Alex Weinstein

Examiner
DISC Type : cs

Treasury Management Officer at Woodforest National Bank

Houston, Texas, United States

Overview

Alex is a Treasury Management Officer at Woodforest National Bank, focusing on the middle market sector in Houston. A 2018 graduate of Texas A&M University, he has built a dedicated career in banking, with progressive treasury management experience at institutions like Regions Bank and Texas Capital Bank.

Personality Overview

Late Adopter

Unexpressive

Process Oriented

They do not like taking risks at all and go for proven options in the end.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. Being observant comes to them naturally.

Topics They Care About

Treasury Management
His entire career has been dedicated to treasury services, progressing from Analyst to Officer roles at multiple major banks.
Middle Market Banking
His current role and previous experience are specifically focused on building relationships and serving middle-market clients.
Career Advancement
He consistently announces starting new roles with increased responsibility, showing a clear focus on professional growth and development.

Media Appearances

Alex has no verified media appearances

Work History

8-2024
Treasury Management Officer at Woodforest National Bank
4-2023 - 8-2024
Treasury Management Relationship Manager II at Regions Bank
7-2022 - 4-2023
Banking Officer, Treasury Solutions Senior Associate at Texas Capital Bank
8-2018 - 7-2022
Treasury Analyst at Memorial Hermann Health System
6-2017 - 8-2017
Summer Analyst at Bank of America Merrill Lynch

Education

2014 - 2018
Bachelor's degree from Texas A&M University

More Information

Social Presence :

Prographics :

Exp : 7 Location : Houston, Texas, United States Job Level : N/A Designation : Treasury Management Officer at Woodforest National Bank
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Insights For Selling To Alex

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alex is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Alex

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Alex move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Alex take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Alex

Personality Compatibility


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