Caroline Rodriguez
New York,NY
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
7
7
years of professional experience
Work History
Business Solutions Advisor
Bank Of America
12.2022 - Current
- Pioneered and maintained strong relationships with clients to maximize satisfaction.
- Analyzed and assessed current (or proposed) business practices and provided insight on how to change policies and strategies to improve efficiency, marketing, sales and opportunities.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Assisted clients with budgeting, restructuring debt and cash flow management.
Financial Center Manager
Bank Of America
03.2020 - 12.2022
- Manage a top performing 16 personal team.
- Worked closely with associates to promote self growth and accomplish goals
- Collaborated with internal business partners to deliver cohesive banking experience to customers.
- Recruited and hired talent for operations and service delivery. Managed branch offices by mentoring and cross-training new leadership as part of succession planning.
Relationship Manager & Lending Specialist
Bank Of America
05.2017 - 03.2020
- Provided exceptional customer service that results in constant referrals
- Financial Advising resulting in life plans for client to develop life goals and accomplish them in a timely Manner
- Top Performer month after month performing no less than 125%
Assistant Internet Manager
Braman Miami
08.2016 - 05.2017
- Received Kia’s Top honor for customer satisfaction.
- Increased closing ratio from 8% to 15% resulting in higher profits and sales.
Education
High School Diploma -
South Broward High School
BBA - Business Management
NCC
New York, NY05.2024
Engineering AA - Architectural
MIAMI-DADE COLLEGE
MIAMI, FL2016
Skills
- Certified in Microsoft word, ADP, Excel and other customer retention tools
- Client Needs Assessment
- Cash Flow Projection
- Strong analytical Skills
- Bank Compliance
- Successful team leadership skills that accomplished sales and task without supervision
- NMLS certified
- Notary republic certified in the state of Florida
Timeline
Business Solutions Advisor
Bank Of America
12.2022 - Current
Financial Center Manager
Bank Of America
03.2020 - 12.2022
Relationship Manager & Lending Specialist
Bank Of America
05.2017 - 03.2020
Assistant Internet Manager
Braman Miami
08.2016 - 05.2017
High School Diploma -
South Broward High School
BBA - Business Management
NCC
Engineering AA - Architectural
MIAMI-DADE COLLEGE
Similar Profiles
Yaquelin GuevaraYaquelin Guevara
Relationship Manager Business Owner Specialist at Bank Of AmericaRelationship Manager Business Owner Specialist at Bank Of America
DEVI SITHDEVI SITH
Operations Consultant at Bank of AmericaOperations Consultant at Bank of America
AUSTIN MONREALAUSTIN MONREAL
Relationship Banker at Bank of AmericaRelationship Banker at Bank of America
Scott PetersenScott Petersen
Mortgage Loan Originator/Loan Structure Specialist at Bank of AmericaMortgage Loan Originator/Loan Structure Specialist at Bank of America
Norman Trotter IVNorman Trotter IV
Administrator, Participations and Special Projects at Warner Bros. Discovery: Finance, Contract, Reporting & Administration (FCRA)Administrator, Participations and Special Projects at Warner Bros. Discovery: Finance, Contract, Reporting & Administration (FCRA)