David Smith

Energizer
DISC Type : I

Private Wealth Senior Credit Risk Manager at BOK Financial

Austin, Texas, United States

Overview

David has no verified overview

Personality Overview

Relationship Oriented

Imaginative

Believer

They are really good at seeing what the long-term impacts of their decisions could be.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are always positive and upbeat, so take their promises with a pinch of salt.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

10-2022
Private Wealth Senior Credit Risk Manager at BOK Financial
10-2019 - 5-2022
Managing Director-SVP: Sr. Custom Credit Leader for Wealth Management, Central & Western Regions at Wells Fargo Private Bank
9-2009 - 9-2019
Managing Director-SVP: Market Leader & Sr. Loan Team Manager for Wealth Management Credit Services at Wells Fargo Private Bank
1-2003 - 8-2009
SVP: Regional Private Banking Manager at Wells Fargo Private Bank
3-1995 - 8-2001
VP: Sr. Lender & Producing Manager at U.S. Bank

Education

Bachelor of Business Administration - BBA from National University

More Information

Social Presence :

Prographics :

Exp : 33 Location : Austin, Texas, United States Job Level : Middle Designation : Private Wealth Senior Credit Risk Manager at BOK Financial
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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 phrases like ‘people will love’, ‘massive impact’ etc.
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Don’t be excessively objective, be a storyteller
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t assume a yes just because they have not said no

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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