BRANDON FLORES
Fairview,NJ
Summary
Results-oriented banking professional experienced in sales and consistently ranking one of the top bankers in the region from their book of business. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities and account management. Motivated and enthusiastic about cultivating strong customer relationships. Sales expert familiar with bank regulations and best practices.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Licensed Relationship Banker
JP Morgan Chase
Hackensack, NJ
07.2021 - Current
- Manage client communications, including operations and accounts, through telephone and in-person interaction to discuss accounts and available services
- Generating and building new leads and lasting relationships to discover client’s financial needs and tailor product and service recommendations, increasing sales opportunities.
- Partner with Specialists, including Financial Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with experts, assisting with specialized financial needs
- Handle all administrative paperwork to open, maintain and close accounts, transfer funds, pay bills and execute documents.
- Building and managing a book of business consisting of both personal and business clients, with $150M in revenue and $23M in investment assets.
Personal Banker
JP Morgan Chase
Paterson, NJ
01.2019 - 02.2021
- Deliver strong customer experience by acting with a client-first attitude.
- Managing relationships and opportunities through Client Central and referring to Chase Specialists.
- Actively engage in Risk Management; including KYC procedures, account reviews and inquires.
- Administrate existing accounts through Client Central, delivering excellent customer experience and solving account issues.
Customer Service Associate
Investors Bank
Newark, NJ
12.2017 - 01.2019
- Maintains a minimum of 90% average in customer satisfaction surveys.
- Plans and coordinates appointments with possible clients with our working Financial Advisor and Senior Mortgage Lender.
- Contacts potential clients for current promotions and schedules appointments to discuss further banking needs.
- Audits operations on a monthly basis, keeping information and procedures up to bank standards.
- Manages accounts and manages up to BSA standards as well up to customer standards based on their needs.
Branch Operations Coordinator
New York Community Bank
Clark , NJ
05.2017 - 10.2017
- Supervises branch and co-workers to maintain a smooth and well working environment.
- Contacts customers and clients and handles their concerns as precisely as possible.
- Audits operations on a weekly and monthly basis, keeping all these information and data up to bank standards.
- Manages accounts and applications that are being processed and keeps current accounts up to date.
Education
High School Diploma -
North Bergen High School
North Bergen, NJ06.2012
Associate of Science - Business Administration, Management
Bergen County Community College
Paramus, NJ12.2019
Skills
- Business development
- Account management
- Relationship building
- Solution selling
- Team Management and Supervision
- Customer Service Management
- Microsoft Office Suite
- Goal Setting
- Multitasking and Prioritization
- Financial processes understanding
- Marketing and sales
Languages
Spanish
Native/ Bilingual
Russian
Limited
Certification
- Securities Industry Essentials- FINRA
- Investment Company and Variable Contracts Products Representative Qualification License- Series 6 - FINRA
- Uniform Securities State Law License- Series 63 - FINRA
- Public Notary
- NLMS ID# 1534498
Timeline
Licensed Relationship Banker
JP Morgan Chase
07.2021 - Current
Personal Banker
JP Morgan Chase
01.2019 - 02.2021
Customer Service Associate
Investors Bank
12.2017 - 01.2019
Branch Operations Coordinator
New York Community Bank
05.2017 - 10.2017
High School Diploma -
North Bergen High School
Associate of Science - Business Administration, Management
Bergen County Community College