Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kevin Flores

Summary

A self-motivated and energetic individual seeking a new and challenging position to be able to utilize my current knowledge and expertise. Dedicated and effective on providing financial product knowledge and services, creating professional positive relationships with clients and exceeding ambitious sales targets.

Overview

6
6
years of professional experience

Work History

Relationship Banker

First Bank
02.2023 - Current
  • Provide maintenance on accounts and products when requested and authorized by the client.
  • Retain existing client relationships and obtain new relationships by conducting calls on maturing accounts, follow up on leads, referrals and other prospecting opportunities.
  • Identify borrowing needs and originating home equity lines of credit, business
    and consumer loan applications.
  • Provide excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients.
  • Help commercial and small business clients/prospects with product questions, account support and various other tasks.

Associate Banker

Citibank
08.2020 - 02.2023
  • Establish a warm, welcoming, and friendly environment for clients and employees by fostering teamwork in the branch to ensure a positive overall customer experience.
  • Administer everyday client needs from withdrawing, depositing cash/checks, processing payments and issuing money orders/cashier's checks.
  • Deescalate client issues by analyzing, researching, and locating potential discrepancies relating to consumer or business accounts.
  • Identify opportunities to cross-service product and increase product penetration such as; credit lending, mortgages, and certificates of deposits.
  • Coach a work team of tellers and branch associates in product knowledge and client needs.
  • Gained expertise in other departments within the company, which led to promotions and additional incentives.

Jewelry Consultant

Kay Jewelers
11.2019 - 03.2020
  • Greeted customers in a timely fashion, asking open-ended questions to determine their preferences, available budgets while making personal recommendations to exceed their experience.
  • Worked alongside store representatives to enhance product presentations and advertising collateral.
  • Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.

Team Member

Panera Bread
11.2018 - 10.2019
  • Greeted and verbally interacted with customers to create a friendly and upbeat atmosphere.
  • Performed food preparation according to standard recipes and procedures within specified time limits to keep flow of traffic moving.
  • Resolved challenging customer complaints to full satisfaction by promoting brand loyalty and maximizing repeat business.


Cashier

Dollar Tree
10.2017 - 10.2018
  • Operated cash register for cash, check and credit card transactions with excellent accuracy levels.
  • Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance.
  • Provide a friendly environment which included greeting and acknowledging every customer, maintain outstanding standards, provide product knowledge and ensure customer satisfaction.


Education

Communications

Southwestern College
Chula Vista, CA

High School Diploma -

San Ysidro High School
San Diego, CA
06.2017

Skills

  • Adaptability
  • Attention to detail
  • Conflict resolution
  • Team leadership
  • Bilingual
  • Sales proficiency

Timeline

Relationship Banker

First Bank
02.2023 - Current

Associate Banker

Citibank
08.2020 - 02.2023

Jewelry Consultant

Kay Jewelers
11.2019 - 03.2020

Team Member

Panera Bread
11.2018 - 10.2019

Cashier

Dollar Tree
10.2017 - 10.2018

Communications

Southwestern College

High School Diploma -

San Ysidro High School

Similar Profiles

CREATE PROFILE
Kevin Flores