Paula Watson
Port Saint Lucie
Summary
Relationship Banker with a proven track record at Bank of America, excelling in relationship building and customer service. Recognized for enhancing client satisfaction through tailored financial solutions and effective sales strategies. Strong communicator and team player, committed to fostering a collaborative environment while achieving business growth and compliance excellence.
Overview
2026
2026
years of professional experience
Work History
Relationship Banker
Bank of America
11.2004 - Current
- Cultivated strong client relationships through personalized banking solutions and excellent service.
- Analyzed customer financial needs to recommend appropriate products and services.
- Streamlined account opening processes, enhancing efficiency and customer satisfaction.
- Mentored junior bankers, providing support in product knowledge and sales techniques.
- Monitored compliance with regulatory standards, ensuring adherence to bank policies.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Fostered a positive working environment by actively participating in team meetings and supporting colleagues in their professional development.
Sales and Service Specialist
Bank of America
- Facilitated new account openings, educating customers on products and services available.
CSR
Bank of America
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Education
No Degree - Nursing
Broward College
Fort Lauderdale, FLSkills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
- Excellent communication
- Teamwork and collaboration
- Professionalism
Timeline
Relationship Banker
Bank of America
11.2004 - Current
Sales and Service Specialist
Bank of America
CSR
Bank of America
No Degree - Nursing
Broward College