Pamela Ferris

Pamela Ferris Email and Phone Number

Financial Advisor at Edward Jones @
Pamela Ferris's Location
Greater Seattle Area, United States
Pamela Ferris's Contact Details

Pamela Ferris work email

Pamela Ferris personal email

n/a
About Pamela Ferris

As your Edward Jones Financial advisor, I believe in the importance of partnering together, and making investment decisions for you or your business based on your goals and level of comfort. What is important to you and your family is key to developing a tailored strategy that works toward your specific goals. Whether your goals are preparing for or living in retirement, preparing for a new life event or preparing for the unexpected we will work together to create a personalized strategy to help you reach your goals. We will meet regularly and navigate accordingly to help keep you on track. I can work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. My goal is to surpass your expectations while providing you the excellent service you deserve. I grew up in Oregon and relocated to Yelm, WA in 2005. I have 20+ years experience in the banking and insurance industries and I'm involved in the local Rotary and Chamber of Commerce. I enjoy working with people and look forward to working with you. Feel free to call my office anytime./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Pamela Ferris's Current Company Details
Edward Jones

Edward Jones

Financial Advisor at Edward Jones
Pamela Ferris Work Experience Details
  • Edward Jones
    Financial Advisor
    Edward Jones Apr 2019 - Present
    Yelm, Washington
  • Edward Jones
    Financial Advisor Trainee
    Edward Jones Nov 2018 - Apr 2019
    Yelm, Wa
  • State Farm ®
    Claims Team Manager
    State Farm ® Sep 2015 - Oct 2018
    Tacoma, Washington
    Managed claim professionals handling first notice of loss of claims in a fast-paced environment using Six Sigma principles. Collaborated with peers, leadership, and business partners to enhance customer service. Conducted daily meetings to provide daily goals. Kept team apprised of organizational changes, claim trends and updated/new policies and procedures. ► ACCOMPLISHMENTS SNAPSHOT• Promoted the development of employees to perform their roles with a balance of quality and efficiency while adhering to company policies and procedures. • Utilized one-on-one meetings to review performance metrics. Provided in-time coaching during side by side interactions.• Conducted call monitoring for quality customer service. Gave feedback and trained key customer service behaviors.
  • State Farm ®
    Team Manager - Training
    State Farm ® Jun 2016 - Jan 2018
    Tacoma, Washington
    Manage and coordinate new employee onboarding needs for the corporate training program. Execute job training goals including live-call training. Keep scheduling and services in mind when scheduling job shadow and peer mentoring activities. Improve communication and understanding of changes and updates through leadership meetings. Identify, address, and provide documentation of trainee performance and behavioral concerns. Plan, coordinate and execute live training activities.► ACCOMPLISHMENTS SNAPSHOT• Achieve a seamless transition of employees into the work environment by onboarding team managers. Introduce the training process, review expectations, and discuss opportunities to assist with training. • Collaborate with team managers to coordinate missed training due to employee absences. Develop individualized plans for the team manager to bring the associate up to the needed skill level.• Demonstrated ability to collaborate during high-peak times. Worked with second line leadership and training schedulers to coordinate trainee assistance. • Recruited team managers and associates role-plays to provide impactful training experiences. Trained team managers on how to access and leverage the online claims training environment for best training and coaching practices.• Worked with cross-functional departments. Provided feedback to training support partners to improve the scheduling of activities, improve the training product, and secure claim adjuster licenses. • Mentored new team managers. Assisted with the learning curve by coordinating meetings with key business partners.• Worked with analysts to create huddle boards to track training metrics. Boards were implemented in four locations.
  • State Farm ®
    Training Analyst
    State Farm ® Feb 2014 - Sep 2015
    Tacoma, Washington
    Demonstrated consistent success in leading team on technical and/or training products. Used technical skills with a variety of audio-visual media and equipment to present training and presentations. Applied knowledge of Adult Learning Theory in the analysis of training effectiveness. Led the delivery and facilitation of training on complex subjects. Communicated and presented training procedures and educational materials to the team. Coordinated the scheduling, training, and planning of training sessions. Completed research and submitted recommendations for training needs to management.► ACCOMPLISHMENTS SNAPSHOT• Identified and provided effective solutions to meet the training needs of business partners. • Applied strong organizational and prioritization skills to training facilitation and project work.• Recognized as a training technical and expert resource for business partners. Shared specialized knowledge. • Led high-level training projects understanding the implications and impact of recommendations from corporate.• Leveraged company-wide training initiatives and technologies to support the initiatives.
  • State Farm ®
    Fire Claim Representative
    State Farm ® Jun 2007 - Feb 2014
    Dupont, Washington
  • State Farm ®
    Auto Claim Processor
    State Farm ® Aug 2006 - Jun 2007
    Dupont, Washington

Pamela Ferris Education Details

  • George Fox University
    George Fox University
    Business Administration, Management And Operations

Frequently Asked Questions about Pamela Ferris

What company does Pamela Ferris work for?

Pamela Ferris works for Edward Jones

What is Pamela Ferris's role at the current company?

Pamela Ferris's current role is Financial Advisor at Edward Jones.

What is Pamela Ferris's email address?

Pamela Ferris's email address is pa****@****nes.com

What schools did Pamela Ferris attend?

Pamela Ferris attended George Fox University.

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