Josue Sanson
Lake In The Hills,IL
Summary
As a Bank Manager, I have over 10 years of experience in the financial industry, with expertise in business banking and wealth management. I drive strategy, innovation, and leadership across the organization, enabling us to achieve our goals and vision.
I have led two high performing teams, empowering them to deliver excellence and value to our clients and partners. I am passionate about coaching and cultivating a workplace that is free of barriers to inclusion. I leverage my skills in business consulting, coaching, and community outreach to create impact and make a difference within the community.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Bank Manager I
BMO Bank
Carpentersville, IL
04.2024 - Current
- Manage the business client portfolio.
- Perform regular performance coaching sessions with employees that align with branch goals.
- Collaborate with business partners to increase referrals for Merchant, Payroll, and Private Bank opportunities.
- Hosts financial literacy workshops for both consumer and business clients.
- Conduct frequent audits to ensure the bank meets regulatory requirements.
- Oversaw the business lending pipeline for the market, ensuring alignment with organizational goals.
Bank Manager II
BMO Bank
Carpentersville, IL
11.2022 - 04.2024
Senior Banker
BMO Bank
South Elgin, IL
11.2021 - 11.2022
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
- Trained new employees on proper procedures when dealing with customers' accounts and transactions.
- Led the market with our Bank at Work segment, hosting workshops to enhance employee success in managing their pipeline.
- Closed high-value business lines of credit as a top-producing Senior Banker.
Education
Some College (No Degree) - Business Management
Elgin Community College
ElginSkills
- Empathetic Leadership Skills
- Leading Collaborative Workshops
- Goal-Oriented Coaching
- Client Relationship Management
- Operational Efficiency in Banking
- Peer Mentoring
Accomplishments
- Finished FY23 as a Tier 1 Bank Manager with YTD Partner and Business goal exceeding 200%
- Finished FY24 as a Tier 1 Bank Manager (Top 3.8 Percentile in Company)
- Both branches managed in FY24 were amongst top producers with Merchant Services sales in the entire company (440% and 650% YTD)
- Met 100 % of Merchant Sales goal in the first 3 months of FY25
Affiliations
- Elected Board of Director for the Northern Kane County Chamber of Commerce
Certification
- NMLS 1503462
Timeline
Bank Manager I
BMO Bank
04.2024 - Current
Bank Manager II
BMO Bank
11.2022 - 04.2024
Senior Banker
BMO Bank
11.2021 - 11.2022
Some College (No Degree) - Business Management
Elgin Community College