Melissa Phan in

Melissa Phan

Questioner · DISC type c
Client Relationship Consultant at U.S. Bank
📍 Seattle, Washington, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
15 Years
Current Role
Client Relationship Consultant
Job Level
Mid-senior
Location
Seattle, Washington, United States
Personality Overview

How Melissa shows up

Price-Sensitive
Systematic
Not Easily Convinced

They prefer to analyze every situation thoroughly.
 They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms.

Priorities

Topics Melissa cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2022
Client Relationship Consultant
U.S. Bank
11-2019 - 7-2022
Relationship Banker
Bank of America
6-2017 - 11-2019
Client Service Representative
Bank of America
7-2016 - 6-2017
Shift Lead
Walgreens
12-2013 - 7-2016
Assistant Store Manager
Subway
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2005 - 2009
Bachelor of Fine Arts (BFA)
Maryland Institute College of Art
2001 - 2005
Diploma
Attleboro High School
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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