Melissa Peterson

Melissa Peterson

Trust Operations Analyst

Followers of Melissa Peterson638 followers
location of Melissa PetersonBirmingham, Alabama, United States

Connect with Melissa Peterson to Send Message

Connect

Connect with Melissa Peterson to Send Message

Connect
  • Timeline

  • About me

    SVP, PMP Business Transformation Strategic Execution Manager

  • Education

    • Auburn University

      1996 - 1998
      Bachelor of Science (BS) Human Development
  • Experience

    • AmSouth Bank

      Sept 2000 - Aug 2005
      Trust Operations Analyst
    • Regions Bank

      Aug 2005 - Nov 2010
      Project Manager
    • BBVA Compass

      Nov 2010 - May 2014
      Manager- Project Management Group for Wealth Management

      • Promoted to a management position after fulfilling the senior level project manager position within the group for 2+ years.• Managed a team of project managers/business partners with a portfolio of 8-12 projects while also acting as lead project manager for several programs. • Instrumental in the development of the Wealth Management group’s yearly roadmaps for planning initiatives to obtain corporate strategic goals.

    • Regions Bank

      Jun 2014 - now

      • Transformation Core Deposits Technical Program Manager focusing on executing the core deposit replacement system across Consumer, Commercial and Wealth. • Provide oversight of technical work efforts supporting API development, infrastructure design, environment management, data governance and integration delivery. • Direct leadership of project management team focused on problem identification/resolution, execution enablement, executive reporting, and long-term, scalable transformation success.• Oversee aspects of the company’s most challenging transformation effort since the Regions/AmSouth merger in 2007.• Hired, trained, and developed a strong team with excellent strategic execution skills. Show less • Redesigned critical customer journeys, successfully eliminating 900K customer pain points in production, and reclaimed 30K hours of capacity for operational support units in the first two years.• Managed a $47MM Salesforce implementation that created the foundation for the company’s first omnichannel platform to drive seamless service interactions across all channels.• Motivated large, cross-functional team to deliver results throughout the execution of deliverables and features.• Proactively identifies challenges in efforts to solve prior to impact, enabling success in executions across all efforts. Show less • Served as the primary leader responsible for developing, executing, and supporting Wealth Management’s Salesforce strategy across three separate environments. • Advanced Wealth initiatives by providing leadership and subject matter expertise including transitioning Private and Institutional Wealth Management Salesforce instance to Financial Services Cloud, Data Governance, Annual Strategic Plan creation, and Merger/Acquisition readiness.• Streamlined a project tracking approach to expedite system implementations, drive accountability and transparency to all parties; an effort that served as an example to all other lines of business and technology. • Oversight for Program and Project Management, Product Owners, Business Systems Analysts and Incentive Reporting Analysts Show less

      • SVP – Core Deposits Business Transformation Strategic Execution Manager

        Aug 2024 - now
      • SVP – Omnichannel Business Transformation Strategic Execution Manager

        Jun 2022 - Aug 2024
      • SVP, Wealth Management Sales Systems and Effectiveness Manager

        Feb 2020 - Jul 2022
      • Wealth Management Execution Strategist, VP

        May 2018 - Feb 2020
      • Digital Execution Manager

        Oct 2016 - May 2018
      • Digital Product Owner

        Jun 2014 - Oct 2016
  • Licenses & Certifications

    • SAFe Practioner (SP)

      Scaled Agile Framework
      Oct 2015
    • Project Management Professional

      Project Management Institute
      Dec 2009