Laura Castelli (Gouveia)

Editor
DISC Type : CS

Senior Director, Retail and Small Business Services at WFCU Credit Union

Bolton, Ontario, Canada

Overview

Laura Castelli is a seasoned financial services leader, currently the Senior Director of Retail and Small Business Services at WFCU Credit Union. With a background from the University of Guelph-Humber and over 17 years at Scotiabank, she specializes in leading large teams across diverse markets to enhance member experience and drive sales team performance.

During her time in wealth management, Laura was a recipient of the prestigious "Best of Best" award, which included an all-inclusive trip to Mexico.

Personality Overview

Objective Thinker

Fact-Driven

Self-Disciplined

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach.

Topics They Care About

Team Leadership
Oversees a large team of directors and managers across eight markets and frequently posts about hiring new talent to support her teams.
Member Experience
Focuses on leading strategic projects designed to directly improve the banking experience and elevate conversations for member-facing sales teams.
Small Business Lending
Her role and educational background, including courses from Moody's, indicate a strong focus on providing effective small business financial solutions.

Media Appearances

Laura has no verified media appearances

Work History

10-2025
Senior Director, Retail and Small Business Services at WFCU Credit Union
4-2023 - 9-2025
Branch Manager at Scotiabank
5-2021 - 3-2023
Branch Manager at Scotiabank
4-2020 - 5-2021
Senior Manager, Business Controls & Regulatory Reporting, RESL at Scotiabank

Education

2008 - 2012
Business Administration from University of Guelph-Humber

More Information

Social Presence :

Prographics :

Exp : 5 Location : Bolton, Ontario, Canada Job Level : Senior Designation : Senior Director, Retail and Small Business Services at WFCU Credit Union
URL has been copied!

Insights For Selling To Laura

During A Call Or A Meeting

DO's

  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions
  • Actively address their concerns around change, risk, and acceptance by users

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid emotional and informal language, stay objective and to the point instead
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Laura is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Laura

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Laura move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Laura take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Laura

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.