Michael Watson
Rochester
Summary
Dynamic financial specialist with a proven track record at Rescue One Financial, enhancing client satisfaction through tailored solutions and relationship building. Skilled in debt management and sales strategies, I excel in guiding clients to informed financial decisions while leading teams to achieve sales targets and drive revenue growth.
Overview
26
26
years of professional experience
Work History
Sr. Financial Specialist
Rescue One Financial
01.2018 - 10.2025
- Enhanced client relationships through tailored financial solutions, resulting in increased client satisfaction scores.
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
- Ensured adherence to corporate governance standards by conducting regular reviews of policies and procedures.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
Sales Manager
Fast Track Debt Relief
05.2014 - 01.2018
- Developed and implemented sales strategies to enhance client acquisition and retention.
- Led a high-performing team, providing mentorship and guidance to achieve sales targets.
- Analyzed market trends to identify new business opportunities and drive revenue growth.
- Established strong relationships with key clients, ensuring satisfaction and loyalty.
Site Manager
24 Hour Fitness
03.2010 - 05.2014
- Oversaw daily operations ensuring adherence to safety and cleanliness standards.
- Managed facility maintenance schedules to optimize equipment functionality and member satisfaction.
- Led staff training programs enhancing service delivery and operational efficiency.
- Implemented process improvements resulting in streamlined workflows and reduced downtime.
Manager
L A Fitness
05.2005 - 12.2010
- Oversaw daily operations to ensure optimal fitness center performance and customer satisfaction.
- Developed and implemented training programs for staff to enhance service delivery and team efficiency.
- Analyzed member feedback to identify opportunities for improving services and facility offerings.
- Managed budgeting and financial planning, aligning resources with operational goals and initiatives.
Personal Banker
Bank of America
07.1999 - 05.2005
- Developed tailored banking solutions to meet diverse client needs.
- Guided clients in selecting financial products and services for optimal benefits.
- Conducted comprehensive financial assessments to identify client opportunities.
- Led team initiatives focused on enhancing customer satisfaction and retention.
Education
Associate of Science -
Santa Ana College
Santa Ana, CA06-1999
High School Diploma -
Tustin High
Tustin, CA06-1996
Skills
- Debt management
- Financial training
- Financial services
- Cold calling
- Prospecting
- Teamwork
- Customer service
- Relationship building
- Sales skills
- Client relations
Timeline
Sr. Financial Specialist
Rescue One Financial
01.2018 - 10.2025
Sales Manager
Fast Track Debt Relief
05.2014 - 01.2018
Site Manager
24 Hour Fitness
03.2010 - 05.2014
Manager
L A Fitness
05.2005 - 12.2010
Personal Banker
Bank of America
07.1999 - 05.2005
Associate of Science -
Santa Ana College
High School Diploma -
Tustin High