Milo Phelps

Wildcard
DISC Type : isc

VP - Relationship Manager Corporate Banking at Banesco USA

Miami-Fort Lauderdale Area, United States

Overview

Milo has no verified overview

Personality Overview

Requires Proof

ROI Driven

Curious But Skeptical

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Milo has no verified topics they care about

Media Appearances

Milo has no verified media appearances

Work History

10-2024
VP - Relationship Manager Corporate Banking at Banesco USA
4-2022 - 11-2024
VP -Sr Relationship Manager at BankUnited
7-2014 - 4-2022
Vice President - Commercial Lending at TD
4-2008 - 6-2014
Senior Vice President - Business Banking Division Manager at MB Financial Bank
10-2002 - 4-2008
First Vice President, Business Banking Division Manager at LaSalle Bank

Education

1981 - 1985
BS from Marquette University
1996 - 1999
Master of Business Administration (MBA) from Dominican University

More Information

Social Presence :

Prographics :

Exp : 23 Location : Miami-Fort Lauderdale Area, United States Job Level : Senior Designation : VP - Relationship Manager Corporate Banking at Banesco USA
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Insights For Selling To Milo

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Invite them for a social do but don’t rely solely on the relationship
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don't ask them to move fast, let them take their time and digest all the information
  • 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 Milo is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Milo

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Milo move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Milo take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Milo

Personality Compatibility


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