Perry Seto

Examiner
DISC Type : cs

First Vice President-Sr. Relationship Manager at Bank of Marin

Walnut Creek, California, United States

Overview

Perry Seto is a First Vice President and Senior Relationship Manager at Bank of Marin with over 45 years of experience in financial services. Specializing in commercial lending and real estate, he is deeply involved in the industry, serving as a Director at Large for CREW East Bay. He is a graduate of San Francisco State University.

Perry is committed to his community, evidenced by his active leadership in professional organizations like CREW East Bay and his long-time support for the Northern California CCIM chapter. He is also a consistent donor to Side by Side, a nonprofit providing mental health services to Bay Area youth.

Unique fact: Perry was a Taekwondo champion at the University of California, Berkeley in 1978.

Personality Overview

Overcautious

Process Oriented

Tough To Convince

The only way to convince them is by showing them examples and ample proof.  Being observant comes to them naturally. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Commercial Real Estate
His primary specialty, reinforced by his role as a Director at Large for CREW East Bay and his support for the NorCal CCIM chapter.
Community Banking
With over 45 years in the field, he is focused on local lending for commercial real estate, C&I, and tax-exempt financing in the Bay Area.
Youth Mental Health
He is a recurring donor to Side by Side, a Bay Area nonprofit that supports young people impacted by adversity and mental health challenges.

Media Appearances

Perry has no verified media appearances

Work History

11-2019
First Vice President-Sr. Relationship Manager at Bank of Marin
4-2014 - 11-2019
First Vice President - Sr. Relationship Manager at United Business Bank

Education

Bachelor's degree from San Francisco State University
Education details unavailable from University of California, Berkeley

More Information

Social Presence :

Prographics :

Exp : 11 Location : Walnut Creek, California, United States Job Level : Middle Designation : First Vice President-Sr. Relationship Manager at Bank of Marin
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Insights For Selling To Perry

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Perry 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 Perry

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Perry move?

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

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

You And Perry

Personality Compatibility


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