Banking on Everything DiSC to Deliver. How one financial…

  • Posted on January 31, 2019
  • by aleman

How one financial services company is taking Everything DiSC® to the bank!


Banks and mortgage lenders, trust and investment companies alike were facing the aftermath of a significant loss in consumer confidence and low employee morale. While many struggled to survive by reducing staff and slashing investments in talent development, First United Bank & Trust of Oakland, Maryland took a bold step forward. It reallocated its limited resources to the best training available and focused on developing its people as a strategy for business growth—by leveraging the power of Wiley’s Everything DiSC® solutions.


“From a financial perspective, with salaries and benefits alone, we recognized that employees are our biggest investment,” Chairman of the Board and CEO Carissa Rodeheaver recalls. “Yet, we weren’t spending enough time and energy on their continuing development outside of the specialty skills required for their jobs. Especially as we were facing this post-crash environment, we had to develop leaders at every level to help everyone develop the communication skills needed to be more effective. And we were fortunate to have Jeannette Fitzwater, an Authorized Partner and Certified Trainer of Everything DiSC, ready to introduce us to DiSC—tools that were already proven to be effective in building better working relationships between managers and employees, within teams, and with customers.” Targeting teams and departments with the greatest potential for business growth, the company’s trust and investment officers were the first to experience Everything DiSC® Sales, a customizable DiSC-based tool designed specifically to help them effectively recognize and adapt to their customers’ unique buying styles and, ultimately, deliver better bottom-line results. Within a year of the initial sales training event, First United found other areas where Everything DiSC could make a difference as well.

The company incorporated Everything DiSC® Management into an existing coaching and mentoring program—one required for all supervisors—to enhance the critical skills needed to build solid, one-to-one relationships with direct reports as well as up the chain-of-command.

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