Carina Rodrigues
Bank of America
Hanover,MD
1
Certification
16
years of professional experience
Results-driven Banking and Administrative Professional experienced in branch operations and client relationship management. Delivered comprehensive financial guidance and enhanced customer satisfaction through a customer-centric approach, while effectively cross-selling banking products. Focused on maintaining compliance, supporting team goals, and fostering collaborative relationships with diverse clients.
Work History
Relationship Banker
1 Year 11 Months- Built client relationships through needs-based conversations and tailored banking solutions.
- Identified deposit, credit, and lending opportunities during customer interactions.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Developed and maintained strong relationships with clients, ensuring high level of satisfaction and retention.
- Referred clients to specialists for mortgages, investments, and complex financial needs.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Collaborated with team to meet and exceed quarterly sales targets for financial products.
- Developed strong rapport with local businesses, positioning the bank as a preferred partner for commercial banking services.
- Processed transactions accurately while maintaining cash handling and branch controls.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Reviewed account activity and documentation to support compliance and fraud prevention.
- Maintained knowledge of products, policies, and procedures to support consistent client service.
- Played a key role in developing a mentorship program for new Relationship Bankers, improving team performance.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Sales Advocate
4 Months- Assisted customers with wireless plans, device selection, and accessory recommendations.
- Processed activations, upgrades, and account changes using point-of-sale systems.
- Supported sales goals by identifying customer needs and suggesting suitable solutions.
- Collaborated with team members to deliver consistent customer service and store support.
- Established rapport with clients by effectively communicating key selling points of products or services offered.
- Boosted customer satisfaction with personalized service, addressing each client's unique needs and preferences.
- Streamlined sales processes by utilizing CRM software, tracking interactions and following up on potential leads.
- Exceeded expectations in maintaining high standards of professionalism and customer care in all interactions, setting an example for fellow team members.
- Developed strong customer relationships through attentive listening and tailored product recommendations.
- Trained new team members on company procedures, product offerings, and best practices for successful selling techniques.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Performed effectively in a self-directed work environment, managing day-to-day operations and decisions.
- Negotiated prices, terms of sales and service agreements.
- Met existing customers to review current services and expand sales opportunities.
- Maintained current knowledge of evolving changes in the marketplace.
- Attended monthly sales meetings and quarterly sales trainings.
- Developed, maintained and utilized diverse client base.
- Consulted with businesses to supply accurate product and service information.
Scribe
1 Year- Documented patient encounters in real time, capturing histories, exams, and treatment plans accurately.
- Reviewed provider notes for completeness, correcting terminology, formatting, and clinical details before chart closure.
- Reviewed clinical notes for spelling, formatting, and terminology consistency before provider sign-off.
- Assisted in the prevention of medical errors by promptly escalating any discrepancies or concerns in patient documentation to supervising physicians.
- Contributed to patient satisfaction by providing compassionate assistance during medical examinations.
- Supported physicians in delivering efficient healthcare by transcribing diagnostic results and treatment plans.
- Expedited appointment scheduling by efficiently managing physician calendars and addressing any conflicts or changes as needed.
- Increased provider productivity through diligent research on medical conditions or symptoms prior to appointments for effective consultation preparation.
- Participated in ongoing professional development opportunities to stay current with industry best practices and enhance job performance.
- Accompanied physicians through day in fast-paced, stressful environments.
- Communicated with other medical staff and personnel to obtain additional patient information.
- Attended patient appointments and wrote narrative account of events using proper abbreviations, grammar, and spelling.
- Transcribed sensitive documents with complete confidentiality.
- Communicated with healthcare providers to clarify information and resolve issues.
Executive Assistant
10 Months- Coordinated executive calendars, prioritizing meetings, deadlines, and confidential appointments.
- Managed correspondence, drafting, routing, and filing sensitive communications with accuracy.
- Organized board and client meetings, preparing agendas, materials, and minutes.
- Maintained confidential records, handled sensitive information, and supported compliance with internal procedures.
- Streamlined administrative workflows, improving document routing, expense processing, and filing consistency.
