Blake Monson, CRCM

Energizer
DISC Type : I

SVP, Director of Marketing Operations at First Bank of the Lake

Columbia, Missouri, United States

Overview

Blake Monson is the Senior Vice President and Director of Marketing Operations at First Bank of the Lake, leveraging a deep background in banking compliance and risk management. He holds a Certified Regulatory Compliance Manager (CRCM) designation and earned a B. S. in Business Administration from the University of Missouri.

He participates in community-focused events, representing his bank in initiatives aimed at protecting senior citizens from financial fraud. This involvement suggests a personal commitment to community safety and corporate responsibility.

Unique fact: Blake transitioned from Chief Compliance Officer and Risk Manager to Director of Marketing Operations within the same bank, showcasing his versatile expertise.

Personality Overview

Relationship Oriented

Believer

Big Picture Person

They are people oriented, friendly and like creating new connections.  They are naturally enthusiastic, so take their promise with a pinch of salt. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Marketing Operations
As the current Director of Marketing Operations, he is focused on the systems and processes that drive marketing success, likely with a data-driven and compliance-aware approach.
Regulatory Compliance
His career was built on compliance, holding roles like Chief Compliance Officer and earning a prestigious Certified Regulatory Compliance Manager (CRCM) certification.
Risk Management
Previously served as a Risk Manager, indicating a strong foundation in identifying, analyzing, and mitigating internal and external business risks for financial institutions.

Media Appearances

Blake Monson joins First Bank of the Lake as Vice President. Featured in Lake News Online

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First Bank of the Lake Announces Employee Promotions. Featured in First Bank of the Lake (Press Release)

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Work History

12-2024
SVP, Director of Marketing Operations at First Bank of the Lake
8-2023 - 12-2024
SVP, Chief of Staff at First Bank of the Lake
3-2023 - 8-2023
SVP, Chief Compliance Officer and Risk Manager at First Bank of the Lake
1-2019 - 12-2020
Compliance Officer at Providence Bank (Missouri and Texas)
5-2016 - 1-2019
Risk Management Analyst at Providence Bank (Missouri and Texas)

Education

2012 - 2016
Bachelor of Science - BS from University of Missouri-Columbia

More Information

Social Presence :

Prographics :

Exp : 9 Location : Columbia, Missouri, United States Job Level : Leadership Designation : SVP, Director of Marketing Operations at First Bank of the Lake
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Insights For Selling To Blake

During A Call Or A Meeting

DO's

  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Talk about their team and how your product will help them do things better and easier
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be excessively objective, be a storyteller
  • Don’t assume a yes just because they have not said no
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Blake is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Blake

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Blake move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Blake take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Blake

Personality Compatibility


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