Joel Carey

Evaluator
DISC Type : scd

Senior Vice President - SBA Business Development Manager at Celtic Bank

Beaverton, Oregon, United States

Overview

Joel has no verified overview

Personality Overview

Thorough Evaluator

Fast But Analytical

Quality Focused

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Joel has no verified topics they care about

Media Appearances

Joel has no verified media appearances

Work History

1-2024
Senior Vice President - SBA Business Development Manager at Celtic Bank
4-2014 - 1-2024
Senior Vice President - National Sales Manager - SBA Division at Umpqua Bank
3-2011 - 4-2014
Senior Vice President - Manager - Business Banking for Oregon and Northern California at Umpqua Bank
5-2005 - 3-2011
Vice President - Commercial Relationship Manager at Umpqua Bank

Education

2014 - 2016
Graduate Degree from University of Washington - Pacific Coast Banking School
2008 - 2010
MBA from George Fox University

More Information

Social Presence :

Prographics :

Exp : N/A Location : Beaverton, Oregon, United States Job Level : N/A Designation : Senior Vice President - SBA Business Development Manager at Celtic Bank
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Insights For Selling To Joel

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joel is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Joel

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Joel move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Joel take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Joel

Personality Compatibility


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