Cristina Castaneda

Questioner
DISC Type : c

Director of Bank Sales & Service Contact Center at USAA

San Antonio, Texas Metropolitan Area, United States

Overview

Cristina Castaneda is the Director of Bank Sales & Service at USAA, with a background that includes managing omnichannel acquisition and business banking at JPMorgan Chase & Co. She is a student of Business Administration at The University of Texas at San Antonio.

She is passionate about fostering collaboration and strengthening team dynamics, viewing leadership summits as amazing experiences. Cristina actively supports her teams career growth by creating unique events that allow them to connect, learn, and explore new development resources.

Cristina launched the first-ever "Omni Bank Bazaar" in San Antonio, an event she envisioned to bolster employee development.

Personality Overview

Systematic

Cautious & Analytical

Not Easily Convinced

They prefer to analyze every situation thoroughly.
  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Employee Development
She created the "Omni Bank Bazaar" event specifically to provide a great opportunity for team members to connect, learn, and explore resources for career growth.
Team Collaboration
Expressed her enthusiasm for a Leader Summit, highlighting it as an "amazing experience" and a great way to foster collaboration and strengthen team dynamics.
Omnichannel Banking
Previously held the role of Manager for Omnichannel Acquisition and created an "Omni Bank Bazaar, " indicating a strong focus on integrated customer and employee experiences.

Media Appearances

Cristina has no verified media appearances

Work History

7-2023
Director of Bank Sales & Service Contact Center at USAA
9-2018 - 7-2023
Manager, Omnichannel Acquisition & Relationship Mgmt at USAA
9-2010 - 9-2018
Manager, Business Banking at JPMorgan Chase & Co.

Education

Education details unavailable from The University of Arizona Global Campus
Business Administration from The University of Texas at San Antonio
Project Management from Villanova University

More Information

Social Presence :

Prographics :

Exp : 15 Location : San Antonio, Texas Metropolitan Area, United States Job Level : Mid-senior Designation : Director of Bank Sales & Service Contact Center at USAA
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Insights For Selling To Cristina

During A Call Or A Meeting

DO's

  • 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
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cristina is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Cristina

  • 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 Cristina move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Cristina take some risk or not?

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


You And Cristina

Personality Compatibility


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