Carla Waterman
Dubuque,IA
Summary
Poised banking professional successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change.
Overview
16
16
years of professional experience
Work History
VP, Wealth Management Banker
U.S. Bank
06.2019 - Current
- Team based approach in educating clients, client’s families, bank partners about long term financial planning and success in reaching clients goals while providing top notch customer service
Branch Manager
U.S. Bank
02.2007 - 06.2019
- Managing team to effectively reach sales goals, while providing effective customer service, hiring and interviewing, coaching and development, monitoring and implementing compliance measures, preparing for assessments, operational audits, and evaluating performance
Store Banker
U.S. Bank
12.2005 - 02.2007
- Educating and promoting bank products and services to clients, processing transactions for customer’s and non-customer’s, adhering to bank regulations and compliance, promoted to branch manager in 2007
Education
BA - Business Administration, Management
Clarke University
Dubuque, IA05.2007
Skills
- Leadership and People Development
- Financial Goal Planning
- Service-Oriented
- Regulatory Compliance
- Relationship and Team Building
- Critical Thinking
- Judgement and Decision Making
- Attention to Detail
- People and Culture
- Cross-Functional Collaboration
- Customer Service focused
- Change and Growth Management
- Human Resources Knowledge
- Staff Management
- Business Development
Affiliations
Women's Leadership Network (WLN)
St Mark Youth Enrichment, Past Board Member 2010-2019
Junior Achievement, Classroom teacher 2005- present
Timeline
VP, Wealth Management Banker
U.S. Bank
06.2019 - Current
Branch Manager
U.S. Bank
02.2007 - 06.2019
Store Banker
U.S. Bank
12.2005 - 02.2007
BA - Business Administration, Management
Clarke University