John Schaefer

Enthusiast
DISC Type : i

First Vice President; Commercial Banking Relationship Manager at Valley Bank

New York City Metropolitan Area, United States

Overview

John has no verified overview

Personality Overview

Non-Confrontational

Consensus Focused

Amiable & Agreeable

They prefer to build relationships rather than staying totally transactional.  They are generally friendly, so be careful when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

John has no verified topics they care about

Media Appearances

John has no verified media appearances

Work History

2-2026
First Vice President; Commercial Banking Relationship Manager at Valley Bank
2-2023 - 2-2026
Vice President; Commercial Banker at JPMorgan Chase & Co.
6-2021 - 2-2023
Associate; Commercial Banker at JPMorgan Chase & Co.
12-2018 - 6-2021
Associate; Treasury Sales Associate at Bank of America
11-2016 - 12-2018
Officer; Commercial Support Specialist at Bank of America

Education

2009 - 2011
Accounting from SUNY Oneonta

More Information

Social Presence :

Prographics :

Exp : 14 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : First Vice President; Commercial Banking Relationship Manager at Valley Bank
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Invite them for a lunch or a drink/coffee
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Avoid overloading them with too much information
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from John

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will John move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can John take some risk or not?

  • They can take some low-probability risks if needed.

You And John

Personality Compatibility


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