Jason Monroe

Collaborator
DISC Type : si

Senior Vice President, Corporate Banking at Citizens

Greater Tampa Bay Area, United States

Overview

Jason Monroe is a Senior Vice President in Corporate Banking at Citizens, where he leverages a consultative approach to support mid-corporate clients. His career includes extensive experience in middle-market banking at Wells Fargo. He holds both a BS and an MBA from Florida State Universitys College of Business and possesses a Series 79 certification.

Jason earned both his Bachelor of Science and his MBA from the Florida State University - Herbert Wertheim College of Business.

Personality Overview

Example Driven

Good Listener

Appreciative

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.  Scenarios where both sides can come out as winners appeal to them greatly. They are more likely to opt for solutions that are proven in the market.

Topics They Care About

Middle-Market Banking
Has a significant history of supporting middle-market clients, holding multiple senior roles in this sector at Wells Fargo.
Strategic Relationship Building
Identifies as a "Relationship Builder" and emphasizes a consultative approach to help clients achieve their strategic and financial objectives.
Comprehensive Financial Solutions
Focuses on delivering a range of solutions, including commercial lending, treasury management, and partnering with investment banking and capital finance groups.

Media Appearances

Jason has no verified media appearances

Work History

7-2024
Senior Vice President, Corporate Banking at Citizens
2-2018 - 6-2024
Senior Vice President, Middle Market Banking, Heavy Equipment Dealer Group at Wells Fargo
8-2013 - 2-2018
Vice President, Middle Market Banking at Wells Fargo
5-2011 - 8-2013
Assistant Vice President, Credit Analyst - Middle Market Banking at Wells Fargo
1-2007 - 5-2011
Strategist - Commercial Strategies at Wells Fargo

Education

2005 - 2006
MBA from Florida State University - Herbert Wertheim College of Business
2001 - 2005
BS from Florida State University - Herbert Wertheim College of Business

More Information

Social Presence :

Prographics :

Exp : 19 Location : Greater Tampa Bay Area, United States Job Level : Leadership Designation : Senior Vice President, Corporate Banking at Citizens
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • If possible, involve their colleagues in the sales process
  • When asking them questions, sound relatable and informal
  • Use phrases like ‘trust me when’, ‘your team will love’ etc.

DONT's

  • Don’t push them to make decisions very fast, let them take their time
  • Don’t get into excessive details unless prompted
  • Don’t give the impression of being unproven or risky

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Relationships can play a major role, followed by low risk and strong market validation.
  • Will you ever get a clear answer from Jason

  • They are not very direct, and unlikely to say no to your face.

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • They can take their time to make decisions, even if they are constantly involved and friendly.
  • Can Jason take some risk or not?

  • It is unlikely that they will take many risks.

You And Jason

Personality Compatibility


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