Brian Kelly

Collaborator
DISC Type : is

Senior Vice President / Retail Market Manager at Rockland Trust

Greater Boston, United States

Overview

Brian Kelly is the Senior Vice President and Retail Market Manager at Rockland Trust, where he oversees 65 offices, over 300 colleagues, and more than $8 billion in deposits. Described by peers as an excellent professional and a great leader, he has a background from the Mass Bankers Association program at Babson College.

Outside of his extensive banking career, Brian is an active participant in his local community. He is a member of the Burlington Rotary Club, where he has also served on the board of directors, demonstrating a strong commitment to community service.

Unique fact: He is responsible for the performance and management of a retail banking network with combined deposits exceeding eight billion dollars.

Personality Overview

Example Driven

Fair-minded

Consensus Builder

Win-win scenarios can appeal strongly to them.  Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. They are more likely to go for proven solutions.

Topics They Care About

Retail Banking Leadership
Manages a vast network of 65 branches and over 300 staff members, focusing on financial performance, operational efficiency, and market contribution.
Team Development
Recognized for putting his team in a position to succeed, with a focus on coaching, training, and motivating colleagues to meet goals.
Community Engagement
Demonstrates a commitment to local service through his active membership and past board member role with the Burlington Rotary Club.

Media Appearances

Brian has no verified media appearances

Work History

6-2022
Senior Vice President / Retail Market Manager at Rockland Trust
12-2018 - 6-2022
First Vice President / District Manager at Rockland Trust
2-2014 - 12-2018
Vice President / Branch Manager at Rockland Trust
9-2011 - 1-2014
AVP, Branch Manager at Citizens Bank
2-2011 - 9-2011
Branch Manager/ Business District Leader at Sovereign Bank

Education

Mass Bankers Association from Babson College
Education details unavailable from Chelmsford High School

More Information

Social Presence :

Prographics :

Exp : 17 Location : Greater Boston, United States Job Level : Leadership Designation : Senior Vice President / Retail Market Manager at Rockland Trust
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Show them how they look good by making this decision
  • If possible, involve their colleagues in the sales process
  • Summarize the key points at the end of the conversation

DONT's

  • Don’t push them to make decisions very fast, let them take their time
  • Don’t ask too many questions that sound too dry and objective
  • Don’t get into excessive details unless prompted

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from Brian

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can Brian take some risk or not?

  • They probably won’t put a lot at risk.

You And Brian

Personality Compatibility


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