William Smayda

Enthusiast
DISC Type : i

Head of Financial Centers at Bank of America

Dallas-Fort Worth Metroplex, United States

Overview

William Smayda is the Head of Financial Centers at Bank of America, guiding the strategy for the companys physical locations. A graduate of Carnegie Mellon University, he focuses on evolving branches into centers for complex financial advice. Colleagues have described him as smart and decisive.

Based on his public activity, William values community and teamwork. He actively celebrates market growth, local employee dedication, and fostering a supportive internal culture where teammates "lift each other up. " He also shows support for causes like the fight against breast cancer.

Unique fact: William notes that Bank of Americas financial centers hosted 10 million appointments in 2024, a significant increase from virtually zero just five years prior.

Personality Overview

Amiable & Agreeable

Consensus Focused

Optimistic

They agree with others often, so exercise caution when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals.

Topics They Care About

Hybrid Banking Model
Champions a strategy where digital channels handle transactions and physical branches provide essential, in-person advice for complex financial needs, viewing the two as complementary and crucial.
Customer Experience
Focuses on ensuring every client interaction is exceptional, adapting financial centers to serve as hubs for high-value consultations rather than simple transactions.
Community Growth
Showcases a passion for local market expansion and community presence, celebrating milestones like the 10-year anniversary of the bank's consumer business in the Twin Cities.

Media Appearances

William has no verified media appearances

Work History

4-2025
Head of Financial Centers at Bank of America
7-2016 - 4-2025
Bank of America Division Executive at Bank of America
7-2012 - 7-2016
Preferred/Merrill Edge Region Executive at Bank of America
10-2010 - 7-2012
Director, Regional Sales Manager, Southern California at Merrill Edge
10-2007 - 10-2010
VP - Retirement Strategy at Merrill Lynch

Education

1995 - 1999
BA from Carnegie Mellon University

More Information

Social Presence :

Prographics :

Exp : 21 Location : Dallas-Fort Worth Metroplex, United States Job Level : Mid-senior Designation : Head of Financial Centers at Bank of America
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Insights For Selling To William

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Refer to interesting customer testimonials and stress on great customer experience
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don’t be excessively objective, be like a storyteller with them
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with William is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from William

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will William move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can William take some risk or not?

  • If it seems really necessary, they can take small risks.

You And William

Personality Compatibility


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