James Matlesky

Enthusiast
DISC Type : i

Manager - Commercial Bank Risk at KeyBank

New York, New York, United States

Overview

James Matlesky is a Manager in Commercial Bank Risk at KeyBank, showcasing a clear career progression within the company. An alumnus of Syracuse Universitys Whitman School of Management, he is also an Accredited Payments Risk Professional (APRP), specializing in payments and treasury risk.

His educational background is rooted in the Northeastern United States, having attended high school in Basking Ridge, New Jersey, before his time at Syracuse. He has shown an interest in major consulting firms like Accenture and EY, indicating a focus on broader business strategies.

During an internship, James helped implement an "ERM Watchtower" tool to more efficiently document and mediate potential corporate threats.

Personality Overview

Story Driven

Non-Confrontational

Consensus Focused

They prefer to build relationships rather than staying totally transactional.  Unlike D or C types, they are convinced more by stories and testimonials. They agree with others often, so exercise caution when relying on their word.

Topics They Care About

Commercial Bank Risk
This is his current area of focus as a Manager at KeyBank, where he has risen through the ranks.
Payments Risk
He is an Accredited Payments Risk Professional (APRP) and previously served as a Sr. Analyst in payments monitoring.
Enterprise Risk Tools
As an intern, he assisted in implementing the "ERM Watchtower" tool to help document and mediate potential threats to the company.

Media Appearances

James has no verified media appearances

Work History

8-2024
Manager - Commercial Bank Risk at KeyBank
9-2021 - 10-2024
Sr. Analyst - Payments Monitoring and Portfolio Management at KeyBank
5-2019 - 9-2021
Lead Financial Analyst at KeyBank
6-2018 - 3-2019
Treasury Risk-Rotational Analyst Program at KeyBank
6-2017 - 8-2017
Enterprise Risk Management Intern at PenFed Credit Union

Education

2014 - 2018
Bachelor’s Degree from Syracuse University - Martin J. Whitman School of Management
2010 - 2014
Education details unavailable from Ridge High School-Basking Ridge, New Jersey

More Information

Social Presence :

Prographics :

Exp : 8 Location : New York, New York, United States Job Level : Middle Designation : Manager - Commercial Bank Risk at KeyBank
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Speak from experience about success that the product has seen with other customers
  • Invite them for a lunch or a drink/coffee
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be excessively objective, be like a storyteller with them
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from James

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will James move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can James take some risk or not?

  • They can take some low-probability risks if needed.

You And James

Personality Compatibility


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