RAUL FLORES
Rowlett
Summary
Results-driven banking professional with 9+ years of experience in financial services, business development, and client relationship management. Skilled at deepening client relationships, identifying financial needs, and delivering tailored banking solutions. Proven ability to drive revenue through consultative sales while mitigating financial and operational risk through strong compliance practices. Bilingual in English and Spanish.
Overview
11
11
years of professional experience
Work History
Advanced Client Solutions Senior Specialist
Bank of America
01.2022 - Current
- Strengthened client relationships by identifying financial needs and recommending tailored banking solutions that enhanced client engagement.
- Delivered consultative sales support for diverse banking products and services, resulting in improved client satisfaction.
- Collaborated with internal teams to design and implement comprehensive financial solutions that addressed client goals.
- Resolve complex client issues while maintaining high client satisfaction and retention.
- Mitigate financial and operational risk by ensuring compliance with banking policies and regulatory standards.
Merchant Services Business Development
JPMorgan Chase
01.2015 - 01.2022
- Generated new merchant services business through relationship-building with small and mid-sized business owners, resulting in increased client base.
- Advised merchants on credit card processing and payment technology solutions, enhancing their understanding of available options.
- Streamlined payment processes for businesses, contributing to improved efficiency and lower processing costs.
- Consistently met and exceeded sales goals in a competitive financial services environment.
- Built long-term client relationships that increased retention and recurring revenue.
Education
High School Diploma -
Some College Coursework -
Skills
- Client Relationship Management
- Business Development
- Financial Solutions Sales
- Merchant Services
- Payment Processing
- Risk Mitigation
- Regulatory Compliance
- Customer Retention
- Cross-Selling Banking Products
- Bilingual Client Support
Banking Expertise
- Client Relationship Management
- Business Development
- Financial Solutions Sales
- Merchant Services
- Payment Processing
- Risk Mitigation
- Regulatory Compliance
- Customer Retention
- Cross-Selling Banking Products
- Bilingual Client Support
Timeline
Advanced Client Solutions Senior Specialist
Bank of America
01.2022 - Current
Merchant Services Business Development
JPMorgan Chase
01.2015 - 01.2022