Basic Information
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Company
WaFd Bank -
Phone
2535083588 -
Mobile phone
2535083588 -
Email
Johnd.lee@wafd.com -
Describe How You Would Like To Be Introduced Via Email
I'd like to be introduced as JD Lee, local Business Banker with WaFd Bank. Any format is fine with me. Feel free to give them my phone number as well. -
What is your "why"? Why do you do what you do?
The reason I pursued banking in the first place is to help people be comfortable with their Finances. I thrive off of the relationships that I am able to build with my clients. There is no better feeling to me than watching a business grow while I am a part of their team. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1.) How is your relationship with your current bank?
2.) Do you find yourself wanting a more personable relationship with you bank?
3.) Are you feeling valued in your current banking relationship? -
Unique Selling Proposition
My availability and genuine interest in a client's business is what separates me from the rest. I like to think of myself as a business partner that a business doesn't need to pay. The network of professionals I have with me is an asset in itself. I would like to be a "one-stop-shop" for all of my clients. -
About me
I have been local to the South Puget Sound area my whole life. Went to school in the Puyallup school district from K-12. I am passionate about my community and those around me. I spend my free time enjoying sports, socializing with friends and being with family. -
Profession
Business Banking -
Title
Community Business Banker -
Hobbies and interest
I enjoy outdoor activity. Fitness/health is a passion of mine. I also love to watch football, baseball, golf and basketball at all levels. -
Website
https://www.wafdbank.com/
Contact Information
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City / Town
Puyallup -
State
WA -
Zip
98372 -
Country
United States -
LinkedIn Profile
www.linkedin.com/in/john-david-lee-543a02158
Education
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College / University
Finance Degree from Washington State University -
Graduation Year
2021