James S. Knopf, CFP®

Energizer
DISC Type : I

Assistant Vice President, Process Analyst at Bryn Mawr Trust

Haverford, Pennsylvania, United States

Overview

James is an Assistant Vice President and Process Analyst at Bryn Mawr Trust, which is now part of WSFS Bank. A Certified Financial Planner (CFP®) and graduate of the University of Rochester, he has extensive expertise in wealth management and client services built over a decade with his organization.

Outside of his professional role, James is deeply committed to community service. He has served as a board member for the Hatboro-Horsham Educational Foundation, demonstrating a clear passion for supporting local educational initiatives and student development.

He has progressed through multiple roles within Bryn Mawr Trust, starting as a Branch Banker and advancing to AVP.

Personality Overview

Big Picture Person

Enthusiastic

Relationship Oriented

They are always positive and upbeat, so take their promises with a pinch of salt.  They are friendly, approachable and love to make new connections. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

Wealth Management
As a Certified Financial Planner® and AVP in Wealth Management, he has deep expertise in financial advisory and trust services.
Process Improvement
His specific role as a Process Analyst highlights a professional focus on enhancing operational efficiency and workflows within the bank.
Community Education
He actively contributes to his community by serving as a board member for the Hatboro-Horsham Educational Foundation.

Media Appearances

James has no verified media appearances

Work History

2-2020
Assistant Vice President, Process Analyst at Bryn Mawr Trust
4-2014 - 1-2020
Client Service Professional, Trust Officer at Bryn Mawr Trust
10-2012 - 3-2014
Branch Banker at Bryn Mawr Trust
5-2010 - 1-2013
Branch Supervisor at TD Bank
Board Member at Hatboro-Horsham Educational Foundation

Education

1981 - 1985
BA from University of Rochester

More Information

Social Presence :

Prographics :

Exp : 21 Location : Haverford, Pennsylvania, United States Job Level : Senior Designation : Assistant Vice President, Process Analyst at Bryn Mawr Trust
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Insights For Selling To James S.

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Talk anecdotally about the customer experience that your product offers
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Avoid overloading them with too much detail
  • Avoid cutting into their flow
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James S. is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from James S.

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will James S. move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can James S. take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And James S.

Personality Compatibility


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