Hanna D.

Enthusiast
DISC Type : i

Institutional Transaction Banking - Account Management at Metrobank

Salt Lake City Metropolitan Area, United States

Overview

Hanna is a client-focused financial services professional with experience in logistics and corporate banking. A graduate of the University of Santo Tomas with a Bachelor of Science in Management Accounting, she specializes in account management, transaction processing, and supporting clients on digital cash management platforms.


Hanna defines her professional ethos by three core principles: focusing on numbers, being client-focused, and adept problem-solving.

Personality Overview

Optimistic

Story Driven

Amiable & Agreeable

They are generally friendly, so be careful when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals.

Topics They Care About

Client Experience
Her headline and role at Metrobank focus on enhancing client service and managing inquiries for thousands of corporate clients on digital banking platforms.
Financial Operations
Possesses a strong foundation in financial operations, including accounts payable, receivables, reconciliation, and financial reporting from her previous roles.
Digital Banking Platforms
Has direct experience managing technical issues and providing support for digital platforms such as MBOS, eGov, and MFTP.

Media Appearances

Hanna has no verified media appearances

Work History

2021 - 2024
Institutional Transaction Banking - Account Management at Metrobank
2020 - 2021
Accounting Associate - AP and AR at PCM Express System, INC.

Education

2015 - 2020
Bachelor of Science from University of Santo Tomas
2011 - 2015
High School Diploma from Malabon National High School

More Information

Social Presence :

Prographics :

Exp : 4 Location : Salt Lake City Metropolitan Area, United States Job Level : N/A Designation : Institutional Transaction Banking - Account Management at Metrobank
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Insights For Selling To Hanna

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Compliment them about their personality if you get a chance
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Hanna is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Hanna

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Hanna move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Hanna take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Hanna

Personality Compatibility


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