Madison Lapides
Columbia
Summary
Dynamic leader with a track record of surpassing sales targets and enhancing operational efficiency. Skilled in financial management and compliance, fostering team development while building strategic relationships. Committed to delivering measurable performance improvements through effective coaching and customer-focused service.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Manager
First Citizens Bank
Franklin
05.2025 - Current
- Led and developed high-performing team through performance management, associate coaching, and accountability to operational goals and service standards.
- Utilized coaching, performance metrics, and strategic planning to improve team productivity, associate development, and overall branch performance.
- Maintained focus on operational soundness while balancing customer satisfaction, sales growth, and financial performance objectives.
- Delivered strong individual and team sales performance by building customer relationships, identifying financial solutions, and exceeding production and revenue goals.
- Fostered customer-focused culture by listening to client needs, providing tailored financial guidance, and delivering exceptional service experiences.
- Collaborated with internal bank partners and leadership teams to optimize customer solutions, improve operational efficiency, and support organizational initiatives.
- Ensured compliance with banking regulations, policies, procedures, and risk management standards related to operational, regulatory, legal, and reputational matters.
- Conducted proactive outreach to customers, prospects, and referral partners to generate new business opportunities and strengthen community relationships.
- Represented the bank at community and civic events to increase brand visibility, generate referrals, and identify Community Reinvestment Act (CRA) opportunities.
Branch Manager
Truist Bank
Nashville
09.2023 - 05.2025
- Managed branch operations, compliance, and audits, ensuring optimal performance.
- Exceeded sales goals by leading team and enhancing operational efficiency.
- Led team recruitment and training efforts to boost productivity and morale.
- Implement internal control procedures to minimize risk exposure and maximize profitability.
- Work cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Built strong rapport with clients to address financial needs and foster branch loyalty.
- Developed business banking relationships through targeted outreach initiatives.
Store Manager
Starbucks
Spring Hill
04.2022 - 09.2023
- Directed daily operations, driving sales growth and enhancing employee performance
- Oversaw storewide merchandising benchmarks to maintain operational excellence.
- Prepared staff work schedules, strategically assigning team members to optimize productivity.
- Prepared weekly schedules to verify proper floor coverage within fiscal guidelines.
- Conducted performance reviews, providing insights for financial forecasts
Executive Licensed Sales Assistant
Guaranteed Rate
Nashville
07.2020 - 05.2022
- Closed over $100MM in loans; managed high-net-worth clients and streamlined operations
- Managed high-value clients, facilitating strategic planning sessions to align goals and drive client satisfaction
- Achieved operational efficiency by leveraging advanced tools like Microsoft Office Suite for streamlined reporting and documentation
Assistant Branch Manager
Reliant Bank
Franklin
06.2019 - 06.2020
- Increased sales and profitability through strategic initiatives and effective team management
- Motivated team to adapt to rapid changes in dynamic environment
- Ensured compliance with all applicable BSA/AML laws, regulations, policies, and procedures related to banking operations
- Developed and implemented strategies that enhanced branch performance by driving sales volume and profitability
- Identified opportunities to deepen relationships, increase client acquisition and improve service levels
Senior Risk Specialist
Postmates
Nashville
04.2018 - 04.2019
- Developed risk management strategies, assessing third-party security threats to mitigate potential risks
- Use strong analytical skills to review complaint data, uncover trends, and inform product development opportunities
- Monitored performance metrics (e.g., cases handled, average handle time, quality assurance) to drive team success
- Evaluated and refined processes to improve customer service delivery
Vice President of Mortgage Lending
Guaranteed Rate
Chicago
09.2017 - 04.2018
- Increased mortgage loan volume while managing complex loan products to meet diverse client needs
- Led team of new mortgage officers, enhancing performance and engagement in a call center environment
- Resolved complex issues to deliver outstanding customer experiences with efficiency and empathy
Senior Relationship Banker
Chase Bank
Chicago
05.2016 - 09.2017
- Exceeded all quarter and annual sales goals
- Delivered financial solutions that increased revenue while ensuring regulatory compliance
- Handled and escalated customer complaints promptly and compassionately, reinforcing the company’s customer voice
- Communicated with customers through email and phone, maintaining professionalism and clarity
Education
B.S. - Political Science
Middle Tennessee State University
B.S. - Finance
Western Governors University
Skills
- Financial Management
- Financial Analysis
- Budget Management
- Compliance Management
- Risk management
- Process Optimization
- Performance Improvement
Certification
- NMLS 1469622
- Series 6
- Series 63
- SIE
Timeline
Financial Manager
First Citizens Bank
05.2025 - Current
Branch Manager
Truist Bank
09.2023 - 05.2025
Store Manager
Starbucks
04.2022 - 09.2023
Executive Licensed Sales Assistant
Guaranteed Rate
07.2020 - 05.2022
Assistant Branch Manager
Reliant Bank
06.2019 - 06.2020
Senior Risk Specialist
Postmates
04.2018 - 04.2019
Vice President of Mortgage Lending
Guaranteed Rate
09.2017 - 04.2018
Senior Relationship Banker
Chase Bank
05.2016 - 09.2017
B.S. - Political Science
Middle Tennessee State University
B.S. - Finance
Western Governors University