Rick Chin Yee

Energizer
DISC Type : I

Director, Data Governance & Management at CIBC

Markham, Ontario, Canada

Overview

Rick is a results-oriented financial management leader with fourteen years of experience at CIBC, currently serving as Director of Data Governance & Management. He specializes in leveraging data, developing business cases, and implementing process improvements to enhance revenue and reduce costs. He is an alumnus of York University.

He has a proven track record of developing analytical frameworks and performance metrics to support data-driven decisions across various business lines, including credit cards and global operations.

Personality Overview

Relationship Oriented

Believer

Full Of Energy

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are really good at seeing what the long-term impacts of their decisions could be. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Data Governance
His current role involves the proactive management and governance of all Personal and Business Banking data assets, ensuring compliance with internal and external policies.
Financial Management
Possesses fourteen years of experience in financial management, with a strong background in analytical and business case procedures including NPV and IRR concepts.
Process Improvement
Across multiple director-level roles, he has consistently been tasked with identifying opportunities for process improvements and enhancing performance management capabilities.

Media Appearances

Rick has no verified media appearances

Work History

11-2019
Director, Data Governance & Management at CIBC
11-2014 - 10-2019
Director, Decision Management at CIBC
2-2012 - 10-2014
Sr Manager, Insights and Analytics at CIBC
1-2011 - 2-2012
Director, Data Management Strategy, Customer Marketing & Strategy at CIBC
1-2010 - 1-2011
Director, Strategy Development, Customer Marketing & Strategy at CIBC

Education

1986 - 1991
Education details unavailable from York University

More Information

Social Presence :

Prographics :

Exp : 25 Location : Markham, Ontario, Canada Job Level : Mid-senior Designation : Director, Data Governance & Management at CIBC
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Insights For Selling To Rick

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Talk anecdotally about the customer experience that your product offers
  • Do some small talk, ask them how things are going on their side

DONT's

  • Don’t be excessively objective, be a storyteller
  • Don’t assume a yes just because they have not said no
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rick is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Rick

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Rick move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Rick take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Rick

Personality Compatibility


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