Chantal "Cissy" Blanchard
Baton Rouge,LA
Summary
Dynamic Branch Operations Manager with a proven track record at Altus Wealth Management, enhancing operational efficiency and client loyalty. Skilled in strategic planning and employee development, I successfully overhauled processes, resulting in significant improvements in productivity and compliance. Committed to fostering a positive work environment while driving team performance and accountability.
Overview
13
13
years of professional experience
Work History
Branch Operations Manager
Altus Wealth Management
12.2012 - Current
- Developed strong relationships with clients, resulting in increased loyalty and repeat business.
- Improved branch efficiency by streamlining operations and implementing new processes.
- Managed daily branch operations for optimal productivity and customer satisfaction.
- Supervised a team of employees, fostering a positive work environment and emphasizing professional growth.
- Trained employees on proper procedures and strategies to improve productivity.
- Established best practices for resolving client issues quickly while maintaining high standards of professionalism.
- Overhauled outdated operational procedures to increase branch effectiveness and reduce errors.
- Contributed to ongoing process improvements that led to increased efficiency across various aspects of branch operations.
- Maintained compliance with industry regulations, minimizing risk exposure for the company through diligent oversight of operations.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Complied with regulatory guidelines and requirements.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Operations Manager
LPL Financial Services
04.2012 - 10.2021
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
- Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
- Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
- Directed initiatives to improve work environment, company culture or overall business strategy.
Education
MBA - Finance
Louisiana State University
Baton Rouge, LABachelor of Science - Finance
Louisiana State University
Baton Rouge, LASkills
- Branch operations management
- Strategic planning
- Staff supervision and development
- Compliance reviews and reporting
- Opening and maintaining client accounts
- Cash Management
- Trading and asset movement
- Customer service
- Decision-making
Timeline
Branch Operations Manager
Altus Wealth Management
12.2012 - Current
Operations Manager
LPL Financial Services
04.2012 - 10.2021
MBA - Finance
Louisiana State University
Bachelor of Science - Finance
Louisiana State University
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