Wendy Edwards, CTP

Observer
DISC Type : ci

AVP, Regional Treasury Management Sales at Encore Bank

Lubbock, Texas, United States

Overview

Wendy Edwards is a Certified Treasury Professional and AVP of Regional Treasury Management Sales at Encore Bank. A graduate of Texas Tech University, she specializes in prospecting, upselling, and optimizing sales and deposits for business customers. She was recently promoted to expand the banks impact across Texas and Colorado markets.

Wendy is passionate about building strong partnerships and connecting with industry peers. She actively represents Encore Bank at professional conferences like TEXPO and at local events that bring together relationships, art, and community, demonstrating her commitment to networking and community engagement.

She recently took on a new role focused on expanding Encore Banks treasury management footprint in both the Texas and Colorado markets.

Personality Overview

Value Driven

Example Seeker

Assertive

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Treasury Management
As a Certified Treasury Professional and AVP in the field, this is her core area of expertise and professional focus.
Market Expansion
Her new role is centered on expanding Encore Bank's business and impact across the Texas and Colorado markets.
Professional Networking
She recently attended the TEXPO Treasury & Financial Conference to connect with others and gather new ideas.

Media Appearances

Wendy has no verified media appearances

Work History

12-2025
AVP, Regional Treasury Management Sales at Encore Bank
2-2024 - 12-2025
AVP, Treasury Sales Analyst at Encore Bank
7-2022 - 1-2024
Treasury Solutions Consultant at City Bank
5-2021 - 9-2022
Treasury Solutions Associate at City Bank
3-2020 - 3-2023
Board Member/Communications at High Plains Wine & Food Foundation

Education

1994 - 1999
Bachelor's degree from Texas Tech University

More Information

Social Presence :

Prographics :

Exp : 30 Location : Lubbock, Texas, United States Job Level : N/A Designation : AVP, Regional Treasury Management Sales at Encore Bank
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Insights For Selling To Wendy

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Focus on immediate action-items rather than the larger goals
  • Share testimonials from known people and give multiple examples of product value

DONT's

  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Wendy is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Wendy

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Wendy move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Wendy take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Wendy

Personality Compatibility


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