DAVID TACHER
WEST PALM BEACH
Summary
Dynamic professional with a proven track record in financial advisement and customer satisfaction, honed at Fifth Third Bank and LIFE STYLE INTERNATIONAL. Excelled in portfolio assessment and upselling, significantly enhancing client financial portfolios. Known for a positive attitude and a knack for fraud prevention, consistently exceeding customer expectations without relying on numerical achievements.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Personal Banker
Fifth Third Bank
05.2024 - Current
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Monitored accuracy of customer information in system.
Sales Associate
Acura
11.2023 - 04.2024
- Helped customers locate products and checked store system for merchandise at other sites.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
Real Estate Agent
LIFE STYLE INTERNATIONAL
02.2021 - 04.2024
- Maintained connections with clients to encourage repeat business and referrals.
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Wrote listings detailing and professionally highlighting property features to increase sales chances.
- Advertised client properties through websites, social media, and real estate guides.
Education
High School Diploma -
SEMINOLE RIDGE HIGH SCHOOL
Loxahatchee Groves, FL09-2018
Skills
- Loans
- Upselling
- Portfolio assessment
- Financial advisement
- Fraud prevention
- Customer satisfaction
- Positive attitude
Certification
- {REAL ESTATE LICENSE CERTIFICATE }
Languages
Spanish
Limited Working
Software
GREAT WITH PC SOFTWARE
Timeline
Personal Banker
Fifth Third Bank
05.2024 - Current
Sales Associate
Acura
11.2023 - 04.2024
Real Estate Agent
LIFE STYLE INTERNATIONAL
02.2021 - 04.2024
- {REAL ESTATE LICENSE CERTIFICATE }
High School Diploma -
SEMINOLE RIDGE HIGH SCHOOL
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