Joel Weeman

Enthusiast
DISC Type : i

Wealth Operations Assistant at The Commercial & Savings Bank

Wooster, Ohio, United States

Overview

Joel Weeman is a Wealth Operations Assistant at The Commercial & Savings Bank, leveraging his degree in Business Management and Finance from the University of Mount Union. His background includes hands-on experience with equity trading as part of his universitys investment team, complemented by technical skills in Excel, Word, and PowerPoint.

Outside of finance, Joel is the Assistant Diving Coach for the Division III team at The College of Wooster, building on his own experience as a collegiate athlete. He focuses on developing athletes, understanding NCAA regulations, and fostering effective communication and leadership, skills he also applied as a manager at the YMCA.

He uniquely balances a career in wealth operations with his passion for coaching collegiate-level diving.

Personality Overview

Amiable & Agreeable

Optimistic

Non-Confrontational

They agree with others often, so exercise caution when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals.

Topics They Care About

Wealth Operations
He recently started a position as a Wealth Operations Assistant at The Commercial & Savings Bank and is focused on growing his career in this area.
Collegiate Diving
As a former university diver and the current Assistant Diving Coach at The College of Wooster, he is deeply involved in training and technique for student-athletes.
Investment Analysis
Gained practical experience analyzing and trading equities, mutual funds, and other assets as a member of the Mount Union Investment Team.

Media Appearances

Joel has no verified media appearances

Work History

7-2025
Wealth Operations Assistant at The Commercial & Savings Bank
9-2024
Assistant Coach (Diving) at The College of Wooster
11-2024 - 6-2025
Sales Leader at EXPRESS
10-2023 - 5-2024
Mount Union Investment Team at University of Mount Union
5-2017 - 8-2023
Manager at YMCA

Education

8-2020 - 5-2024
Bachelor of Arts - BA from University of Mount Union

More Information

Social Presence :

Prographics :

Exp : 8 Location : Wooster, Ohio, United States Job Level : Junior Designation : Wealth Operations Assistant at The Commercial & Savings Bank
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Insights For Selling To Joel

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Ask them how their day is going or exchange some other pleasantries
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Avoid overloading them with too much information
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joel is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Joel

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Joel move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Joel take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Joel

Personality Compatibility


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