Jorge Flores

Current

• AVP, Manager at Cambridge Savings Bank & Appleton Partners, Inc.

Past

• Officer, Commerical Banker at Bank of America
• Associate Client Manager at Bank of America
• Personal Banker- Retail Banking at Bank of America

• Marketing Associate at The Ritz-Carlton Club
• Marketing Coordinator at The Ritz-Carlton Hotel Company LLC
• Marketing Associate at Chadwick Martin Bailey
• Regional Marketing Coordinator at Groupe Lavail

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4 more...

Education

• Harvard University
• University of Central Florida - College of Business Administration
• University of Colorado at Boulder

• Leysin American School in Switzerland
• Cardinal Gibbons

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2 more...

Recommended

5 people have recommended Jorge

Connections

67 connections

Industry

Banking

Jorge Flores’s Summary

Expertise in the following areas:
- Relationship Management
- B2B Sales
- Financial Statement Analysis
- Financial Advisory
- Commercial Lending
- Bank Treasury and Credit Products
- Marketing
- International Relations and Marketing
- Data research
- Product Launch/ Services Deployment
- Commercial Debt Restructuring

Jorge Flores’s Specialties:

- Fluent in Spanish (most dialects) and French
- Developing fluency in German
- Networking and connecting business partners

Jorge Flores’s Experience

• AVP, Manager

  Cambridge Savings Bank & Appleton Partners, Inc.

  (Privately Held; Banking industry)

  August 2009 — Present (4 months)

  Business Development
  Business Banking
  Commercial Lending
  Management

• Officer, Commerical Banker

  Bank of America

  (Public Company; BAC; Banking industry)

  December 2007 — March 2009 (1 year 4 months)

  - Responsible for the retention and growth of a $140MM portfolio consisting of Treasury Management and Credit clients
  - Led a 5 member account team to provide client satisfaction and sound financial advice
  - Led weekly and quarterly strategy meetings that prioritized portfolio activities, work flow coordination and credit analysis
  - Structured and negotiated credit deals for clients in private/ public sectors (<$500MM)
  - Cross-sold Treasury and traditional depository products to business clients with gross sales of $2MM- $30MM
  - Analyzed cash flow statements, debt service coverage and other risk- based tools to make thoughtful recommendations
  - Actively coached and trained 3 Associate Client Managers and assisted in creating an actionable development plan

• Associate Client Manager

  Bank of America

  (Public Company; BAC; Banking industry)

  December 2006 — December 2007 (1 year 1 month)

  - Attained and exceeded quarterly goals in all 4 quarters as an ACM
  - Recommend strategic solutions to business owners and officers based on historical and current financial history
  - Aggressively pursued cross-selling opportunities and actively participated in the achievement of Client Management Team goals
  - Developed and maintained proficiency in navigating the internal Bank systems and resources
  - Served on a Role Clarity Council charged with identifying opportunities to streamline divisional workflow
  - Kept a disciplined approach to track and document all interactions with clients as well as team pipeline
  - Communicate up-to-date bank operations, compliance procedures, and products to my team
  - Performed administrative duties related to Letters of Credit, Commercial Mortgages, and Collateral Releases

• Personal Banker- Retail Banking

  Bank of America

  (Public Company; BAC; Banking industry)

  February 2006 — December 2006 (11 months)

  - Advised clients on new Bank of America products and promote the value when tailored to clients’ financial strategy
  - Surpassed quarterly goals by 65% (165%) in first 2 quarters
  - Exceeded consumer mortgage goals and Home Equity Lines of Credit
  - Customized loan solutions for clients based on assets and debt load
  - Performed all Personal Banker duties in Spanish, French and English on a daily basis
  - Represented the bank at local community events and on-campus visits
  - Assisted the banking center manager cross train co-workers in delivery of superior customer service skills

• Marketing Associate

  The Ritz-Carlton Club

  (Public Company; Hospitality industry)

  June 2005 — February 2006 (9 months)

  - Project Manager for all local and regional marketing events
  - Prepared and summarized weekly and monthly financial reports for executive management
  - Established and maintained relationships with key sponsors and business partners
  - Maintain/ update CRM database
  - Developed a strategy to continue relations with current members and harvesting referrals (contact penetration strategy)

• Marketing Coordinator

  The Ritz-Carlton Hotel Company LLC

  (Privately Held; Hospitality industry)

  May 2004 — June 2005 (1 year 2 months)

  - Created/ Implemented the Guest Preference Participation Incentive Program (internal initiative)
  - Managed Budget Reports for senior management as well as coordinated inventory and budgetary allocations for department
  - Served as the liaison between hotel and high- profile clients to ensure repeat guest occurrences
  - Provide cross- departmental support to all hotel operations when needed

• Marketing Associate

  Chadwick Martin Bailey

  (Privately Held; Market Research industry)

  August 2003 — March 2004 (8 months)

  Assist in the development of market research, roll-out campaigns and database management. Responsible for Customer Relationship Management, Business Development through prospecting and face to face presentations. Also identified potential markets for the sale of our proprietary Hispanic Financial Report

• Regional Marketing Coordinator

  Groupe Lavail

  (Farming industry)

  August 2000 — May 2001 (10 months)

  Based in Toulouse, France
  - Studied industry to identify market tendencies and opportunities in Spain
  - Compiled/ analyzed primary and secondary data using quantitative and economic tools
  - Responsible for the accurate translation on the multilingual website
  - Identified available territories and strategic marketplaces for future expansion
  - Communicated with local vendors to assess market potential
  *Recommendations were implemented in January 2002

Jorge Flores’s Education

• Harvard University

  M.A. Management , International Business , 2007 — 2012 (expected)

  currently on hold and will resume program Spring semester 2010

• University of Central Florida - College of Business Administration

  BS in Business Administration , international marketing , 1994 — 1999

  Activities and Societies:

  V.P. Communications- American Marketing Association

• University of Colorado at Boulder

  n/a , international relations , 1994 — 1995

• Leysin American School in Switzerland

  H.S. , 1992 — 1994

• Cardinal Gibbons

Additional Information

Jorge Flores’s Interests:

Avid sports fan and enthusiast (tennis; golf; skiing- water & snow; hiking; water sports; football; futbol and just about anything requiring competition). I enjoy geopolitical current events, debate, and games of strategy.

Jorge Flores’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• new ventures
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch