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Katie Shimulunas

@katieshimulunas

Message

I drive retail banking growth through customer strategy, team coaching, and market-focused outreach.

United States

Message

What I'm looking for

I'm looking to lead customer growth, market strategy, and high-performing teams where I can turn customer insights into targeted initiatives that improve engagement, product adoption, and revenue.

At BMO Bank N.A., I lead growth strategy for a high-volume retail banking location, driving customer acquisition, product adoption, and revenue performance.

I design market-wide growth campaigns, analyze month-over-month results, and turn customer financial data and local market trends into targeted outreach and coaching.

I coach sales-focused teams to deliver consultative customer experiences while managing branch operations, HR leadership, compliance, and a $2.5M+ operational budget.

Over 15+ years in financial services and branch leadership, I've built community referral relationships, supported localized marketing, and earned recognition as a top 1% performer in the company.

Experience

Work history, roles, and key accomplishments

Current

Financial Center Manager

Current

BMO Bank N.A.

May 2022 - Present (4 years 4 months)

Leads branch growth strategy for a high-volume retail banking location, driving customer acquisition, product adoption, and revenue performance. Manages branch operations including HR leadership, compliance, and oversight of a $2.5M+ operational budget.

Market Growth Strategy Customer Insights Relationship Management Sales Leadership team development Customer Experience Strategy Business Development Community Partnership Retail Banking Financial Services Data Analysis Coaching Compliance Budget Management

Assistant Manager

BMO Bank N.A.

Mar 2015 - May 2022 (7 years 2 months)

Partnered with branch leadership to drive sales initiatives that increased product adoption and customer engagement. Coached frontline staff on product positioning, consultative sales, and customer experience best practices.

Sales Initiatives Product Adoption Customer Engagement Coaching Consultative Sales Customer Experience Data Insights Cross Selling Marketing Campaigns Sales Metrics Referral Development

Service Manager

BMO Bank N.A.

Jan 2013 - Mar 2015 (2 years 2 months)

Identified customer needs through relationship conversations and data insights to generate cross-sell opportunities. Supported branch marketing campaigns and product promotions, ensuring consistent messaging and team readiness.

Customer Needs Analysis Relationship Conversations Data Insights Cross Selling Marketing Campaigns Product Promotion Team Readiness Sales Metrics Referral Development

Customer Service Representative

BMO Bank N.A.

Jan 2011 - Jan 2013 (2 years)

Tracked sales and service metrics to identify opportunities and improve branch performance. Developed referral relationships with local businesses to generate new customer leads.

Sales Metrics Metrics Branch Performance Referral Development Customer Leads