Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
DAMARIS FEBLES

DAMARIS FEBLES

Athens,GA

Summary

Results-oriented financial professional with a proven track record of fostering strong relationships with clients and team members. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on client service abilities.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Relationship Banker

Truist Bank
12.2022 - Current
  • Provide an exceptional client experience while servicing existing accounts and handling teller transactions.
  • Proactively evaluate clients’ unique needs and propose customized solutions.
  • Build long-term relationships with customers by providing personalized service and support.
  • Prepare loan documents for review and approval.
  • Conduct regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
  • Collaborate with team members to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management.
  • Review loan applications for accuracy and completeness before submitting them for processing.
  • Resolve discrepancies concerning customers' accounts, improving client satisfaction.
  • Adhere to strict confidentiality protocols to maintain safety of customer and bank information.
  • Participate in training and mentoring of new associates, assisting with onboarding.
  • Adhere to bank and legal guidelines for reporting, loan approvals, and money handling.
  • Conduct comprehensive financial needs assessments to offer tailored banking products and services.
  • Collaborate with internal teams, including mortgage, investment, and commercial banking, to provide holistic financial solutions.
  • Develop and and execute strategies to achieve and exceed sales targets for banking products and services.

Insurance Agent

Liberty Mutual/Country Financial
03.2021 - 12.2022
  • Developed marketing strategies to promote new business.
  • Built meaningful relationships with business referral partners to create a pool of prospective clients.
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Generated reports detailing sales activities, client interactions, and progress towards goals.

Office Manager

Allstate
06.2020 - 03.2021
  • Monitored office production and developed strategies to encourage staff to exceed sales goals.
  • Solicited new business to contribute to agency growth.
  • Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
  • Used judgment and initiative in handling confidential matters and requests.
  • Trained and mentored staff members in company policies, daily task execution and industry best practices.
  • Delegated work to staff, setting priorities and goals.
  • Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
  • Mediated conflicts between employees and facilitated effective resolutions to disputes.
  • Analyzed business performance data and forecasted business results for upper management.

Claims Adjuster

Progressive
01.2019 - 06.2020
  • Negotiated claim settlements and recommended litigation when settlement could not be negotiated.
  • Investigated insurance claims, reviewed coverage and liability, prepared reports and recommended payment or denial of claims.
  • Conducted interviews with claimants, witnesses and medical professionals to obtain additional information about the claim.
  • Analyzed facts of loss including photographs, diagrams and other evidence to identify potential sources of recovery.
  • Provided training sessions for new adjusters on best practices for adjusting claims.
  • Assisted colleagues with difficult cases; provided guidance regarding complex issues or scenarios.
  • Communicated effectively with policyholders, providing updates and explaining claim processes.

Revenue Agent

Georgia Department of Revenue
06.2015 - 01.2019
  • Used high levels of computer research skills, analytical skills, and independent judgment to interpret tax laws, policies, rules, and regulations pertaining to tax collection.
  • Reviewed and analyzed financial documents to determine tax liabilities for individuals, corporations, and other entities.
  • Assessed taxes, penalties, and interest due on delinquent accounts in accordance with state regulations.
  • Conducted field audits to verify accuracy of taxpayer information and records.
  • Processed payments using specialized software applications while ensuring accuracy of data entry.
  • Recommended offer acceptances and installment payment plans.
  • Garnished bank accounts and wages and seized personal property if necessary.

Education

2006-2008 - Business Management

Central Texas College
Anchorage, AK

Skills

  • Portfolio management
  • Customer service-focused
  • Business sales development
  • Customer financing
  • Client acquisition and retention
  • CRM software
  • Negotiation
  • Risk mitigation
  • Regulatory compliance
  • Marketing strategies
  • Data entry
  • Administrative support
  • Operations management
  • Expense reporting
  • Workforce management
  • Workflow optimization
  • Conflict management
  • Credit and collections

Certification

  • Property & Casualty, Georgia, 01/01/20, Present
  • Life & Health, Georgia, 01/01/20, Present

Timeline

Relationship Banker

Truist Bank
12.2022 - Current

Insurance Agent

Liberty Mutual/Country Financial
03.2021 - 12.2022

Office Manager

Allstate
06.2020 - 03.2021

Claims Adjuster

Progressive
01.2019 - 06.2020

Revenue Agent

Georgia Department of Revenue
06.2015 - 01.2019

2006-2008 - Business Management

Central Texas College

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