Moises Flores
Phoenix,AZ
Summary
Highly motivated Client Relationship Consultant 4, with 8+ years of progressive experience in the financial industry. Proven track record at US Bank in building strong client relationships, driving operational excellence, and leading the team through decisive, focused leadership. Skilled in mentoring employees, optimizing workflow, and supporting strategies to support customer satisfaction. Seeking continued growth and development in a management role.
Overview
10
10
years of professional experience
2
2
Certifications
Work History
Client Relationship Consultant 4
U.S. Bank
Laveen, AZ
06.2017 - Current
- Maintained and built strong client relationships through quality, personalized interactions.
- Provided leadership, insight, and mentoring to current and newly hired employees.
- Daily collaboration with team members and departments to ensure accuracy in all operations.
- Motivated and empowered team members to build customer satisfaction and loyalty to support retention and growth.
- Identify consumer and business needs to recommend products and services.
- Maintained a thorough knowledge of bank products, services, policies, procedures, regulations and compliance requirements.
- Participated in staff meetings to discuss strategies for increasing sales goals.
- Identified opportunities to cross-sell products or services to customers.
Customer Service Representative
Checksmart Financial
Laveen, AZ
06.2016 - 06.2017
- Performed administrative tasks such as filing paperwork, updating databases and generating reports.
- Processed a variety of monetary transactions including withdrawals, deposits, transfers, check cashing.
- Forge connections with customers to cultivate lasting relationships that drive repeat business.
- Assist in customer account management and collections by accepting payments, monitoring, and managing customer appointments.
Education
High School Diploma -
Copper Canyon High School
Phoenix, AZ05-2016
Some College (No Degree) -
Estrella Mountain Community College
Avondale, AZSkills
- Time management
- Client rapport
- Strategic thinking
- Integrity and honesty
- Problem resolution
- Banking operations
- Staff management
- Team leadership and development
Accomplishments
• 2018 Banker of The Year
• 2022 Legends of Possible
• Top performer 2025 in Q1, Q2, Q3
• 2022 Legends of Possible
• Top performer 2025 in Q1, Q2, Q3
Certification
-Arizona Business Experts Program
Timeline
Client Relationship Consultant 4
U.S. Bank
06.2017 - Current
Customer Service Representative
Checksmart Financial
06.2016 - 06.2017
High School Diploma -
Copper Canyon High School
Some College (No Degree) -
Estrella Mountain Community College