Summary
Overview
Work History
Education
Skills
Certifications And Activities
Professional Competencies
Timeline
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Deonte Turrentine

Durham

Summary

Seeking opportunities to leverage my expertise in financial planning, business administration, and client relations, with a focus on demonstrating strong networking, leadership, and critical thinking skills.

Overview

11
11
years of professional experience

Work History

Senior Financial Services Representative

State Employees Credit Union
06.2019 - Current
  • Provide comprehensive financial advisory services to credit union members
  • Develop and maintain a robust client portfolio, focusing on personalized financial solutions
  • Conduct in-depth financial assessments and create tailored financial plans
  • Process loan applications, including mortgage, personal, and auto loans
  • Manage and resolve complex member inquiries and financial challenges
  • Identify and recommend appropriate banking products and investment opportunities
  • Maintain accurate and detailed financial records and documentation
  • Collaborate with team members to achieve branch sales and service goals
  • Ensure compliance with credit union policies and federal banking regulations

LG Expert

BestBuy
08.2017 - 06.2019
  • Company Overview: LG Expert
  • Researched and analyzed sales data for specific LG products and marketing strategies
  • Sold and financed LG products tailored to individual client needs
  • Calculated revenue using accounting and financial principles
  • LG Expert

Sales and Marketing Consultant

The UPS Store
10.2016 - 06.2017
  • Worked closely with small businesses to fulfill and satisfy marketing needs
  • Created sales and marketing credentials for business clients
  • Managed daily sales floor operations independently and with sales team

Account Manager

Stonegate Marketing
08.2015 - 08.2016
  • Executed marketing campaigns to ensure client satisfaction
  • Trained and led client representative team to achieve profitability

Team Manager

Course Hero
08.2014 - 05.2015
  • Analyzed student behavioral patterns in educational courses
  • Led a team of 9 members in successful fundraising for charity

Education

Bachelor of Science - Business Administration

University of North Carolina at Greensboro (UNCG)
05.2017

Skills

  • Financial Services
  • Financial Advisory and Consultation
  • Loan Processing and Underwriting
  • Member Relationship Management
  • Financial Planning and Analysis
  • Credit Union Operations
  • Microsoft Office Suite
  • Customer Relationship Management Software
  • Financial Management Tools
  • Data Analysis and Reporting
  • Adobe Creative Suite
  • Client Needs Assessment

Certifications And Activities

  • North Carolina Certified Public Notary, 01/01/17, 12/31/23
  • Love of God Missionary Baptist Church Youth Leader, 01/01/09, Present
  • I9 Sports Basketball Volunteer for Intramural Youth, 01/01/16, Present

Professional Competencies

  • Client Needs Assessment
  • Strategic Sales Techniques
  • Team Leadership and Mentoring
  • Compliance and Regulatory Knowledge
  • Problem-Solving and Critical Thinking
  • Effective Communication
  • Detailed Financial Documentation

Timeline

Senior Financial Services Representative

State Employees Credit Union
06.2019 - Current

LG Expert

BestBuy
08.2017 - 06.2019

Sales and Marketing Consultant

The UPS Store
10.2016 - 06.2017

Account Manager

Stonegate Marketing
08.2015 - 08.2016

Team Manager

Course Hero
08.2014 - 05.2015

Bachelor of Science - Business Administration

University of North Carolina at Greensboro (UNCG)
Deonte Turrentine