Summary
Overview
Work History
Education
Skills
Timeline
Generic

Stefanie Cerasoli

Marion

Summary

Experienced with managing client relationships and offering comprehensive financial guidance. Utilizes customer-centric approach to enhance satisfaction and loyalty. Track record of cross-selling banking products and effectively addressing customer concerns.

Overview

14
14
years of professional experience

Work History

Relationship Banker

JP Morgan Chase
11.2021 - 04.2025
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.

Data Entry Clerk

St. Pauly Textile
04.2019 - 11.2021
  • Completed data entry tasks with accuracy and efficiency.
  • Followed established procedures to enter and process data correctly.
  • Organized, sorted, and checked input data against original documents.
  • Scanned documents and saved in database to keep records of essential organizational information.

Property Manager

DeGeorge Property Group
06.2017 - 11.2021
  • Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
  • Maintained positive landlord-tenant relationships, ensuring clear communication and prompt resolution of any disputes.
  • Completed final move-out walk-throughs with tenants to identify required repairs.
  • Conducted regular property inspections, identifying areas for improvement and proactively addressing potential safety hazards.

Accounts Payable

Concord Ford
03.2015 - 04.2016
  • Streamlined accounts payable processes for increased accuracy and timeliness of payments.
  • Managed accounts payable and receivable functions, optimizing cash flow management for the organization.
  • Ensured timely payments by accurately recording invoices, reconciling accounts payable, and processing checks.
  • Managed accounts payable and receivable functions, ensuring timely processing and accurate recordkeeping.

Sales Manager

Massage Envy Spa
03.2011 - 06.2014
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Built long-lasting client relationships through excellent customer service and consistent followups.
  • Led a successful sales team by providing motivational coaching and performance-based incentives.

Education

High School Diploma -

Manchester High School
Manchester
06-2006

Skills

  • Relationship building and management
  • Customer Service-oriented
  • Sales expertise
  • Financial planning
  • Banking
  • Cross-selling products
  • Loans
  • Multitasking Abilities
  • Critical thinking
  • Organizational skills

Timeline

Relationship Banker

JP Morgan Chase
11.2021 - 04.2025

Data Entry Clerk

St. Pauly Textile
04.2019 - 11.2021

Property Manager

DeGeorge Property Group
06.2017 - 11.2021

Accounts Payable

Concord Ford
03.2015 - 04.2016

Sales Manager

Massage Envy Spa
03.2011 - 06.2014

High School Diploma -

Manchester High School

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