Terrence Jones
Fuquay-Varina
Summary
Skilled banker with robust background in business and finance management. Successfully led financial planning and analysis initiatives, while improving operational efficiencies. Demonstrating an adept knowledge in budget management and payment processing.
Overview
10
10
years of professional experience
Work History
Business Banking Associate
Capital One
01.2023 - Current
- Answers 70+ calls daily, providing accurate account information with a 96% call quality score.
- Assists in the reconciliation of various treasury management service contracts with business clients.
- Aids in the entry of over 75 daily P.O.S. receipts into the treasury management database.
Sales Consultant
Best Buy
01.2018 - 01.2023
- Provided in-home sales consultation for customers looking to purchase multi-room technology solutions.
- Created detailed expense reports for customers outlining costs and delivery logistics.
- Aided in month-end account balancing for all clients in my book of business utilizing Wave software.
- Processed and Entered billing invoices and payment receipts of various multi-stage projects.
Program Coordinator
MedForce
01.2016 - 01.2018
- Created travel expense reports for doctors and nurses giving presentations all across the country for medical programs.
- Designed presentations from a list of pre-approved slides designed educate members of upcoming medical advancements and innovations.
- Planned events and travel arrangements for multiple VIP clients that would be in attendance.
- Reconciled event expenses, and accurately logged digital (and physical) receipts.
- Processed all of event invoicing and balanced the books of my clients at the end of every month.
Education
Certificate - QA engineering
Triple Ten
01.2025
A.A. - Business Administration
DeVry University
01.2022
Skills
- Accounts payable processing
- Invoicing processes
- Transaction management
- Monthly account balancing
- Customer relationship management
- Accurate data entry
- Proficient in Microsoft Office Suite
Timeline
Business Banking Associate
Capital One
01.2023 - Current
Sales Consultant
Best Buy
01.2018 - 01.2023
Program Coordinator
MedForce
01.2016 - 01.2018
A.A. - Business Administration
DeVry University
Certificate - QA engineering
Triple Ten