Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Katherine Flores

Hempstead,NY

Summary

Enthusiastic and motivated finance professional with a BBA in Finance from Baruch College and front-office experience at JP Morgan Chase, managing complex client relationships and delivering tailored financial solutions across retail and business banking. I have developed a solid understanding of credit, financial analysis, and client relationship management, especially with clients involved in real estate and small business transactions. I am looking to take the next step into a role where I can combine my client-facing background with my strong interest for real estate and financial markets.

Overview

4
4
years of professional experience

Work History

Associate Banker

JPMorgan Chase & Co.
06.2023 - Current
  • Assisted clients with account inquiries, account openings and closings, complex transactions, and account maintenance processes.
  • Conducted appropriate financial analysis and provided recommendations to clients based on their financial goals and needs.
  • Collaborated with Business Bankers, Private Client Bankers, Financial Advisors and Home Lending Specialists to deliver banking solutions and facilitate cross-functional referrals.
  • Developed and maintained strong relationships with clients, addressing inquiries and providing tailored financial advice.

Teller II

TD Bank N.A.
08.2021 - 06.2023
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Gained knowledge of clients' financial needs, built trust, and offered appropriate financial products, resulting in high-quality customer experience.
  • Remedied issues quickly and effectively through active listening, conflict resolution and dynamic communication skills.
  • Collaborated effectively with other departments as needed to resolve outstanding issues or complete complex tasks for customers.

Education

Bachelor of Business Administration (BBA) - Finance

Baruch College, City University of New York
New York, NY
01-2025

Associate of Science - Business Administration

Nassau Community College
Garden City, NY
2022

High School Diploma -

Hempstead High School
Hempstead, NY
2019

Skills

  • Bilingual (fluent in English & Spanish)
  • Strong analytical and quantitative skills
  • Technologically knowledgeable and proficient in MS Office (Excel, Powerpoint, Word)
  • Excellent ability to work in a fast-paced and dynamic environment
  • Great ability in building and maintaining long-lasting client relationships
  • Strong critical thinking and problem-solving skills, detail-oriented
  • Excellent ability in working and collaborating with cross-functional teams
  • Adaptable and resourceful, excellent time management skills

Languages

English (fluent)
Spanish (fluent)

Timeline

Associate Banker

JPMorgan Chase & Co.
06.2023 - Current

Teller II

TD Bank N.A.
08.2021 - 06.2023

Bachelor of Business Administration (BBA) - Finance

Baruch College, City University of New York

Associate of Science - Business Administration

Nassau Community College

High School Diploma -

Hempstead High School

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