
Daniel Madden
Personal Banker

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About me
Managing Director at Ai CCTV | Leading the Future of AI-Driven Security Solutions Across the UK
Education

Birmingham City University
1999 - 2002Business and finance Finance, General
Experience

Alliance & Leicester
Jan 2002 - Jan 2004Personal Banker• Managed the non-regulated section of the retail bank, focusing on customer service interactions and identifying opportunities to meet customer needs through open dialogue and solution-based selling. • Solely responsible for driving the branch’s targets in new accounts, credit cards, personal loans, and generating referrals to mortgage and financial advisers. • Delivered exceptional sales performance in my first quarter, achieving results that aligned with or exceeded those of my peers. • Trained new Personal Bankers on banking systems and effective customer interaction to ensure a high standard of service delivery.Achievements/Improvements: • Recognized as the top-performing Personal Banker at Alliance & Leicester nationwide, winning a four-week holiday to the USA, New Zealand, and Australia. Show less

Lloyds Banking Group
Apr 2004 - Jun 2006Financial advisor• Effectively managed client investment portfolios utilizing Scottish Widows wealth management products, delivering tailored financial solutions to meet individual client needs. • As the sole Financial Planner in a high-traffic branch, I was regularly referred clients and assisted them with understanding complex statements and financial documents. • Engaged with clients daily, both in person and over the phone, to provide expert financial advice and personalized planning. • Specialized in offering comprehensive financial planning services, including investments, protection, and retirement planning, with a focus on selling OEICs, ISAs, life insurance, critical illness cover, and stakeholder pensions within a tied advice framework. • Successfully built and maintained strong relationships with banking partners and the introducer workforce, generating consistent referrals and exceeding sales targets. Show less

UK HD CCTV
Jun 2006 - Jan 2024Managing Director“As the Managing Director of Birmingham HD CCTV, established in 2006, I’ve grown the company into one of Birmingham and the West Midlands’ fastest-growing CCTV installation firms. Starting with a local focus, we now employ a dedicated team of seven and have expanded our operations into Nottinghamshire and Leicestershire. With a reputation for delivering cutting-edge security solutions, our commitment to innovation and customer satisfaction continues to drive our growth in the region and beyond.”

Bank of America
Jul 2014 - Mar 2015Personal Banker• Specialized in offering and selling a wide range of financial products and services to both individual and small business clients, building and deepening long-term relationships. • Worked closely with clients to uncover their financial needs, providing tailored recommendations and solutions to meet their goals, while recognizing and capitalizing on cross-sell opportunities. • Responsible for opening deposit accounts and selling financial products, including checking and savings accounts, credit cards, certificates of deposit (CDs), individual retirement accounts (IRAs), and various loan options. • Promoted a culture of teamwork and collaboration by partnering with specialists such as mortgage advisors, financial advisors, and business banking professionals, providing customers with access to an extensive range of services. • Successfully generated referrals to business banking, merchant services, mortgage advisors, and financial advisors, enhancing client satisfaction and contributing to overall business growth. Show less

Wells Fargo
Apr 2015 - Jan 2018Bank ManagerLed and managed a team of 9, including 5 direct reports, with a focus on coaching and developing team members to consistently align with Wells Fargo’s customer experience roadmap and ensure full compliance with regulatory requirements. • Oversaw all aspects of team performance, providing targeted coaching on customer service excellence, compliance behaviors, and risk management to ensure high standards were maintained. • Recruited, hired, and onboarded new talent, while continuously developing both new and existing team members to drive exceptional service delivery and foster a competitive advantage within the branch. • Managed the branch’s budget, consistently leading the team to meet and exceed projected results while embedding Wells Fargo’s customer experience culture at every touchpoint. • Reviewed and analyzed branch performance metrics to develop and execute strategic SMART business plans, driving both team direction and performance growth. • Provided weekly coaching on key areas such as partner referrals, customer needs assessments, solution presentation, customer outreach, and risk management, ensuring a holistic approach to service and compliance. • Conducted quarterly performance and compensation reviews using AIM HR’s 360-degree performance management tools, ensuring fair evaluations and ongoing development for each team member. • Effectively managed risk by staying informed of policy changes, collaborating with branch partners, and holding team members accountable through regular feedback and coaching. • Organized and facilitated financial literacy events within the local community to promote Wells Fargo’s core values and foster deeper customer relationships. Show less

Ai CCTV
Jul 2024 - nowManaging DirectorAi CCTV is a leading provider of security solutions in the UK, specialising in the professional installation and national supply of AI-powered CCTV systems and smart alarms. With cutting-edge security technology, our systems offer human and vehicle tracking, instant alerts, and complete control via a single app.Through our partnership with Snap Finance UK, we’ve made high-end security more accessible, offering flexible payment plans that allow homeowners and businesses to spread the cost. This ensures seamless, professional installation and industry-leading protection for all.At Ai CCTV, we are setting new benchmarks in smart security—delivering innovation, precision, and adaptable solutions to meet your needs. Our integrated security ecosystem brings together AI-driven CCTV, smart alarms, and doorbell systems, providing a fully connected approach to safeguarding what matters most. Show less
Licenses & Certifications

Certificate for Financial Advisers: Principles of Investment & products
Institute of Financial Services- View certificate

Certificate for Financial Advisers: Retirement planning & Protection
Institute of Financial ServicesOct 2005 - View certificate

FP1 Financial service and there regulations
The Chartered Insurance InstituteMay 2004
Languages
- enEnglish
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