James Moore Jr

Examiner
DISC Type : cs

Customer Service Associate Manager, Senior AVP at Wells Fargo

Birmingham, Alabama, United States

Overview

James Moore Jr. is a Senior AVP and Customer Success Associate Manager at Wells Fargo, bringing over 15 years of management experience across finance, sales, and customer service. A graduate of Strayer University and Auburn University at Montgomery, he identifies as a strong leader.

He appears to be driven by a strong sense of faith and a desire for personal growth, both for himself and others. He is passionate about providing encouragement and believes deeply in the power of self-belief and stepping out on faith to achieve ones goals and get what they deserve.

Unique fact: He shares his own personal affirmations publicly, hoping his journey of self-encouragement might inspire someone else.

Personality Overview

Late Adopter

Status Quo Seeker

Process Oriented

They do not like taking risks at all and go for proven options in the end.  They are always well-planned and adopt a systematic approach. Being observant comes to them naturally.

Topics They Care About

Customer Success
His current role as Customer Success Associate Manager at Wells Fargo is centered around ensuring positive client outcomes and relationship management.
Leadership & Development
He describes himself as a "leader amongst leaders, " indicating a strong focus on leadership principles and fostering growth in professional settings.
Personal Motivation
He shares personal, faith-based affirmations about self-worth and perseverance, showing a deep interest in motivating himself and others.

Media Appearances

James has no verified media appearances

Work History

10-2013
Customer Service Associate Manager, Senior AVP at Wells Fargo

Education

9-2012 - 5-2015
Master's degree from Strayer University
8-1998 - 8-2002
Bachelor of Science - BS from Auburn University at Montgomery

More Information

Social Presence :

Prographics :

Exp : 12 Location : Birmingham, Alabama, United States Job Level : Middle Designation : Customer Service Associate Manager, Senior AVP at Wells Fargo
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from James

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will James move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can James take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And James

Personality Compatibility


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