Union Bank & Trust (UBT) has 39 locations, including branches in Omaha and Kansas, and delivers a breadth of services to their customers including a full line of personal banking, lending, treasury management, trust and investment services. Doris Robertson is the Vice President of Commercial Lending at Union Bank & Trust.
Tell us a little about your business. – The current day Union Bank & Trust was founded in 1917. In 1965, Union Bank & Trust was purchased by the Dunlaps, a long-time Nebraska banking family. Now, 50 years later, Union Bank is still owned and managed by the same family. The success of Union Bank is a reflection of adhering to the principles of excellent customer service, employee satisfaction, and diversification. I have worked at Union Bank for almost fourteen years and continue to admire the Company’s dedication to the Lincoln community and to its employees.
How did you get started in the business? – My career started in public accounting, working for Deloitte & Touche for approximately three years. I then took a position with a manufacturing company called American Tool, until the family owned business sold to a public company. At that point, I was fortunate to find an opportunity with Union Bank & Trust and worked my way up to Vice President and Controller. Recently, I was promoted to Vice President of Commercial Lending, where I am able to utilize both my analytical and communication skills. The opportunity to get out from behind the books and now work with customers to help them achieve their goals has been incredibly rewarding.
What has been your most important achievement professionally? – Passing the CPA exam in one sitting.
Tell us a little about your family. – My husband, Bryan, is also a CPA, in addition to having a law degree and being a certified valuation analyst. We are very proud of our two boys, Daniel, a senior at Pius X high school, and Thomas, a sophomore.
What is your favorite thing to do on a day off? – Spending time with the family, doing anything sports-related, catching up on projects around the house, and sometimes, just taking a nap.
What is the most unique or interesting thing about you that most people probably don’t know? – I went to elementary school in a one room school house in the country, and I have completed a full marathon.
What is best piece of advice you’ve ever received? – When I got my first job in public accounting, the first thing my dad told me was not to be foolish with my paychecks. He told me to figure out how much I needed for bills and rent, then how much I was going to give to the church, and then put half of what was left in savings and the rest was mine to spend.
If you could choose only one descriptive word to be remembered as, what would it be? – Benevolent.
Which talent would you most like to have? – I have always wished I knew how to play the piano.
What is your favorite movie? – A Beautiful Mind, Gladiator, and The Fugitive.
What is your favorite local restaurant – The Oven and Venue.
If you could have dinner with one famous person from the past or present, who would it be? – Jacqueline Kennedy Onassis.
If our readers would like to contact you, how should they do so? – They can call me at (402) 323-1819 or email me at doris.robertson@ubt.com. They can also visit the Union Bank & Trust website at www.ubt.com