Theresa Opitz
Bothell,WA
Summary
Professional leader with executive experience ready to drive impactful change. Proven ability to implement strategic initiatives and enhance operational performance. Valued for collaborative team leadership and adaptability to evolving business needs. Results-driven executive with extensive experience in strategic leadership and operational excellence. Proven track record in driving growth, optimizing processes, and fostering team collaboration. Exceptional skills in strategic planning, financial management, and stakeholder engagement. Adaptable and reliable, consistently achieving high-impact results in dynamic environments.
Overview
17
17
years of professional experience
Work History
VP Market Manager
FFNW
01.2024 - Current
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Established a culture of continuous improvement, fostering innovation and driving sustainable growth across the organization.
- Enhanced company profitability by implementing strategic business plans and optimizing operational processes.
- Directed work of 4 sales professionals at multiple offices across two locations.
AVP Relationship Retail Manager
FFNWB
01.2021 - 01.2024
- Managed projects efficiently, ensuring timely delivery and high-quality results.
- Streamlined communication channels between departments, facilitating better collaboration on projects across the organization.
- Developed and maintained strong relationships with clients, resulting in increased business opportunities.
- Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
- Promoted and led performance enhancement culture by actively coaching and mentoring direct reports.
- Established policies and procedures that improved operational efficiency within the organization.
Branch Manager
KeyBank
01.2019 - 01.2021
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
Relationship Manager
Heartland
01.2018 - 01.2019
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Senior Branch Manager
First Technology Fed Credit Union
01.2008 - 01.2018
- Managed daily operations while maintaining a high level of efficiency, productivity, and customer service.
- Streamlined workflow processes to increase operational efficiency without compromising on service quality or delivery speed.
- Implemented data-driven decision-making tools, enabling the team to focus on strategic growth areas for increased branch success.
- Boosted employee morale through effective communication, recognition initiatives, and opportunities for career development.
- Led a diverse team to achieve sales targets through proactive coaching, mentoring, and performance management.
Education
Bachelor of Arts - Accounting/Business Admin
University of Phoenix
Online01.2005
Project Mgmt Certificate -
University of Washington
Online01.2022
Skills
- Team leadership
- Workforce development and growth
- Enhance operational performance through key performance indicators
- Effective communication strategies
- Foster collaborative relationships with key stakeholders
- Development and management strategies
- Align expertise in a way that supports quality, efficiency, and effectiveness
- Establish metrics which support on time delivery of quality results
- Support diversity, equity and inclusion in employee and client relationships
- Build a culture of customer advocacy aligned with sound business practices
- Decision-making
- Relationship building
- Critical thinking
- Complex Problem-solving
Timeline
VP Market Manager
FFNW
01.2024 - Current
AVP Relationship Retail Manager
FFNWB
01.2021 - 01.2024
Branch Manager
KeyBank
01.2019 - 01.2021
Relationship Manager
Heartland
01.2018 - 01.2019
Senior Branch Manager
First Technology Fed Credit Union
01.2008 - 01.2018
Bachelor of Arts - Accounting/Business Admin
University of Phoenix
Project Mgmt Certificate -
University of Washington
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