Andrew B. Smith, AAP

Energizer
DISC Type : I

Director, ACH Treasury Product Manager at Bank of America at Bank of America

New York, New York, United States

Overview

Andrew B. Smith is the Director and ACH Treasury Product Manager at Bank of America, specializing in financial services. An Accredited ACH Professional (AAP), he has extensive experience in product management, risk mitigation, and accounts payable/receivable from roles at Capital One and Popular Bank. He holds both Bachelors and Masters degrees from Mercy University in International Business, Banking, and Finance.



He is an Accredited ACH Professional (AAP), a key certification in the payments industry.

Personality Overview

Relationship Oriented

Imaginative

Full Of Energy

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

ACH & Treasury
His career focus has been on ACH product management, with expertise in treasury payables/receivables, ACH rules, and day-to-day operations.
Payments Product Management
He has a demonstrated history of working as a product manager in the financial services and payments industry for leading banks.
Financial Risk Mitigation
His background includes expertise in risk management and implementing well-managed risk mitigation tools within banking operations.

Media Appearances

Andrew has no verified media appearances

Work History

9-2021
Director, ACH Treasury Product Manager at Bank of America at Bank of America
7-2020 - 9-2021
Payments Product Manager at Popular Bank
10-2016 - 7-2020
ACH Product Manager at Capital One

Education

Bachelor's degree and Master's degree from Mercy University

More Information

Social Presence :

Prographics :

Exp : 9 Location : New York, New York, United States Job Level : Mid-senior Designation : Director, ACH Treasury Product Manager at Bank of America at Bank of America
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Insights For Selling To Andrew B.

During A Call Or A Meeting

DO's

  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Talk about their team and how your product will help them do things better and easier
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Don’t be excessively objective, be a storyteller
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrew B. is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Andrew B.

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Andrew B. move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Andrew B. take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Andrew B.

Personality Compatibility


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