Roger Smid

Observer
DISC Type : ci

Senior Vice President Finance at TRIUS FEDERAL CREDIT UNION

Lincoln, Nebraska, United States

Overview

Roger has no verified overview

Personality Overview

Curious

Example Seeker

Value Driven

They are likely to ask many questions and look heavily for supporting information.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Roger has no verified topics they care about

Media Appearances

Roger has no verified media appearances

Work History

9-2024
Senior Vice President Finance at TRIUS FEDERAL CREDIT UNION
10-2022 - 9-2024
Chief Financial Officer at LINCONE Federal Credit Union
4-1995 - 12-2022
Vice President Business Development & Marketing; CCUE at LINCONE Federal Credit Union

Education

2019 - 2021
Education details unavailable from CUNA Management School (CMS) Graduate
CCUIP from CUNA Investment School

More Information

Social Presence :

Prographics :

Exp : 31 Location : Lincoln, Nebraska, United States Job Level : Leadership Designation : Senior Vice President Finance at TRIUS FEDERAL CREDIT UNION
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Insights For Selling To Roger

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Share testimonials from known people and give multiple examples of product value
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t brush off any concerns, take all questions seriously
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Roger is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Roger

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Roger move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Roger take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Roger

Personality Compatibility


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