Senior Vice President Private Bank Client Service Manager
Oct 2021 - Mar 2023
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Susan Testa Email & Phone Number
Senior Vice President Private Banking Client Service Manager - Retired
1 work email found
@tristatecapitalbank.com
1 phone found area 559
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 71%
Role
Senior Vice President Private Banking Client Service Manager - Retired
Location
Canonsburg, Pennsylvania, United States
Who is Susan Testa? Overview
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Quick answer
Susan Testa is listed as Senior Vice President Private Banking Client Service Manager - Retired based in Canonsburg, Pennsylvania, United States. AeroLeads shows a work email signal at tristatecapitalbank.com, phone signal with area code 559, and a matched LinkedIn profile for Susan Testa.
Susan Testa previously worked as Senior Vice President Private Bank Client Service Manager at Tristate Capital Bank and Senior Vice President Private Banking Client Service Manager at Tristate Capital Bank.
Company email context
Email format at tristatecapitalbank.com
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{first}.{last}@tristatecapitalbank.com
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AeroLeads found 1 current-domain work email signal for Susan Testa. Compare company email patterns before reaching out.
Profile bio
About Susan Testa
High performing, strategic leader with expertise in progressive financial services.Highly motivated and results-focused with excellent communication and relationship-building skills and expertise in all facets of client service.Extensive leadership experience managing cross functional/multi-faceted teams globally for organizational restructuring, client support management, and compliance and regulatory management.
Listed skills include Strategic Leadership, Change Management, Exceptional Communication, Client Relationship Management, and 1 others.
6 roles
Susan Testa work experience
A career timeline built from the work history available for this profile.
Senior Vice President Private Banking Client Service Manager
Oct 2021 - Oct 2021
Vice President Private Banking Client Service Manager
Jul 2018 - Oct 2021
Managing Director - Head Of Global Client Administration
Provided initial and on-going global on-boarding service to 1500 multi-faceted Trust clientsRemediated over 8K delinquent Know Your Customer periodic reviewsExecuted multi business line initiatives in global location support centersServed as senior escalation point within Global Client Administration, resolving/remediating client issues
Jan 2013 - Jun 2017
Vice President - Global Client Administration Site Manager
Managed 80 U.S. based Client Relationship Officers responsible for commercial and service supportDesigned robust training curriculum utilized as initial and continuing education tool for all staffDeveloped/executed service model designed to decrease costs/increase efficiencies/increase quality Managed the transition of 1,000 + relationships from BNY platforms to Mellon platforms with no client disruption
Jan 2008 - Jan 2013
Vice President - Relationship Manager
Provided Relationship Management services to multi billion dollar Trust relationshipsServed as client advocate for all BNY Mellon business lines and servicing teamsMaintained superior service levels and cross sold additional Bank productsManaged the planning and sales presentations to clients and prospectsCultivated a relationship of trust, support and partnership through regular relationship meetings
Jul 1994 - Jan 2008
FAQ
Frequently asked questions about Susan Testa
Quick answers generated from the profile data available on this page.
What is Susan Testa's role at their current company?
Susan Testa is listed as Senior Vice President Private Banking Client Service Manager - Retired.
What is Susan Testa's email address?
AeroLeads has found 1 work email signal at @tristatecapitalbank.com for Susan Testa.
What is Susan Testa's phone number?
AeroLeads has found 1 phone signal(s) with area code 559 for Susan Testa.
Where is Susan Testa based?
Susan Testa is based in Canonsburg, Pennsylvania, United States.
What companies has Susan Testa worked for?
Susan Testa has worked for Tristate Capital Bank and Bny Mellon.
How can I contact Susan Testa?
You can use AeroLeads to view verified contact signals for Susan Testa, including work email, phone, and LinkedIn data when available.
What skills is Susan Testa known for?
Susan Testa is listed with skills including Strategic Leadership, Change Management, Exceptional Communication, Client Relationship Management, and Problem Solver/Decision Maker.
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