David Tercek Email & Phone Number

Des Moines, Ia, Us

Independently owned since 1968, DBE brings top-tier solutions and expert level service to the Community Financial Market. DBE makes technology, software and services accessible to all size of Financial Institutions in our growing territory.DBE is proudly headquartered in Des Moines, Iowa with territory coverage in 14 states and counting. This means more Community Financial Institutions have access to DBE’s brand of guidance and support which is good for the industry and the consumers served by our clients.Technology and consumer demands are changing rapidly. DBE helps Community Financial Institutions run their operations effectively and stay ahead.

New Braunfels, Tx, Us

Spearheaded the expansion of sales for Detex, DSI, and Ryobi product lines, reinforcing Detex’s commitment to delivering high-quality physical security solutions. Played leadership role in revamping sales processes and pre-sales technical requirements with engineering team that led to increased quoting accuracy, custom product development and revenue lead times. Worked with internal marketing, production and engineering teams to ensure timely integration across all product lines into new ERP (Epicor) system, while still growing pipeline and driving sales revenues. Directed team that collaborated with Manufacturing Territory Representatives and their customers to insure continued sales growth across their regions. Managed engineering & manufacturing resources on complex custom projects that lasted 6-9 months to insure accurate delivery, under budget and within committed time-frames.• Led team that was responsible for growing sales pipeline for 2024 by 59% and revenue growth from previous year by 32%• Realigned and expanded the number of MTRs in North America to insure future growth of Detex’s market presence across all product lines

Atlanta, Georgia, Us

Developed new partnerships with credit unions and banks with assets of $500M and greater, while also managing and growing NCR’s solution base within existing accounts. Use consultative process to help financial institutions develop their own branch transformation strategies that lead to a trusted partner relationship, and builds a blend of NCR technologies and services to meet their goals. Proven consultative approach helps reshape financial institutions internal and external processes, which create greater levels of efficiencies along with better overall experience for their members and customers. Work with internal NCR SME’s, Engineers, Product & Professional Services teams to develop enterprise ATM, ITM, ATMaaS, ITMaaS & Cloud Services solutions with banks and credit unions located in West, East, and South Texas. Responsible for developing and presenting solution specific value propositions, business cases, and TCO/ROI assessments. Continued successful track record of developing trusted C-suite partnerships within financial institutions that have no prior relationship with NCR.• Achieved Century Point Club in 2022 for exceeding 127% of sales plan performance• Grew territory Customer Satisfaction scores since coming to NCR by 61%• On track to exceed 2023 sales plan by no less than 53% and achieving Century Point Club for second straight year

Monrovia, Ca, Us

Monrovia, Ca, Us

Established trusted partnerships with credit unions and banks of all asset sizes guiding them through the process of developing their branch transformation strategies using custom blend of technologies and services. Used a consultative approach which helps reshape financial institutions branch operations that create higher levels of efficiencies along with better overall experience for their members and customers. Worked with internal, NCR and Hyosung cross functional teams to develop enterprise ATM, ITM, TCR, Services, and Security solutions for existing and new accounts in the Central, West, East, and South Texas areas. Able to communicate clearly, effectively, and in a technical manner when needed, to all members of a financial institution’s project team including executive decision makers. Responsible for developing and presenting custom value propositions, business cases, and ROI assessments. Excel in establishing trusted C-suite relationships within financial institutions that have no prior business relationship with FTSI.• Grew account base in 2019 by 33% within first 6 months – on track to grow account base in 2020 by 93%• Achieved 98% of 2019 quota within first 6 months – on track to exceed 2020 quota by 166%• Helped Marketing team develop best practices on qualifying leads and developing workflows within CRM’s (Salesforce & HubSpot) to accurately track and differentiate types of activities related to prospecting and opportunities

