Judy Wishnek

Examiner
DISC Type : sc

Senior Vice President, Charlotte Market President at Truliant Federal Credit Union

Charlotte, North Carolina, United States

Overview

Judy Wishnek is the Senior Vice President and Charlotte Market President at Truliant Federal Credit Union, where she sets strategic direction for commercial lending. With over three decades of experience in the Charlotte banking sector, she is a recognized leader in business development and holds a BS from Radford University.

Deeply involved in her community, Judy serves on several boards, including the Charlotte Ballet and the Central Piedmont Community College Foundation. A mother of three, she enjoys traveling the world with friends and has recently taken up golf.

Her personal bucket list includes getting a hole-in-one and one day riding on a float in a parade.

Personality Overview

Tough To Convince

Unexpressive

Late Adopter

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Commercial Lending
Oversees Truliant's Charlotte business lending office, its regional business loan portfolio, and commercial real estate investments, with a career spanning three decades in the sector.
Women's Leadership
Actively supports organizations like Dress for Success and celebrates the success of other female leaders, emphasizing the importance of "women supporting women. "
Charlotte Community
Holds board positions with the Charlotte Regional Business Alliance, Charlotte Ballet, and Harris YMCA, demonstrating a deep commitment to the city's civic and cultural development.

Media Appearances

Judy has no verified media appearances

Work History

4-2024
Senior Vice President, Charlotte Market President at Truliant Federal Credit Union
6-2019
Commercial Market Executive at Truliant Federal Credit Union
11-2016 - 5-2019
Commercial Market Executive at Capital Bank
11-2012 - 11-2016
Charlotte Regional President at Park Sterling Bank
7-2010 - 10-2012
Charlotte Market Manager at Bank of America

Education

1985 - 1989
BS from Radford University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Charlotte, North Carolina, United States Job Level : Leadership Designation : Senior Vice President, Charlotte Market President at Truliant Federal Credit Union
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Insights For Selling To Judy

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Judy is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Judy

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Judy move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Judy take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Judy

Personality Compatibility


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