Jim Lawrence

Captain
DISC Type : DS

Chief Revenue and Experience Officer (CRO) at Partners Federal Credit Union

Charleston, South Carolina Metropolitan Area, United States

Overview

Jim Lawrence is the Chief Revenue and Experience Officer at Partners Federal Credit Union, drawing on extensive experience as a Region Bank President at Wells Fargo. A graduate of UNC Kenan-Flagler Business School with a Lean Six Sigma Green Belt, he is described by colleagues as an impactful, strategic, and thoughtful leader.

He is passionate about continuous learning and helping others succeed. Jim values yearly reflection on team accomplishments and expresses immense gratitude for the people he works with, underscoring his focus on both personal and professional development for his team and himself.

Jim believes sales communication must constantly evolve with technology, noting the shift from handshakes to faxes, then email, and now text messages.

Personality Overview

Consummate Professional

Long-Term Thinker

Decisive But Calm

They might take some time to make their mind up but once they do, they don't change it easily.  Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Member Experience
His role as Chief Revenue and Experience Officer is focused on delivering a "magical" member experience through product innovation and superior service.
Leadership Development
He advocates for investing in leadership skills for managers and is consistently praised in recommendations for his impactful mentorship and coaching.
Salesforce Enablement
He emphasizes that sales teams must constantly adapt their communication tactics to evolving technology to remain effective in the market.

Media Appearances

Jim has no verified media appearances

Work History

3-2022
Chief Revenue and Experience Officer (CRO) at Partners Federal Credit Union
3-2022
Chief Revenue Officer (CRO) at The Walt Disney Company
9-2017 - 8-2021
Region Bank President, SVP at Wells Fargo
11-2010 - 9-2017
Area President - West Atlanta, SVP at Wells Fargo
4-2009 - 11-2010
Community Bank President at Wells Fargo

Education

1992 - 1996
BSBA from UNC Kenan-Flagler Business School

More Information

Social Presence :

Prographics :

Exp : 25 Location : Charleston, South Carolina Metropolitan Area, United States Job Level : Leadership Designation : Chief Revenue and Experience Officer (CRO) at Partners Federal Credit Union
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Let them know of potential risks but suggest mitigation methods alongside
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Avoid putting conscious effort into relationship-building
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim 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 Jim

  • 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 Jim move?

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

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

You And Jim

Personality Compatibility


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