Teresa Ogurek
Lantana,TX
Summary
Adept at aligning branch objectives with corporate goals, I enhanced productivity and customer satisfaction at Raymond James through strategic leadership and regular staff training. My expertise in branch operations management and knack for building strong relationships fueled significant achievements, including surpassing key performance indicators and ensuring regulatory compliance.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Branch Manager
Raymond James
06.2006 - Current
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Complied with regulatory guidelines and requirements.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily branch operations, ensuring compliance with regulatory standards and maintaining operational integrity.
- Cultivated lasting relationships with high-value clients, securing their loyalty through exceptional service and advice.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Education
BBA - Finance
Texas A&M University - Texarkana
Texarkana, TX05-1992
Skills
- Branch Operations Management
- Excellent time management skills
- Relationship building and management
- Strong team-builder
- Team Player
- Regulatory Compliance
- Customer Relationships
- Excellent work ethic
- Team Supervision
Certification
Series 7, Series 63, Series 9, Series 10, Series 24
Timeline
Branch Manager
Raymond James
06.2006 - Current
BBA - Finance
Texas A&M University - Texarkana
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