Miguel Otero

Researcher
DISC Type : Cs

Deputy BSA compliance officer at Zenus Bank

Puerto Rico

Overview

Miguel has no verified overview

Personality Overview

Self-Disciplined

Process Focused

Perfectionist

They do not like taking risks at all and go for proven options in the end.  Being observant comes to them naturally. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Miguel has no verified topics they care about

Media Appearances

Miguel has no verified media appearances

Work History

8-2024
Deputy BSA compliance officer at Zenus Bank
11-2020 - 8-2024
Senior FIU Analyst at Zenus Bank
11-2017 - 11-2020
Compliance Analyst at First Finance International Bank Inc
8-2017 - 10-2017
BSA Analyst at Oriental
10-2016 - 2-2017
cosultant at RSM Puerto Rico

Education

2004 - 2010
Bachelor of Science (BS) from University of Puerto Rico, Río Piedras

More Information

Social Presence :

Prographics :

Exp : 14 Location : Puerto Rico Job Level : N/A Designation : Deputy BSA compliance officer at Zenus Bank
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Insights For Selling To Miguel

During A Call Or A Meeting

DO's

  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions
  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid emotional and informal language, stay objective and to the point instead
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Miguel is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Miguel

  • 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 Miguel move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Miguel take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Miguel

Personality Compatibility


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