Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kevin Flores

San Diego,CA

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
03.2023 - Current
  • Provide maintenance on accounts and products when requested and authorized by clients.
  • 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 credit card and loan applications.
  • Provide excellent client services by accurately and expeditiously opening new accounts and other products for current and new clients.
  • Assist commercial and small business clients with product questions, account support and other tasks.

Associate Banker

Citi
08.2020 - 03.2023
  • Established a warm, welcoming and friendly environment for clients and employees by fostering teamwork in the branch to ensure a positive overall client experience.
  • Administered everyday client needs from withdrawing, depositing cash or checks, processing payments and issuing money orders and cashier's checks.
  • Deescalated client issues by analyzing, researching, and locating potential discrepancies relation to consumer or business accounts.
  • Identified opportunities to cross-service products and increase product penetration such as; credit lending, mortgages and certificate of deposits.
  • Coached 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 Jewlers
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 by 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 the flow of traffic moving.
  • Resolved challenging customer complaints to a full satisfaction by promoting brand loyalty and maximizing repeat business.

Cashier

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

Education

No Degree - Communications

Southwestern Community College
Chula Vista, CA

High School Diploma -

San Ysidro High School
San Diego, CA

Skills

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

Timeline

Relationship Banker

First Bank
03.2023 - Current

Associate Banker

Citi
08.2020 - 03.2023

Jewelry Consultant

Kay Jewlers
11.2019 - 03.2020

Team Member

Panera Bread
11.2018 - 10.2019

Cashier

Dollar Tree
10.2017 - 10.2018

No Degree - Communications

Southwestern Community College

High School Diploma -

San Ysidro High School

Similar Profiles

CREATE PROFILE
Kevin Flores