Jim Matera

Observer
DISC Type : ic

Senior Executive Vice President/Chief Retail Banking Officer at Apple Bank

New York City Metropolitan Area, United States

Overview

Jim Matera is the Senior Executive Vice President and Chief Retail Banking Officer at Apple Bank, where he leads all aspects of retail customer delivery, digital banking, and marketing. A seasoned executive with an MBA from NYU Stern, he has extensive experience in M&A, sales, and large-scale project management within the banking industry.

His long-standing connection to his alma mater, NYU Stern School of Business, suggests a strong interest in the institutions community and continued developments. He maintains an active interest in the network and activities associated with the business school.

Unique fact: He first joined Apple Bank as an external restructuring advisor, tasked with turning the institution around before taking on a permanent executive role.

Personality Overview

Value Driven

Assertive

Curious

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

Topics They Care About

Digital Banking
He is responsible for digital banking at Apple Bank and has a demonstrated history of leading digital initiatives and product development to enhance customer delivery systems.
Corporate Turnaround
His career at Apple Bank began as a restructuring advisor, where he developed and implemented strategies to exit unprofitable lines of business and reposition the bank.
Retail Bank Management
His entire executive career focuses on this area, and he holds a certification from the Graduate School of Retail Bank Management, indicating deep expertise.

Media Appearances

Jim Matera, EVP/Chief Retail Banking Officer at Apple Bank. Featured in YouTube

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Work History

1-1993
Senior Executive Vice President/Chief Retail Banking Officer at Apple Bank
3-1992 - 1-1993
SVP/Director of Commercial Lending at Apple Bank
1-1991 - 3-1992
Restructuring Advisor at Apple Bank
6-1990 - 12-1990
Executive Vice President at Weatherly Private Capital
1-1989 - 6-1990
Vice President at MNC Financial

Education

1992 - 1994
Consumer Bankers Association Certificate Program from Graduate School of Retail Bank Management
1980 - 1982
MBA from NYU Stern School of Business

More Information

Social Presence :

Prographics :

Exp : 43 Location : New York City Metropolitan Area, United States Job Level : N/A Designation : Senior Executive Vice President/Chief Retail Banking Officer at Apple Bank
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Jim

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

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Jim take some risk or not?

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

You And Jim

Personality Compatibility


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