Terry Kelley

Planner
DISC Type : Sc

Vice President- Business Banking Officer at Canandaigua National Bank

Pittsford, New York, United States

Overview

Terry has no verified overview

Personality Overview

Analytical & Cautious

Deliberate

Inflexible

The only way to convince them is by showing them examples and ample proof.  Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Terry has no verified topics they care about

Media Appearances

Terry has no verified media appearances

Work History

5-2021
Vice President- Business Banking Officer at Canandaigua National Bank
2-2020 - 5-2021
Vice President - Commercial Lender at Evans Bank
2-2018 - 2-2020
Vice President - Business & Professional Banking at M&T Bank
5-2011 - 2-2018
Vice President - Commercial Branch Manager at M&T Bank
10-2007 - 3-2011
Vice President at Five Star Bank

Education

Education details unavailable from Dansville Central School

More Information

Social Presence :

Prographics :

Exp : 18 Location : Pittsford, New York, United States Job Level : Senior Designation : Vice President- Business Banking Officer at Canandaigua National Bank
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Insights For Selling To Terry

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
  • 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 rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Terry is

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

  • 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 Terry move?

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

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

You And Terry

Personality Compatibility


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