TONI EDWARDS
Pearland
Summary
Professional in banking and financial services with strong focus on customer service, account management, and financial solutions. Proven ability to collaborate within teams, adapt to changing needs, and consistently achieve results. Skilled in handling transactions, advising clients on banking products, and managing client relationships. Known for reliability, communication skills, and results-driven approach.
Overview
10
10
years of professional experience
Work History
Universal Banker
Capital Bank
01.2024 - Current
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- NMLS 2105174
- Notary
Universal Banker
B1 Bank
01.2022 - 01.2024
- Formerly Texas Citizens Bank
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- NMLS 2105174
Financial Services Representative
Shell Federal Credit Union
02.2020 - 12.2021
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- NMLS 2105174
- Notary
Sr. Personal Banker
Heritage Bank
10.2014 - 02.2020
- Notary
- Collaborated with branch team members to ensure seamless execution of daily operations and optimal customer experience.
Education
Real Estate License -
USA Real Estate School
Pearland, TX09-2000
Basic IRA Workshop -
American Institute of Banking
Houston, TX01.1996
Principals of Banking -
American Institute of Banking
Houston, TX01.1989
Communications - Communications
Alvin Community School
Alvin, TX01.1987
Advanced New Accounts - Safe Deposit Legal & Regulatory Issues
American Institute of Banking
Houston, TX01-1987
Skills
- Customer needs assessment
- Cash handling
- Consumer loan origination
- Transaction processing
- Deposit processing
- Payment processing
- Customer service
- New account setup
- Cash management
- Know your customer
Timeline
Universal Banker
Capital Bank
01.2024 - Current
Universal Banker
B1 Bank
01.2022 - 01.2024
Financial Services Representative
Shell Federal Credit Union
02.2020 - 12.2021
Sr. Personal Banker
Heritage Bank
10.2014 - 02.2020
Basic IRA Workshop -
American Institute of Banking
Principals of Banking -
American Institute of Banking
Real Estate License -
USA Real Estate School
Communications - Communications
Alvin Community School
Advanced New Accounts - Safe Deposit Legal & Regulatory Issues
American Institute of Banking
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