Obed Medina
North Las Vegas,NV
Summary
Experienced with financial management, client relations, and portfolio oversight. Utilizes analytical skills to develop tailored financial strategies. Track record of enhancing client satisfaction and achieving financial goals.
Diligent with solid background in financial services. Proven track record in assisting clients with financial decisions and managing portfolios efficiently. Demonstrated ability in customer service and financial analysis.
Overview
2
2
Languages
1
1
Certification
10
10
years of professional experience
Work History
Financial Services Representative
Mountain America Credit Union
Las Vegas, NV
06.2025 - Current
- Provided a warm greeting to incoming clients, enhancing their experience.
- Assisted clientele with deposits, withdrawals, and other banking needs..
- Showcased products and services to align with clientele needs.
- Assisted with ordering checks, calling correct department for coded accounts
- Recommended certain departments and coworkers to clientele on business and personal needs ranging from possible business act openings, credit card apps, loans, etc.
- Recommended certain departments and coworkers to clientele on business and personal needs ranging from possible business account openings, credit card apps, loans, etc.
- Showcased certain products and services we had going on to better assist and meet their needs.
- Connected potential business/personal clients with private bankers
- Built relationships with regulars both business and personal to open accounts, transfer accounts to us, benefits on banking with us.
- Provided personalized financial solutions to enhance member satisfaction and engagement.
- Managed member accounts, ensuring accurate records and timely updates.
- Collaborated with team members to streamline operational processes and improve service delivery.
- Mentored junior staff, fostering a culture of continuous learning and professional development.
- Streamlined financial processes for improved efficiency and reduced errors in transactions.
- Worked closely with other departments to provide seamless service delivery for complex client requests.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Led initiatives to optimize workflow efficiency, resulting in enhanced productivity across the department.
- Developed training materials for new hires, improving onboarding efficiency and knowledge retention.
- Analyzed member feedback to identify trends and implement enhancements in service offerings.
- Conducted detailed needs assessments to recommend appropriate products and services.
Personal Banker
Wells Fargo
Las Vegas, NV
07.2021 - 06.2025
- Provided a warm greeting to clients to enhance their experience.
- Assisted with needs and wants for clientele( deposits, withdrawals, etc.).
- Showcased products and services to assist clientele in meeting their banking needs.
- Assisted with ordering checks, calling correct department for coded accounts
- Showcased certain products and services we had going on to better assist and meet their needs.
- Recommended certain departments and coworkers to clientele on business and personal needs ranging from possible business account openings, credit card apps, loans, etc.
- Explained online account opening process and requirements to help clients choose suitable account options.
- Connected potential business/personal clients with private bankers
- Built relationships with regulars both business and personal to open accounts, transfer accounts to us, benefits on banking with us.
- Delivered exceptional customer service by addressing inquiries and resolving concerns efficiently.
- Facilitated account openings and closings, ensuring compliance with banking regulations.
- Mentored junior bankers on product knowledge and best practices for client engagement.
- Analyzed client financial needs to provide tailored solutions, improving overall satisfaction.
- Implemented process improvements that streamlined operations and reduced transaction times.
- Led training sessions on new banking software, enhancing team proficiency and efficiency.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Cross-sold bank products and services to meet customer needs and provide options.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
Yard Worker
SiteOne Landscape Supply
Las Vegas, NV
08.2020 - 03.2021
- Operate heavy machinery( forklifts, occasionally heavy excavator, etc)
- Organized outside yard and warehouses to ensure correct product placement and easy accessibility
- Loaded and unloaded truck deliveries in a timely manner while assisting with in person customer
- Loaded and unloaded truck deliveries efficiently while assisting customers with inquiries and order pickups
- Thoroughly cleaned restroom facilities to maintain hygiene standards.
- Engaged with clientele to assess their needs and provide product information.
Maintenance Technician
FPI Management
Las Vegas, NV
03.2020 - 07.2020
- Cleaned complexes daily to ensure welcoming environment for residents
- Prepared apartments for move ins and move outs
- Processed and fulfilled tenant work orders promptly. for tenants hourly
- Prepared apartments for move-ins and move-outs
- Inspected move outs and coordinated with property manager on necessary repairs to maintain property standards
- Engaged with tenants to address their concerns. on issues they had
- Coordinated and processed orders for required maintenance parts. for parts
- Disposed of trash left in dumpster bins
- Provided on-call support for after-hour emergencies. for after-hour emergencies
- Conducted routine inspections and performed preventative maintenance on HVAC systems.
