Overview
Work History
Education
Skills
Languages
Timeline
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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, AZ
05-2023

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

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Destiny Huaman