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Bio

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Laurie Wahlert is a seasoned banking professional with 20+ years of experience in leadership, lending, and customer service. She has held various roles at MidWestOne Bank, U.S. Bank, Guaranty Bank, Bankers Trust Company, Wells Fargo Bank, and Hills Bank and Trust Company.

Experience

  • MidWestOne Bank
    • Cedar Rapids, Iowa, United States
    • Vice President Wealth Management
      • Nov 2021 - Present
      • Cedar Rapids, Iowa, United States
  • U.S. Bank
    • Cedar Rapids, Iowa Area
    • Vice President
      • Oct 2014 - Nov 2021
      • Cedar Rapids, Iowa Area

      In October 2014, I started my role with US Bank as a Private Client Relationship Manager. I work with clients to develop a comprehensive financial plan that considers where they are today and where they would like to be tomorrow. We analyze your needs, set goals and objectives, recommend financ...

  • Guaranty Bank
    • Cedar Rapids, Iowa
    • Private Banking Officer
      • Feb 2011 - Oct 2014
      • Cedar Rapids, Iowa
    • Private Banking Officer
      • Dec 2006 - Dec 2010
    • Small Business Specialist
      • Aug 2004 - Dec 2005

      Personal BankerResponsible for developing and maintaining small business relationships with commercial clients with minimum gross annual revenue of two million.Assisted with branding the Wells Fargo name in the Iowa City community. Worked with small business on their financial solutions includin...

    • REALTOR
      • Feb 2004 - Aug 2004

      Developed and managed relationships with buyers and sellers of residential real estate.

    • United States
    • Banking
    • 300 - 400 Employee
    • Personal Banker
      • Jul 1995 - Feb 2004

    • Personal Banker
      • 1995 - 2004

    • Customer Service Representative
      • Jan 1998 - Jan 2004

      Responsible for developing and maintaining a retail client and small business portfolio. Analyzed clients credit needs and successfully grew my loan portfolio. Exceeded my sales goals on a consistent basis.; promotionOpened deposit accounts including certificates of deposit, IRAs, checking, sa...

Education

  • 1990 - 1995
    University of Iowa
  • 1986 - 1990
    West High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services”

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