- Liaised with internal teams and external partners to track priorities, deadlines, and deliverables.
- Supported special projects, researched background information, and prepared summaries for executive decision-making.
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Provided professional administrative support during board meetings, including agenda preparation and minute-taking duties.
- Enhanced productivity by organizing travel arrangements and coordinating accommodations for executives.
- Used advanced software to prepare documents, reports, and presentations.
- Supported business and hospitality needs of corporate partners and staff during meetings and company events.
- Supported HR activities, facilitating hiring process by scheduling interviews and liaising with candidates.
- Streamlined office operations, leading to a more organized environment by implementing digital filing systems.
- Improved team communication and collaboration through coordination of weekly meetings and distribution of agendas.
Executive Officer
11 Months- Organized board and client meetings, preparing agendas, materials, and minutes.
- Tracked document control processes, ensuring version accuracy and timely distribution.
- Prepared briefings, reports, and correspondence for leadership review and approval.
- Facilitated communication between departments to resolve issues and maintain alignment.
- Established strong relationships with key stakeholders to enhance collaboration and drive business success.
- Enhanced company performance by developing and implementing strategic plans and initiatives.
- Established foundational processes for business operations.
- Strengthened brand identity with coordinated marketing campaigns that resonated with target audiences.
- Located bottlenecks to streamline existing processes.
- Reviewed employee concerns and new opportunities to drive business strategies.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Reduced budgetary expenditures by effectively negotiating contracts for more advantageous terms.
- Updated and resolved incidents and managed accessorial charges objectively while maximizing profit.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
Operations Control Manager
11 Months- Managed executive calendars, prioritized conflicting meetings, and coordinated schedule changes across departments.
- Coordinated board and leadership meetings, prepared agendas, and captured accurate action items and follow-ups.
- Scheduled resources strategically to balance demand, productivity, and operational priorities.
- Resolved escalated issues promptly, maintaining productivity and minimizing business disruption.
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
- Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
- Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
- Managed budgets effectively, consistently delivering projects on-time and within financial constraints.
- Facilitated smooth collaboration between departments through clear communication channels.
- Handled staff training initiatives aimed at upskilling the workforce to meet dynamic industry demands.
- Spearheaded process improvements, resulting in increased productivity and reduced operational costs.
- Analyzed data trends to identify potential bottlenecks in operations workflow, implementing strategies to mitigate risks accordingly.
- Led successful change initiatives, ensuring seamless transitions during organizational restructuring efforts.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Tracked trends and suggested enhancements to both challenge and refine the company's product offerings.
Executive Administrative Assistant
1 Year 11 Months- Prepared reports, presentations, and briefing materials for leadership decision-making.
- Handled administrative tasks such as expense report processing or invoice reconciliation efficiently; allowing executives to focus on high-priority responsibilities without distraction.
- Arranged domestic and international travel, itineraries, and logistics for executives.
- Supported board and leadership meetings by compiling agendas, materials, and meeting minutes.
- Streamlined administrative workflows, improving document organization and response turnaround.
- Maintained strict confidentiality in all aspects of personal, financial, and corporate information.
- Processed expense reports and reconciled invoices to minimize distractions for executives.
- Drafted professional correspondence on behalf of executives, fostering strong relationships with clients and partners alike.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Managed inventory levels for office supplies, reducing waste while guaranteeing availability when needed.
- Coordinated staff training programs, improving overall efficiency within the company through skill development.
- Fostered a positive work environment by addressing employee concerns and facilitating team-building activities.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Upheld strict timetables by maintaining accurate, balanced calendars.
- Screened and prioritized personal and business calls, directing them to the appropriate party for timely responses.
Manager Executive
1 Year 11 Months- Directed event operations, aligning staffing, timelines, and venue requirements for seamless guest experiences.
- Coordinated vendors, entertainment, and service teams to maintain consistent event execution standards.
- Monitored event logistics, resolving issues quickly to protect schedule flow and customer satisfaction.
- Reviewed budgets, contracts, and operational details to support cost-conscious event planning.