- Diagnosed and repaired plumbing issues to ensure functionality of facilities.
- Collaborated with team members to complete work orders efficiently and effectively.
- Ensured compliance with safety regulations during maintenance activities.
- Trained junior technicians on proper maintenance procedures and safety protocols.
- Operated varied hand and power tools to complete repairs.
- Used problem-solving skills to alleviate issues efficiently with minimal supervision.
- Troubleshot equipment breakdowns and performed preventive maintenance.
- Followed work orders and specifications for machine and equipment replacement, repair, or maintenance.
- Followed safety protocols to minimize workplace accidents.
- Improved equipment functionality by conducting regular maintenance checks and repairs.
- Contributed to a safer work environment, promptly addressing any identified hazards or concerns.
- Installed new locks, door handles, and door closers.
- Completed daily, weekly, and monthly checklists on building equipment to maintain records of scheduled maintenance procedures.
- Trained new employees on proper use and care of tools, machinery, and safety protocols.
- Monitored and documented work performance in maintenance logs in compliance with company guidelines.
- Performed electrical and mechanical repairs of production equipment to minimize downtime.
- Reduced downtime by quickly diagnosing and resolving technical issues on machinery.
- Collaborated with team members to complete larger repair projects efficiently.
Supervisor/Coordinator
Amazon Warehouse
08.2019 - 07.2020
- Demonstrated a variety of skills across multiple tasks
- Stock totes periodically through through the day
- Follow proper procedures throughout the day - Food and sanitation
- Followed food and sanitation procedures to ensure compliance and safety
- Put packages away at the proper location certified (California)
- Tracked rates consistently to monitor performance
- Created and edited documents using Google Docs
- Applied advanced knowledge of Microsoft Excel and Word for data managementee
- Supervised daily operations, ensuring compliance with safety standards and operational procedures.
- Trained and mentored new team members, fostering a culture of continuous improvement.
- Implemented process enhancements to optimize workflow efficiency across multiple shifts.
- Conducted regular performance evaluations, providing constructive feedback to improve team productivity.
- Collaborated with management to develop strategic initiatives aimed at reducing operational costs.
- Managed inventory control processes, ensuring accurate stock levels and timely replenishment.
- Analyzed productivity metrics, identifying trends and recommending actionable improvements to enhance output.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
- Resolved conflicts among team members promptly, maintaining a harmonious working environment conducive to productivity.
- Enhanced communication within the team by holding regular meetings and encouraging open dialogue among all members.
Lead Teller
America First Credit Union
12.2018 - 08.2019
- As a bank teller we have many duties, mainly including money services.
- But we also have customer service as a big part of our job description.
- Learn multiple services we offer and recommend certain ones to people who are having specific issues, assist members with ways to budget and ways to work around if they need to get a loan or unexpected life event. Count vault and drawers regularly, get cash ready for loomis, count large amounts of cash and print out retain documents for different account.
- Opened cash register each day and counted cash accurately.
- Learn multiple services offered and recommend certain ones to people who are having specific issues, assist members with ways to budget and ways to work around if they need to get a loan or unexpected life event. Count vault and drawers regularly, get cash ready for loomis, count large amounts of cash and print out retain documents for different account.
- Created release documents, processed approvals, and handled deposits efficiently.
- Ensured customer satisfaction by delivering high-quality service and support.
- At the end of the work day was in charge of end of day cash report
- Supervised daily branch operations, ensuring compliance with policies and procedures.
- Trained and mentored new tellers on systems and customer service best practices.
- Implemented process improvements that reduced transaction times and increased efficiency.
- Resolved complex customer inquiries, enhancing overall satisfaction and retention rates.
Sales Representative
AutoZone
08.2017 - 01.2019
- Interacted with customers to assess needs and recommended appropriate products and parts, ensuring proper vehicle maintenance and preventing future issues.
- Occasionally Installed various products, Managed inventory in warehouse, stack batteries and pallets and get them ready for pickup. Receive pallets of batteries and parts weekly, count drawers, front face aisles and wash bathrooms.
- Drove sales growth through effective customer engagement and product knowledge.
- Developed and maintained strong relationships with clients to enhance loyalty and repeat business.
- Trained new team members on product offerings, sales techniques, and customer service standards.
