Destiny Huaman
Scottsdale,AZ
Overview
4
4
years of professional experience
Work History
Financial Services Representative
Merrill Edge
08.2024 - Current
- Handles 20+ inbound calls daily assisting clients with investment account service needs
- Educates clients on various investment vehicles, including stocks, mutual funds, and retirement accounts to empower informed decision making
- Collaborates with cross-functional teams to resolve client account issues and ensure seamless service delivery
- Achieves a 95% client satisfaction rate monthly by addressing inquiries and providing a personalized client experience
Credit Card Specialist
JPMorgan Chase
05.2021 - 05.2024
- Handled 30+ client interactions daily, resolving customer complaints and disputes related to credit card accounts
- Analyzed client needs to recommend suitable credit card products and benefits
- Provided training to team members on credit card system and effective communication strategies
- Analyzed customer feedback data to identify areas for improvement, implementing changes as needed to enhance the overall client experience.
Marketing Intern (Remote)
Fidalsa Holidays
05.2023 - 07.2023
- Supported an international team in analyzing company data for enhanced decision making in company campaigns
- Conducted market research to identify trends, market analysis, and customer preferences
- Assisted with copyright creation and marketing channel content
- Utilized SEO strategies to drive a measurable increase in website traffic and enhance online visibility
Education
Bachelor of Global Business Management
Arizona State University
Tempe, AZ05-2023
Skills
- Data Management: Microsoft Office Suite, Data Analysis, SQL, Tableau, CRM systems
Languages
Spanish
Native or Bilingual
Timeline
Financial Services Representative
Merrill Edge
08.2024 - Current
Marketing Intern (Remote)
Fidalsa Holidays
05.2023 - 07.2023
Credit Card Specialist
JPMorgan Chase
05.2021 - 05.2024
Bachelor of Global Business Management
Arizona State University