Katie Talbot
Chicago,IL
Summary
Dynamic professional with extensive experience at BMO Bank, excelling in executive support and business analysis. Proven ability to enhance operational efficiency and drive process improvements. Skilled in data analysis and stakeholder engagement, I deliver high-quality results while maintaining confidentiality and fostering strong team collaboration. A self-starter committed to achieving strategic objectives.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Executive Assistant / Business Coordinator to Head of Sales & Client Experience, U.S.
BMO Bank
Chicago, USA
01.2022 - Current
- Provide senior-level administrative and operational support to a U.S. executive leader.
- Manage sensitive communications, inboxes, calendars, expenses, invoices, and confidential materials.
- Organized and managed complex calendars for executive team, optimizing schedules for meetings and travel to maximize productivity.
- Coordinate high-impact meetings, events, travel, and cross-functional initiatives.
- Coordinated multi-location travel arrangements for senior leadership, ensuring seamless logistics and adherence to schedules.
- Prepared and organized meeting agendas and related materials for discussions.
- Facilitated board meeting agendas and distributed support materials in advance for successful sessions.
- Drafted correspondence and documents, ensuring professional tone and accuracy.
- Maintained confidential files and records in compliance with company policies.
- Maintained company confidence and protected business operations by keeping sensitive information confidential.
- Assisted in project coordination, providing support to various teams.
- Prepared reports, presentations, agendas, minutes, and other documents as needed by the executive staff.
- Provide comprehensive administrative support to enhance operational efficiency.
- Managed executive calendars and scheduled appointments efficiently.
- Execute special projects and objectives requested by executive team and board members, aligning deliverables with organizational goals.
- Resolve escalated issues and operate independently with sound judgment.
- Establish best practices and ensure high-quality execution of administrative programs.
- Wrote and distributed executive meeting agendas and minutes to department heads and executive team members.
Business Analyst, Fiduciary Advisory Services
BMO Bank
Chicago, USA
01.2022 - Current
- Analyzed business and operational challenges; translated data into actionable insights, reports, and dashboards to inform decision-making.
- Supported strategic initiatives and change efforts to align with fiduciary and regulatory requirements.
- Identified and supported process improvements and cost-saving opportunities to enhance operational effectiveness.
- Ensure operational processes and control standards are followed consistently.
- Build strong relationships with stakeholders across business lines.
Junior Scrum Master
BMO Bank
Chicago, USA
01.2022 - 01.2024
- Managed backlogs, tracked progress, and removed impediments to ensure timely delivery of project goals.
- Facilitated Agile ceremonies and coached teams on Scrum principles.
- Supported alignment of delivery with organizational strategy to enhance overall project outcomes.
Executive Assistant
BMO Bank
Chicago, USA
01.2014 - 01.2022
- Provided executive-level support, managing complex calendars and confidential correspondence.
- Coordinated meetings, committees, town halls, and off-site events, ensuring alignment with executive priorities.
- Managed domestic and international travel logistics, optimizing itineraries for efficiency and cost-effectiveness.
- Prepared executive reports and presentations that effectively communicated key insights to stakeholders.
Education
Bachelor of Arts - Political Science
University of Iowa
Iowa City, IASkills
- Business Analysis
- Executive Support
- Operations Management
- Change Management
- Data Analysis & Reporting
- Stakeholder Management
- Process Improvement
- Agile & Scrum
- Calendar management
- Executive communication
- Event coordination
- Document preparation
- Stakeholder engagement
- Compliance adherence
- Process improvement
- Time management
- Confidentiality maintenance
- Team collaboration
- Schedule & calendar planning
- Office management
- Travel administration
- Project planning
- Strategic planning
- Conflict management
- Meticulous attention to detail
- Executive support
- Self-starter
- Meeting planning
- Project management
- Business administration
- Logistics and schedule management
Certification
- Certified Change Practitioner (Prosci)
- Certified Scrum Master (Scrum Alliance)
- Paralegal Certificate – The Center for Legal Studies
Timeline
Executive Assistant / Business Coordinator to Head of Sales & Client Experience, U.S.
BMO Bank
01.2022 - Current
Business Analyst, Fiduciary Advisory Services
BMO Bank
01.2022 - Current
Junior Scrum Master
BMO Bank
01.2022 - 01.2024
Executive Assistant
BMO Bank
01.2014 - 01.2022
Bachelor of Arts - Political Science
University of Iowa