Summary
Overview
Work History
Education
Skills
Timeline
Volunteer
Kathryn Stapleton

Kathryn Stapleton

Plainfield,IL

Summary

KATHRYN STAPLETON

Business and Banking Professional with 20+ years of experience. Eager to utilize experience to obtain a fulfilling position in which I can apply skills in leadership, time management, and customer service to produce successful outcomes, while also making a significant contribution and expanding my professional knowledge.

Overview

23
23
years of professional experience

Work History

Legal Assistant

Bernicky Law Firm
Naperville, IL
06.2021 - Current
  • Managed accounts and client records of clients, observing confidentiality and extreme discretion.
  • Prepared for trials, conducting legal research and drafting pleadings.
  • Worked alongside attorneys, administrative assistants and fellow legal assistants on complex cases and legal processes.
  • Filed court documents and legal pleadings with court clerk on behalf of attorneys.
  • Assessed real and personal property inventory for estate planning.
  • Developed positive working relationship with courts, clients, law enforcement members and attorneys.
  • Scheduled appointments, court appearances and depositions for busy law firm.
  • Completed electronic filings, initiated billing statements and managed firm administrative matters.
  • Completed document revisions, court document filings, and client billing.
  • Maintained complex files for short sales, foreclosures and traditional real estate transactions.

Branch Manager - Smart Branch

BMO Harris Bank
Naperville, IL
07.2015 - 12.2020
  • Lead and managed one of the first Smart Branch banking concept pilots in North America.
    • Lead a team of Retail Relationship Bankers providing day to day mentorship and coaching for successful operations and continued sales growth.
    • Advocate for brand recognition and social change as a leader on BMO Diversity Council.
    • Strengthen community engagement through memberships with local groups including the Naperville Jaycees and Naperville Area Chamber of Commerce.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Uncovered and resolved strategic and tactical issues impacting sales management and business operations.
  • Developed prospects for new loans, product sales, and appointments though weekly calling.
  • Complied with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Identified and capitalized on community business opportunities with effective networking.
  • Assessed employee performance and developed improvement plans.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
  • Performed audits and risk control practices regularly
  • BMO Top Performer for F2017
  • Perfect customer service score in F2017
  • 4 Under 40 Award nominee with Naperville Chamber of Commerce.

Bank Manager Development

BMO Harris Bank
04.2015 - 09.2015
  • Selected as one of nineteen members for the Bank Manager Development Program.
  • Rigorous training and development including coarse study, hands on training, and coaching to prepare for the Branch Manager role.
  • Graduated top of class and voted MVP by peers.
  • Hired mid-training to manage Smart Branch while completing program.

Personal Banker

BMO Harris Bank
04.2013 - 03.2015
  • Opened new accounts and cross sell products for new and existing customers.
  • Perform daily huddles with the branch and actively participate in weekly sales meetings and call nights.
  • Visit local businesses for new business or to grow the relationship.
  • Coached teller line for quality sales performance as well as coaching Senior Service Reps on the sales side.
  • Active member of Grundy County Chamber of Commerce representing branch for business development.

Service Manager

BMO Harris Bank, NLSB Bank
09.2008 - 04.2010
  • Oversee all functions of the teller line including processing of transactions, addressing and solving client needs and concerns, hiring of employees with manager for branch, scheduling, performance reviews and all discipline and documentation.
  • Handle all security training and review for branch staff as well as completion of audits.
  • Coach and mentor each staff member on sales and performance.
  • Participated in three branch conversions in other states.

Education

High School Diploma -

Joliet West High School
Joliet, IL

Skills

  • Time Management
  • Relationship Building
  • Proactive and Focused
  • Customer Service
  • Adaptable to Changing Conditions
  • Team Building Leadership

Timeline

Legal Assistant

Bernicky Law Firm
06.2021 - Current

Branch Manager - Smart Branch

BMO Harris Bank
07.2015 - 12.2020

Bank Manager Development

BMO Harris Bank
04.2015 - 09.2015

Personal Banker

BMO Harris Bank
04.2013 - 03.2015

Service Manager

BMO Harris Bank, NLSB Bank
09.2008 - 04.2010

High School Diploma -

Joliet West High School

Similar Profiles

  • LINETTE BONET MARTINEZ, ESQ.

    LINETTE BONET MARTINEZ, ESQ.LINETTE BONET MARTINEZ, ESQ.

    Paralegal at Personal Injury Law Firm - Patiño Law FirmParalegal at Personal Injury Law Firm - Patiño Law Firm

  • Marilyn Zhao

    Marilyn ZhaoMarilyn Zhao

    Head Intern at Lani Cao Law Firm (Immigration Law)Head Intern at Lani Cao Law Firm (Immigration Law)

  • KELLI GAGE

    KELLI GAGEKELLI GAGE

    Paralegal/Executive Administrator to Managing Partner at Law Offices of Joseph E. Ashmore, Jr. P.C./Ashmore Law FirmParalegal/Executive Administrator to Managing Partner at Law Offices of Joseph E. Ashmore, Jr. P.C./Ashmore Law Firm

  • Gerald Floyd

    Gerald FloydGerald Floyd

    Youth Program Coordinator & Tournament Staff April at Supreme Court LLCYouth Program Coordinator & Tournament Staff April at Supreme Court LLC

  • Joshua Adzia

    Joshua AdziaJoshua Adzia

    Doorguy at The Red LionDoorguy at The Red Lion

CREATE PROFILE
Kathryn Stapleton