Cecy Zugbi

Critic
DISC Type : C

VP, Business Banker Advisor at Truist

Tampa, Florida, United States

Overview

Cecy is a results-oriented Business Advisor at Truist with over two decades of experience in financial services. Fluent in English and Spanish, she specializes in sales strategy and crafting customized banking solutions for business owners. She holds a Bachelors degree from San Martin de Porres University and is Omega certified.

Outside of her direct role, Cecy is driven by a strong sense of purpose and gratitude, frequently acknowledging the importance of family and professional relationships in her success. She is energized by teamwork and motivational leadership, believing in the power of collective impact to achieve shared goals.

Unique fact: Cecy was recognized as a top 1% performer at Truist, receiving the prestigious "Purpose to Performance Award" for two consecutive years.

Personality Overview

Information Seeker

Precise

ROI Driven

They prefer to analyze logically and value objective facts over emotions.  Unless the value is proven by data, they are unlikely to value fancy features. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Small Business Banking
Her specialization involves providing tailored support and strategic guidance to help small business clients achieve their financial goals.
Purpose-Driven Work
Frequently emphasizes the importance of purpose in her professional life and celebrates this value within her company culture.
Client Relationships
Her approach is rooted in building strong, trust-based relationships and understanding the unique needs of each client.

Media Appearances

Cecy has no verified media appearances

Work History

6-2022
VP, Business Banker Advisor at Truist
7-2018 - 5-2022
Senior Financial Center Manager at SunTrust
7-2018 - 7-2018
Vice President / Sr. Branch Manager at SunTrust
7-2016 - 7-2018
VP / Branch Manager at SunTrust
11-2015 - 4-2016
BILINGUAL COMMERCIAL LOAN OFFICER at Centennial Bank

Education

1986 - 1990
Bachelor's Degree from San Martin de Porres University

More Information

Social Presence :

Prographics :

Exp : 28 Location : Tampa, Florida, United States Job Level : Senior Designation : VP, Business Banker Advisor at Truist
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Insights For Selling To Cecy

During A Call Or A Meeting

DO's

  • Don’t forget to mention how you compare to competition on both features and pricing
  • Tell them what ROI they can expect
  • Be formal and objective, they will appreciate it more

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 to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cecy is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Cecy

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Cecy move?

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

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

You And Cecy

Personality Compatibility


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