Anita Nagy
Summary
Dynamic leader with extensive experience at BMO Bank of Montreal, driving business transformation and optimizing cash management strategies. Proven track record in collaborative leadership and team management, enhancing profitability and fostering innovation. Skilled in strategic planning and negotiation, successfully recruiting top talent and cultivating a high-performance culture.
Overview
15
15
years of professional experience
Work History
Senior Director & Team Lead - Cash Management
BMO Bank of Montreal
02.2021 - Current
- Managed a team of 15 professionals in Mid-Market Commercial Banking in the region of Quebec and Atlantic.
- Cultivated a culture of innovation by promoting creative thinking and encouraging employees to take calculated risks in pursuit of solutions.
- Developed strong relationships with key industry partners, fostering collaboration and mutual growth opportunities.
- Directed design and execution of business transformation initiatives to drive performance, profit optimization and growth opportunities.
- Developed sales management strategies and tactical plans for the region in order to support business objectives, increase wallet share and maximise profitability.
- Grew talent pool by actively recruiting top-tier candidates from diverse backgrounds while implementing robust training programs for skill development across all levels of staff members.
Cash Management Specialist
BMO Bank of Montreal
06.2018 - 01.2021
- Optimized cash flow for clients with effective forecasting tools and strategic recommendations.
- Provided expert advice to clients on payment solutions, cash management tools, and other treasury services, ensuring their needs were met and that the bank's services were fully utilized.
- Provided expert advice on investment strategies, helping clients optimize their working capital positions.
- Evaluated the effectiveness of current cash management procedures, proposing improvements when necessary.
- Developed successful relationships with banking partners, negotiating favorable terms for clients'' accounts and transactions.
- Developed trusted client relationship with an advisory approach.
- Supported business development efforts by identifying new client prospects and presenting tailored cash management solutions during sales pitches.
- Maintained up-to-date knowledge of industry trends, allowing for informed decision-making on behalf of clients.
- Delivered exceptional customer service by promptly addressing inquiries and resolving issues related to cash management services.
Branch Manager
BMO Bank of Montreal
09.2014 - 05.2018
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Drove sales goals by promoting bank products and services to customers, actively seeking new business opportunities and ensuring branch growth through cross-selling and customer acquisition.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Lead, mentored and developed branch employees. This included managing performance, providing training and fostering a positive work culture.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
Team Manager - Mastercard
BMO Bank of Montreal
01.2010 - 08.2014
- Managed a team of 18-20 professional in a call center for Mastercard.
- Managed and coached call center agents to ensure they provided high-quality customer service within a set call handle time. Monitored performance and conducted regular performance reviews.
- Oversaw daily operations, ensuring smooth workflow and adherence to company policies.
- Monitored compliance to strict processes.
Education
BBA - Finance
Concordia University
Montreal, QC05-2007
Certificate - Law
Université De Montreal
Montreal, QC05-2002
Skills
- Collaborative leadership
- Culture transformation
- Team management
- Policy development
- Pipeline development
- Team building
- Strategic planning
- Verbal and written communication
- Decision-making
- Negotiation
- Business planning
- Hiring and retention
Languages
English
Native or Bilingual
French
Native or Bilingual
Hungarian
Full Professional
Timeline
Senior Director & Team Lead - Cash Management
BMO Bank of Montreal
02.2021 - Current
Cash Management Specialist
BMO Bank of Montreal
06.2018 - 01.2021
Branch Manager
BMO Bank of Montreal
09.2014 - 05.2018
Team Manager - Mastercard
BMO Bank of Montreal
01.2010 - 08.2014
BBA - Finance
Concordia University
Certificate - Law
Université De Montreal
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