Brandon Calvert, AAP, APRP, AFPP

Questioner
DISC Type : c

ACH Operations Lead at TriState Capital Bank

Greater Pittsburgh Region, United States

Overview

Brandon Calvert is an ACH Operations Lead at TriState Capital Bank with a deep background in the payments industry, including previous roles in product management and risk analysis at BNY Mellon. He is a highly accredited professional, holding AAP, APRP, and AFPP certifications, showcasing his comprehensive expertise in payment systems and risk management.

He holds three significant certifications from Nacha: Accredited ACH Professional (AAP), Accredited Payments Risk Professional (APRP), and Accredited Faster Payments Professional (AFPP).

Personality Overview

Cautious & Analytical

Systematic

Value Seeker

They are more likely than others to negotiate on pricing and terms.  They prefer to do thorough analysis of any situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

ACH Payments
His current role is ACH Operations Lead and he is an Accredited ACH Professional (AAP), indicating deep expertise in this area.
Payments Risk
He is an Accredited Payments Risk Professional (APRP) and previously worked as a Risk Management Analyst, highlighting his focus on mitigating payment risks.
Faster Payments
He recently obtained the Accredited Faster Payments Professional (AFPP) certification, showing a keen interest in emerging payment technologies.

Media Appearances

Brandon has no verified media appearances

Work History

5-2024
ACH Operations Lead at TriState Capital Bank
6-2022 - 7-2024
Product Manager at BNY Mellon
1-2020 - 6-2022
Relationship Manager / Business Development at BNY Mellon
9-2018 - 12-2019
Relationship Associate at BNY Mellon
11-2015 - 11-2017
Risk Management Analyst at BNY Mellon

Education

Brandon has no verified education history

More Information

Social Presence :

Prographics :

Exp : 12 Location : Greater Pittsburgh Region, United States Job Level : Mid-senior Designation : ACH Operations Lead at TriState Capital Bank
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Insights For Selling To Brandon

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brandon is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Brandon

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Brandon move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Brandon take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Brandon

Personality Compatibility


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