Anthony Knox
Racine,WI
Summary
Dynamic professional with extensive experience at BMO Bank of Montreal, excelling in strategic market alignment, management high performers, and profitability through consistency. Proven track record in coaching teams and driving book growth through strategic outreach. Adept at rapidly deploying new services while fostering a high-performance culture, enhancing both productivity and customer satisfaction.
Overview
5
5
years of professional experience
Work History
Bank Manager - Vice President
BMO Bank of Montreal
Salem, WI
02.2023 - Current
- Led branch operations to enhance customer service and ensure compliance with banking regulations.
- Developed and implemented strategies to optimize team performance and increase client satisfaction.
- Managed financial transactions, ensuring accuracy and adherence to internal controls.
- Trained staff on new banking products and services, improving overall product knowledge and sales skills.
- Analyzed branch performance metrics, identifying areas for improvement and driving targeted initiatives.
- Collaborated with senior leadership on strategic planning initiatives to align branch goals with corporate objectives.
- Coached and mentored staff to improve job performance, resulting in higher productivity and employee retention.
- Cultivated a high-performance culture within the branch by setting clear expectations and rewarding top performers accordingly.
Retail Relationship Banker
BMO Bank of Montreal
Kenosha, WI
06.2021 - 01.2023
- Assisted clients with account inquiries, resolving issues efficiently to enhance customer satisfaction.
- Conducted financial needs assessments to recommend appropriate banking products and services.
- Facilitated onboarding processes for new customers, ensuring compliance with regulatory requirements.
- Collaborated with team members to streamline operational procedures and improve service delivery.
- Educated clients on digital banking tools, enhancing their user experience and engagement.
Education
Business Management
University of Wisconsin, Milwaukee
Milwaukee, WISkills
Lead market performance across multiple metrics including Lending, Treasury SaaS, and Wealth Management
Book growth and management through outreach, leads, referrals, and community engagement
Coaching peers and the market on lead management, lending, and cultivating centers of innfluence
Rapid comprehension and deployment of new services, products, policies, and market trends
Accomplishments
- Top performer 4 out of 5 years BMO, the 5th was spent increasing branch productivity from 20% to 100% to goal in my 1st year in position.
- Sourced several HNW clients to our private banking team in excess of 15 million.
- Lending champion for the state of Wisconsin in FY25, with 656% to home lending goal.
Timeline
Bank Manager - Vice President
BMO Bank of Montreal
02.2023 - Current
Retail Relationship Banker
BMO Bank of Montreal
06.2021 - 01.2023
Business Management
University of Wisconsin, Milwaukee