Ana Watson
Redding,CA
Summary
Experienced banking professional with a strong background in client service, sales, and financial management. Demonstrated ability to build and maintain client relationships, manage teams, and achieve sales goals. Proven skills in problem-solving, time management, and regulatory compliance. Committed to providing exceptional client care and supporting financial advisors to achieve operational excellence.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Banker
Bank of America
03.2022 - Current
- First point of contact for financial center clients, uncovering personal banking needs
- Offered appropriate solutions and connected clients to specialists
- Supported clients with self-service or transactional activities
- Proactively connected with clients through outbound calls
- Built and nurtured strong client relationships
- Educated clients on the bank's service and banking offerings.
Personal Banker
Wells Fargo
02.2021 - 03.2022
- Met sales quotas by discussing bank products with customers
- Used consultative sales process and financial needs assessment
- Developed and implemented strategic plans to grow consumer and business banking relationships
- Initiated partner referrals to meet customers' needs.
Acting Service Manager
Wells Fargo
03.2021 - 02.2022
- Managed staff operations and monitored inbound and outbound calling
- Ensured team objectives and sales goals were met
- Conducted performance assessments and set service team goals
- Trained workers in safety processes, repair, and maintenance procedures.
Bank Teller
Wells Fargo
04.2019 - 01.2021
- Adhered to guidelines regarding financial and customer data to avoid breaches
- Offered exceptional service levels by remaining friendly and professional
- Trained and coached less experienced team members
- Shared digital options with customers such as mobile and online banking.
Beauty Advisor
Ulta
09.2018 - 03.2019
- Collaborated with sales team members to detect and capitalize on business opportunities
- Met or exceeded monthly sales goals through individual and team sales
- Delivered exceptional service and beauty advice
- Encouraged customers to sign up for warranties and additional services.
Education
Bachelor of Business Administration -
Southern New Hampshire University
Associate Degree in Natural Science - undefined
Shasta College
05.2018
Skills
- Exceptional customer service
- Excellent communication skills
- Account Management
- Client Management
- Issue Management
- Oral and Written Communications
- Administrative Services
- Referral Identification
- Educating clients
Certification
California Public Notary
Accomplishments
- Consistently exceeded sales quotas in various roles at Wells Fargo.
- Successfully managed a team as Acting Service Manager, leading to improved performance metrics and team satisfaction.
- Recognized for outstanding client service and proactive client relationship management.
- Developed and implemented effective training programs for new team members, enhancing overall team performance and compliance.
Languages
tagalog
Native or Bilingual
Timeline
Senior Banker
Bank of America
03.2022 - Current
Acting Service Manager
Wells Fargo
03.2021 - 02.2022
Personal Banker
Wells Fargo
02.2021 - 03.2022
Bank Teller
Wells Fargo
04.2019 - 01.2021
Beauty Advisor
Ulta
09.2018 - 03.2019
Bachelor of Business Administration -
Southern New Hampshire University
Associate Degree in Natural Science - undefined
Shasta College