Lloyd Valet is a senior manager in West Monroe Partners’ Financial Services practice, based in New York City. He has 13 years of management consulting experience and more than 25 years of diverse financial services operations and technology experience with domestic and international banking organizations.
Lloyd Valet is a highly skilled financial services consultant with line management experience that encompasses retail branch network distribution design and optimization, digital and physical network evolution strategy, integrated multi-channel delivery and adoption, credit card technology and operations, contact centers, and mortgage risk management. He also has direct management and consulting experience with front-line sales effectiveness, process engineering, customer experience and engagement, profit improvement and leadership development program design and delivery.
Lloyd’s core skills focus on workforce management and capacity planning, role competency models, appreciative coaching and enablement programs, including value-added enablement tools. He has led multiple workforce optimization efforts using prominent technology platforms. He also has designed and implemented balanced business metrics that incorporate both leading and lagging indicators of success to drive measurable and sustainable performance improvements.
Lloyd also has substantial merger and acquisition experience, including due diligence, integration, and vendor management. He served as program management office advisor for the integration of a transaction involving more than 1,000 branches.
Lloyd joined West Monroe Partners from CAST Management Consultants, where he was a director specializing in retail banking, branch optimization, workforce management, delivery model design, and organizational effectiveness for top-50 banking clients. Previously, Lloyd was a consumer market executive with Bank of America and a regional president with Fleet Bank.
Lloyd earned a Bachelor of Business Administration degree with emphasis in operations science from Bernard M. Baruch College of the City University of New York. He is a graduate of the Leadership New Jersey Fellowship Program.