Joseph Medina
Puyallup,WA
Summary
Accomplished leader with 12 years of experience across retail, financial services, and sales management. Demonstrated ability to lead teams, enhance client satisfaction, and consistently meet sales targets. Expertise in relationship management and staff mentorship, fostering growth and performance. Recognized for leadership excellence and community engagement, with a strong background in customer relationship management and financial solutions.
Overview
9
9
years of professional experience
1
1
Certification
Work History
UW Customer Development Manager
PepsiCo
Auburn, WA
04.2025 - Current
- Manage the day-to-day relationship with the UW Market, Dining, and Athletic account managers.
- Fulfilling all order requests for their respective accounts.
- Handle all UW account escalations on the campus level, and provide additional solutions around product, maintenance, and customer care.
- Be a point of contact for all UW account stakeholders and participate in business reviews with Pepsico Key Account Manager for UW.
- Provide guidance to new sales designated coming into the company on their training day at UW and onward.
Financial Solutions Advisor
Bank of America
Tacoma, WA
09.2024 - 05.2025
- Help clients identify, prioritize, and achieve goals by leveraging both FDIC insured Bank products and/ or Non FDIC insured investment products.
- Assist clients with assets ranging from $0-$250k
- Offer solutions around sensitive client topics such as retirement, and legacy planning.
- Introduce clients to a range of specialists and partners to help achieve additional goals such as buying a home, opening or managing a business, and managing greater sums of wealth.
- Work with financial center manager to help offer guidance, mentorship, and foundational knowledge to center staff.
Market Financial Center Manager
Bank of America
Tacoma, WA
06.2023 - 01.2025
- Provided leadership to 15 Financial Centers within the Tacoma market.
- Reported to Market Leader on effectiveness of specific initiatives, and areas for opportunity within centers and overall market.
- Worked directly with respective financial center managers to gain trust to help manage their business, observe and coach staff on BRC process, and provide feedback on areas of opportunity for their center.
- Built trust and rapport with all 15 centers relationship bankers, and senior bankers to be able to lead effectively in their Managers absence.
- Began holding monthly Relationship, and Senior bankers meetings and initiated 1 quarterly in person banker meeting along with my fellow MFCM's in 5 center pods.
- Helped train and mentor new and existing staff to grow in their roles including 3 Relationship bankers to promotions within the Market.
- Work as a community advocate in the local community through volunteering
Business Banker
HomeStreet Bank
Issaquah, WA
09.2022 - 06.2023
- Drove organic growth through new client acquisition of both consumer and small business clients.
- Prospected to create a consistent pipeline of new clients that can benefit from our service.
- Added value to each relationship generated to ensure satisfaction from client perspective.
- Worked effectively with partners in merchant services, Lending, and commercial.
- Brought leadership within my branch to help drive growth, mitigate loss, and create a great culture for the team and our clients.
- Recruited and helped train talent brought into bank.
- Was personally recognized by President of retail banking and CEO for performance.
Team Leader
Target
Factoria, WA
11.2021 - 09.2022
- Helped Lead a team of 15-20 team members in the food and beverage department to effectively lead the lowest performing team and department into the highest performing department in all weighted metrics.
- Increased team retention and positive team attrition while lowering negative attrition across departments.
- Provided mentorship to team members and fellow team leaders across all store departments.
- Helped mentor 4 team members to promotion within store.
- Was recognized as Team leader of first half of year by peers and Executive store leadership.
Relationship Manager Lending Specialist NMLS ID 2115157
Bank of America
Lakewood, WA
04.2020 - 12.2021
- As a relationship manager lending specialist I was positioned as the main seller in the financial center, with the expectation of driving 80 percent of the revenue generated for Financial Center.
- Provided Leadership and guidance to relationship bankers and CSR's
- Was made one of the Market peer mentors for new relationship bankers, and relationship managers coming into the company.
- Held top Client satisfaction scores in my region and received recognition from region executive.
- Led the Puget sound market in Performance metrics for Relationship managers.
Assistant General Manager
La Fitness
Kent, WA
09.2019 - 03.2020
- Was promoted to Assistant General Manager of the club within 3 months of being hired due to sales and leadership performance.
- Led a sales staff of 4 sales counselors to achieve club membership, and personal training goals.
- Took leadership of all club departments on weekends including operations, janitorial, training, and maintenance.
- Was in the process of being promoted to my own club just prior to COVID-19 shut down.
Assistant Store Manager
Helzberg Diamonds
Livermore, CA
10.2018 - 07.2019
- Led a sales staff of 5 to effectively achieve store sales metrics.
- Personally achieved all sales metrics consistently to lead by example for sales staff.
- Successfully managed 3 custom jewelry events.
- Led repair, credit, custom, and credit sales of all assistant managers in district.
- Took ownership of de-escalating client concerns and complaints.
- Took ownership over mitigation of loss within the store
Sales Counselor / Supervisor
Zales - The Diamond Store
Livermore, CA
04.2016 - 04.2018
- Was promoted to full-time key-holder with the ability to open and close the store due to performance.
- Led store in repair, warranty, and custom sales for 5 consecutive quarters.
- Was made a Sales trainer for district, traveling to different store locations to train and support newly onboarded sales staff.
- Was given supervisory authority to manage cash deposits, balancing, scheduling, and price discounting.
- Successfully mitigated loss in the store by enhancing best practices in store.
Education
General Education - Criminal Justice and Business
Merrill F. West High School
Tracy, CA05.2013
Skills
- Management expertise
- Sales proficiency
- Customer relationship management
- Financial services experience
- Communication
- Business Development
Certification
- Series 66 Present
- Series 7
- Securities Industry Essentials February 2024 to February 2028
Timeline
UW Customer Development Manager
PepsiCo
04.2025 - Current
Financial Solutions Advisor
Bank of America
09.2024 - 05.2025
Market Financial Center Manager
Bank of America
06.2023 - 01.2025
Business Banker
HomeStreet Bank
09.2022 - 06.2023
Team Leader
Target
11.2021 - 09.2022
Relationship Manager Lending Specialist NMLS ID 2115157
Bank of America
04.2020 - 12.2021
Assistant General Manager
La Fitness
09.2019 - 03.2020
Assistant Store Manager
Helzberg Diamonds
10.2018 - 07.2019
Sales Counselor / Supervisor
Zales - The Diamond Store
04.2016 - 04.2018
General Education - Criminal Justice and Business
Merrill F. West High School