Raquel Schaaf
Madison, WI 53704
********@*****.***
Objective
To work in an organization where values such as leadership, team work and respect are truly fostered. To
provide exceptional service and to continue to grow professionally while contributing to the organization.
Wisconsin Bank and Trust 12-12 – 03-14
Bilingual Personal Banker Madison, Wisconsin
608- 348-7777
Process outgoing ACH and International wires, request accuracy and proper
authorization, and review accounts for potential fraud before completing the wire
transfer. Working with members and staff to ensure proper and complete instructions,
assist members in tracing funds as needed, and process incoming wires.
• Provide first line back up to Senior Personal Bankers ( Opening Checking,
Saving, CDs and Notary Public jobs)
• Follow up with prospects and current customers by telephone or letter to promote
new products and services and/or thanking customers for existing business.
• Process credit card payments Create disputes on credit card payments as
necessary Assist with the reversal of credit card payments Assist CSR, branches,
and clients with credit card issues Fax or e-mail invoices/ receipts to client, CSR,
or branch for credit card transactions as necessary.
• Order debit or credit card for customer by request.
• Actively monitor the status of key customer relationships to promote business
growth and service quality, Increase the number of services used per customer to
increase both profits and customer retention.
• Answer questions and solve problems for customers and office staff concerning
all services provided by the bank
Provide back-up support to the Deposit Operations Department and Personal
•
Bankers, as required.
Operate network computers/software, and other equipment necessary to handle
•
financial transactions.
Close/open accounts, as required.
Perform all applicable account maintenance activities requested by customers and
management.
• Has the ability to handle reporting suspicious transactions/activity/situations to
appropriate personnel.
• Maintain confidentiality of customer information.
Bilingual Teller 03/12 - 10/12
Madison,
Wisconsin Dane County Credit Union
608- 256-5665
Responsible for maintaining and balancing a cash drawer. Under direct
supervision, processes customer transactions within established guidelines.
Identifies and makes sales referrals, recommends alternate channels, cross-sells
bank services and products for Dane County Credit union members, provides
excellent customer service. Duties may include safe deposit, merchant/vault, ATM
processing, bonds and coupons, foreign currency and night drop.
Meet specific goals for member service, sales and accuracy.
Educate members about convenience service options such as online banking,
telephone banking and ATM access.
Perform specialized tasks such as preparing cashier's checks, personal money
orders, issuing traveler's checks and exchanging foreign currency
Perform services for customers such as ordering bank cards and checks
Receive and verify loan payments, mortgage payments and utility bill payments
Record all transactions promptly, accurately and in compliance with bank
procedures
Balance currency, cash and checks in cash drawer at end of each shift
• 1) Fills orders for currency and coins, and counts and records cash deposits
in vault of commercial bank: Counts currency, coins, and checks received for
deposit in vault from business or branch bank, by hand and using currency-
counting machine.
• 2) Totals currency and checks, using computer or calculator, to verify
amount on deposit slip or other form.
• 3) Records deposit in customer account record.
• 4) Removes specified amount of currency and coins from vault and places
cash in bag for shipment to business or branch bank.
• 5) Records amount of cash shipped.
• 6) Counts and records large denomination bills, mutilated currency, and food
stamps, by hand and using currency-counting machine, for shipment to Federal
Reserve Bank.
• 7) Balances transactions for day, using computer or calculator, and records
results.
Bilingual Teller II 08/2007
12/2011
UW Credit Sun Prairie,
Wisconsin
Handle routine financial transactions (deposits, withdrawals, advances, loan payments, cashier checks,
traveler cheques and merchandize in the bank's outstanding products line,etc.), and balances these
transactions daily while ensuring a positive interaction with customers and non-customers. Successful
Tellers also cross-sell UWCU products when appropriate by making the necessary referrals to those
who special
• Provided personalized, professional service to all members in an exceptional manner, seeking out
opportunities to exceed member expectations
• Top referral leader at my branch, by consistently uncovering needs of the members
•
• Educated members about the convenient service options with the credit union
• Acted as a resource for Spanish – speaking members.
Answer inquiries regarding checking and savings accounts and other bank related products
Attempt to resolve issues and problems with customer's accounts
Initiate and open new accounts
Explain, advise on and promote bank products and services to customers
Identify referral opportunities and make relevant referrals
Ensure compliance with all internal controls and established policies and procedures
Assembler Tech I 07/2004 -
08/2007
SEAL GRAPHIC Sun
Prairie, WI
SUN PRAIRIE, W
608- 834-8100
Applies electrical theory and related knowledge to test and modify developmental or operational
electrical machinery and electrical control equipment and circuitry in industrial or commercial plants:
Assembles and tests experimental motor-control devices, switch panels, transformers, generator windings,
solenoids, and other electrical equipment and components according to engineering data and knowledge
of electrical principles.
• Modifies electrical prototypes to correct functional deviations under direction of
ELECTRICAL ENGINEER.
•
• Diagnoses cause of electrical or mechanical malfunction or failure of operational
equipment and perform preventative and corrective maintenance.
•
• Develops wiring diagrams, layout drawings, and engineering specifications for system or
equipment modifications or expansion, and directs personnel performing routine
installation and maintenance duties.
•
• Plans, directs, and records periodic electrical testing, and recommends or initiates
modification or replacement of equipment which fails to meet acceptable operating
standards.
• Packing machines to their final destination.
Education
Tourism Administration Bachelor Degree
05/1986 -1990
Del Valle University Mexico City, Mexico
English
1982 -1985
The Oxford School Panama City,
Panama
Additional Professional Skills
• Fluent in Spanish and English
• Strong leadership skills
• Proficient in basic computer programs
• Excellent interpersonal and communication skills
• Work well in a team environment, displaying a positive attitude