Nancy J.

Evaluator
DISC Type : DCS

Banno at Simmons Bank

Springfield, Missouri, United States

Overview

Experienced digital banking professional specializing in compliance, fraud prevention, and operational resilience. She leverages data-driven solutions and Agile methodologies to enhance efficiency and regulatory alignment. Holds a Bachelor of Science in Finance from Missouri State Universitys College of Business.

Passionate about creating inclusive work environments that promote general wellbeing for all employees. She advocates for practical changes, like making cameras optional in meetings, to support flexibility and movement, believing that inclusive policies benefit everyone on the team.

Unique fact: She has an uncommon blend of expertise in core banking platforms (Banno, Silverlake) and corporate travel systems (Amadeus, SABRE).

Personality Overview

Hard To Convince

Fast But Analytical

Thorough Evaluator

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Digital Banking & Fraud
Her background is centered on digital banking, compliance oversight, and fraud prevention, with a focus on protecting client assets and strengthening operational resilience.
Workplace Inclusivity
Advocates for disability-inclusive practices and creating meeting environments that support the general wellbeing of all participants, not just a few.
Agile & Lean Principles
Adept at leading cross-functional improvements using Agile/SCRUM and Lean Six Sigma principles to achieve lasting performance gains and efficiency.

Media Appearances

Nancy has no verified media appearances

Work History

1-2022
Banno at Simmons Bank
4-2021 - 1-2022
Licensed Insurance Agent at American National Property And Casualty Company
1-2020 - 4-2021
Corporate Analyst at Expedia Group
5-2017 - 1-2020
Business Card Senior Specialist I at Chase
7-2016 - 5-2017
Multi-Product Senior Specialist I at Chase

Education

Bachelor of Science - BS from Missouri State University

More Information

Social Presence :

Prographics :

Exp : 12 Location : Springfield, Missouri, United States Job Level : N/A Designation : Banno at Simmons Bank
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Insights For Selling To Nancy

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nancy is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Nancy

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Nancy move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Nancy take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Nancy

Personality Compatibility


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