Yair Montiel Medina

I am a Financial Representative at Northwestern Mutual, where I help individuals, families, and business owners build financial confidence through personalized planning and long-term strategies. I take a comprehensive approach to financial planning integrating investment strategies, risk management, retirement planning, and wealth preservation. I work closely with clients to understand their goals, values, and current financial situation, then develop tailored solutions designed to support them through every stage of life. I centered on education, trust, and long-term relationships. I strive to simplify complex financial concepts, empower clients to make informed decisions, and provide ongoing guidance as their needs evolve. Backed by the strength and stability of Northwestern Mutual, I am committed to helping clients protect what matters most and plan confidently for the future.

I am seeking a challenging role as a client relationship consultant where I can utilize my exceptional skills to build strong connections with clients, foster trust, provide top-notch customer service, and leverage my expertise to achieve business goals. I have a proven track record of delivering outstanding results, exceeding yearly metrics, and contributing to my bank's success as one of the top ten bankers on digitalization for my district. As a result, I was promoted from CRC 2 to CRC 3.

I assisted customers with their account maintenance and service-related tasks through digital conversations. I provided information about account balances, transaction history, service charges, and interest rates. I built a strong rapport with customers, understood their financial needs, and referred them to financial services partners when appropriate. I excelled in a fast-paced environment, meeting tight deadlines while processing customer transactions quickly. I also mentored newly hired team members on how to communicate effectively with customers.

I provided a personalized experience and guidance to customers interested in buying cars or trucks. I helped negotiate purchase prices and explained sales, warranty, and optional products. To qualify buyers, I matched their requirements and interests to various car or truck models and discussed finance options with them. I closed sales by overcoming objections, asking for sales, negotiating prices, and completing purchase contracts. Additionally, I responded to customer inquiries via telephone and email, completed registration paperwork and sales documentation, and demonstrated automobiles by explaining characteristics, capabilities, and features, taking test drives, and explaining warranties and services. I also answered telephone and email inquiries from potential customers. As a dealership representative, I established and devised strategies to meet personal goals consistent with dealership standards of productivity.

I managed hazardous and sensitive materials, loaded and unloaded trucks, verified counts, and organized products for packing. I also labeled products, assembled containers and crates, and created load plans. Additionally, I delivered services within specific time frames, blocking and bracing freight to prevent damage. Lastly, I worked as a Sales Associate.