Jose Gilberto Castellanos

Evaluator
DISC Type : cds

Director Operaciones del Pasivo at Lulo bank

Bogotá D.C. Metropolitan Area, Colombia

Overview

Jose Gilberto Castellanos is an experienced Operations Director in the financial sector, currently leading passive operations at Lulo Bank. An expert in process transformation using LEAN methodologies and digital tools, he has a history of enhancing efficiency and customer experience at Scotiabank and Citi. He is a Systems Engineer from Universidad Nacional de Colombia.

He is helping build the first 100% digital bank in Colombia, expressing excitement about transforming the countrys banking industry.

Personality Overview

Hard To Convince

Fast But Analytical

Quality Focused

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

Topics They Care About

Digital Banking
Currently the Director of Passive Operations at Lulo Bank, which he proudly describes as Colombia's first 100% digital bank.
Process Optimization
Expert in transforming processes using LEAN methodologies and digital enablers like bots, DocuSign, and ECM to improve efficiency and customer experience.
End-to-End Operations
His career at Citi, Scotiabank, and Lulo Bank has focused on guaranteeing the complete end-to-end service for internal and external clients in banking operations.

Media Appearances

Jose has no verified media appearances

Work History

9-2022
Director Operaciones del Pasivo at Lulo bank
2-2018 - 10-2021
Gerente de Operaciones (Unsecure Lending) at Scotiabank Colpatria
8-2016 - 10-2018
VPA Operaciones (Sales To Fullfilment Head) at Citi
8-2005 - 2-2017
Gerente de Crédito at Citi
8-1991 - 8-2005
Gerente – Subgerente de Operaciones at Citi

Education

7-1988 - 6-1995
Ingeniero de Sistemas from Universidad Nacional de Colombia

More Information

Social Presence :

Prographics :

Exp : 33 Location : Bogotá D.C. Metropolitan Area, Colombia Job Level : Mid-senior Designation : Director Operaciones del Pasivo at Lulo bank
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Insights For Selling To Jose Gilberto

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jose Gilberto is

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

  • 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 Jose Gilberto move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jose Gilberto 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 Jose Gilberto

Personality Compatibility


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