Nicole Lee

Enthusiast
DISC Type : i

Regional Vice President at nCino

United States

Overview

Nicole has no verified overview

Personality Overview

Amiable & Agreeable

Optimistic

Story Driven

They tend to be agreeable by nature, so take their promises with a pinch of salt.
  They are more about building relationships than just cutting deals. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Nicole has no verified topics they care about

Media Appearances

Nicole has no verified media appearances

Work History

1-2026
Regional Vice President at nCino
8-2024 - 12-2025
FVP/Director of Bankcards at Bankers'​ Bank
12-2022 - 8-2024
AVP Credit Card Underwriting Manager at Beneficial State Bank
2-2020 - 12-2022
Consumer Lending Operations Manager II at UW Credit Union
6-2018 - 2-2020
Consumer Lending Operations Manager at UW Credit Union

Education

Organizational Leadership from Edgewood University

More Information

Social Presence :

Prographics :

Exp : 15 Location : United States Job Level : Senior Designation : Regional Vice President at nCino
URL has been copied!

Insights For Selling To Nicole

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Compliment them about their personality if you get a chance
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nicole is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Nicole

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Nicole move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Nicole take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Nicole

Personality Compatibility


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