Becky Feltz

Visionary
DISC Type : Ds

Director, Payments Advisor at First National Bank of Omaha

Kearney, Nebraska, United States

Overview

Becky Feltz is a Director and Commercial Payments Advisor at First National Bank of Omaha, bringing over 15 years of banking experience. Her expertise lies in treasury services, cash management, and fraud prevention, aimed at enhancing business cash flow. She holds a Bachelor of Fine Arts from the University of Nebraska at Kearney.

While her professional life is focused on finance, her educational background in fine arts suggests an appreciation for creative disciplines and a unique perspective that she brings to her client relationships and problem-solving.

Unique fact: Beckys core professional philosophy is to move beyond transactional relationships and build genuine, long-term partnerships with her clients.

Personality Overview

Early Adopter

Goal-Oriented

Risk Tolerant

They might take some time to make their mind up but once they do, they don't change it easily.  They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Commercial Payments
As a Payments Advisor, her recent activity shows a strong focus on the evolution of payment solutions and building flexible, resilient payment organizations.
Treasury Services
Her profile highlights this as a primary specialty, focused on helping businesses streamline, optimize, and grow through effective cash management.
Business Partnerships
She emphasizes an approach of working side-by-side with businesses to build partnerships, not just transactional relationships.

Media Appearances

Becky has no verified media appearances

Work History

7-2020
Director, Payments Advisor at First National Bank of Omaha
10-2017 - 7-2020
Account Manager at First National Bank of Omaha
5-2013 - 11-2017
Assistant Branch Manager at First National Bank of Omaha
1-2013 - 5-2013
Store Manager at Wells Fargo
1-2010 - 1-2013
Service Manager at Wells Fargo

Education

2001 - 2006
Bachelor of Fine Arts - BFA from University of Nebraska at Kearney

More Information

Social Presence :

Prographics :

Exp : 17 Location : Kearney, Nebraska, United States Job Level : Mid-senior Designation : Director, Payments Advisor at First National Bank of Omaha
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Insights For Selling To Becky

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Becky is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Becky

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Becky move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Becky take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Becky

Personality Compatibility


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