Crew Member
McDonalds
North Las Vegas, NV
08.2016 - 02.2017
- Engaged with customers to enhance their overall experience., assisted them when ordering, cleaned the outdoor parking lots, playground and bathrooms would regularly sweep and mop work grill and pull products from the freezer to restock all the stations. Followed cleaning, and sanitizing procedures.
- Cleaned plates, prepared ordered items, operated drive-thru, and counted cash and vault.
- Delivered exceptional customer service in fast-paced environment, ensuring positive experiences for all guests.
- Operated kitchen equipment and maintained cleanliness standards to promote food safety and quality.
- Assisted team members in training new hires on operational procedures and best practices.
Education
HVAC - HVAC
National Technical Institute HVAC Training
Henderson, NV07-2019
College Degree - Physical Therapy
College of Southern Nevada
North Las Vegas, NV06-2019
High school diploma - undefined
Cheyenne High School
Las Vegas, NV06-2017
Skills
- Jan 2019 Customer interaction Recommend products that’ll help avoid and assist with vehicles Occasionally install certain products, work warehouse, stack batteries and pallets and get them ready for pickup Receive pallets of batteries and parts weekly, count drawers, front face aisles and wash bathrooms - McDonalds, North Las Vegas
- Feb 2017 Client support operations Followed cleaning, and sanitizing procedures Cleaned the plates, got the ordered items ready, worked drive thru, counted cash and counted vaultCleaning procedures
- Autozone, North Las Vegas
- Microsoft Office
- Customer service
- Google Docs
- Job Title 1406 W Craig Rd, North Las Vegas, NV 89032 Supervisor-Laura Aug 2016
- Sales representative 1915 W Craig Rd Ste 1, North Las Vegas, NV 89032 Supervisor- Jose Luis 1 (702) 808-9218 Aug 2017
- Sales
- Investment advisory
- Client relations
- Transaction processing
- Fund management
- Account verification
- Product sales
- Client relationship management
- Portfolio oversight
- Sales targets
- Account management
- Credit assessment
- Client engagement
- Risk evaluation
- Wealth management
- Compliance assessment
- Investment products
- Service transactions
- Portfolio diversification
- Market trends
- Customer loyalty
- Performance analysis
- Budgeting strategies
- Debt restructuring
- Financial forecasting
- Data analysis
- Risk analysis
Accomplishments
- Supervised team of 15 staff members.
- Resolved product issue through consumer testing.
Certification
Driver's License, Certified Notary Public, January 2022 to January 2027
Languages
Spanish - Fluent
English - Fluent
Interests
- Dancing
- I like working with my hands and fixing things
- Avid Reader
- Community Cleanup
- Enjoying the art of baking and pastry-making, experimenting with recipes
- Cooking
- Gardening
- Supporting STEM education initiatives and mentorship programs
- I enjoy helping others and giving back to the community
- Baking
- Youth Development Programs
- DIY and Home Improvement
- Auto Repair/Restoration
- Backpacking and Hiking
- I like looking at the stars and learning about constellations
- Music
- Watching Movies and TV Shows
- I participate in low-impact exercises to strengthen core muscles
- Volunteering
- Woodworking
- Food Tourism
- Crafting and DIY Projects
- Enjoy hobbies that combine physical activity with outdoor exploration
- Reading
- Kayaking
- Swimming
- Team Sports
- Drawing and Painting
- Playing Sports
- Hiking
- Camping
Timeline
Financial Services Representative
Mountain America Credit Union
06.2025 - Current
Personal Banker
Wells Fargo
07.2021 - 06.2025
Yard Worker
SiteOne Landscape Supply
08.2020 - 03.2021
Maintenance Technician
FPI Management
03.2020 - 07.2020
Supervisor/Coordinator
Amazon Warehouse
08.2019 - 07.2020
Lead Teller
America First Credit Union
12.2018 - 08.2019
Sales Representative
AutoZone
08.2017 - 01.2019
Crew Member
McDonalds
08.2016 - 02.2017
High school diploma - undefined
Cheyenne High School
College Degree - Physical Therapy
College of Southern Nevada
HVAC - HVAC
National Technical Institute HVAC Training
Additional Information
Authorized to work in the US for any employer
Personal Information
- Title: Bilingual Hardworking overachiever
- Driving License: Driver's License
- Work Permit: Authorized to work in the US for any employer