Alvin Oakley

Critic
DISC Type : C

Treasury Management Advisor at TowneBank

Raleigh, North Carolina, United States

Overview

Alvin has no verified overview

Personality Overview

Precise

Negotiator

Critic

Unless the value is proven by data, they are unlikely to value fancy features.  It is very likely that they will negotiate pricing or other important terms. They enjoy working alone and do not rely on others very often.

Topics They Care About

Alvin has no verified topics they care about

Media Appearances

Alvin has no verified media appearances

Work History

4-2019 - 4-2025
Treasury Management Advisor at TowneBank
12-2014 - 4-2019
Treasury Management Sales Officer at First Horizon Bank
12-2005 - 12-2014
Treasury & Payment Solutions Sales Officer at SunTrust Bank
12-2003 - 12-2005
SVP - Director of Operations at Capital Bank
12-2001 - 12-2003
Branch Administration Manager at Capital Bank

Education

Bachelor of Science (B.S.) from The University of North Carolina at Chapel Hill
Education details unavailable from BAI Graduate School of Banking at Vanderbilt University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Raleigh, North Carolina, United States Job Level : N/A Designation : Treasury Management Advisor at TowneBank
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Insights For Selling To Alvin

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Make extra effort to not seem pushy or confrontational
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alvin is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Alvin

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Alvin move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Alvin take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Alvin

Personality Compatibility


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