Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Aurelio Medina Jr

Brentwood,CA

Summary

Personal banker looking to develop career with a proven track record at Citibank, recognized for achieving top performance in financial services. I excel in building rapport and resolving complex issues, driving sales growth, and maintaining confidentiality. My commitment to exceptional customer service has consistently enhanced client satisfaction and branch productivity. Adaptable and driven with strong work ethic and motivation to thrive in team based or individually motivated settings.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Personal Banker

Citibank
08.2021 - Current
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Presented new and additional products and services to New and existing customers.
  • Worked closely with management and partners to strategize sales techniques to increase branch production and customer service.
  • Worked closely with high net worth and business clients in increasing wealth and overall financial success.
  • Promoted within 1 year of employment and have maintained a top 3 position (Leaders Circle) in financial performance of all bankers in the Contra Costa County area for 2 years in a row.
  • Part of the Universal Banker development team where i educate on and present financial and bank services to other team members.

Recreation Leader

City of Brentwood
06.2021 - Current
  • Planned and evaluated recreation and athletic programs with recreation director to support community.
  • Developed positive and productive relationships with kids, parents and staff.
  • Engaged participants in recreational activities and team-building exercises.

Associate Banker

Chase Bank
05.2018 - 04.2021
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Balanced teller drawers and ATM cash.
  • Ordered Checks, placed stop payments and conducted additional banking services for clients
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.

Education

High School Diploma -

Prospects High School
Antioch, CA
06-2016

Skills

  • handling projects with coinciding deadlines
  • highly determined to meeting sales goals
  • maintain confidentiality of client information and adhering to company and federal regulations within account servicing and opening
  • Easily establish rapport with customers
  • an unwavering commitment to customer service with the ability to resolve complex issues

Certification

  • Certified for medallion signature guarantee

Languages

Spanish
Native or Bilingual

Timeline

Personal Banker

Citibank
08.2021 - Current

Recreation Leader

City of Brentwood
06.2021 - Current

Associate Banker

Chase Bank
05.2018 - 04.2021

High School Diploma -

Prospects High School