Lee Wisler, CLFP

Observer
DISC Type : ci

Vice President, Relationship Manager - Medium/Heavy Duty Truck at 1st Source Bank

South Bend-Mishawaka Region, United States

Overview

Lee has no verified overview

Personality Overview

Example Seeker

Value Driven

Assertive

They are generally good communicators and can be hard to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Lee has no verified topics they care about

Media Appearances

Lee has no verified media appearances

Work History

1-2023
Vice President, Relationship Manager - Medium/Heavy Duty Truck at 1st Source Bank
3-2020 - 1-2023
Assistant Vice President, Specialty Vehicle Division Manager at 1st Source Bank
4-2018 - 3-2020
Officer, Relationship Manager - Vocational & Delivery at 1st Source Bank
2-2011 - 11-2015
Sales Specialist at The Tire Rack
1-2010 - 2-2011
Licensed Personal Banker (Series 6 & 63) at JPMorgan Chase & Co.

Education

2005 - 2009
Bachelor's degree from Indiana University South Bend

More Information

Social Presence :

Prographics :

Exp : 16 Location : South Bend-Mishawaka Region, United States Job Level : Senior Designation : Vice President, Relationship Manager - Medium/Heavy Duty Truck at 1st Source Bank
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Insights For Selling To Lee

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Build rapport, it will come handy to handle hard questions later
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lee is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Lee

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Lee move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Lee take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Lee

Personality Compatibility


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