David Phong

Energizer
DISC Type : I

Senior Manager, Customer Care Strategy and Operational Excellence at EQ Bank | Equitable Bank

Greater Toronto Area, Canada

Overview

David has no verified overview

Personality Overview

Relationship Oriented

Believer

Informal

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are friendly, approachable and love to make new connections. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

1-2025
Senior Manager, Customer Care Strategy and Operational Excellence at EQ Bank | Equitable Bank
10-2023 - 12-2024
Manager, Customer Care Strategy and Operational Excellence at EQ Bank | Equitable Bank
6-2022 - 9-2023
Technical Solutions Manager at EQ Bank | Equitable Bank
6-2015 - 11-2018
Manager, Platinum Services and Client Satisfaction at Questrade Financial Group
5-2014 - 5-2015
Supervisor, Client Services at Questrade Financial Group

Education

Bachelor of Commerce - B. Comm from Ryerson University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Greater Toronto Area, Canada Job Level : Middle Designation : Senior Manager, Customer Care Strategy and Operational Excellence at EQ Bank | Equitable Bank
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be excessively objective, be a storyteller
  • Don’t assume a yes just because they have not said no
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from David

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can David take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And David

Personality Compatibility


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