Summary
Overview
Work History
Education
Skills
Certification
OTHER SKILLS AND PROFICIENCIES
Timeline
Generic

MADISO ROBERTS

Fuquay Varina

Summary

Highly experienced individual with proven track record of delivering excellent customer service, managing complex financial transactions and providing financial advice to clients. Adept in utilizing professional financial tools and software to assess and analyze customer needs, develop innovative solutions and close sales. Committed to maintaining an in-depth knowledge of current financial regulations and industry trends.

Overview

8
8
years of professional experience
1
1
Certification

Work History

New Business Specialist

Unison Bank
10.2024 - 08.2025
  • Analyzed sales data to determine areas of improvement in business development efforts.
  • Evaluated current processes and procedures for effectiveness and efficiency.
  • Implemented innovative solutions that increased customer satisfaction rates.
  • Established relationships with vendors, suppliers, and partners to facilitate the growth of the business.
  • Provided excellent customer service while responding promptly to inquiries.
  • Collaborated with lending officers and clients to support loan processing, documentation, and funding for small business and consumer loans.
  • Exceeded sales targets consistently through effective prospecting, lead generation, and follow-up techniques.

Universal Banker

Unison Bank
  • Delivered client-centered banking services by managing a variety of financial activities including account opening, transactions, and product recommendations.
  • Built lasting relationships by providing tailored financial advice, helping clients achieve their financial goals.
  • Streamlined internal processes by revamping the company's internal website, improving access to procedures and forms, and enhancing the user experience.

Client Services & Administrator | Junior Advisor

Roberts Tax & Retirement Planning
01.2024 - 10.2024
  • Develop and manage deep client relationships across multiple industries, providing a high level of personalized service and operational support.
  • Oversee day-to-day operations, including client scheduling, onboarding, and service delivery to ensure seamless experiences.
  • Collaborate with the advisory team in preparing and submitting tax planning strategies, application processing, and delivering tailored financial insights.
  • Spearhead client communications, addressing inquiries and coordinating meetings to keep projects on track.
  • Drive process improvements in administrative functions, resulting in increased efficiency and client satisfaction.
  • Support high-level duties such as tax planning preparation, application reviews, and facilitating client documentation with a focus on accuracy and compliance.

Event Coordinator

Captain Ratty's Seafood and Steakhouse
01.2022 - 01.2023
  • Exceeded client expectations through event management and planning, including weddings, corporate events, and private celebrations.
  • Managed all aspects of event logistics, including menu planning, staffing, financial tracking, and customer communications.
  • Cultivated strong client relationships by delivering personalized service and ensuring successful event execution.

Personal Banker

Wells Fargo
01.2018 - 01.2022
  • Assisted clients in meeting their financial objectives by providing a broad range of banking solutions, including credit, savings, and retirement products.
  • Developed strong, lasting client relationships through thoughtful questions and financial guidance.
  • Recognized for excellence in community service and commitment to customer care.
  • Partnered with the loan department to assist clients with personal and small business loan applications, documentation, and follow-ups.
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.

Education

High School Diploma -

New Bern High School
New Bern, NC
06-2014

Associate of Science - Business Economics

Craven Community College
New Bern, NC
06-2022

Skills

  • Relationship Management
  • Customer Service
  • Problem Solving
  • Project Management
  • Time Management
  • Leadership
  • Operational Compliance
  • Communication
  • Process Improvement
  • Expense Reporting
  • Onboarding & Training
  • Critical Thinking
  • Analysis
  • Marketing
  • Sales & Marketing
  • Compliance Review
  • Financial Software
  • MS Office Suite
  • Data Analysis
  • Financial Analysis
  • Cross-Functional Communication
  • Target market identification
  • Customer relations
  • Application processing
  • Documentation skills
  • Loan Processing

Certification

Life Insurance Producer, Arizona Department of Insurance and Financial Institutions, 2024-01-01

OTHER SKILLS AND PROFICIENCIES

  • Sales & Marketing - Understanding, analyzing and presenting financial products and services to new and existing clientele.
  • Compliance Review - Ensuring documentation accuracy and legal compliance.
  • Financial Software - Proficiency in Workday, Fiserv, Accudata, Xero, and other CRM systems.
  • MS Office Suite - Strong skills in office productivity tools.
  • Data Analysis - Proficiency in reviewing and presenting financial data for customer segmentation, credit risk management, and fraud detection.
  • Financial Analysis - Interpreting complex financial data to provide clear insights to stakeholders, ensuring informed decision-making and the achievement of organizational goals.
  • Cross-Functional Communication - Strong ability to simplify technical information for diverse audiences verbally or written, contributing to improved operational efficiency.

Timeline

New Business Specialist

Unison Bank
10.2024 - 08.2025

Client Services & Administrator | Junior Advisor

Roberts Tax & Retirement Planning
01.2024 - 10.2024

Event Coordinator

Captain Ratty's Seafood and Steakhouse
01.2022 - 01.2023

Personal Banker

Wells Fargo
01.2018 - 01.2022

Universal Banker

Unison Bank

High School Diploma -

New Bern High School

Associate of Science - Business Economics

Craven Community College

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