Natalie Koletic is a Vice President and Private Client Manager with Bank of America Private Bank in Charlotte, North Carolina. An efficient and creative problem solver, she is dedicated to enhancing and managing relationships with clients while addressing their often sophisticated financial situations. Natalie offers a consultative approach that seeks to educate clients so they may capitalize on the broad range of opportunities that align with their unique needs and circumstances, which includes banking and lending.
As a member of the Bank’s executive coverage team, Natalie also focuses on the concierge delivery of banking strategies to help the executive team and their families pursue their financial goals. She assists with everything from day-to-day transactions to more complex money movement and foreign currency needs. The personalized banking solutions she offers are designed to meet virtually all of their credit, lending and savings needs.
Prior to joining the Private Bank (formerly U.S. Trust) in 2014, Natalie’s tenure with Bank of America included roles as corporate banker, cash management officer, relationship manager in the retail market, and credit analyst. She was also a commercial banking relationship manager for BB&T Bank (now Truist Bank) helping middle market clients optimize their capital structure.
Natalie earned her bachelor’s degree, with honors, from The University of North Carolina at Chapel Hill, Kenan School of Business. She also completed the executive education program at Duke University’s Fuqua School of Business for banking cash management. Dedicated to enhancing the professional development of women, she is a member of Bank of America’s LEAD for Women chapter in Charlotte, and the Ally Program, which supports the LGBT+ community. Natalie also devotes her time to helping foster an inclusive community and work environment at the bank and is a member of its Charlotte chapters of the Black Professional Group and Disability Action Network.
Natalie and her husband reside in Charlotte, North Carolina with their three children. She is involved with the Crohn’s & Colitis Foundation and enjoys volunteering in her community through her church and school system because she loves working with children and “getting paid in smiles.”
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank's personalized approach, as well as the resources of Bank of America, to help individuals and familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus in on providing today's clients with disciplined financial strategies and a bridge across generations.