Our Private Banking Team

Shelly serves as Senior Vice President of Private Banking and has more than 30 years of banking experience, along with extensive knowledge of the Cedar Rapids area. She combines her banking expertise with exceptional, responsive client service and a dedication to personal attention, making her a valued and trusted banker. By taking time to understand her clients’ financial objectives, she works with them to help make those goals a reality.

Shelly is deeply committed to the Cedar Rapids community, serving as board president of The Arc of East Central Iowa and as a board member of Theatre Cedar Rapids. In these leadership roles, she contributes her time and expertise to organizations that support individuals, enrich the local arts, and strengthen the Cedar Rapids community.

Lori serves as First Vice President of Private Banking and has more than 30 years of banking experience in the Corridor. Before joining Cedar Rapids Bank & Trust in 2017, she served as Vice President of Business Banking and Consumer Banking Manager at another local bank. Her broad understanding of banking solutions, together with her commitment to exceptional client service, allows her to collaborate with clients as they work toward their short- and long-term goals.

Lori is an active volunteer in the community and serves on Women United’s steering, events, and engagement committees. Her previous leadership includes service on the Trees Forever board, where she chaired the development committee for three years, as well as 10 years on the Go Red for Women Executive Leadership Team. She also served for several years as a team captain for the Especially for You Race Against Breast Cancer.

As Vice President of Business Development, Private Banking and Business Banking, Sarah creates financial roadmaps, advocates for client success, and builds and nurtures client relationships. She joined Cedar Rapids Bank & Trust in 2026 with more than 30 years of banking experience. Sarah is committed to delivering superior client service and customized financial solutions.

Sarah is an active volunteer in the community, serving as board secretary for Project SAFE CRCA (Cedar River Corridor Area) and volunteering on its fundraising and events committee. She also serves on Riverview Center’s internal affairs committee after serving on its board from 2018–2024. Her additional volunteer experience includes United Way Day of Caring, Horizon’s Meals on Wheels, Junior Achievement, Ronald McDonald House, and numerous other organizations. Sarah is also a 2023 graduate of Leadership for Five Seasons.

Teresa has more than 30 years of banking experience, including extensive experience in real estate, Small Business Administration (SBA), and retail lending. She works with business owners and individuals to understand their financial needs and identify thoughtful financing and banking solutions tailored to their goals. Known for building strong client relationships, Teresa helps clients navigate financial challenges and opportunities with confidence.

Teresa is committed to supporting local organizations through her involvement with NewBoCo, You Conferences, Heart Ball, the Small Business Development Center, and the Murray Foundation.

Kim serves as Private Banking Relationship Manager and has more than 15 years of banking experience, along with an additional 10 years in client-focused roles. She is committed to building trusted relationships, delivering superior client service, and offering customized financial solutions.

Kim is an active volunteer in the community. She volunteers with Horizon’s Meals on Wheels and serves as a classroom volunteer for Junior Achievement. Her previous volunteer involvement also includes support for the American Heart Association, Waypoint, and United Way Day of Caring.