David Greenberg

Examiner
DISC Type : cs

Senior Business Relationship Manager at JPMorganChase

Raleigh, North Carolina, United States

Overview

David has no verified overview

Personality Overview

Status Quo Seeker

Unexpressive

Tough To Convince

They are thorough and always follow a systematic approach.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

3-2025
Senior Business Relationship Manager at JPMorganChase
7-2023 - 3-2025
Commercial Banking at Frost
3-2022 - 8-2023
Senior Business Relationship Manager at First Horizon Bank
6-2016 - 3-2022
Business Relationship Manager - Business Banking at JPMorgan Chase & Co.
5-2005 - 5-2016
Branch Manager-Vice President at JPMorgan Chase Bank

Education

Bachelor's degree from University of Illinois Chicago
Commercial Bank Certificate from University of Houston-Downtown

More Information

Social Presence :

Prographics :

Exp : 20 Location : Raleigh, North Carolina, United States Job Level : Middle Designation : Senior Business Relationship Manager at JPMorganChase
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from David

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can David take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And David

Personality Compatibility


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