Us

Worked with owners, property managers, engineers, end users, technicians, equipment sales offices and internal customers to ensure sales goals are met and exceeded. Develop job proposals for the following: application specific solutions, retrofit installations, equipment/parts selections, product pricing (factory negotiated or in-house) and product availability. Building and maintaining relationships with local contractors which include mechanical, electrical, insulation and crane companies. Cultivating and expanding San Antonio and surrounding area for new opportunities and growth. Meeting and exceeding my sales plan to cover a diverse portfolio of solutions. These solutions include unitary and applied HVAC equipment service/repairs, existing HVAC modifications, HVAC controls, HVAC rentals and HVAC service agreements.• Developed and executed sales strategy which grew area multi-year service agreement client base by 37% and its revenues over 21% in first year• Exceeded first year quota by 16%• On track to exceed second year quota by Q3 of 2019 – Finished Q1 at 133% of quarterly quota

Developed, implemented and led all new sales and marketing activities for this small business. Established trusted business partner relationships with new and existing clients by recommending the best ROI/TCO options based upon their motor, pump and generator project’s specifications, application, timeframe and budget. Performed all operational and purchasing functions required to ensure new motor inventory levels met current market requirements and daily non-stock motor orders. Involved in the day-to-day operational and client facing interactions for the repair and service side of the business. Assisted in the recruiting, hiring, counseling and disciplinary actions of employees. Managed the continuity of the business which required keeping cloud-based business applications and network running 24x7x365. Worked with website designer to improve company website content that led to increased traffic and additional revenues.• Played key role in helping grow company revenues by 28% over the past 3 years• Contributor on multiple levels to the overall success and expansion of company• Responsible for the cultivation and establishment of strategic partnerships with electric motor manufacturers, distributors, resellers and clients

Norwalk, Connecticut, Us

Member of Xerox's Global Document Outsourcing division, the consulting and outsourcing arm of Xerox. Develop and drive business process improvement, supply chain management, and transformational projects for Large and Fortune 1000 companies. Extensive research and planning allow me to establish strong C-level relationships that evolve into on-going trusted advisor/client partnerships. I lead a team of subject matter experts, solution architects, and delivery specialists to develop solutions that optimize companies’ communication, marketing and print environments on a global basis. Managed all aspects of complex sales cycles from assessment and solution creation, through business case development and contracting.• Earned Game Changers Award for exceeding 100% of yearly sales plan by mid-year in 2012• Achieved President’s Club in 2012 for exceeding 175% of sales plan performance• Final Ranking of #1 amongst all First-Year Business Development Executives in 2012 with sales performance of 211.5% of plan• Appointed to Xerox’s Global Document Outsourcing SalesForce.com & Demand Generation Marketing advisory boards

Boston, Massachusetts, Us

Developed and implemented sales and marketing strategies to close business accounts in all product service lines for global, enterprise, major, and small and medium businesses across south Texas and North American territories. Employed ROI and TCO analysis to secure new and existing client contracts. Created consultative sales strategies for territory based on current and future market trends. Ensured sales meet compliance with information confidentiality and security laws specific to client needs and expectations.• Attained nationwide recognition through appointment to Iron Mountain’s National Sales Advisory Team in 2009• Boosted sales to more than 125% of quota for past 5 consecutive years by developing innovative marketing strategies and conducting client needs analysis; qualifier for Chairman’s Club Award for past 6 years• Achieved Chairman’s Club Award in 2 consecutive years, 2006 and 2007, for consistently exceeding sales performance expectations• Gained respect and confidence of company Senior Vice Presidents, Vice Presidents, Managers of Account Services, Regional Managers, and Sales Representatives, becoming trusted advisor on sales and marketing strategies across product lines both inside and outside of territory through consistent high performance as example to other Sales Representatives

Boston, Massachusetts, Us

Generated new clients and managed existing accounts in south Texas and Rio Grande territory in Iron Mountain’s confidential records destruction division. Produced consultative marketing strategies to develop shredding programs to expand client base and products for existing clients by partnering with local hybrid representatives and account managers to develop joint sales plans consistent with market conditions and information destruction laws.• Spearheaded development of large accounts through special pricing opportunities by working closely with Operations Management on site surveys and implementations• Exceeded 328% of annual sales quota through launch of aggressive sales initiatives• Created custom-designed shredding programs to increase client compliance and profitability via added efficiencies

Bachelor Of Business Administration - Bba, Business Management & Marketing

Associate Of Science - As, Physics