Site Tours and Reception: Dec 3, 2024 | Main Days: Dec 4-6, 2024
Austin Marriott Downtown, TX
Josephine Moran joined Provident Bank as Executive Vice President and Director of Retail Banking in August of 2018. In this role, she is responsible for leading and directing the bank’s retail branch network, sales administration, sales training, residential and consumer lending, small business and investment services. She also develops and manages the retail banking group’s overall strategy. She has exceptional knowledge of financial services, extensive experience in retail delivery, sales management and training, investment services, and customer experience, with the ability to provide innovative, best-in-class financial services.
Prior to joining Provident, she served as Senior Vice President, Regional Manager, Retirement Services Director with Webster Bank where she provided leadership and direction to the Western Region of Webster’s Investment Services, and was accountable for the region’s growth, profitability, operational soundness, client experience, and development and execution of key strategic initiatives. Prior to that, she was Executive Vice President/Director of Retail Banking with Columbia Bank. Moran has held senior retail banking leadership positions with Santander Bank, Wells Fargo Company, and Wachovia Bank.
With twenty years of experience in the financial services industry as well as twenty-five years of leadership experience, she has substantial expertise in community banking, investment services, consumer lending, small business, business banking, customer experience, P&L management, change leadership and operational soundness. She has a proven track record of developing and leading high performing teams with the ability to initiate change, influence outcomes and develop and execute strategic plans.
Moran’s community involvement and professional memberships include: Chairperson, College of Business Advisory Board, University of New Haven; Member, Board of Governor’s, University of New Haven; C-Chair, Women in Leadership Committee, University of New Haven; Board of Directors, EverWonder Museum, Newtown; President, PTSA, Newtown High School.
Josephine has been featured in
several issues of Independent Banker Magazine as well as Banking MidAtlantic.
She has been a featured panelist at the LPL Leadership Conference as well as
the Women’s Advisory Leadership Summit.
In 2018, she had the privilege to have been recognized as BGS Chapter Honoree for University of New Haven COB as well as the keynote speaker. Josephine was awarded one of the Top Women in Business in Staten Island in 2015.
Moran holds a B.S. in marketing and management from The
Fashion Institute of Technology, New York, N.Y., and earned an EMBA in 2019 and
an M.S. in finance and financial services from the University of New Haven,
Orange, Conn. In addition, she holds
Series 7 and 63 licenses, and has a CFP certification from Quinnipiac
University, Hamden, Conn.
Moran is a resident of Newtown,
CT where she resides with her three children.
Check out the incredible speaker line-up to see who will be joining Josephine.
Download The Latest Agenda