Customer Service Representative at E*TRADE from Morgan Stanley
📍 Draper, Utah, United States
Jahilene Umana is an account and customer relations professional with a background in the financial services sector at firms like E*TRADE and Fidelity Investments. Now an Account Manager at Solgen Power, she leverages skills in CRM, customer retention, and data analysis. She holds a Bachelors degree from Utah Valley University.
In a previous role, she was responsible for actively cross-selling financial products and services to meet customer needs.
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Experience
7 Years
Current Role
Customer Service Representative
Location
Draper, Utah, United States
Personality Overview
How Jahilene shows up
Optimistic
Story Driven
Non-Confrontational
Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional. They are generally friendly, so be careful when relying on their word.
Priorities
Topics Jahilene cares about
Account Management
Her most recent role is as an Account Manager at Solgen Power, building on extensive experience in customer-facing positions.
Customer Experience
Possesses a strong skill set in customer retention, communication, and relationship management (CRM) from multiple roles.
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Career
Work history
11-2023 - 10-2024
Customer Service Representative
E*TRADE from Morgan Stanley
3-2023 - 11-2023
Customer Relations Associate
Fidelity Investments
9-2022 - 3-2023
Account Manager
Solgen Power
9-2021 - 5-2022
Customer Service Representative
Mountain America Credit Union
10-2020 - 9-2021
Inbound Customer Service Representative
Utah Community Credit Union (UCCU)
In the press
Media appearances
No media yetWe could not find public media appearances for this person.
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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