Lindsay Meyer, CTP

Questioner
DISC Type : c

Vice President Treasury Management at First Business Bank

Stevens Point, Wisconsin, United States

Overview

Lindsay Meyer is the Vice President of Treasury Management at First Business Bank, specializing in customized banking for businesses and nonprofits. A Certified Treasury Professional with over 20 years of experience, she focuses on improving cash flow and mitigating fraud. She is a graduate of the University of Wisconsin-Stevens Point.

Deeply involved in her community, Lindsay serves on the Stevens Point YMCA Board and is the co-chair for the Womens Fund of Portage County. Through her work with the Womens Fund, she champions local issues such as childcare access and financial security for women.

She is proud to be part of a team at First Business Bank, which was recently named to Forbes 2026 list of Americas Best Banks.

Personality Overview

Price-Sensitive

Value Seeker

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Treasury Management
Her core professional function involves providing customized banking solutions to help businesses and nonprofit organizations improve efficiencies and cash flow.
Fraud Prevention
Proactively works with clients to identify ways to prevent losses due to fraud, a key part of her role and value proposition.
Community Philanthropy
Demonstrates a strong commitment to her community through active leadership roles, including serving on the Stevens Point YMCA Board and co-chairing the Women's Fund.

Media Appearances

Lindsay Meyer – Representative Profile. Featured in First Business Bank (official website)

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First Business Bank Promotes Lindsay Meyer, CTP, To Vice President Treasury Management. Featured in PublicNow (press release distribution)

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Lindsay Meyer, CTP, joins First Business Bank as Assistant Vice President Treasury Management. Featured in WisBusiness

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Work History

1-2026
Vice President Treasury Management at First Business Bank
1-2022 - 2-2026
AVP Treasury Management at First Business Bank
7-2011 - 12-2021
Treasury Management at Investors Community Bank
5-2006 - 7-2011
Branch Manager at M&I Bank

Education

Bachelor of Arts (B.A.) from University of Wisconsin-Stevens Point

More Information

Social Presence :

Prographics :

Exp : 19 Location : Stevens Point, Wisconsin, United States Job Level : Senior Designation : Vice President Treasury Management at First Business Bank
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Insights For Selling To Lindsay

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lindsay is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Lindsay

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Lindsay move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Lindsay take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Lindsay

Personality Compatibility


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