James T.

Enigma
DISC Type : Dci

Senior Vice President Commercial Deposit & Treasury Operations, Service and Risk at Axos Bank

San Diego, California, United States

Overview

James has no verified overview

Personality Overview

Persuasive & Assertive

Fast Follower

Challenger

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are likely to ask many questions and look heavily for supporting proof as well as information.

Topics They Care About

James has no verified topics they care about

Media Appearances

James has no verified media appearances

Work History

7-2022
Senior Vice President Commercial Deposit & Treasury Operations, Service and Risk at Axos Bank
7-2016 - 7-2022
First Vice President Treasury Management at Axos Bank
8-2015 - 7-2016
Vice President and Risk Manager-Transaction Banking at Santander Bank, N.A.
11-2012 - 8-2015
Cash Management Proposal Manager at Santander Bank, N.A.
7-2011 - 12-2012
Commercial Sales Analyst at Santander Bank, N.A.

Education

2005 - 2007
Master of Arts from Queens College
1996 - 2000
BSIB from Northeastern University

More Information

Social Presence :

Prographics :

Exp : 23 Location : San Diego, California, United States Job Level : Leadership Designation : Senior Vice President Commercial Deposit & Treasury Operations, Service and Risk at Axos Bank
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Use a combination of data as well as stories for your pitch, a ppt might not be necessary
  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming
  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked

DONT's

  • Avoid making offhand commitments, understand the root of their concerns first
  • Avoid long presentations and just 'high-level' value proposition, dive into the details
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from James

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will James move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can James take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And James

Personality Compatibility


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