Claudia O'Rourke

Evaluator
DISC Type : csd

Product Owner at Valley Bank

Wayne, New Jersey, United States

Overview

Claudia ORourke is a Vice President at Valley Bank with extensive experience in payment processing, business transformation, and product ownership. She is an expert in ACH and Faster Payments, holding both AAP and the newer AFPP accreditations from Nacha.

Claudia recently earned the Accredited Faster Payment Professional (AFPP) certification, adding to her long-standing Accredited ACH Professional (AAP) credential.

Personality Overview

Fast But Analytical

Quality Focused

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Faster Payments
Recently became an Accredited Faster Payment Professional (AFPP) and expressed excitement for the Smarter Faster Payments conference to connect with peers.
ACH Operations
A long-time Accredited ACH Professional (AAP) since 2012, with a career history rooted in managing and transforming ACH and payment processing operations.
Banking Transformation
Her experience in business transformation and creating a "Middle Office" shows a focus on core conversions and improving internal banking processes and connectivity.

Media Appearances

Claudia has no verified media appearances

Work History

5-2024
Product Owner at Valley Bank
7-2022 - 6-2024
Sr Business Transform Analyst at Valley Bank
4-2020 - 7-2022
AAP, Vice President, Middle Office at Valley Bank
4-1997 - 4-2020
AAP, Assistant Vice President, ACH/Lockbox at Valley Bank
10-1983 - 4-1997
Assistant Cashier at Midland Bank and Trust Company

Education

AA from Bergen Community College

More Information

Social Presence :

Prographics :

Exp : 42 Location : Wayne, New Jersey, United States Job Level : N/A Designation : Product Owner at Valley Bank
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Insights For Selling To Claudia

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Claudia is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Claudia

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Claudia move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Claudia take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Claudia

Personality Compatibility


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