Susan Testa

Susan Testa Email and Phone Number

Senior Vice President Private Banking Client Service Manager - Retired
Susan Testa's Location
Canonsburg, Pennsylvania, United States, United States
Susan Testa's Contact Details

Susan Testa personal email

n/a

Susan Testa phone numbers

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.

Susan Testa's Current Company Details

Senior Vice President Private Banking Client Service Manager - Retired
Susan Testa Work Experience Details
  • Tristate Capital Bank
    Senior Vice President Private Bank Client Service Manager
    Tristate Capital Bank Oct 2021 - Mar 2023
    Pittsburgh, Pa, Us
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  • Tristate Capital Bank
    Senior Vice President Private Banking Client Service Manager
    Tristate Capital Bank Oct 2021 - Oct 2021
    Pittsburgh, Pa, Us
    View
  • Tristate Capital Bank
    Vice President Private Banking Client Service Manager
    Tristate Capital Bank Jul 2018 - Oct 2021
    Pittsburgh, Pa, Us
    View
  • Bny Mellon
    Managing Director - Head Of Global Client Administration
    Bny Mellon Jan 2013 - Jun 2017
    New York, Ny, Us
    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
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  • Bny Mellon
    Vice President - Global Client Administration Site Manager
    Bny Mellon Jan 2008 - Jan 2013
    New York, Ny, Us
    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
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  • Bny Mellon
    Vice President - Relationship Manager
    Bny Mellon Jul 1994 - Jan 2008
    New York, Ny, Us
    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
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Susan Testa Skills

Strategic Leadership Change Management Exceptional Communication Client Relationship Management Problem Solver/decision Maker

Frequently Asked Questions about Susan Testa

What is Susan Testa's role at the current company?

Susan Testa's current role is Senior Vice President Private Banking Client Service Manager - Retired.

What is Susan Testa's email address?

Susan Testa's email address is su****@****ank.com

What is Susan Testa's direct phone number?

Susan Testa's direct phone number is (559) 439*****

What skills is Susan Testa known for?

Susan Testa has skills like Strategic Leadership, Change Management, Exceptional Communication, Client Relationship Management, Problem Solver/decision Maker.

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