Rafa Pacheco
Madison,WI
Summary
Knowledgeable banker with solid background in financial services and client relationship management. Adept at identifying client needs and recommending tailored banking solutions. Demonstrated expertise in cross-selling banking products and maintaining high client satisfaction through effective communication and problem-solving.
Overview
6
6
years of professional experience
Work History
Associate Personal Banker
Wells Fargo Bank, N.A.
Madison, WI
08.2024 - Current
- Developed tailored financial solutions to meet client needs and enhance customer satisfaction.
- Managed daily banking operations, ensuring compliance with policies and regulations.
- Advised clients on investment options, retirement planning, and loan products to achieve financial goals.
- Cultivated strong client relationships through proactive communication and personalized service strategies.
Bank Teller
UW Credit Union
Madison, WI
12.2022 - 07.2024
- Answer telephone inquiries on checking and savings accounts, loans, and lines of credit
- Reconcile cash drawer and resolved discrepancies
- Provide customer records, account statements, and copies of checks
- Educate customers on the use of banking websites and mobile apps
- Complete highly accurate, high-volume money counts via both manual and machine-driven approaches
- Identify sales opportunities and referred customers to branch partners in financial services
Team Member - Electronics
Target Corporation
Madison, WI
10.2019 - 01.2023
- Maintain customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Inform customers about special promotions and provided detailed information about various products
- Offer basic technical support for clients on a wide range of company products
- Answer a constant flow of customer calls with minimal wait times
Education
Bachelor of Science - Personal Finance
University of Wisconsin - Madison
Madison, WI05-2024
Skills
- Branch operations
- Relationship building
- Work ethic and integrity
- Team collaboration
- POS system operations
- Customer satisfaction
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Associate Personal Banker
Wells Fargo Bank, N.A.
08.2024 - Current
Bank Teller
UW Credit Union
12.2022 - 07.2024
Team Member - Electronics
Target Corporation
10.2019 - 01.2023
Bachelor of Science - Personal Finance
University of Wisconsin - Madison