Felix Galarza

Critic
DISC Type : C

Vice President, Treasury Relationship Manager at Axos Bank

Los Angeles Metropolitan Area, United States

Overview

Felix has no verified overview

Personality Overview

Objective Thinker

Precise

Critic

They don’t appreciate bells and whistles unless backed by data.  They like to do things independently and don’t look for support from others. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Felix has no verified topics they care about

Media Appearances

Felix has no verified media appearances

Work History

2-2022
Vice President, Treasury Relationship Manager at Axos Bank
6-2016 - 10-2020
Sr. Treasury Management Sales Analyst, AVP at Wells Fargo
11-2015 - 6-2016
Sr. Treasury Management Associate, AVP at CIT Bank
12-2013 - 5-2015
Sr. Treasury Management Sales Associate, AVP at MUFG Union Bank N.A.
12-2012 - 12-2013
Sr. Commercial Branch Manager, AVP-NYC Headquarters at MUFG Union Bank, N.A.

Education

1995 - 1999
Bachelor's degree from California State University, Northridge
Finance and Financial Management Services from NYU Stern School of Business

More Information

Social Presence :

Prographics :

Exp : 11 Location : Los Angeles Metropolitan Area, United States Job Level : Senior Designation : Vice President, Treasury Relationship Manager at Axos Bank
URL has been copied!

Insights For Selling To Felix

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be ready for penetrating questions and critical examination of your pitch
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Felix is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Felix

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Felix move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Felix take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Felix

Personality Compatibility


Other Axos Bank Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.