Tristan Boyer
Thousand Oaks
Summary
Dynamic professional with experience in consumer banking and real estate. Known for excellent communication skills and the ability to build lasting relationships, ready to leverage expertise to enhance customer experience and operational efficiency.
Overview
2
2
years of professional experience
Work History
Associate Banker
Chase Bank
Camarillo, CA
02.2025 - Current
- Assisted clients with account inquiries and transaction processing to enhance customer satisfaction.
- Executed daily banking operations, ensuring accuracy and compliance with company policies.
- Advised customers on product offerings, identifying opportunities to meet financial needs effectively.
- Collaborated with team members to streamline workflow and improve service delivery efficiency.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Real Estate Agent
Keller Williams
08.2024 - 02.2025
- Assisted clients in identifying suitable properties based on needs and preferences.
- Conducted market research to evaluate property values and trends in local neighborhoods.
- Facilitated property viewings, showcasing features and benefits to potential buyers.
- Collaborated with lenders and inspectors to streamline transaction processes for clients.
- Utilized CRM software to manage client relationships and track interactions efficiently.
- Negotiated, facilitated, and managed real estate transactions.
Education
No Degree - Biotechnology
Moorpark College
Moorpark, CAReal Estate Practices - Real Estate
Colibri
07-2024
Skills
- Investment strategies
- Portfolio management
- Loan processing
- Sales proficiency
- Financial planning
- Self-motivated nature
- Customer service
- Consumer banking
- Bank sales
- Relationship building
Accomplishments
- In my first 3 months of real estate I was in the top 5% of California Real Estate License holders in terms of production value.
- Supervised team of 11 staff members.
- Was the Buyer Specialist for one of the highest earning teams at Keller Williams.
- I was put into the GATE program in the second grade requiring an IQ score of at least 130.
Languages
English
Native or Bilingual
Spanish
Limited Working
Timeline
Associate Banker
Chase Bank
02.2025 - Current
Real Estate Agent
Keller Williams
08.2024 - 02.2025
No Degree - Biotechnology
Moorpark College
Real Estate Practices - Real Estate
Colibri