Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Kathleen Chenard

Holland Landing ,ON

Summary

With a proven track record at Bank of Montreal, I excel in analyzing complex data to prevent crime and enhance public safety. My leadership significantly improved team performance and operational excellence, showcasing my strong interviewing skills and collaborative teamwork. Achievements include leading successful investigations and fostering high staff retention through effective coaching.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Senior Investigator

Bank of Montreal, BMO
03.2024 - Current
  • Analyzed complex data sets to identify patterns and trends in criminal behavior, contributing to proactive crime prevention measures.
  • Resolved complex cases with diligent research, analysis, and collaborative problem-solving efforts.
  • Conducted investigations into Type, Type and Type complaints.
  • Conducted thorough suspect interrogations, leading to successful identification of criminal activities.

Assistant Branch Manager

Bank of Montreal
03.2018 - 03.2024
  • Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
  • Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
  • Assisted in creating a welcoming branch atmosphere by maintaining cleanliness, organization, and visually appealing displays of promotional materials.
  • Coached and developed branch staff by offering constructive feedback and Type training opportunities.

Financial Services Manager

Bank of Montreal
09.2007 - 03.2018
  • Coordinated efficient department operations by effectively supervising employees, delegating assignments and personally handling routine and advanced problems.
  • Checked submitted financial documentation for accuracy and integrity against internal and regulatory standards.
  • Developed strong relationships with clients, leading to increased referrals and business growth.
  • Organized new accounts and updated existing ones with current personal and business information.
  • Processed transactions deposits, withdrawals and payments to loan accounts for customers.
  • Identified signs of fraud and took proactive action to protect institutional assets.

Customer Service Representative

Bank of Montreal
09.2006 - 09.2007
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.

Education

Business - Marketing 2005 - 2007

Algonquin College
Ottawa, None

Skills

  • Collaborative teamwork
  • Public safety protocols
  • Interviewing skills
  • Team development

Languages

English
Elementary

Certification

Investment Funds in Canada License

Branch Compliance Officer License

Timeline

Senior Investigator

Bank of Montreal, BMO
03.2024 - Current

Assistant Branch Manager

Bank of Montreal
03.2018 - 03.2024

Financial Services Manager

Bank of Montreal
09.2007 - 03.2018

Customer Service Representative

Bank of Montreal
09.2006 - 09.2007

Business - Marketing 2005 - 2007

Algonquin College

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Kathleen Chenard