Jeffrey Dale

Doer
DISC Type : sd

Chief Risk Officer at Varo Bank

Santa Fe, New Mexico, United States

Overview

Jeffrey Dale is the Chief Risk Officer at Varo Bank, bringing extensive consumer risk management experience from leadership roles at major financial institutions. He previously served as the first-ever Chief Risk Officer for Sallie Mae, where he built the enterprise risk management function from the ground up, and also held a senior risk director role at Citibank.

He was hired as Sallie Maes first Chief Risk Officer, tasked with establishing the companys entire enterprise risk management framework.

Personality Overview

Results Focused

Deliberate Doer

Strategic Planner

Reading between the lines and seeing beyond your words comes naturally to them.  They are very professional in their approach and can weigh multiple perspectives together. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Enterprise Risk Management
Was appointed as the first Chief Risk Officer at Sallie Mae, where he was responsible for building out the entire enterprise risk management function and framework.
Fintech & Digital Banking
Currently serves as the Chief Risk Officer for Varo Bank, the first all-digital, nationally chartered bank in the United States.
Consumer Lending Risk
His career includes managing consumer credit risk across diverse products at Varo Bank, Sallie Mae, and Citigroup.

Media Appearances

Jeffrey has no verified media appearances

Work History

5-2022
Chief Risk Officer at Varo Bank
7-2014 - 5-2021
Chief Risk Officer at SLM Corporation and Sallie Mae Bank
3-2009 - 7-2014
NA Group Risk Director, Managing Director, Senior Credit Officer at Citibank
7-2006 - 2-2009
Divisional Risk Officer-UK Retail Bank at Lloyds TSB
6-2001 - 5-2006
SVP Risk Management - Long Term Care Insurance at Genworth Financial (formerly GE Financial Assurance, General Electric)

Education

Jeffrey has no verified education history

More Information

Social Presence :

Prographics :

Exp : 27 Location : Santa Fe, New Mexico, United States Job Level : Leadership Designation : Chief Risk Officer at Varo Bank
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Jeffrey

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Jeffrey take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Jeffrey

Personality Compatibility


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