Kimberly W
Vice President Personal Trust Relations at Union Bank and Trust Company | United States
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Kimberly W. serves as the Vice President of Personal Trust Relations at Union Bank and Trust Company, where she leverages over 20 years of extensive experience in trust administration and portfolio management. In her current role, Kimberly is instrumental in driving strategic initiatives that enhance client relationships and expand the bank’s trust services portfolio. Her expertise in operational risk management and change management allows her to navigate the complexities of the financial services landscape, ensuring compliance while fostering innovation.
A dynamic leader, Kimberly excels in collaborative problem-solving, bringing together cross-functional teams to deliver tailored solutions that meet the diverse needs of clients. She has successfully spearheaded key projects aimed at improving customer satisfaction and operational efficiency, demonstrating her commitment to continuous process improvement. Her ability to analyze business needs and identify growth opportunities has resulted in significant increases in new business generation and account expansion.
Kimberly’s solid record in portfolio management and cash management reflects her deep understanding of financial services, particularly in the areas of credit risk and payments. She is passionate about making a positive impact in the lives of her clients and the community at large, believing that effective trust administration is not just about managing assets, but also about building lasting relationships based on trust and transparency. As she continues to lead initiatives at Union Bank and Trust Company, Kimberly remains dedicated to empowering clients through informed decision-making and exceptional service.
Vice President Personal Trust Relations at Union Bank and Trust Company in November 2023 to Present
Sr. Director at Lutheran Social Service of Minnesota in January 2020 to December 2022
Program Director - Pooled Trust Services at Lutheran Social Service of Minnesota in July 2016 to January 2020
VP- Project/Program Manager - Retail Banking Support Services and Risk Management at U.S. Bank in July 2011 to August 2015
VP-Project /Program Manager - Performance and Process Management- Consumer Banking at U.S. Bank in February 2008 to July 2011
AVP Leader Project/Program Manager Corporate Compliance at U.S. Bank in February 2007 to February 2008
VP Leader- Retail Branch Manager at U.S. Bank in March 2002 to February 2007
Leader / Assistant Branch Manager at U.S. Bank in September 2000 to March 2002
AVP Leader Branch Manager at U.S. Bank in July 1996 to September 2000
Financial Advisor at U.S. Bank in April 1995 to July 1996
Manager Consumer Banking at U.S. Bank in February 1990 to April 1995
Consumer Banking - Personal Banker at U.S. Bank in February 1986 to February 1990
Office Manager - Corporate Services at U.S. Bank in May 1982 to February 1986
Credit Card Investigator at U.S. Bank in March 1980 to May 1982
Marketing Assistant at U.S. Bank in November 1978 to March 1980
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Retirement Planning
Leadership
Program Management
Project Management
Risk Management
Regulatory Requirements
Change Management
Program Development
Process Improvement
Operational Risk Management
Employee Engagement
Relationship Management
Collaborative Leadership
Collaborative Problem Solving
Customer Experience
Customer Relations
Job Coaching
Team Building
Customer Service
Budget Management
Commercial Banking
Credit
Credit Analysis
Retail Banking
Consumer Lending
Business Analysis
Treasury Management
Financial Services
Credit Risk
Loans
Portfolio Management
Small Business Lending
Cash Management
Commercial Lending
Financial Analysis
Cross Selling
Payments
Deposits
Knowledge Management
Cross-functional Team Leadership
Mortgage Lending
Management
Customer Retention
Long-term Customer Relationships
Strategy
Banking
Credit Cards
Training
Team Leadership
Business Process Improvement
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Discover more about Union Bank and Trust CompanyWhat is Kimberly W email address?
Email Kimberly W at [email protected]. This email is the most updated Kimberly W email found in 2026.
What is Kimberly W phone number?
Kimberly W phone number is +18437511148 and +17635440390.
How to contact Kimberly W?
To contact Kimberly W send an email to [email protected]. If you want to call Kimberly W try calling on +18437511148 and +17635440390. (updated on October 30, 2024)
What company does Kimberly W work for?
Kimberly W works for Union Bank and Trust Company
What is Kimberly W's role at Union Bank and Trust Company?
Kimberly W is Vice President Personal Trust Relations
What industry does Kimberly W work in?
Kimberly W works in the Non-Profit Organizations industry.
Kimberly W Email Addresses
Kimberly W Phone Numbers
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