Katiann B.

Energizer
DISC Type : I

Client Service Professional at Amuni Financial, Inc.

St. Petersburg, Florida, United States

Overview

As a Client Service Professional at Amuni Financial, Inc. , Katiann leverages over seven years of experience in the finance and banking industry. She specializes in back-office operations, supporting advisors and clients with a keen eye for detail in transactions, compliance, and loan documentation, ensuring both accuracy and efficiency.

Her background includes the unique responsibility of auditing a third-party vendor that serviced loans for a previous employer.

Personality Overview

Believer

Informal

Relationship Oriented

They are people oriented, friendly and like creating new connections.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Client Service
Focuses on providing excellent support to advisors and clients, handling paperwork, transactions, and compliance with high accuracy.
Financial Operations
Experienced in various back-office functions, including deposit operations, IRA portfolio oversight, and EFT error and fraud mitigation.
Loan Servicing
Her background includes reviewing loan documents, evaluating qualifying variables, and auditing third-party loan servicing vendors.

Media Appearances

Katiann has no verified media appearances

Work History

12-2022
Client Service Professional at Amuni Financial, Inc.
4-2021 - 10-2022
Residential sub-Servicing Specialist at First Federal Bank
3-2020 - 3-2021
Loan Documentation Specialist at Columbia Bank
5-2019 - 3-2020
Deposit Operations Specialist at Columbia Bank
6-2016 - 5-2019
Personal Banker at Columbia Bank

Education

Katiann has no verified education history

More Information

Social Presence :

Prographics :

Exp : 9 Location : St. Petersburg, Florida, United States Job Level : N/A Designation : Client Service Professional at Amuni Financial, Inc.
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Insights For Selling To Katiann

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Don’t assume a yes just because they have not said no
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katiann is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Katiann

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Katiann move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Katiann take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Katiann

Personality Compatibility


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