Loretta Watson Email & Phone Number

Branch ManagerEarned Outstanding Performer recognition for branch performance level 1 in 2020.• Create and execute business plans to achieve sales, profitability, and customer experience targets. Earned National Top Branch Manager Recognition in 2012 for profitability and customer experience excellence.• Launched Chase Private Client program for affluent clients in March 2013 and overall balance growth is up 21%.• Managed consolidated branch for two branches in Long Beach from July 2009 – October 2010. • Acquire new households via prospecting activities and grow depth of existing household relationships via 30/60/90 follow up initiatives and consultative profiling.• Coach bankers on calling and appointment setting initiatives in order to strengthen customer relationships and grow balances.• Create and execute strategies with business partners for specialized lines of business – Mortgage, Business Banking, and Investments.• Ensure exceptional customer service experiences are achieved.• Oversee all branch operations and ensure compliance requirements are met and audit expectations are exceeded. Satisfactory branch review ratings achieved each year.• Coach and motivate bankers and tellers to achieve sales, service, and compliance goals.• Coach and motivate assistant managers and supervisors on leadership skills and professional growth.

Melville, Ny

Retail Operations Specialist Retail Operations specialist responsible for supporting the branch network operations.• Dedicated to bank-wide conversion of the branch teller and platform systems.• Perform user testing of teller and platform systems and ensure effective interface with other bank systems. Track problems and resolutions.• Work closely with vendors to correct problems and ensure proper functionality.• Trained training staff and branch operations officers in preparation for branch roll out.• Prepared user documentation for branch staff.

Manage a staff of 3 supervisors and 50 sales professionals. Responsible for supporting both inbound and outbound marketing initiatives for deposit, lending, business, insurance, and investment product lines. • Responsible for co-implementing the start-up operation of a dedicated outbound sales unit for the call center.• Manage inbound and outbound call volume to achieve sales, productivity, quality, and service level objectives.• Coach staff on consultative sales process and telephone skills to yield optimum results. • Implemented Cohen Brown consultative sales process, which helped strengthen quality and results.• Recruitment of supervisory team and sales agents.• Coordinated new hire training curriculum to include a specialized outbound sales component.• Participate in technology meetings to develop and enhance systems functionality.• Manage performance issues via performance improvement process.

Manage an Outbound staff of 4 supervisors, 1 sales assistant, and up to 80 Telephone Sales Representatives. Responsible for the outbound sales, productivity, and quality results of deposit, lending, business, insurance, and investment product lines. Accomplished in the leadership training and career development of supervisory staff. Coordinate the design and implementation of outbound programs; call flows, program and MIS tracking requirements, system design, staffing requirements, program objectives. Effectively managed unit transition during mergers with Manufacturers Hanover Trust in 1993, and Chase Manhattan Bank in 1996. Managed requirements due to acquisition of national Home Equity programs in May 1996; system time zone management, staff scheduling to accommodate extended hours of operation.

Education record

Education record