processed employee expense reports quickly to prevent delays in payouts
- Developed strategic plans and initiatives
Staff Accountant
Mark C. Thomas, CPA
06.2019 - 03.2020
- Respond to information requests and review financial statements
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy
- Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements
- Collected and arranged financial information and entered details into Quickbooks financial management system
Education
Bachelor's Degree - Business Administration: Management/Human Resource Management
California State University San Marcos
San Marcos, CA12.2022
Skills
- Excellent Collaboration & Team Building
- Problem-Solving
- Analytical skills in Fast-Paced Organization
- Organizational & Innovative
- Detail Oriented
- Strategic Planning
- Executive Leadership
- Proficient in Office Suite, Google Workspace & Adobe
- Management Experience
- Team Collaboration
- Operations Understanding
- De-Escalating Conflicts
Languages
Spanish- Fluent
English- Fluent
French- Intermediate
Timeline
Executive Administrator
Legends Boxing Academy Inc.
09.2020 - 03.2022
Staff Accountant
Mark C. Thomas, CPA
06.2019 - 03.2020
Associate Banker/Culture Champion/Branch Coordinator
J.P. Morgan Chase
05.2018 - Current
Bachelor's Degree - Business Administration: Management/Human Resource Management
California State University San Marcos