Nicholas Montero

Inquirer
DISC Type : cd

Business Connect Advisor at Truist

Greater Tampa Bay Area, United States

Overview

Nicholas Montero is a Business Advisor at Truist with over a decade of experience in the financial industry, specializing in optimizing business potential and enhancing customer experience. He has a proven track record of successful leadership at institutions like Bank of America and Regions Bank. People who recommend him often use words like talented, dedicated, and reliable.

Outside of work, Nicholas is actively involved in the Tampa Bay community, partnering with organizations like Habitat For Humanity and the Black Chamber of Commerce. He is also a vocal supporter of the Miami Hurricanes football team, frequently posting about them on social media.

In a previous role, he was promoted from a new hire to a Branch Manager in just six months.

Personality Overview

Hard To Convince

Upfront

ROI Conscious

They don’t always try to control the conversation but neither do they like yielding it fully.  They care equally about the product and its potential impact. They respond well to confident salespeople.

Topics They Care About

Small Business Growth
His professional focus is on engaging and supporting business owners by providing strategic resources, expert advice, and tailored solutions to maximize their potential.
Community Engagement
Demonstrates a commitment to community impact through active partnerships with local Tampa Bay organizations, including Habitat For Humanity.
Leadership & Coaching
Has a stated passion for leading, coaching, and developing talent, with a history of transforming underperforming bank branches into market leaders.

Media Appearances

Nicholas has no verified media appearances

Work History

2-2025
Business Connect Advisor at Truist
8-2018 - 2-2025
Financial inclusion leader at Truist
6-2017 - 8-2018
Financial Center Manager at Bank of America
6-2014 - 8-2018
Branch Manager at Regions Bank
6-2010 - 6-2013
Personal Banker at Wells Fargo

Education

2001 - 2004
High School Diploma from Coral Reef Senior High School
Education details unavailable from Pasco-Hernando State College

More Information

Social Presence :

Prographics :

Exp : 18 Location : Greater Tampa Bay Area, United States Job Level : N/A Designation : Business Connect Advisor at Truist
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Insights For Selling To Nicholas

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Avoid long winding pitches, stay objective
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nicholas is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Nicholas

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Nicholas move?

  • Their decision making speed is somewhere in the middle.
  • Can Nicholas take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Nicholas

Personality Compatibility


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