Loretta Wrolstad Carlson
Experienced leader committed to excellent experiences, guided by strategic vision, integrity and the ability to problem solve and drive results in rapidly growing and changing environments.
- Role
- SVP Treasury Management Officer at Entrebank
- Location
- Rogers, MN, US
- LinkedIn followers
- 500 followers
About Loretta Wrolstad Carlson
Experienced and proficient leader in the banking and payments industry who is committed to a successful onboarding and enhanced experience for customers and team members. I have a broad and diverse experience in the banking and business industry with a passion for excellence. I’m guided by a strategic vision, integrity, and the ability to solve problems and drive results in a rapidly growing and changing environment. I enjoy and find value in collaborating and relationship building and find this to be an important focus in creating strong, diverse and successful teams who are empowered to grow and achieve success.Customer Experience … a resource, mentor, advisor and optimist in delivering exceptional service. Developed and introduced a Digital Banking Strategy merging consumer/business support and treasurymanagement/Fintech implementation teams to enhance the customer experience of a rapidly growing bank. Created an operational team of expertise thriving with knowledge and team collaboration supporting arapidly growing bank while providing consistent onboarding experiences, prompt response and educatedresolutions while maintaining risk mitigation. Developed and implemented successful onboarding processes at five banks, creating expertise in bankers that resulted in smooth bank transitions for the customer and an enhanced experience in cash management services implementation.Treasury Management … draws upon available resources absorbing and distributing information, increasing employee and customer comfort level with services. Developed a hierarchy of policy covering acceptance of risk, secondary credit exposure, guidance and daily procedures. Some have been adopted by local mentoring organizations. Implemented ongoing training, product resources and publications that resulted in team members embracing growth and successfully engaging in cross sell opportunities.Strategic Leadership … leverages problem-solving skills, new ideas, and best practices to address product or process performance issues, recommending, and implementing change for improvement. Works with internal and external customers to determine standards and promotion of quality. Successful product conversions, new product implementation and enhancements resulting in successful customer adoption and positive feedback.
Experience
SVP Treasury Management Officer
Feb 2022 — Present · Bloomington, MN, US
Implemented Treasury Management sales, underwriting, risk mitigation, onboarding process, deposit/teller services and operations programs within 6 months of bank opening while being ntroduced to a new core system. • Leading a team (2) responsible for onboarding new clients who have exceeded growth plans monthly as they develop and learn new processes and systems • Implemented policies, procedures and the customer experience strategy for deposits, teller services, support, onboarding and the sales and support of treasury management within 6 months of bank opening. • Marketing and ALCO team member, representing consumer and business deposits, digital banking, cybersecurity and consumer lending. Business Development lead with an emphasis on excellent customer experiences professional, long term relationship building. Project Manager for CRM (Customer Relationship Management) implementation.
Education
Association for Financial Professionals
Certification, Cash Management
Inver Hills Community College
Business Management
Skills
- Commercial Banking
- Coaching
- Accounts Receivable
- Small Business Lending
- Treasury Services
- Deposits
- Payments
- Treasury Management
- Finance
- Customer Service
- Internet Banking
- Transactional Banking
- Financial Analysis
- Cash Management
- Banking Relationships
- Branch Banking
- Retail Banking
- Cross Selling
- Cash Flow
- Financial Services
- Credit Cards
- Electronic Payments
- Ach
- Lines of Credit
- Project Management
- Sales
- Consumer Lending
- Banking
- Risk Management
- Merchant Services
- Business Analysis
- Portfolio Management
- Management
- Financial Transactions
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