James Terry

Observer
DISC Type : ic

Director of Operational Risk Management at NBT Bancorp Inc.

Norwich, New York, United States

Overview

James Terry serves as the Senior Vice President and Director of Operational Risk at NBT Bancorp. With over 16 years of experience, he leads the companys operational risk program, focusing on information security, fraud prevention, and regulatory compliance. He previously managed the suspicious-activity review unit at the Bank of New York.

He holds a Certified Anti-Money Laundering Specialist (CAMS) designation.

Personality Overview

Curious

Example Seeker

Value Driven

They ask a lot of questions and rely heavily on information and collaterals.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally good communicators and can be hard to convince.

Topics They Care About

Operational Risk
He oversees and manages the development of the company-wide operational risk program for NBT Bancorp.
Cybercrime Prevention
He has been instrumental in developing and presenting cyber-crime prevention seminars for both employees and customers at NBT.
Anti-Money Laundering
Holds a Certified Anti-Money Laundering Specialist (CAMS) designation and previously managed the suspicious-activity review unit at the Bank of New York.

Media Appearances

James has no verified media appearances

Work History

6-2005
Director of Operational Risk Management at NBT Bancorp Inc.
aml at BNY Mellon

Education

James has no verified education history

More Information

Social Presence :

Prographics :

Exp : 20 Location : Norwich, New York, United States Job Level : Mid-senior Designation : Director of Operational Risk Management at NBT Bancorp Inc.
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Focus on immediate action-items rather than the larger goals
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

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

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will James move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can James take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And James

Personality Compatibility


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