Kristi Heller

Enthusiast
DISC Type : i

Middle Market Banking Executive at Fulton Bank

Manheim, Pennsylvania, United States

Overview

Kristi has no verified overview

Personality Overview

Optimistic

Amiable & Agreeable

Consensus Focused

They are generally friendly, so be careful when relying on their word.  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Kristi has no verified topics they care about

Media Appearances

Kristi has no verified media appearances

Work History

10-2024
Middle Market Banking Executive at Fulton Bank
10-2023 - 10-2024
Commercial Market Executive at Fulton Bank
3-2022 - 10-2023
Senior Vice President/Commercial Team Leader at Fulton Bank
8-2016 - 4-2020
Senior Relationship Manager / Vice President at F.N.B. Corporation
10-2010 - 8-2016
Vice President, Senior Relationship Manager at M&T Bank

Education

1996 - 2000
BA from Lycoming College

More Information

Social Presence :

Prographics :

Exp : 13 Location : Manheim, Pennsylvania, United States Job Level : N/A Designation : Middle Market Banking Executive at Fulton Bank
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Insights For Selling To Kristi

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Give them the opportunity to lead the conversation where possible
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don't be critical or challenge them openly, they can react defensively
  • Don’t be excessively objective, be like a storyteller with them
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kristi is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Kristi

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Kristi move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Kristi take some risk or not?

  • They can take some low-probability risks if needed.

You And Kristi

Personality Compatibility


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