Kathleen DeLeo

Enthusiast
DISC Type : i

Business Banking Relationship Manager at Fidelity Deposit and Discount Bank

Peckville, Pennsylvania, United States

Overview

Kathy is a Business Banking Liaison at Fidelity Bank with over 30 years of experience in commercial banking. Holding degrees in accounting and taxation from the University of Scranton and Kings College, she specializes in serving small businesses with expertise in commercial lending, loan structuring, and SBA loans.

Passionate about promoting local small businesses, Kathy is a small business owner herself, which gives her firsthand insight into entrepreneurial challenges. She is an active community volunteer, dedicating time to local economic development and organizations like the Wilkes University Small Business Development Center.

She is both a dedicated banker serving entrepreneurs and a small business owner, uniquely positioning her to understand her clients needs.

Personality Overview

Amiable & Agreeable

Non-Confrontational

Consensus Focused

They are more about building relationships than just cutting deals.  Unlike D or C types, they are convinced more by stories and testimonials. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Topics They Care About

Small Business Banking
Her career is dedicated to serving the small business community, understanding their unique needs and daily struggles from both a banker's and an owner's perspective.
Commercial Lending
Possesses over 30 years of experience with skills in loan structuring, covenant compliance, and SBA loans to support business clients.
Local Economic Development
Actively promotes local business growth by presenting seminars and offering one-on-one consulting for entrepreneurs through organizations like the Small Business Development Center.

Media Appearances

Kathleen Deleo - Business Banking Relationship Manager at Fidelity Deposit and Discount Bank. Featured in The Org

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Work History

4-2019
Business Banking Relationship Manager at Fidelity Deposit and Discount Bank
7-2017 - 3-2019
Small Business Development Officer at F.N.B. Corporation

Education

1987 - 1990
Bachelor's degree from University of Scranton
1994 - 1996
Master of Science - MS from King's College

More Information

Social Presence :

Prographics :

Exp : 8 Location : Peckville, Pennsylvania, United States Job Level : Middle Designation : Business Banking Relationship Manager at Fidelity Deposit and Discount Bank
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Insights For Selling To Kathleen

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Speak from experience about success that the product has seen with other customers
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Avoid overloading them with too much information
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathleen is

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

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Kathleen move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Kathleen take some risk or not?

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

You And Kathleen

Personality Compatibility


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