Brad Caudill

Observer
DISC Type : ci

VP Business Relationship Banker at Crews Bank & Trust

Sarasota, Florida, United States

Overview

Brad has no verified overview

Personality Overview

Curious

Assertive

Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally good communicators and can be hard to convince. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Brad has no verified topics they care about

Media Appearances

Brad has no verified media appearances

Work History

10-2025
VP Business Relationship Banker at Crews Bank & Trust
6-2023 - 7-2025
Vice President Retail Market Manager IV at Synovus
8-2020 - 6-2023
Vice President Banking Center Sales Manager II at American Momentum Bank
2-2017 - 8-2020
AVP Banking Center Sales Manager II at American Momentum Bank
5-2015 - 8-2016
Financial Center Manager at Liberty Savings Bank

Education

Brad has no verified education history

More Information

Social Presence :

Prographics :

Exp : 20 Location : Sarasota, Florida, United States Job Level : Senior Designation : VP Business Relationship Banker at Crews Bank & Trust
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Insights For Selling To Brad

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Persuade objectively how your product will help them achieve their goals
  • Build rapport, it will come handy to handle hard questions later

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brad is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Brad

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Brad move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Brad take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Brad

Personality Compatibility


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