Natasha Peric

Experience

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  Active Automation

  Jan 1997 - Jan 1999

  Marketing & Sales Manager
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  Marcus Evans

  Jan 1999 - Jan 2001

  Director of Conference Production

  Responsible for the intellectual content of some of the world’s most reputable industry gatherings. Creating market-leading programs based on market research, critical thinking and copywriting. From an operational standpoint, running global business-to-business meetings. Working with cross-cultural teams and site inspections of some of the world’s most luxurious venues. As the nucleus of the summits division, the production department is responsible for crucial in-house knowledge and provides key support for colleagues across the globe. Show less

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  Z Gallerie

  Jan 2004 - Jan 2006

  Assistant Store Manager
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  Active Communications International

  Jan 2005 - Jan 2006

  Director of Conference Production

  Developed and executed strategic business conferences in a variety of emerging areas. Central role in researching new topics and markets, inviting potential speakers and managing the conference program. Responsibilities included: Conducting research, develop the strategic direction of the conference, recruit senior-level speakers and create conference agenda, write marketing briefs and sales copy, and manage speaker relationships. Excellent written and verbal communication skills, strong negotiating abilities, an enthusiastic and dynamic personality, and the ability to proactively grow revenue. Show less

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  Bank of America

  Apr 2006 - Jun 2015

  Supports the Group Banking & Affinity strategy by owning Regional Banking Center Channel and key partner relationships. Possess the ability to interact with Leadership teams and Associates at all levels across the organization. Supports Group Banking Regional and National Client Managers with communication of client strategies and event staffing. Primary emphasis is to support execution in the field, product interface, training/execution support for initiative implementation, development of field communications, integration with processes, and coach Area/Market Leadership teams on driving acquisition opportunities both inside and outside of the four walls. Provide measurement and process support to leaders and partners to enable execution on initiatives. Assist leaders in prioritizing multiple programs/initiatives. Has the ability to have fllexibility/adaptability and work independently. Manage a portfolio of Bank on Campus schools and support a Student Rush campaign for the Central US Region.Skills:· Experience in Regional/Market Banking Center management · Proven strong results with an ability to work in a multi-task environment, managing multiple priorities while delivering results· Strong interpersonal and presentation skills· Ability to foster effective partnerships and think strategically, as well as tactically to drive revenue · High potential/high-performing leader with demonstrated management, coaching and partnership development skills· Exceptional organizational and project management skills· Strong financial acumen· Proficient in Microsoft Office Show less Individual contributor who partners with Group Banking Sales Officers and Banking Center Channel associates to actively develop opportunities in existing Group Banking client portfolio to drive customer acquisition. Manage a large portfolio, secure and manage client engagement, develop implementation plans and utilize marketing strategies to drive Consumer Sales and event volume. Coordination with Global Commercial, Treasury and Consumer Bank to manage client. As regional GB SME, partner with Banking Center Channel leadership and associates to develop and execute acquisitions strategies. Detailed oriented individual who is knowledgeable on banking center acquisition and business. Has strong communication skills and an ability to influence associates at all levels. Effective in navigating the organization. Excellent organizational and time management skills. Show less A Banking Center Manager II is responsible for leading a team of sales and service professionals to meet and exceed sales goals and service targets. Managed several large centers in downtown Chicago and the northside of Chicago.Some responsibilities:-Conducting and approving quarterly and yearly performance evaluations of associates, plus developing and monitoring individual quarterly development plans for all direct reports.-Generating sales leads through community outreach activities and developing business partners, while building internal relationships.-Directly working with customers to build relationships, uncover and satisfy their needs through the sale of financial products and services, while running all aspects of an efficient and productive branch.-Spending a majority of your time on the sales floor leading from the lobby, by greeting customers, directing them to the appropriate areas of the branch and ensuring that the customer's needs are met.-Ensuring the audit/compliance procedures of the center are followed, while maintaining the highest level of customer service.-Periodically communicating with upper management to review branch performance assessments and update staff on business developments.-Supervising and coaching teams on the proper behaviors, sales techniques, service expectations and compliance guidelines, while modeling the same.-Creating workforce stability by cultivating an engaged, enthusiastic, and well-coached team.-Ensuring completion of regulatory compliance and training specific to sales and service responsibilities for you and your associates.-Managing difficult situations with customers and providing clients with information, data and advice.Skills:Bilingual (fluent verbal and written) skills in SerbianSales management experience in the following fields: banking/financial services, mortgage, retail or hospitalityProficient with all Microsoft applications (Word, Outlook, Excel etc.) Show less

  • VP, Market Integration Manager, Global Commercial Banking, Enterprise Client Coverage

    Jul 2013 - Jun 2015

  • VP, Market Integration Mgr, Bank At Work, Bank On Campus, Affinity & Employee Banking & Investments

    Mar 2012 - May 2015

  • AVP, Group Banking Relationship Officer

    Mar 2011 - Mar 2012

  • Banking Center Manager II

    Apr 2006 - Mar 2011
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  Bank of America Merrill Lynch

  Jun 2015 - now

  Serves as a Senior Engagement Consultant for the retirement group’s mid to large sized institutional clients within Workplace Benefits. Defines and delivers effective communication strategies for a book of assigned clients based on business goals, corporate culture, financial wellness challenges, and identified employee behaviors. Additionally supports new business activity by representing the business’s engagement program capabilities and value. Provides forward-thinking leadership on how to engage various audience demographics to meet plan sponsor goals and address their communication challenges. Works to synthesize data to expose key insights and recommendations for campaign organization. A heavy client facing role where strong presentation skills are utilized during client strategies and briefings for the plan sponsor and their senior management team. Participate in sales and rebid situations to represent the organization. Experienced in client meetings with key decision makers. Show less Division of Global Wealth & Investment Management. Primary contact to influence and communicate the Financial Wellness strategy to gain buy in and commitment from key internal channel partners. Coordinate, develop & deepen client financial wellness strategies in partnership with Wellness Education Consultants. Manage event execution including: scheduling with the client, coordinating with multiple lines of business for staffing, preparing associates for events/seminars, organize the ordering and delivery of event collateral, tracking, and reporting event and seminar results including referral process. Show less

  • Vice President, Senior Engagement Consultant

    Jan 2020 - now

  • Vice President, Engagement Consultant

    Oct 2019 - Jan 2021

  • VP GWIM Financial Wellness Integration Manager

    Jun 2015 - Oct 2019