Angela Lee

Questioner
DISC Type : c

Vice President Treasury Management Officer at First Enterprise Bank

Piedmont, Oklahoma, United States

Overview

Angela has no verified overview

Personality Overview

Not Easily Convinced

Value Seeker

Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Angela has no verified topics they care about

Media Appearances

Angela has no verified media appearances

Work History

7-2025
Vice President Treasury Management Officer at First Enterprise Bank
10-2024 - 7-2025
Director of Banking and Treasury Services at Office of the Oklahoma State Treasurer
2-2024 - 10-2024
Senior Vice President Director of Retail Banking at Sovereign Bank
8-2022 - 2-2024
Business Banking Specialist at City National Bank and Trust
8-2017 - 7-2022
District Manager at City National Bank and Trust

Education

Supply Chain Management from Arkansas Tech University
Accounting and Business/Management from University of Arkansas - Fort Smith

More Information

Social Presence :

Prographics :

Exp : 11 Location : Piedmont, Oklahoma, United States Job Level : Senior Designation : Vice President Treasury Management Officer at First Enterprise Bank
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Insights For Selling To Angela

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Tell them that you will come back if you don’t have a good answer for a question
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Angela is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Angela

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Angela move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Angela take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Angela

Personality Compatibility


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