Mary Joldersma, CAMS

Questioner
DISC Type : c

BSA / AML Quality Assurance Officer at First Citizens Bank

Omaha Metropolitan Area, United States

Overview

Mary has no verified overview

Personality Overview

Cautious & Analytical

Value Seeker

Not Easily Convinced

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Mary has no verified topics they care about

Media Appearances

Mary has no verified media appearances

Work History

1-2023
BSA / AML Quality Assurance Officer at First Citizens Bank
1-2020 - 3-2023
Senior BSA Bank Investigator at First Citizens Bank
1-2017 - 12-2019
Senior BSA/AML Compliance Investigator at Mutual of Omaha Bank
2-2014 - 1-2017
BSA/AML Compliance Investigator at Mutual of Omaha Bank
3-2007 - 1-2014
Senior International Trade Services Specialist at First National Bank of Omaha

Education

Bachelor of Arts (BA) from Buena Vista University
Bachelor of Arts - BA from Buena Vista University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Omaha Metropolitan Area, United States Job Level : N/A Designation : BSA / AML Quality Assurance Officer at First Citizens Bank
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Insights For Selling To Mary

During A Call Or A Meeting

DO's

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

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • 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 Mary is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Mary

  • 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 Mary move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Mary take some risk or not?

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


You And Mary

Personality Compatibility


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