OBED MEDINA
Mountain America Credit Union
North Las Vegas,NV
10
years of professional experience
1
Certification
2
Languages
Skilled financial manager with expertise in client relations and portfolio oversight. Develops tailored financial strategies through analytical insights. Enhances client satisfaction and achieves financial goals by efficiently managing portfolios and supporting informed financial decisions.
Work History
Financial Services Representative
1 Year 4 Months- Provided a warm greeting to incoming clients, enhancing their experience.
- Assisted clientele with deposits, withdrawals, and other banking needs..
- Showcased products and services to meet specific clientele needs, enhancing their banking experience.
- Processed check orders for clients, ensuring accurate delivery and timely service., calling correct department for coded accounts
- Recommended certain departments and coworkers to clientele on business and personal needs ranging from possible business account openings, credit card apps, loans, etc.
- Established relationships with potential clients, linking them to banking experts for personalized service. with private bankers
- Built relationships with regular clients to facilitate account openings and transfers, promoting benefits of 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 needs assessments to recommend tailored products and services, ensuring client satisfaction.
Personal Banker
3 Years 11 Months- Delivered exceptional customer service by addressing inquiries and resolving concerns efficiently.
- Facilitated client transactions, ensuring their banking needs were met efficiently.
- Showcased relevant products and services to help clientele achieve their banking goals.
- Processed check orders and communicated with departments regarding coded accounts.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Recommended appropriate departments and team members to clientele for business account openings, credit card applications, loans, and other financial needs.
- Showcased products and services to assist clientele in meeting their banking needs.
- 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.
- Built relationships with regulars both business and personal to open accounts, transfer accounts to us, benefits on banking with us.
- Facilitated account openings and closings, ensuring compliance with banking regulations.
- Explained online account opening process and requirements to help clients choose suitable account options.
- Connected potential business/personal clients with private bankers
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Implemented process improvements that streamlined operations and reduced transaction times.
- Mentored junior bankers on product knowledge and best practices for client engagement.
- Led training sessions on new banking software, enhancing team proficiency and efficiency.
- Provided a warm greeting to clients to enhance their experience.
- Assisted with ordering checks, calling correct department for coded accounts
Yard Worker
7 Months- Operated various heavy machinery, including forklifts and occasionally heavy excavators, to support operational needs.( forklifts, occasionally heavy excavator, etc)
- Organized outside yard and warehouses for optimal product placement and accessibility
- Loaded and unloaded truck deliveries in a timely manner while assisting with in person customer
- Loaded and unloaded truck deliveries while assisting customers with inquiries and order pickups to enhance service experience
- Engaged with clientele to assess their needs and provide product information.
- Engaged clientele to assess needs and provide relevant product information, improving customer satisfaction.
Maintenance Technician
4 Months- 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
- Inspected move outs and coordinated with property manager on necessary repairs to maintain property standards
- Engaged with tenants to address concerns and resolve issues promptly.
- Coordinated and processed orders for maintenance parts to ensure timely repairs.
- Removed waste from dumpster bins to create a tidy environment
- 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 document maintenance activities.
- 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
11 Months- Supervised daily operations, ensuring compliance with safety standards and operational procedures.
- Maintained organized tote storage to ensure efficient retrieval periodically through through the day
- Ensured adherence to food and sanitation procedures, promoting compliance and safety standards.
- Placed packages in correct locations according to inventory guidelines at the proper location certified (California)
- Documented performance metrics to identify trends and areas for improvement consistently to monitor performance
- 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.
- Trained and mentored new team members, improving onboarding experience and reinforcing a culture of continuous improvement.
- Enhanced communication within the team by holding regular meetings and encouraging open dialogue among all members.
- 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
- Facilitated regular team meetings to enhance communication and encourage open dialogue among team members.
Lead Teller
8 Months- But we also have customer service as a big part of our job description.
- Recommended services to customers based on their specific financial issues and assisted them with budgeting strategies.
- Created release documents and processed approvals while managing deposits to streamline transactions.
- Ensured customer satisfaction by delivering high-quality service and support.
- At the end of the work day was in charge of end of day the end of day cash report
- Supervised daily branch operations to ensure adherence to policies and procedures, maintaining a compliant and efficient work environment.
- 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
1 Year 5 Months- Assessed customer needs and recommended suitable products and parts, ensuring proper vehicle maintenance and minimizing future issues.
- Installed various products and managed warehouse inventory, preparing batteries and pallets for pickup and maintaining organized storage areas.
- Interacted with customers to assess needs and recommended appropriate products and parts, ensuring proper vehicle maintenance and preventing future issues.
- Trained new team members on product offerings, sales techniques, and customer service standards.
- Trained new team members on product offerings and effective sales techniques, enhancing overall customer service standards.
Crew Member
6 Months- Enhanced customer experience by assisting with orders, maintaining cleanliness of outdoor areas and bathrooms, sweeping and mopping work grill, and restocking stations from the freezer.
- Maintained cleanliness of plates to support a safe dining environment., prepared ordered items, operated drive-thru, and counted cash and vault.
- Delivered exceptional customer service in a fast-paced environment, ensuring positive experiences for all guests.
- Operated kitchen equipment and maintained cleanliness standards to promote food safety and quality.
- Trained new hires on operational procedures and best practices to support team efficiency and consistency.
Education
HVAC - HVAC
Trade school
High school diploma - N/a
Skills
Customer service
Product sales
Client relations
Product sales
Account management
Client engagement
Investment strategy
Customer loyalty
Budgeting strategies
Sales forecasting
Credit analysis
Microsoft Office
Google Docs
Investment advisory
Transaction management
Account verification
Client management
Sales targets
Loan evaluation
Risk evaluation
Compliance assessment
Service transactions
Market trends
Performance analysis
Data analysis
Financial services
Client relations management
Cash management
Cash handling
Sales goals
Account maintenance
Relationship management
Credit analysis
Savings strategies
Risk management
Savings accounts
Teller transactions
Banking regulations
Transaction reporting
Team leadership
Money handling
Decision-making
Task prioritization
Customer relations
Team building
Staff training and development
Staff supervision
Work delegation
Issue resolution
Team building
Employee scheduling
Client rapport
CRM systems
Performance evaluation
Performance reviewing
Staff supervision
Microsoft office expertise
Multitasking
Problem resolution
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
PERSONAL INFORMATION
- Title: Bilingual Hardworking overachiever
- Driving License: Driver's License
- Work Permit: Authorized to work in the US for any employer
- Driving License: Driver's License
- Work Permit: Authorized to work in the US for any employer
ADDITIONAL INFORMATION
Authorized to work in the US for any employer
Personal Information
- Driving License: Driver's License
- Work Permit: Authorized to work in the US for any employer
Timeline
Financial Services Representative
Mountain America Credit Union
06.2025 - CurrentRead More
Personal Banker
Wells Fargo
07.2021 - 06.2025Read More
Yard Worker
SiteOne Landscape Supply
08.2020 - 03.2021Read More
Maintenance Technician
FPI Management
03.2020 - 07.2020Read More
Supervisor/Coordinator
Amazon Warehouse
08.2019 - 07.2020Read More
Lead Teller
America First Credit Union
12.2018 - 08.2019Read More
Sales Representative
AutoZone
08.2017 - 01.2019Read More
Crew Member
McDonalds
08.2016 - 02.2017Read More
National Technical Institute HVAC Training
HVAC from HVAC
Read More
Cheyenne High School
High school diploma from N/a
Read More