- Managed and motivated employees to be productive and engaged in work.
- Maintained professional, organized, and safe environment for employees and patrons.
- Developed and maintained relationships with customers and suppliers through account development.
- Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
- Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
- Managed budget allocations to prioritize spending on high-impact projects, optimizing resource utilization.
- Developed and executed marketing strategies that effectively communicated brand values, increasing brand recognition.
- Facilitated team brainstorming sessions that led to innovative solutions for long-standing operational challenges.
- Developed comprehensive risk management plan, minimizing potential disruptions to business operations.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Developed detailed plans based on broad guidance and direction.
- Launched quality assurance practices for each phase of development
- Led staff coordination, assigning responsibilities and maintaining service standards across event functions.
Education
Coursera Certification - Health Data and Electronic Health Record
Coursera Certificate - Delivery for Medical Practice Managers
Certificate - Electronic Health Record & Reimbursemen Specialist
Certificate - Business Skill Training for Creatives
Bachelor’s Degree - Business Administration
Skills
Client Relationship Management.
Sales & Business Development.
Customer Service.
Cash Handling.
Accounts Payable/Receivable.
Bookkeeping & Payroll.
Branch Operations.
Policies & Procedures.
Compliance & Risk Awareness.
Financial Product Consultation
Client Portfolio Management
Team Building & Supervision.
Development & Training.
Coaching.
Meeting & Event Planning.
Cross-Selling Techniques
Spreadsheet & Database Creation.
Records Management.
Inventory Management.
Office Management.
Relationship management
Customer service focus
Sales acumen
Cash management
Problem-solving aptitude.
Excellent communication.
Multilingual proficiency
Customer Service-oriented.
Customer Service-oriented.
Marketing planning
Problem-solving
Marketing.
Attention to detail
Multitasking
Accomplishments
- Resolved product issue through consumer testing.
- Achieved monthly goals through effectively helping with company growth.
- Collaborated with team of one hundred pear in the development of Diversition and Events.
- Supervised team of 50 staff members.
- Documented and resolved operational issues, improving workflow efficiency, maintaining compliance with company policies, and enhancing customer satisfaction.
- Achieved improved customer satisfaction and branch performance by effectively assisting clients with financial services, resolving account issues, and supporting daily banking operations.
Certification
- BRMP - Business Relationship Management Professional
- Data and Electronic - Health Records License - 2026
- Health Delivery - John Hopkins Medicine - 2026
- Electronic Health Record Specialist, Medcerts - 2020
- Business Skill Training for Creatives - ADEI 2010
Timeline
Relationship Banker
Bank of America
08.2024 - 07.2026Read More
Sales Advocate
Cricket Wireless
10.2023 - 02.2024Read More
Scribe
Medical Associates Plus
01.2022 - 01.2023Read More
Executive Assistant
Consulgal
01.2016 - 11.2016Read More
Executive Officer
Luxembourg Development Cooperation
01.2015 - 12.2015Read More
Operations Control Manager
Residencial Beleza Hotel
01.2014 - 12.2014Read More
Executive Administrative Assistant
Factor of Rations, Rações Primor
01.2013 - 12.2014Read More
Manager Executive
Nós Mund Fun & Events
01.2011 - 12.2012Read More
University of Mindelo
Bachelor’s Degree from Business Administration
Read More
John Hopkins Medicine
Coursera Certification from Health Data and Electronic Health Record
Read More
John Hopkins Medicine
Coursera Certificate from Delivery for Medical Practice Managers
Read More
MedCerts
Certificate from Electronic Health Record & Reimbursemen Specialist
Read More
ADEI / Program PANCE
Certificate from Business Skill Training for Creatives
Read More
Section name
- Email: silvacarina.84@gmail.com
- LinkedIn: www.linkedin.com/in/rodrigues-carina/
- Business Administration Bachelor’s Degree, Health Delivery for Medical Practice Managers, Electronic Health Record Certification, Data and Electronic Health Records, and Business Skill Training for Creatives.
- Bilingual: English, Portuguese, and Spanish.