BreYanna N. Perkins
Shelby Twp,MI
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options. Working towards Bachelor's degree of Business Marketing.
Overview
8
8
years of professional experience
Work History
Case Manager
Prudential
01.2023 - Current
- Process and review new business annuity applications
- Work between other case managers, internal and external wholesalers, and financial professionals
- Outbound and incoming calls and emails regarding annuity applications
- Use of Salesforce and FAST applications
- Microsoft Office Suite Applications
Customer Service Representative
Voya Financial
05.2022 - 01.2023
- REMOTE - Senior Record Keeper
- Building Relationships and educating customers on their retirement plans
- Responding to customer inquiries on Retirement Products and Plans such as 401(k), 403(b), 457, and 401(a)
- Assist customers with requesting loans, withdrawals, loan payments, or fund-to-fund transfers
- Help with retirement plans in multiple states all over the US
- Assist with Retirement applications and pension inquiries
- Present weekly in team huddles and send QA tips., Assisted with artistic teenagers and tutored.
- Handled customer inquiries and suggestions courteously and professionally.
Senior Tier Agent
Comerica Bank
09.2017 - 05.2022
- Financial Sales: referring bank products (Business and Consumer)
- Submit referrals and applications for credit cards, wealth management, treasury management, and merchant services
- Microsoft window applications, system data entry and internet search Participates in team meetings, huddles, and sales blitzes
- Assist with disputes, investigations, pin mailers, and card functions Assist customers with online banking inquiries, zelle, and bill pay
- Treasurer of Retail Activities Committee at
Relationship Banker
Bank of America
08.2019 - 11.2021
- Reach out to prospective retail banking customers and establish business relationships
- Greet customers when they enter the branch and establish a professional, friendly rapport
- Evaluate customers' financial needs, provide banking solutions and refer them to the appropriate branch officers as needed
- Create new checking, savings and other deposit accounts for clients
- Clearly explain product and service benefits, requirements and restrictions, changes and other related product information to clients and bank employees
- Manage customer accounts, including opening and closing accounts and overseeing transactions
- Provide ongoing banking relationship services with existing clients
- Ensure customer satisfaction and resolve issues with banking products or services.
- Cultivated strong customer relationships by providing tailored advice and services.
Student Assistant
Oakland University
01.2016 - 01.2017
- Filing and scanning important documents to store in computer systems
- Selling tickets to campus events/ cash handling
- Answering incoming calls and appointment scheduling
- Editing and creating excel sheets for accountant
- Creating and finishing major projects for office
Sales Lead
Adidas Factory
10.2015 - 01.2017
- Used POS system to process sales, returns, online orders, and gift card activations.
- Trained, coached, and mentored new sales associates for maximum performance.
- Organized store merchandise racks and displays to promote and maintain visually appealing environments.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
Education
Bachelor’s Degree - Business Marketing
Davenport University
Remote05.2025
HS Diploma -
Arthur Hill High School
Saginaw, MI06.2016
Skills
- Expert with
- Microsoft Office suite and internet services/ computer applications
- Communicate, explore and build relationships within institution
- Customer service
- Cash Handling
- Constantly expanding knowledge base when it comes to customer relations
- Extensive understanding of all banking procedures
- Leadership Skills
- Record-Keeping
- Time management
- Team Building
- Community Resources
- Financial Support
- Case Notes
Timeline
Case Manager
Prudential
01.2023 - Current
Customer Service Representative
Voya Financial
05.2022 - 01.2023
Relationship Banker
Bank of America
08.2019 - 11.2021
Senior Tier Agent
Comerica Bank
09.2017 - 05.2022
Student Assistant
Oakland University
01.2016 - 01.2017
Sales Lead
Adidas Factory
10.2015 - 01.2017
Bachelor’s Degree - Business Marketing
Davenport University
HS Diploma -
Arthur Hill High School
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