Sarah Perez

  • Tampa US-FL
Sarah Perez

Honors & Distinctions

President, M&I's Young Professionals Organization, Florida, M&I Bank, 2007 - 2009

Communication Chair, Diversity & Inclusion Council, Florida, BMO Financial Group, 2013

Golden Key National Honor Society

Work History

Work History

Marketing Representative (2006 - 2011)

  • Designed, developed and implemented marketing and sales campaigns, fundraisers, employee incentive programs and contests for Florida region of M&I Bank.
  • Managed and executed over 50 events yearly by assembling, coordinating requirements, establishing contacts, developing schedules and assignments; coordinating mailing lists to maximize business efforts.
  • Provided critical support to corporate marketing and sales within retail banking, business and commercial banking, mortgage and wealth management ensuring an integrated marketing effort across the region.
  • Created and executed integrated marketing plans; copy for company newsletters, press releases and promotional materials.
  • Worked with product managers on new product launches in the region including specialized pricing, branding, pilot programs, direct marketing and media campaigns.
  • Planned and executed segment marketing programs geared at mass affluent and affluent, as well as vertical industry sectors including healthcare, legal and other professional services markets.
  • Managed public relations, sponsorships and donations, and community outreach efforts for four markets within the region.
  • Built and implemented database for advertising, event planning, direct mail, marketing materials and vertical industry marketing. Efforts resulted in other regions adapting database and implementing.
  • Tracked vertical industry marketing incentives and created comprehensive spreadsheet. Resulted in delivering concrete information concerning customers and growth from campaign efforts.
  • Evaluated, recommended, and negotiated with multiple vendors; to oversee purchase of marketing material and promotional items.
  • Selected to lead M&I Bank's Young Professionals Organization for the region.
Jun 2006 - Present

Officer, Community Affairs (2011 - Present)

BMO Financial Group (formerly M&I Bank)
  • Lead implementation for all philanthropic endeavors including contributions, donations and sponsorships for the Florida market to support corporate business objectives.
  • Liaison between all departments and corporate communications to ensure all regional activities, news and success stories are reported.
  • Mobilize employees to engage in strategic community roles and facilitate a culture of corporate citizenships with an emphasis on volunteerism and community outreach.
  • Manage relationships with over 125 nonprofit organizations building brand recognition in the community and targeting segments in multi-cultural communities.
  • Successfully expanded the number of relationships of key non-profit and charitable organizations by over 50% in the state of Florida.
  • Serve on corporate committee for nationwide company volunteer initiative.
  • Selected to serve on Diversity and Inclusion Council for the region.
Aug 2003 - Jun 2006

Marketing Coordinator

The Lending Depot
  • Responsible for all marketing advertising, event marketing, direct mail campaigns, and e-marketing.
  • Managed vendor and wholesale lender relationships.
  • Streamlined CRM database increasing loan productivity.

Education

Education
Aug 1999 - May 2004

B.S. Business Administration

University of South Florida