Ivan Medina
@ivanmedina1
Transactional banking sales and client solutions professional leveraging data analysis to drive revenue growth and exceptional customer service.
What I'm looking for
I’m a dynamic, purposeful professional with extensive experience in managing teams and delivering exceptional customer service. I consistently translate client transactional needs into actionable insights, strengthen commercial offerings, and support growth through advanced analysis and decisive execution.
In my recent role as a Sales Executive in Transactional Banking for Corporate Clients at Grupo Financiero Banorte, I sell and promote Transactional Banking services to meet budgets and grow revenues. I verify transactional activation to ensure revenue generation and help clients through changes in functionalities and new product launches.
Previously at BBVA Mexico, I built relationships with Government Clients as a Bank Associate and later as a Bank Solutions Specialist—an approach centered on client analysis, opportunity detection, and after-sales support. I also bring project leadership experience from managing manufacturing and international logistics as a Project Manager at TEC Engineering de México, and I strengthen my technical edge through SQL, Python, and Power BI for data-driven reporting.
Experience
Work history, roles, and key accomplishments
Sales Executive
Grupo Financiero Banorte
Aug 2025 - Feb 2026 (6 months)
Sold and promoted Transactional Banking products to corporate banking clients to meet budget and grow revenues. Analyzed client transactional needs, supported product and functionality updates, and verified service activation and operation to ensure revenue generation.
Bank Associate
BBVA Mexico
Jan 2024 - Feb 2025 (1 year 1 month)
Built business relationships with government clients by providing specialized financial advice and high-quality service. Conducted client analysis, identified opportunities, and implemented commercial strategies to support investment and growth objectives.
Bank Solutions Specialist
BBVA Mexico
Aug 2022 - Jan 2024 (1 year 5 months)
Supported government client analysis to identify business opportunities and guided clients on available products. Delivered commercial solutions with implementation and after-sales support, advising both customers and the sales force.
Project Manager
Tec Engineering de México
Apr 2021 - Nov 2021 (7 months)
Managed and administered manufacturing of conveyor belts for food and PET industries for national and international clients. Coordinated product design, manufacturing, installation, and logistics for international shipping.
Education
Degrees, certifications, and relevant coursework
AMIB
Investment Strategies Advisor Certification, Investment Strategies
Completed the AMIB Investment Strategies Advisor Certification in 2023.
Pacific Northwest Software Quality Conference (PNSQC)
Conference Speaker, Software Quality & Web Testing
Activities and societies: Speaker at PNSQC: Testcafe—Grinding Automation Issues (An End-to-End Web Testing Approach). Co-creator and lead programmer.
Served as a speaker at PNSQC in 2020, presenting an end-to-end web testing approach using Testcafe.
Universidad Panamericana (UP), Campus Bonaterra
Specialty, Software Project Engineering and Quality
Completed a specialty focused on software project engineering and quality at Universidad Panamericana (UP) Campus Bonaterra.
Universidad Panamericana (UP), Campus Bonaterra
Mechatronics Engineering, Mechatronics Engineering
Studied mechatronics engineering at Universidad Panamericana (UP) Campus Bonaterra.
Availability
Location
Authorized to work in
Job categories
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