RAFAEL CHAVEZ BARRAZA
Oak Creek,WI
Summary
Results driven banking professional with experience in relationship management, financial solutions, and exceptional service. Strong background in lending, credit, and collaboration with internal partners to support clients financial needs. Recognized as a top performer, with the SIE exam passed and a focus on advancing into premier/private banking.
Overview
2
2
Languages
1
1
Certification
8
8
years of professional experience
Work History
Retail Relationship Banker
BMO Bank
11.2023 - Current
- Achieved recognition as a top-performing banker, consistently exceeding performance and sales goals annually. (Top Performer F24, F25 and year to date)
- Recognized as the branch's HELOC Champion, leveraging strong credit expertise to establish lending relationships and deliver tailored solutions aligned with clients financial goals.
- Built and strengthened long term client relationships by taking a relationship first approach, uncovering the bigger financial picture rather than focusing on individual product sales.
- Demonstrated strong team leadership and collaboration, regularly supporting my team, sharing best practices, and contributing to branch overall performance.
- Partnered closely with all partners like premier bankers, Elevon, Mortgage, Bank At Work, Small Business Officers, and Treasury to deliver comprehensive solutions for the clients.
- Delivered holistic financial guidance to business customers, identifying opportunities across deposits, credit, lending, and other banking solutions.
Associate Banker
BMO Bank
09.2022 - 11.2024
- Consistently delivered exceptional client service by identifying customer needs and recommending appropriate banking solutions.
- Ranked among the top credit card applications taken, exceeded goals and generated new business.
- Built and maintained strong client relationships
ASSISTANT TO THE CHAIR OF COMMITTEE
Marquette University Student Government
08.2021 - 04.2022
- Conducted Research, analyzed problems, and identified effective solutions to support committee initiatives and decision making.
- Developed an effective marketing plan to increase student awareness and the utilization of university resources.
- Coordinated scheduling and logistical support for multiple projects, enhancing team efficiency.
Conference Assistant
Marquette University
08.2020 - 08.2021
- Coordinated logistics for conferences, ensuring seamless execution of events.
- Assisted in developing marketing materials to promote university events effectively.
- Assisted conference leaders with technology or any issues.
Owner
Lifted Wealth
06.2018 - 02.2020
- Assessed client needs and proposed tailored solutions to address specific challenges
- Recommended campaign performance improvement opportunities and adjustments in a high-paced enticement with focus on business strategy, budgeting, and ROI.
- Analyzed data, trends, competitors, and industry news to leverage insights for future campaigns.
- Crafted and executed strategic marketing to achieve audience retention and engagement goals, meet sales goals, expand customer base, and set metric those goals.
- facebook (ads, campaigns PPC), Instagram (ads, campaigns), Twitter, Keyword research, Funnel pages, social media management, consumer engagement, email marketing, content creation.
Education
Bachelor of Science - Marketing
Marquette University
Milwaukee, WI05-2022
Skills
- Lending
- Business & Consumer Banking
- Credit Analysis
- Financial Strategy
- Data analysis
- Research reporting
- Microsoft Office Suite
- Branch operations
- Team Collaboration
- Problem Solving
- Client Relationship Building
- Communication
- Adaptable To Change
Certification
- SIE exam passed (8/31/2026)
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Retail Relationship Banker
BMO Bank
11.2023 - Current
Associate Banker
BMO Bank
09.2022 - 11.2024
ASSISTANT TO THE CHAIR OF COMMITTEE
Marquette University Student Government
08.2021 - 04.2022
Conference Assistant
Marquette University
08.2020 - 08.2021
Owner
Lifted Wealth
06.2018 - 02.2020
Bachelor of Science - Marketing
Marquette University