Kathleen A. Smith

Experience

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  BMO Harris Bank formerly M&I Marshall & Ilsley Bank

  Dec 1989 - Mar 2012

  Supervise and guide the development of regional trainers located in five states and coordinate the scheduling and implementation of training initiatives. Manage the bank's intake training programs for Customer Service Representatives and Managers. Develop, update, and deliver procedural and technical training programs, product and sales training, merger and acquisition training to various business lines for both new and existing employees. Develop an extensive curriculum of procedural and technical training programs. Deliver training to large audiences of bank employees throughout the region and support employee training in other regions as needed. Represent training on compliance committees, assist with the implementation of an online compliance training program, and collabote on the design and delivery of an enhanced Bank Secrecy Act course in response to the implementation of the USA PATRIOT Act. Responsible for day-to-day administration of Bank Secrecy Act reporting and compliance for regional M&I Bank locations to ensure compliance, manage and deliver compliance training, and monitor account activity. Provide support to the bank's administration group of managers. Design and deliver intake training programs for tellers and bankers within the region. Serve clients daily by processing various client transactions, referring bank services, and demonstrating outstanding customer service skills. Assist various branches with on-the-job training of new-hire Customer Service Representatives.

  • Regional Training Coordinator, Officer

    Apr 2005 - Mar 2012

  • Training Specialist, Officer

    Oct 2000 - Mar 2005

  • Bank Secrecy Act Officer, Operations Coordinator & Regional Trainer

    May 1993 - Sept 2000

  • Customer Service Representative, M&I Retail Banking

    Dec 1989 - Apr 1993
• 

  BMO

  Apr 2012 - May 2013

  Learning Consultant, Officer BMO Financial Group Institute for Learning

  Collaborate with bank management to determine and modify related training needs to further develop and strengthen relationships across retail business lines. Manage the Bank Manager Development Program learning activities to develop and enhance skills in leadership and management to prepare a select group of management trainees for future bank manager positions. Specialize in compliance-related training review, documentation, and monitoring by serving as a point of contact with the Corporate Compliance team. Show less

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  CUNA -- Credit Union National Association

  Jul 2013 - Dec 2023

  Instructional Design Manager

  As an Instructional Design Manager for the Credit Union National Association (CUNA) Center for Professional Development (CPD), I am responsible for designing, developing, and implementing educational programs for CUNA's institutes, schools, and conferences.

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  America's Credit Unions

  Jan 2024 - now

  Instructional Design Manager

  As an Instructional Design Manager at America's Credit Unions, I am responsible for designing, developing, and implementing educational programs for schools, conferences, and webinars serving our credit union members.