Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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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, IA
05.2007

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
Carla Waterman