Madison Henderson
Port Charlotte
Summary
Skilled Personal Banker with effective background in financial services industry. Noted for strong client service skills, ability to assess customer needs and tailor banking solutions accordingly. Demonstrates prowess in cross-selling banking products and services, establishing long term client relationships, and contributing to business growth. Committed to maintaining up-to-date knowledge on banking products, trends, and regulations.
Overview
12
12
years of professional experience
Work History
Personal Assistant
SD Worldwide
Punta Gorda
03.2025 - Current
- Organized travel arrangements, including flights, transportation, and accommodation.
- Performed calendar management and scheduling of appointments for the executive.
- Assisted with special projects as needed by researching topics, organizing data, summarizing findings.
- Managed social media accounts and campaigns.
- Generated ideas to increase sales through creative promotions.
- Designed graphics and logos for advertisements, newsletters, and other marketing collateral.
Personal Banking Associate
Wells Fargo
Punta Gorda
08.2021 - 03.2025
- Researched and resolved discrepancies between customer accounts and bank records.
- Assisted customers in opening savings accounts, checking accounts, money market accounts, certificates of deposit
- Maintained up-to-date knowledge of all products offered by the bank including rates and terms.
- Provided customers with comprehensive financial advice and solutions to meet their personal banking needs.
- Developed and maintained strong relationships with customers, ensuring a high level of customer satisfaction and loyalty.
Lead Teller
Wells Fargo
Punta Gorda
02.2018 - 08.2021
- Provide coaching and conduct observations on team members
- Assist tellers in transactions and risk evaluations
- Atm custodian
- Keep track of bank retention, and confidential documents
- Icom and cloudcords experience
- Ordering of business supplies
- Conduct service-related request utilizing SVP
- Mobile banking expert
- Monitored daily cash levels in the vault and reconciled discrepancies.
- Managed a team of tellers and ensured proper training on all banking policies and procedures.
Assistant Store Manager
Life Time Memories (LTM) Party Inc.
04.2013 - 10.2019
- Train incoming employees
- Dealing with difficult customers
- Cash handling
- Maintaining a safe environment for employees and guests
- Continues building of a team to provide the best customer service possible
- Following policies to ensure a great customer experience even at busy times
Teller
Wells Fargo
07.2016 - 02.2018
- Gained knowledge of Wells Fargo’s products and services
- Maintained and balanced a cash drawer within assigned limits
- Solved customer concerns, and provided information for reference
- Warm handoff to bankers to better fit financial needs
- Secured confidential bank information
Education
Economics, Marketing, Business management
FLORIDA SOUTHWESTERN STATE COLLEGE
FL01.2016
Skills
- Superior Customer Service
- Cash Handling
- Strong Organization
- Calendar management
- Conflict resolution
- Financial advising
- Customer onboarding
- Relationship building
- Financial product sales
- Teller support
- Branch management
- Social media management
- Marketing
- Graphic design
- Travel coordination
References
- Lavonte Byrd 941-284-7198
Professional Achievements
- Golden Spoke reward recipient, Wells Fargo Retail Banking, 01/01/19
- Branch Banking Champion, Wells Fargo Retail Banking, 01/01/18
Timeline
Personal Assistant
SD Worldwide
03.2025 - Current
Personal Banking Associate
Wells Fargo
08.2021 - 03.2025
Lead Teller
Wells Fargo
02.2018 - 08.2021
Teller
Wells Fargo
07.2016 - 02.2018
Assistant Store Manager
Life Time Memories (LTM) Party Inc.
04.2013 - 10.2019
Economics, Marketing, Business management
FLORIDA SOUTHWESTERN STATE COLLEGE