Erik Cortez in

Erik Cortez

Activist · DISC type Cd
Relationship Banker at Wells Fargo
📍 Livermore, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
11 Years
Current Role
Relationship Banker
Location
Livermore, California, United States
Personality Overview

How Erik shows up

Value Conscious
Logical And Quick
Observative

They respond well to confident salespeople. They can be nudged to make faster decisions by offering what they value. They don’t always try to control the conversation but neither do they like yielding it fully.

Priorities

Topics Erik cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2023
Relationship Banker
Wells Fargo
9-2021 - 3-2023
Sr relationship banker, officer
Bank of the West
8-2019 - 8-2021
Personal Banker
Fremont Bank
9-2017 - 2019
Universal Banker
Fremont Bank
3-2015 - 8-2017
Sales Specialist
Sprint
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2012 - 2014
Business Administration and Management
Las Positas College
High School Diploma
Granada High School
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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