Daniel Zinn, MBA, CTP

Visionary
DISC Type : Ds

Treasury Sales Officer at BayFirst

Tampa, Florida, United States

Overview

Daniel is a Treasury Management Professional with over 20 years of experience helping mid-size banks grow. He has a proven track record of driving technology transformation and expanding revenue, which includes growing a treasury business from $25MM to over $110MM annually. He holds an MBA from the University of Florida and is a Certified Treasury Professional.

Outside of his extensive banking career, Daniel is a military veteran. He is committed to continuous learning, frequently engaging with insights from publications like the Harvard Business Review to stay current on effective business strategies and industry trends.

Unique fact: Colleagues and clients consistently describe him as an exceptional, knowledgeable, empathetic, and productive leader.

Personality Overview

Early Adopter

Fast But Thoughtful

Objective Evaluator

They might take some time to make their mind up but once they do, they don't change it easily.  They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Treasury Growth
His career focus is on helping mid-size banks expand their Treasury Management business, enhance product competitiveness, and drive revenue.
SME Banking Needs
He follows and shares research on the key factors that Small and Medium-sized Enterprises consider when selecting a banking provider, such as support and digital tools.
Client Referral Strategy
He is interested in developing and implementing effective, metric-driven client referral strategies for sales teams, as shown by his recent engagement with the topic.

Media Appearances

Daniel has no verified media appearances

Work History

1-2025
Treasury Sales Officer at BayFirst
3-2024 - 5-2024
Operations Management Consultant at Cass Information Systems
5-2022 - 10-2023
Specialist Master at Deloitte Consulting
4-2021 - 5-2022
Specialist Master at Deloitte Consulting
3-2018 - 4-2020
Managing Director, Treasury Solutions Division at Bank of the West

Education

Master of Business Administration - MBA from University of Florida
Bachelor of Arts - BA from Rollins College

More Information

Social Presence :

Prographics :

Exp : 30 Location : Tampa, Florida, United States Job Level : N/A Designation : Treasury Sales Officer at BayFirst
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Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • During followups, use phone or text if needed, they should be fine
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Daniel

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Daniel move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Daniel take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Daniel

Personality Compatibility


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