Summary
Overview
Work History
Education
Skills
Volunteeringandawards
Timeline
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Erykah Keels

Detroit,MI

Summary

Adaptable Financial Services Representative recognized for productivity and efficiency in task completion. Specialize in financial analysis, customer relationship management, and regulatory compliance. Excel in communication, problem-solving, and time management to deliver exceptional service and solutions in fast-paced environments.

Overview

7
7
years of professional experience

Work History

Financial Services Representative

Michigan State University Credit Union
Detroit, MI
10.2024 - Current
  • Assist members in a friendly, professional manner, and support the Credit Union’s mission statement
  • Demonstrate flexibility and a positive attitude when faced with complex situations
  • Analyze, research and resolve problems and discrepancies
  • Counsel current and prospective members about Credit Union products and services

Financial Services Account Associate

FIS Global
Detroit, USA
11.2023 - Current
  • Company Overview: Franklin Templeton - Detroit, MI (Remote)
  • Process 529 college savings plans
  • Process NJBEST college savings plans
  • Knowledge of Individual Retirement Plans and State/Federal Regulations
  • Knowledge of Trust, Conservator, POA, and Estate Accounts
  • Utilize Genesys Cloud software, along with Microsoft Suites
  • Process upward of 45+ inbound calls and emails daily
  • Provide efficient and effective solutions to customers while uploading exceptional customer service
  • Cross-functional collaboration between internal and external teams
  • Franklin Templeton - Detroit, MI (Remote)

Sales Representative, Account Services Coordinator

AT&T Corporate
Palm Bay, USA
12.2022 - 11.2023
  • Company Overview: Palm Bay, FL
  • Utilized strong negotiation and communication skills: addressing customer needs, offering hands-on demos, wifi assessments, and tech resolutions in a timely manner
  • Utilized a consultative approach to meet and exceed monthly sales goals to ultimately deliver outstanding customer experience
  • Palm Bay, FL

Store Manager

AT&T Authorized Retailer
Vero Beach, USA
07.2021 - 12.2022
  • Company Overview: Vero Beach, FL
  • Combined retail knowledge and leadership skills to oversee store operations, and manage and develop my team to ensure AT&T customers experienced best-in-class services, technology, and entertainment
  • Vero Beach, FL

Field Sales Representative

AT&T Corporate
Melbourne, USA
03.2021 - 07.2021
  • Company Overview: Melbourne, FL
  • Joined an elite group of sellers bringing customized, white glove experiences directly to the customer’s door
  • Melbourne, FL

Team Lead

Sprint Authorized Retailer
Palm Bay, USA
08.2019 - 03.2021
  • Company Overview: Palm Bay, FL
  • Palm Bay, FL

Ad Set Supervisor

Kohl’s Department Store
Palm Bay, USA
10.2017 - 08.2019
  • Company Overview: Palm Bay, FL
  • Palm Bay, FL

Education

High School -

Eau Gallie High School
05-2016

Some College (No Degree) -

Eastern Florida State College
Cocoa, FL

Skills

  • Sales Quota Achievement
  • Financial Product Sales
  • Debt management
  • Financial Reporting
  • Tax planning
  • Credit analysis

Volunteeringandawards

  • Detroit Pride, 2024
  • AT&T- pride festival, 2023
  • Riverview Pet Spa, 2016-2017
  • Sprint “Day of Service”, 2019-2020
  • Customer Service Reward- performance, 2024
  • AT&T Space Coast Crew Certificate, 06/2023
  • AT&T Top Sellers Brunch, 06/2023

Timeline

Financial Services Representative

Michigan State University Credit Union
10.2024 - Current

Financial Services Account Associate

FIS Global
11.2023 - Current

Sales Representative, Account Services Coordinator

AT&T Corporate
12.2022 - 11.2023

Store Manager

AT&T Authorized Retailer
07.2021 - 12.2022

Field Sales Representative

AT&T Corporate
03.2021 - 07.2021

Team Lead

Sprint Authorized Retailer
08.2019 - 03.2021

Ad Set Supervisor

Kohl’s Department Store
10.2017 - 08.2019

High School -

Eau Gallie High School

Some College (No Degree) -

Eastern Florida State College
Erykah Keels