Sean Willett

Questioner
DISC Type : c

President and CEO, Director at Lincoln Savings Bank

Waterloo-Cedar Falls Area, United States

Overview

Sean Willett is the President and CEO of Lincoln Savings Bank, leveraging over 25 years of experience from investment firms like JPMorgan Chase and Morgan Stanley. He focuses on blending traditional community banking with modern fintech solutions through the banks LSBX division and holds a Chief Technology Officer Program certification.

He relocated to Iowas Cedar Valley with his wife and three children for his role at Lincoln Savings Bank. Sean emphasizes the importance of people, partnerships, and fostering a strong company culture built on purpose and trust to drive success for customers and the community.

Unique fact: Sean brings a non-traditional background to his community banking role, having spent the majority of his career in investment banking rather than retail banking.

Personality Overview

Not Easily Convinced

Price-Sensitive

Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to do thorough analysis of any situation.

Topics They Care About

Fintech & BaaS
He is leading Lincoln Savings Bank’s fintech division, LSBX, and speaks publicly on the future of Banking as a Service (BaaS) and embedded finance.
Community Banking
Despite his investment banking background, he is focused on prudent growth and serving consumer, small business, and agricultural clients in the bank's local Iowa markets.
Company Culture
Publicly states that "our people are what set us apart" and emphasizes fostering a culture of purpose, trust, and opportunity to ensure success.

Media Appearances

Sean Willett appointed Lincoln Savings Bank CEO. Featured in Business Record

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Meet Lincoln Savings Bank's new CEO Sean Willett. Featured in Business Record

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Travillian Helps Lincoln Savings Bank Connect with Its New CEO. Featured in BankingPlus.news

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Work History

12-2023
President and CEO, Director at Lincoln Savings Bank
8-2017 - 12-2023
EVP, Chief Administrative Officer (CAO) at Five Star Bank
8-2004 - 8-2017
Executive Director at Morgan Stanley
9-2002 - 8-2004
Executive Director at JPMorgan Chase & Co.
10-1998 - 6-2002
Senior Financial Analyst at Fiserv

Education

5-2021 - 4-2022
Other from University of California, Berkeley, Haas School of Business
Bachelor of Science (BSc) from University of Maryland

More Information

Social Presence :

Prographics :

Exp : 27 Location : Waterloo-Cedar Falls Area, United States Job Level : Leadership Designation : President and CEO, Director at Lincoln Savings Bank
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Insights For Selling To Sean

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sean is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Sean

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Sean move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Sean take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Sean

Personality Compatibility


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