Javier Montero Flores
Lewisville
Summary
Experienced with financial advising, customer service, and sales. Utilizes expertise in banking products to identify and address client needs. Track record of building strong client relationships and ensuring client satisfaction through effective communication and problem-solving.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Personal Banker
Texas Bank
Dallas, TX
07.2021 - 03.2025
- Develop strong relationships with current and prospective clients, Assist clients by providing excellent customer service and knowledge of products and services, Opened 6-10 accounts per week for clients and clients with ITIN, Worked to provide an excellent client experience on a daily basis, Educate clients about digital self-service and ATM options, Assist in the teller line during high customer volume and assist in other duties assigned by branch manager.
- Account & Client Management
- Financial Advising
- Transaction Processing
- Compliance & Risk Management: Adhere to banking regulations
- Interpersonal & Communication Skills:Ability to build rapport, educate customers, and act as a trusted advisor.
- Financial Literacy: Solid understanding of banking products, interest rates, and investment options.
- Technical Skills: Proficiency in using banking software, CRM systems, and digital tools.
Teller
Texas Bank
Dallas, TX
03.2019 - 07.2021
- Accurately process 50-100 transactions per day such as customer deposits, withdrawals, and cashing checks.
- Educate customers on how to conduct transactions with self service options, Assist customers with inquiries through the phone in a professional and efficient manner.
- Follow established guidelines and policies in order to protect bank and customers, Build and maintain good partnerships with co-workers in order to better serve customers and increase work effectiveness.
- Connect customers with appropriate team member depending on needs, Build rapport with customers in order to give outstanding customer service.
- Data entry
Lead CSR
PLS Financial Services
Dallas, TX
09.2018 - 12.2018
- Provide excellent customer service to ensure repeat business, Accurately and efficiently process 100+ transactions per day such as check cashing, western union transactions, money order purchases, bill pay, and prepaid card purchases.
- Perform other duties assigned by the manager on duty, Use multiple computer applications to access information and process transactions.
- Data entry
- Guide shift team to provide excellent service
- Train team members
Assistant Front End Manager
Fiesta Market
Dallas, TX
03.2017 - 03.2018
- Front End Operations: Supervising cashiers and baggers to ensure efficient, friendly service.
- Cash Handling & Security: Monitoring all front-end cash operations, including balancing registers, managing safe drops, and enforcing company policies to prevent loss.
- Customer Service: Handling customer complaints, resolving service issues promptly, and ensuring a positive shopping experience.
- Staff Management: Training, coaching, and supervising team members, as well as managing employee breaks and scheduling.
- Operational Efficiency: Opening new checkout lanes, managing lines, and maintaining cleanliness in the front-end area.
- Safety & Compliance: Ensuring adherence to safety and sanitation regulations.
Cashier
Fiesta Market
Dallas, TX
12.2016 - 03.2018
- Processed customer transactions efficiently using POS systems.
- Managed cash drawer, ensuring balanced end-of-shift reports.
- Provided exceptional customer service, resolving issues promptly and effectively.
- Assisted in training new cashiers on operational procedures and customer engagement techniques.
Education
Associate - Business administration with emphasis in Economics
Brookhaven College
Farmers Branch01.2026
Skills
- Customer Service
- Problem solving
- Versatility
- Relationship Building
- Building Rapport
- Quick learner
- Analytical
- Data Entry
- Teamwork and collaboration
- Problem-solving
- Attention to detail
- Team motivation
- Team supervision
- Staff training
- Work Planning and Prioritization
- Documentation and reporting
- Performance improvement
- Work planning
- Complex Problem-solving
- Analytical thinking
- Goal setting
- Quality improvement
- Conflict resolution
- Daily workflow improvement
- Safety
- Client support
- Cash handling
- Client service
- Issue resolution
- Complaint resolution
- Shift scheduling
- Technical support
- Account management
- Multitasking
- Customer service
- Time management
- Leadership
- Computer skills
- Organizational skills
- Active listening
- Decision-making
- Excellent communication
- Data analysis
- Problem resolution
- Adaptability and flexibility
- Professional and courteous
- Scheduling and coordinating
Certification
Bloomberg Market Concepts
LANGUAGES
English and Spanish
Timeline
Personal Banker
Texas Bank
07.2021 - 03.2025
Teller
Texas Bank
03.2019 - 07.2021
Lead CSR
PLS Financial Services
09.2018 - 12.2018
Assistant Front End Manager
Fiesta Market
03.2017 - 03.2018
Cashier
Fiesta Market
12.2016 - 03.2018
Associate - Business administration with emphasis in Economics
Brookhaven College