Michael Whetstone
23951 State Route 68 Williamstown,OH
Summary
Outgoing individual who finds fulfillment in assisting others. Actively involved in the community, contributing to various events involving cash handling. Currently serving as the treasurer for The First Christian Church and the Arlington Homecoming Festival. Detail-oriented professional with a proven track record in management. Surpasses customer service standards through strong written and verbal communication skills. Adept at team leadership and possesses exceptional organizational abilities. Handles multiple projects simultaneously with a high level of accuracy.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Relationship Banker
Premier Bank
05.2024 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained a high level of industry knowledge, staying current on market trends and regulatory changes affecting lending practices.
- Assisted in developing new loan products, expanding offerings to better serve a diverse clientele.
- Maintained strong relationships with clients, providing personalized service and financial advice to meet their needs.
Branch Manager
Millstream Area Credit Union
10.2022 - 05.2024
- Maintaining friendly and professional customer interactions.
- Assessing employee performance and develop improvement plans.
- Maintaining confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Complies with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Actively manage and train up to five employees.
Member Service Representative
Millstream Area Credit Union
09.2020 - 10.2022
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Assisted members with correcting account, service and system issues by educating on required forms and technical processes.
- Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
- Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
- Serves as a back up for our loan, collections, and payment processing departments.
City Letter Carrier
United States Postal Service
07.2017 - 09.2020
- Engaged customers with pleasant demeanor and offered to help with mail-related issues.
- Pleasantly greeted and engaged customers, assisting with any mail-related issues.
- Used portable devices to maintain system records by scanning items delivered to homes and businesses.
- Planned and cased mail in sequence of delivery for designated route.
- Delivered packages and mail to business and people in local area.
Education
Music Therapy
Baldwin Wallace University
Berea, OHHigh School Diploma -
Spencerville Local Schools
Spencerville, OH05.2013
Skills
- Employee Development
- Staff Management
- Customer Relations
- Microsoft Office
- Consumer Lending
- Consumer Loan Origination
- Insurance Terminology
- Licensed Health and Life Insurance Producer
Certification
- Licensed Health and Life Insurance Producer - October 2021 - Current
- ACH Rules and Regulations - April 20, 2022
Additional Information
Treasurer at the First Christian Church - Findlay, OH
Treasurer for the Arlington Homecoming Festival - Arlington, OH
Heart and Soul event planning committee - Arlington, OH
Timeline
Relationship Banker
Premier Bank
05.2024 - Current
Branch Manager
Millstream Area Credit Union
10.2022 - 05.2024
Member Service Representative
Millstream Area Credit Union
09.2020 - 10.2022
City Letter Carrier
United States Postal Service
07.2017 - 09.2020
Music Therapy
Baldwin Wallace University
High School Diploma -
Spencerville Local Schools
- Licensed Health and Life Insurance Producer - October 2021 - Current
- ACH Rules and Regulations - April 20, 2022
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