Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jesus Flores Jr

Houston,TX

Summary

Banking professional with over 5 years of experience in financial services. Demonstrated ability to drive sales through effective upselling techniques. Recognized for strong work ethic and dependability in high-pressure environments. Committed to continuous improvement and professional development.

Overview

13
13
years of professional experience

Work History

Financial Services Representative

Shell Federal Credit Union
Houston, TX
05.2023 - Current
  • Established key objectives for long-term planning aligned with organizational goals.
  • Responded to customer inquiries regarding rates, products, and loan statuses to ensure service quality.
  • Educated customers on loan products and credit options to facilitate informed decision-making.
  • Evaluated applicants' financial status and property conditions to assess loan feasibility.
  • Provided leadership and guidance to tellers and financial service representatives, improving performance.
  • Achieved multiple million-dollar sales targets through strategic initiatives.

Painter

Self Employed Services
Houston, TX
01.2013 - Current
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Developed trusting relationships with customers by making personal connections.
  • Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
  • Helped customers find specific products, answered questions and offered product advice.
  • Scheduled and coordinated appointments and assisted customers in selecting and matching colors.

Personal Financial Officer

Community Resource Credit Union
Houston, TX
04.2022 - 05.2023
  • Manage Accounts and Finances
  • Presenting and cross-selling banking services and products to clients based on their needs
  • Reach out to prospective clients to sell our services
  • Review daily and weekly updates on rate changes
  • Ability to work diligently to meet targets
  • Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
  • Responded promptly to customer queries and complaints to find solutions and diffuse tension.
  • Maintained position of trust and responsibility by keeping customer business confidential.

Branch Banker

BBVA Compass / PNC BANK
Houston, TX
05.2021 - 01.2022
  • Cultivated partner relationships to secure appropriate referrals for clients.
  • Executed wire transfers in compliance with banking best practices.
  • Analyzed customer credit data to identify tailored financial solutions.
  • Responded to customer queries and complaints to resolve issues effectively.
  • Met with customers to assess financial needs and enhance sales opportunities.
  • Provided exceptional customer service regarding various banking needs.
  • Performed additional tasks as assigned by branch manager or supervisor.

Teller

Wells Fargo
Houston, TX
09.2019 - 10.2020
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Built and maintained client relationships through quality, personalized interactions.
  • Maintained confidentiality of bank records and client information.
  • Reported daily averages and shortages to operations department.
  • Cross-sold bank products by answering inquiries, informing customers of new services and promotions.

Cashier

Fiesta Food Mart
Houston, TX
02.2013 - 05.2014
  • Used suggestive selling techniques to promote add-on sales.
  • Helped customers find specific products, answered questions and offered product advice.
  • Worked closely with front-end staff to assist customers.
  • Delivered high level of customer service to patrons using active listening and engagement skills.
  • Trained new team members in cash register operation, stock procedures and customer services.
  • Answered product questions with up-to-date knowledge of sales and store promotions.

Education

Some College (No Degree) - Business in Finance

Lone Star College System
Atascocita Tx

Skills

  • Goal Setting
  • Data Analysis
  • Willing to Learn
  • Time Management
  • Dependable
  • Attention to Detail
  • Strategic Planning and Execution

Timeline

Financial Services Representative

Shell Federal Credit Union
05.2023 - Current

Personal Financial Officer

Community Resource Credit Union
04.2022 - 05.2023

Branch Banker

BBVA Compass / PNC BANK
05.2021 - 01.2022

Teller

Wells Fargo
09.2019 - 10.2020

Cashier

Fiesta Food Mart
02.2013 - 05.2014

Painter

Self Employed Services
01.2013 - Current

Some College (No Degree) - Business in Finance

Lone Star College System

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