Jamie Whitstone
Delafield,WI
Summary
Detail-oriented banking and HR professional with expertise in regulatory compliance and policy development. Successfully managed HRIS systems and enhanced transaction processing, ensuring high standards of service delivery and customer satisfaction.
Overview
17
17
years of professional experience
3
3
Certifications
Work History
Relationship Banker
Town Bank
Wales, WI
07.2024 - Current
- Resolved customer issues through knowledgeable and friendly service, promoting high satisfaction.
- Organized and prioritized tasks to efficiently meet service objectives.
- Delivered exceptional service during face-to-face interactions and phone conversations.
- Collaborated with cross-functional teams to achieve shared goals.
- Engaged customers effectively through strong interpersonal skills.
- Maintained compliance with banking regulations and internal policies.
- Utilized banking software to manage customer accounts effectively.
- Educated customers on financial products and services available.
- Monitored account activity for suspicious or unauthorized transactions.
Human Resources Representative
Sid Grinker Restoration, Inc.
Milwaukee, WI
10.2023 - 06.2024
- Achieved project objectives and deadlines through close collaboration with team members.
- Developed and implemented HR policies aligned with company goals.
- Maintained HRIS systems for efficient tracking of employee records and data.
- Monitored compliance with employment laws across the organization.
- Prepared personnel activity reports, including hiring, terminations, transfers, and promotions.
- Provided guidance on disciplinary actions as necessary.
- Reviewed resumes and applications to identify potential candidates.
- Managed recruitment processes for diverse organizational positions.
- Processed payroll for employees using automated payroll systems.
- Ensured accurate data entry for employee time and attendance records.
- Prepared payroll reports for management review and auditing purposes.
- Updated employee records in the payroll database regularly.
- Implemented process improvements to enhance payroll efficiency and accuracy.
Teller
Town Bank
Wales, WI
11.2021 - 12.2023
- Processed customer transactions, including deposits and withdrawals, efficiently with minimal errors.
- Resolved customer complaints promptly to maintain satisfaction and loyalty.
- Promoted bank products, achieving sales targets through effective customer interactions.
- Ensured compliance with banking regulations by verifying customer identification accurately.
- Balanced daily transactions and maintained cash drawer integrity.
- Ordered checks, stopped payments, and executed special services for clients.
- Built strong client relationships through personalized service and attention.
- Leveraged sales skills to cross-sell additional bank products, meeting diverse customer needs.
Chiropractic Office Assistant
Hanacik Chiropractic
Waukesha, WI
10.2020 - 10.2021
- Greeted patients and managed front desk activities at a busy chiropractic office.
- Scheduled appointments and coordinated patient follow-ups efficiently.
- Managed inventory of office supplies and ensured equipment functionality.
- Assisted with administrative tasks such as filing, faxing, scanning documents and mailing letters.
- Responded to inquiries from potential new patients in a timely manner.
- Performed light office cleaning duties including vacuuming, dusting furniture and emptying trash cans.
- Ensured compliance with HIPAA regulations regarding confidentiality of patient information.
- Answered phones, scheduled appointments and managed calendars.
- Collected co-pays and insurance data, applying full and proper payment to patient accounts.
- Maintained smooth flow of examinations to keep appointments on schedule.
Lead Production Specialist
Techmaster, INC
Menomonee Falls, WI
04.2016 - 02.2019
- Oversaw daily production operations, ensuring compliance with safety standards.
- Trained new staff on equipment usage and safety protocols.
- Implemented process improvements to optimize resource utilization and enhance efficiency.
- Monitored equipment performance, scheduling routine maintenance checks.
- Collaborated with quality control to uphold product standards and specifications.
- Handled scheduling for department, directing team members in goal achievement.
- Coordinated with internal departments to secure timely supply of production materials.
- Implemented lean manufacturing principles to boost overall productivity.
- Reduced health and safety risks with strict adherence to safety protocols and PPE requirements.
Field Sales Manager
ZEE Medical
Milwaukee, WI
09.2008 - 01.2015
- Drove market growth by managing regional sales teams and enhancing client engagement.
- Developed and implemented sales strategies for new and existing accounts.
- Analyzed market trends to uncover new business opportunities and customer needs.
- Cultivated relationships with key clients to promote satisfaction and loyalty.
- Monitored customer satisfaction through surveys and feedback forms for continuous improvement.
- Coached junior staff on effective selling techniques and best practices.
- Organized field visits to present products and foster relationships with customers.
- Resolved customer complaints swiftly to maintain service quality.
Education
Associate of Applied Science - Human Resources
Waukesha County Technical College
Pewaukee, WI12-2023
Skills
- Banking, payroll, and HRIS software proficiency
- Regulatory compliance expertise on multiple strategic fronts
- Transaction processing efficiency
- Record preparation
- Policy development
- Compliance monitoring
Certification
Human Resource Professional Diploma - 2023
Timeline
Relationship Banker
Town Bank
07.2024 - Current
Human Resources Representative
Sid Grinker Restoration, Inc.
10.2023 - 06.2024
Teller
Town Bank
11.2021 - 12.2023
Chiropractic Office Assistant
Hanacik Chiropractic
10.2020 - 10.2021
Lead Production Specialist
Techmaster, INC
04.2016 - 02.2019
Field Sales Manager
ZEE Medical
09.2008 - 01.2015
Associate of Applied Science - Human Resources
Waukesha County Technical College