ULISES MEDINA
King of Prussia,PA
Summary
Dynamic leader with a proven track record of driving business growth through exceptional client experiences and high-impact sales strategies. Skilled at leading teams to exceed sales quotas while achieving operational excellence. Committed to elevating performance by setting ambitious goals, implementing best practices, and leveraging cutting-edge digital tools. Bilingual in English, Spanish, and Portuguese, enabling broader market engagement and customer satisfaction.
Overview
9
9
years of professional experience
Work History
Financial Center Manager
Bank of America
Norristown, PA
04.2024 - Current
- Responsible for developing and implementing strategies to maximize financial center profitability, currently championing the business development program.
- Provided guidance and leadership to financial center staff in order to ensure adherence to established procedures and standards.
- Performed regular audits of branch records in order to identify areas of improvement or potential risks.
- Developed long-term relationships with customers through proactive outreach efforts such as seminars and promotional events.
Market Financial Center Manager
Bank of America
Boston, MA
06.2023 - 04.2024
- Driver of Business Outcomes: Take ownership for Financial Centers, driving results by effectively prioritizing, inspecting, and appropriately delegating team work.
- Drive operational excellence, ensuring that all aspects of the financial center run effectively and cohesively.
- Advocate for the enterprise by elaborating business plans, while communicating decisions, purpose and results. Connect to team strategy, priorities and contributions.
- Risk Management: Ensure proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
- Provide inspection, coaching and feedback to motivate, differentiate and improve performance.
Financial Center Assistant Manager
Bank of America
Boston, MA
05.2022 - 06.2023
- Developed sales strategies and led staff by creating a performance-oriented environment dedicated to driving sales while delivering excellent customer service.
- Create weekly/monthly associates' performance reports and document areas of behavioral and skill improvements.
- Conducted operational and regulatory inspection reports with the purpose of improving adherence to business policies and procedures.
- Mitigated business risks and losses by working closely with staff members and assessing performance.
Relationship Manager Business Owner Specialist
Bank of America
King of Prussia, PA
05.2021 - 05.2022
- Built long-term relationships with high-profile business clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Successfully exceeded in quarterly sales goals and year-end closing quotas.
- Partnered with specialists from different lines of businesses to resolve specific issues and target appropriate products.
- Conducted proactive calls to clients, leveraging banking solutions available with the intent of creating strong relationships and helping business clients with possible needs.
Relationship Banker
Bank of America
East Norriton, PA
10.2019 - 05.2021
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Identified financial needs of customers and presented appropriate product and service options.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
Restaurant Manager
Benihana
Plymouth Meeting, PA
06.2019 - 01.2020
- Create and track monthly sales blueprints with the intent of successfully overachieve sales quotas and profitability.
- Seeks out and uses service-related guest feedback and takes appropriate action to continually improve the level of service, drive overall guest satisfaction, increase return visits and reduce guest complaints.
- Reinforcing selling skills by roleplaying and coaching on weekly basis.
- Creates an atmosphere that insures guests to feel welcome with the intent of creating loyal customers.
Assistant General Manager
Le Pain Quotidien
Wayne, Pennsylvania
02.2018 - 06.2019
- Built sales forecasts and schedules to reflect desired productivity targets.
- Managed labor deployment in the restaurant to ensure hourly labor is within parameters of set labor budget.
- Optimized profits by controlling food, beverage and labor costs on a daily basis.
- Managed restaurant operations, conducted new hiring orientations and on-boarded, coached and mentored a team of 15 people.
Legal Assistant
Fink-Finowicki & Associates Law Firm S.C
FinowickirritonNueva Esparta - Venezuela
04.2015 - 10.2017
- Performed over 20 claim transcriptions per week in different time of legal cases.
- Identified and solved complex problems that impacted the legal team and business direction on a daily basis.
- Managed the trial calendar for the company.
- Coordinated the schedule for senior attorney's court appearances and appointments.
- Calculated and distributed monthly administrative payroll.
Education
Lawyer - Bachelor Degree - Law
UNIMAR - Venezuela
Venezuela2013
Skills
- Strategic planning ability
- Customer retention
- Sales Development
- Time management skills
- Sales Techniques
Timeline
Financial Center Manager
Bank of America
04.2024 - Current
Market Financial Center Manager
Bank of America
06.2023 - 04.2024
Financial Center Assistant Manager
Bank of America
05.2022 - 06.2023
Relationship Manager Business Owner Specialist
Bank of America
05.2021 - 05.2022
Relationship Banker
Bank of America
10.2019 - 05.2021
Restaurant Manager
Benihana
06.2019 - 01.2020
Assistant General Manager
Le Pain Quotidien
02.2018 - 06.2019
Legal Assistant
Fink-Finowicki & Associates Law Firm S.C
04.2015 - 10.2017
Lawyer - Bachelor Degree - Law
UNIMAR - Venezuela
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