Rachel Ward

Judge
DISC Type : Dc

Senior Relationship Banker at Truist

Cincinnati, Ohio, United States

Overview

Rachel has no verified overview

Personality Overview

Generally Skeptic

Quality Focused

Demanding

They like to move fast and expect the same from others.  More than the product, they care about the impact of the product. They respond well to strong and respectful communication.

Topics They Care About

Rachel has no verified topics they care about

Media Appearances

Rachel has no verified media appearances

Work History

10-2024
Senior Relationship Banker at Truist
2-2024 - 10-2024
Mortgage Loan Officer at Republic State Mortgage, NMLS # 62411
1-2023 - 2-2024
Mortgage Loan Officer at Movement Mortgage
11-2022 - 1-2023
Mortgage Loan Originator at Thrive Mortgage LLC
12-2019 - 11-2022
Mortgage Loan Originator at American Mortgage Service Company

Education

2011 - 2013
Marketing from Indiana Wesleyan University
2005 - 2007
Business Management from Northern Kentucky University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Cincinnati, Ohio, United States Job Level : N/A Designation : Senior Relationship Banker at Truist

Interested in

Sports

Football, West Chester Outlaws Youth Football

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Insights For Selling To Rachel

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • Objectively showcase the impact that your product creates
  • Be respectful but crisp

DONT's

  • Don't try too hard to forge relationships with them
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rachel is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Rachel

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Rachel move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Rachel take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Rachel

Personality Compatibility


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