Jason Tomko, CRCM, CICA

Inspirer
DISC Type : id

SVP, Sr. Compliance Testing Manager at M&T Bank

Dallas-Fort Worth Metroplex, United States

Overview

Jason Tomko serves as SVP, Sr. Compliance Testing Manager at M&T Bank, where he applies his expertise as a Certified Regulatory Compliance Manager (CRCM) to mitigate regulatory risks. His extensive background includes leadership positions in compliance, audit, and risk testing at major financial institutions like Wells Fargo, USAA, and Capital One.

He is actively expanding his department, with a recent focus on growing the lending compliance testing teams for consumer, commercial, and business banking. Jason holds a BS from Central Michigan University and is also a Certified Internal Controls Auditor (CICA).

Personality Overview

Decisive

Achievment Oriented

Generous

They don’t mind taking a stand if they believe in something.  They respond well to objective pitches but also attach some value to relationships. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Compliance Testing
His entire career is dedicated to this field, and he is currently leading and expanding the Compliance Testing department at M&T Bank.
Risk Management
A core theme in his professional background is developing rigorous audit and testing programs to mitigate risk and enhance control systems for major banks.
Lending Compliance
Actively hiring specialists for consumer, mortgage, and commercial lending, indicating this is a key area of focus and growth for his team.

Media Appearances

Jason has no verified media appearances

Work History

7-2022
SVP, Sr. Compliance Testing Manager at M&T Bank
1-2022 - 7-2022
Vice President Senior Audit Manager at Wells Fargo
10-2018 - 1-2022
Director of Compliance Testing at USAA
7-2016 - 10-2018
Compliance Monitoring and Testing Oversight Lead at Wells Fargo
3-2015 - 7-2016
Senior Compliance Testing Manager-Compliance Testing Oversight at Capital One

Education

1995 - 2000
BS from Central Michigan University

More Information

Social Presence :

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Exp : 13 Location : Dallas-Fort Worth Metroplex, United States Job Level : Leadership Designation : SVP, Sr. Compliance Testing Manager at M&T Bank
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Refer to testimonials from well known people to highlight the value of your product
  • Focus on the big picture and the strategic value of your product
  • Get them to a point where they are ready to bat for your product internally

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Don't be unorganized, be prepared for the pitch
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Jason

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Jason take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Jason

Personality Compatibility


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