Kathy Dewett Email & Phone Number

Mississauga, Ontario, Canada

Toronto, Canada Area

Toronto, Canada Area

- Support Treasury & Payment Specialists (TPS) and their customers in accordance with national service, support and implementation standards in the preparation, execution and fulfillment of complex cash management products/solutions and legal documentation.-Ensure all documentation is in compliance with legal, regulatory and operational effectiveness requirements of mine and also other Treasury & Payment Analysts by auditing their work.-Provide exceptional customer service to all commercial cash management customers using Brilliant at the Basics for Business and support customer profitability by identifying opportunities and participating in the preparation of non-standard/negotiated pricing agreement reviews.-Consistently exceed customer expectations- identify, record and advise the TPS and/or the Relationship Manager (RM) of any potential risk and customer service issues, and recommend workflow and administrative process alternatives to the customer, TPS/RM and/or the Manager to improve efficiency and the customer experience.

Mississauga

- This is role is to Support Senior Bankers and their customers at the North American Customer Contact Center in accordance with national service, support and implementation standards in the preparation, execution and fulfillment of complex cash management products/solutions and legal documentation.-Ensure all documentation is in compliance with legal, regulatory and operational effectiveness requirements of mine and also the Senior Bankers by auditing their work.-Provide exceptional customer service to all commercial cash management customers using Brilliant at the Basics for Business and support customer profitability by identifying opportunities and participating in the preparation of non-standard/negotiated pricing agreement reviews.-Consistently exceed customer expectations- identify, record and advise the Senior Bankers of any potential risk and customer service issues, and recommend workflow and administrative process alternatives to the customer, Senior Bankers and/or the Manager to improve efficiency and the customer experience

Mississauga, Ontario, Canada

My role as an Estate Associate at BMO requires me to:-Accountable for providing support to the Estate Specialists, customers and branch employees in the completion of highly complex Estate and Deceased cases.-Primary contact to support Estate Specialist in completing any required admin tasks, to response to branch employees' queries, to work with BMO partners to understand estate holdings, and to make outbound calls to customers to request additional documentation and information in a timely and professional mannerKey Accountabilities:Service and Support-Act as the primary contact to support Estate Specialists in completing any required administrative tasks for Estate and Deceased cases per the Bank policies and procedures.-Work collaboratively with assigned Estate Specialist, ensuring a common understanding for what admin tasks are required for each customer case.-Complete administrative tasks per the Bank policies and procedures including fax copy of death certificate to credit bureau, cancel overdraft protection, close deceased customer account, place holds on investment accounts etc-Provide cross functional support to branch employees including handle inbound/outbound calls and respond to queries from branch employees related to complex processes.Organizational Accountability-Record number of cases completed on a daily basisOperational Effectiveness-Ability to navigate multiple computer and technology systems to complete admin tasks (Customer Connect, Scanning, MAAS, NCCS, etc)-Follow up on inquires and service requests; strong attention to detail and accuracy of all documentation-Participate and make suggestions on process improvements that will improve the team and customer experience.Short- term projects:- Reviewing/auditing estate accounts held at BMO across Canada. This is done to ensure that the branches have met audit requirements within the first couple of days of its opening. - Complete branch engagement reports on a monthly basis.

Brampton

My role as a Customer Service Representative at BMO requires me to:Identify customer needs and initiating referrals to appropriate partners in the branch. While completing cash and non-cash transactions I review the customer's profile and engage customer in needs-based conversations to identify potential credit card sales. Pursuing the BMO Vision: to be the bank that defines great customer experience. Most importantly to ensure compliance and adherence to Bank policies and procedures as they relate to privacy, money laundering and fraud. Protecting the Bank's assets and complying with all regulatory, legal and ethical requirements.

As a Customer Service Representative at Longo's I help customers check-out their groceries, answer any questions/concerns, and maintain the check-out area. I am also a member of two committees to help improve the shopping experience of customers and plan events to get this location of the company involved within the community.I have also been the Garden Centre Co-Captain for 2 years, which involves placing orders, making schedules for the Garden Centre Team and coming up with new ideas on how to display the flowers to attract more customers.

Shoppers World, Brampton

1) Gained in-depth product and service knowledge available at BMO2) How to perform client financial reviews ("Needs Analysis")3) Review and learn regulatory requirements4) Also, worked closely with Customer Service Representatives and Financial Services Coordinator

- Responsible to maintain and monitor all computers and printers- Provide any technical support to users at the Learning Commons desk- Responsible to troubleshoot problems with lab hardware and software and answer questions about common software and wireless access.