Patti De Leon

Examiner
DISC Type : cs

Head of Customer Service Management at JPMorgan Chase & Co.

New York, New York, United States

Overview

Patti De Leon is the Head of Customer Service Management at JPMorgan Chase & Co. , where she leads the firms client service strategies. She is an alumna of Harvard University, holding a Bachelors degree that provides a strong foundation for her leadership role in the global financial services industry.

Personality Overview

Status Quo Seeker

Tough To Convince

Unexpressive

They are thorough and always follow a systematic approach.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Customer Experience
As the Head of Customer Service Management, her professional focus is on defining and leading the client support and service strategy at a major financial institution.
Financial Services
Her career is situated at the heart of the financial industry with her leadership role at JPMorgan Chase & Co.
Service Leadership
[Predicted] Her role as a department head suggests a focus on team leadership, operational excellence, and setting high standards for customer-facing teams.

Media Appearances

Patti has no verified media appearances

Work History

4-2002
Head of Customer Service Management at JPMorgan Chase & Co.

Education

1996 - 2000
Bachelor's degree from Harvard University

More Information

Social Presence :

Prographics :

Exp : 24 Location : New York, New York, United States Job Level : Mid-senior Designation : Head of Customer Service Management at JPMorgan Chase & Co.
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Insights For Selling To Patti

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patti is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Patti

  • 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 Patti move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Patti take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Patti

Personality Compatibility


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