Natalia Medina

• Developed short-term goals and long-term strategic plans to improve risk control and mitigation.
• Promoted enterprise-level risk management practices and helped instill strong culture focused on protective policies and procedures.
• Collaborated with other department leads to streamline workflows, improve interdepartmental coordination, and achieve business goals collectively.
• Influenced positive change within the organization through strategic thinking, innovation, problem-solving abilities, and consistent leadership style.
• Improved team productivity by implementing efficient project management strategies and streamlining communication channels.
• Directed and supervised a team of 12 specialists during a merger period facilitating training, scheduling and meetings a smooth transition
• Developed succession planning strategies to ensure continuity of leadership within the team and facilitate smooth transitions during organizational changes.

• Streamlined internal processes for improved operational efficiency and cost savings.
• Modeled effective and constructive communication behaviors between department heads, low-level staff and senior leaders to improve cross-functional collaboration.
• Oversaw work of junior personnel, helping to motivate strong performance and improve overall knowledge with focus on training and coaching.
• Played a key role in shaping company culture by promoting core values such as integrity, accountability, and teamwork among employees.
• Processed approximately 100+ daily wire transactions, multiple debit card disputes, over 30 daily emails and assisted management with additional projects.

• Assisted brokers and advisors with servicing clients by conducting investment research and completing trades and transactions.
• Facilitated communication and collaboration between departments to help business function smoothly.
• Collaborated with cross-functional teams to develop customized cash management solutions for clients'' unique needs.
• Developed comprehensive training programs for new hires, resulting in faster onboarding and better overall performance.
• Mentored junior advisors, fostering professional development and enhancing overall team performance.

• Provided excellent customer care by responding to financial advisor requests and assisting with client needs and account transactions
• Responded to customer and/or financial advisor requests , offering excellent support and tailored recommendations to address needs.
• Investigated and resolved customer inquiries and complaints quickly.
• Streamlined internal processes for improved efficiency and increased productivity within the team.
• Enhanced client satisfaction by efficiently addressing and resolving account-related issues.

• Maintained a clean, safe, and organized store environment to enhance the customer experience.
• Supervised day-to-day operations to meet performance, quality and service expectations.
• Created employee schedules to align coverage with forecasted demands.
• Coordinated with vendors to ensure timely delivery of products and resolve any supply chain issues.
• Maintained professional demeanor by staying calm when addressing unhappy or angry customers.

Minor: Psychology