Amy Morbeck

Enthusiast
DISC Type : i

Chief Product and Innovation Officer at Arvest Bank

Rogers, Arkansas, United States

Overview

As Chief Product and Innovation Officer at Arvest Bank, Amy Morbeck leads strategic product direction, focusing on innovation and customer experience. A graduate of the Wharton Leadership Institute and the ABA Stonier Graduate School of Banking, she has held numerous leadership roles throughout her extensive career at Arvest.

Outside of her professional life, Amy is a dedicated family person with a husband of over 25 years and two daughters. Her family also hosts international students, making them integral parts of their lives, and she serves on the Stonier Graduate School of Banking Advisory Board.

Amy is a Black Belt in Taekwondo.

Personality Overview

Consensus Focused

Non-Confrontational

Amiable & Agreeable

They are more about building relationships than just cutting deals.  Unlike D or C types, they are convinced more by stories and testimonials. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Topics They Care About

Banking Innovation
Her role is to revolutionize banking by focusing on a best-in-class experience for both customers and associates, driven by an innovative and data-driven mindset.
Customer Experience
Her team upholds a persistent customer-first mentality, and her priorities are charged with achieving customer experience excellence through strategic product direction.
Leadership in Banking
A graduate of the Wharton Leadership Institute, she now gives back by serving on the advisory board for the Stonier Graduate School of Banking.

Media Appearances

Arvest Bank promotes Morbeck, Crain to executive leadership roles. Featured in Talk Business

See Now

Work History

6-2024
Chief Product and Innovation Officer at Arvest Bank
9-2021 - 6-2024
EVP, Sales Manager at Arvest Bank at Arvest Bank
1-2021 - 9-2021
Director of Small Business Strategy and Innovation at Arvest Bank
11-2019 - 12-2020
Division President at Arvest Premier Solutions
10-2019 - 12-2020
President Arvest Premier Solutions at Arvest Bank

Education

Education details unavailable from ABA Stonier Graduate School of Banking
Wharton Leadership Institute from The Wharton School

More Information

Social Presence :

Prographics :

Exp : 10 Location : Rogers, Arkansas, United States Job Level : Leadership Designation : Chief Product and Innovation Officer at Arvest Bank
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Insights For Selling To Amy

During A Call Or A Meeting

DO's

  • Speak from experience about success that the product has seen with other customers
  • Ask them how their day is going or exchange some other pleasantries
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Amy is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Amy

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Amy move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Amy take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Amy

Personality Compatibility


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