Jeremy Cline

Examiner
DISC Type : sc

Senior Vice President Digital Banking at Truliant Federal Credit Union

Charlotte Metro, United States

Overview

As the Senior Vice President of Digital Banking at Truliant Federal Credit Union, Jeremy Cline is a long-tenured leader who has been with the organization since 2006. He is responsible for driving digital innovation and product strategy. He holds an MBA from Queens University of Charlotte and a bachelors from North Carolina State University.

His supervisor has praised his consistent "passion for ensuring the delivery of quality service to our members, " highlighting his commitment to enhancing the member experience.

Unique fact: Throughout his career at Truliant, Jeremy has held at least nine different roles, ranging from member service and risk analysis to product management and his current SVP position.

Personality Overview

Unexpressive

Overcautious

Status Quo Seeker

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  The only way to convince them is by showing them examples and ample proof. They are thorough and always follow a systematic approach.

Topics They Care About

Digital Innovation
In his current role, he is responsible for driving innovation across Truliant's digital channels to deliver greater value to members.
Member Experience
A consistent theme in his career, he has led member satisfaction groups and is focused on creating an optimal experience for credit union members.
Data & Analytics
He previously led Truliant's first-ever insight and analytics team, focusing on using member feedback and data to develop product offerings.

Media Appearances

Truliant's Senior Management Team – Jeremy Cline, Senior Vice President Digital Banking. Featured in Truliant Federal Credit Union (official website)

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Cline Named Vice President of Member Success and Loyalty at Truliant. Featured in Truliant Federal Credit Union (press release)

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Cline Promoted to Senior Director. Featured in Truliant Federal Credit Union (press release)

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Work History

3-2025
Senior Vice President Digital Banking at Truliant Federal Credit Union
1-2023 - 3-2025
Vice President Member Success & Loyalty at Truliant Federal Credit Union
10-2021 - 1-2023
Senior Director of Member Success and Loyalty at Truliant Federal Credit Union

Education

1-2020 - 12-2021
Master of Business Administration - MBA from Queens University of Charlotte
2002 - 2005
Bachelor of Business Management from North Carolina State University

More Information

Social Presence :

Prographics :

Exp : 4 Location : Charlotte Metro, United States Job Level : Leadership Designation : Senior Vice President Digital Banking at Truliant Federal Credit Union
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Insights For Selling To Jeremy

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeremy is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jeremy

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Jeremy move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Jeremy take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Jeremy

Personality Compatibility


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