Editha Heeder
The Villages
Summary
Results-driven banking professional with over 10 years of experience in relationship management and account oversight. Skilled in educating clients on banking products and ensuring compliance with regulations. Committed to fostering customer loyalty and improving service delivery.
Overview
32
32
years of professional experience
Work History
Universal Banker
South State Bank
Bushnell
12.2025 - Current
- Assisted customers with account inquiries and transactions.
- Educated clients on banking products and services available.
- Managed cash drawer and balanced transactions daily.
- Collaborated with team members to enhance customer service experience.
- Resolved customer complaints efficiently and effectively.
- Maintained compliance with banking regulations and policies.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
- Advised customers on how to use mobile banking applications effectively.
- Assisted customers with online banking setup and troubleshooting issues.
Part Time Experience Teller
Wells Fargo
The Villages
02.2023 - 12.2025
- Processed customer transactions efficiently and accurately.
- Maintained cash drawer balance and handled cash securely.
- Educated customers on digital banking tools and resources.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Directed specific questions to appropriate branch personnel.
Relationship Manager, Banking Operations
Key Bank, NA
East Schodack
07.2011 - 06.2022
- Managed client relationships to enhance customer satisfaction and loyalty.
- Coordinated banking operations to ensure efficient service delivery and compliance.
- Facilitated communication between departments to resolve client inquiries and issues.
- Identified opportunities to cross-sell additional products and services to existing customers.
- Implemented new technologies for improved operational efficiency.
- Developed strong relationships with customers by providing excellent service and advice.
- Assessed risk management practices for effectiveness in preventing losses due to fraud or negligence.
- Assisted clients in setting up online banking services, debit cards.
- Maintained up-to-date knowledge of banking products and industry trends for clients.
Server
Chez Mike
East Greenbush
03.2010 - 06.2022
- Collaborated with kitchen staff to ensure timely food delivery.
- Took orders accurately and communicated special requests effectively.
- Assisted in training new servers on restaurant procedures and menu items.
- Prepared beverage orders and served drinks with attention to detail.
- Provided excellent customer service to ensure satisfaction.
- Performed opening and closing duties such as setting up the dining area, restocking supplies.
- Operated POS terminals to input orders, split bills, and calculate totals.
- Assisted in training new servers.
- Collaborated with other restaurant staff members to ensure efficient operations within the restaurant environment.
Contact Center Representative
Broadview Federal Credit Union
Albany
09.2010 - 07.2011
- Monitored incoming calls, emails and chats for quality assurance purposes.
- Maintained call logs and records of customer interactions using CRM software.
- Generated reports related to customer interactions for management review.
- Answered customer inquiries via phone, email, and chat.
- Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
- Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer.
- Updated customer accounts, addresses and contact information within call management databases.
Personal Banker II
Citizens Bank
East Greenbush
02.2004 - 04.2010
- Assisted customers with account openings and inquiries at Citizens Bank.
- Processed loan applications and guided clients through approval steps.
- Managed client relationships to ensure satisfaction and retention at Citizens Bank.
- Provided customer service to clients, including answering questions and resolving issues.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Cross-sold banking products such as credit cards, loans and investments.
- Collaborated with team members to meet branch targets and objectives.
Assistant General Manager
Weathervane Seafood Restaurant
East Greenbush
01.1994 - 03.2004
- Coordinated daily operations of restaurant to ensure smooth workflow.
- Managed staff schedules to optimize coverage during peak hours.
- Developed training materials for new employees on service standards.
- Oversaw inventory management and ordering of seafood supplies.
- Ensured compliance with health and safety regulations in kitchen areas.
- Assisted in menu planning to highlight seasonal seafood offerings.
- Provided training, guidance, and support to staff members on proper procedures and policies.
- Resolved customer complaints in a timely manner while maintaining a professional demeanor.
- Managed daily operations of the store, including scheduling and supervising staff.
- Assisted in the recruitment process by conducting interviews with prospective candidates.
- Managed store cash intake with high accuracy and prepared daily bank deposits.
- Prepared weekly schedules for staff members based on their availability.
- Controlled business inventory to keep numbers beneath targets through expert oversight and usage monitoring.
- Handled customer complaints and inquiries, ensuring high levels of satisfaction.
Education
High School Diploma -
Mabalacat Institute
PhilippinesBachelor of Science - Secretarial Adminstation
Holy Angel University
PhilippinesSkills
- Customer service
- Banking regulations
- Cash handling
- Digital banking tools
- Account management
- Relationship management
Languages
English
Full Professional
Japanese
Limited
Tagalog
Full Professional
Timeline
Universal Banker
South State Bank
12.2025 - Current
Part Time Experience Teller
Wells Fargo
02.2023 - 12.2025
Relationship Manager, Banking Operations
Key Bank, NA
07.2011 - 06.2022
Contact Center Representative
Broadview Federal Credit Union
09.2010 - 07.2011
Server
Chez Mike
03.2010 - 06.2022
Personal Banker II
Citizens Bank
02.2004 - 04.2010
Assistant General Manager
Weathervane Seafood Restaurant
01.1994 - 03.2004
High School Diploma -
Mabalacat Institute
Bachelor of Science - Secretarial Adminstation
Holy Angel University