Lloyd Whatley

Wildcard
DISC Type : ics

Executive Vice President and Market President at SouthState Bank

Greater Houston, United States

Overview

Lloyd has no verified overview

Personality Overview

Curious But Skeptical

Friendly But Slow

Requires Proof

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are often friendly and nice, but can sometimes suprise you with their piercing questions

Topics They Care About

Lloyd has no verified topics they care about

Media Appearances

Lloyd has no verified media appearances

Work History

2-2025
Executive Vice President and Market President at SouthState Bank
4-2019 - 2-2025
Executive Vice President and Location President at Independent Bank Group, Inc.
7-2011 - 3-2019
Executive Vice President at Texas Exchange Bank
1-2005 - 7-2011
Bank Center President at Prosperity Bank
6-1999 - 1-2005
Vice President, Commercial Development at South Trust Bank

Education

1986 - 1988
MBA from The University of Texas at Austin
1982 - 1986
Bachelor of Arts (BA) from The University of the South

More Information

Social Presence :

Prographics :

Exp : 26 Location : Greater Houston, United States Job Level : Leadership Designation : Executive Vice President and Market President at SouthState Bank
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Insights For Selling To Lloyd

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Build rapport, it will come handy to handle hard questions later
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lloyd is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Lloyd

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Lloyd move?

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

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

You And Lloyd

Personality Compatibility


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