Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Jordan Flores

Fort Myers,FL

Summary

Dynamic banking professional with extensive experience in relationship management and regulatory compliance with a proven track record of driving branch profitability and fostering team performance. Adept at monitoring financial metrics and enhancing customer satisfaction through effective communication. Committed to achieving results and empowering clients.

Overview

10
10
years of professional experience

Work History

Branch Manager

Regions Bank
Fort Myers, FL
11.2024 - Current
  • Ensured compliance with established policies, procedures and regulations governing banking operations.
  • Managed and inspired team members to perform to full potential, driving branch profitability.
  • Monitored financial performance of the branch on a monthly basis.
  • Maintained consistent growth in accounts and receivables by obtaining and retaining loan borrowers.

Branch Banker Sr

PNC Bank
Naples, FL
01.2022 - 10.2024
  • Made referrals to financial, banking and commercial services.
  • Actively engaged supporters through phone banking, text banking, emailing, direct mail.
  • Processed loan applications and prepared relevant documents for approval.
  • Developed financial plans for customers based on their individual needs.
  • Led financial planning workshops, educating clients on budgeting, investing, and retirement planning.

Assistant Branch Manager

Regions Bank
Naples, FL
01.2020 - 12.2021
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Increased efficiency and drove branch revenue by optimizing daily operations.
  • Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary.

Branch Relationship Banker

Regions Bank
Naples, FL
01.2017 - 12.2020
  • Provided financial education and advice to clients, enhancing their understanding of banking options.
  • Developed strong relationships with customers by providing excellent customer service while building a loyal client base.
  • Facilitated account openings, including checking, savings, and investment accounts, adhering to compliance standards.
  • Resolved discrepancies concerning customers' accounts, improving client satisfaction.

Bank Teller

Regions Bank
Naples, FL
01.2015 - 12.2017
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
  • Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
  • Performed cash handling duties including counting currency, coins and checks.

Education

Some College (No Degree) -

Southern New Hampshire University
Hooksett, NH

Skills

  • Relationship management
  • Performance monitoring
  • Regulatory compliance
  • Team management

Languages

English
Full Professional
Spanish
Full Professional

Timeline

Branch Manager

Regions Bank
11.2024 - Current

Branch Banker Sr

PNC Bank
01.2022 - 10.2024

Assistant Branch Manager

Regions Bank
01.2020 - 12.2021

Branch Relationship Banker

Regions Bank
01.2017 - 12.2020

Bank Teller

Regions Bank
01.2015 - 12.2017

Some College (No Degree) -

Southern New Hampshire University

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Jordan Flores