Idelsa Espinal

Critic
DISC Type : C

Senior Bilingual Relantionship Banker at M&T Bank

Brentwood, New York, United States

Overview

With over 15 years in banking, Idelsa Espinal is a Senior Bilingual Relationship Banker at M&T Bank. She has extensive knowledge of banking products and procedures, leveraging her experience from roles at Astoria Bank and Citi. Idelsa holds a Bachelors degree from Dowling College.

Idelsa is deeply passionate about her community and team culture. She actively participates in volunteer events that support multicultural neighborhoods, showing pride in advocating for the community she serves. She values working with passionate teammates who lead with heart and purpose.

Unique fact: Alongside her extensive banking career, Idelsa is also the Co-Owner and CEO of Global Leaders Networking.

Personality Overview

Information Seeker

Negotiator

Critic

It is very likely that they will negotiate pricing or other important terms.  Unless the value is proven by data, they are unlikely to value fancy features. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Multicultural Banking
Expressed pride in representing what multicultural banking truly means during a community volunteer event with M&T Bank colleagues.
Community Advocacy
Actively volunteers and serves as a proud advocate for the neighborhoods her bank serves, representing various Hispanic nationalities.
Positive Team Culture
Values being part of a team that leads with heart, purpose, and culture, and feels grateful to work alongside passionate colleagues.

Media Appearances

Idelsa has no verified media appearances

Work History

7-2024
Senior Bilingual Relantionship Banker at M&T Bank
9-2017 - 8-2023
Co-Owner/CEO at Global Leaders Networking
8-2014 - 9-2017
Business Banking Relationship Manager at Astoria Bank
6-2008 - 8-2014
Personal Banker at Citi

Education

9-2000 - 5-2023
Bachelor's degree from Dowling College
High School Diploma from Brentwood High School

More Information

Social Presence :

Prographics :

Exp : 16 Location : Brentwood, New York, United States Job Level : N/A Designation : Senior Bilingual Relantionship Banker at M&T Bank
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Insights For Selling To Idelsa

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try too hard to build a relationship with them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Idelsa is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Idelsa

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Idelsa move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Idelsa take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Idelsa

Personality Compatibility


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