Susan Testa

Susan Testa Email and Phone Number

Citigold Relationship Manager at Citi @ Citi
new york, new york, united states
Susan Testa's Location
Larchmont, New York, United States, United States
Susan Testa's Contact Details

Susan Testa work email

Susan Testa personal email

n/a
About Susan Testa

I have a history of successful sales, prospecting, developing and retaining long term personal and business client relationships in the banking industry.

Susan Testa's Current Company Details
Citi

Citi

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Citigold Relationship Manager at Citi
new york, new york, united states
Website:
citigroup.com
Employees:
201877
Susan Testa Work Experience Details
  • Citi
    Citigold Relationship Manager
    Citi Mar 2016 - Present
    1920 Palmer Ave Larchmont Ny 10538
    Actively pursue and ultimately manage high net worth clients by providing suitable advice, products and services to enhance their banking experience.
    View
  • The Edward J Gajdosik Insurance Agency
    Licensed Sales Producer
    The Edward J Gajdosik Insurance Agency May 2015 - Feb 2016
    Harrison, Ny
    I can provide the advice you need when looking for insurance, by offering some of the best products and services through Allstate that range from personal to commercial in a cost effective way.
  • Citi
    Business Banking Relationship Mgr / Svp
    Citi Oct 2000 - Aug 2014
    Westchester, Ny
    Managed a portfolio of businesses up to $30MM in annual revenue by assisting in their banking needs, including opening new accounts, preparing and executing credit line and loan packages. Strong knowledge of banking products and services to acquire prospective clients and for existing clients to add value to and maintain their banking relationship. Strong networking skills were a necessity to be successful for the acquisition of new relationships.
  • Chase Manhattan Bank
    Personal Banker / Sales Mgr
    Chase Manhattan Bank Jan 1984 - Oct 2000
    Westchester, Ny
    Personal Banker - Worked in a branch setting to open new accounts, sold a variety of personal banking products. Cross- sold to various banking partners to maximize the client's relationship.Sales Mgr. - Organized on-site banking presentations to various companies for sales opportunities. Kept the staff informed of various bank promos and discussed strategies to increase sales and meet goals. Maintained sales reports to show results.

Susan Testa Skills

Banking New Business Development Finance Customer Service Marketing Strategy Marketing Retail Retail Banking Sales Networking Microsoft Office Strong Knowledge Of Credit Process Relationship Management Portfolio Management Cash Management Loans Credit Analysis Sales Management

Susan Testa Education Details

  • Citibank
    Citibank
    Commercial Loans/Lines
  • Citibank
    Citibank
    Sales And Marketing Operations/Marketing And Distribution Teacher Education
  • Chase Manhattan Bank
    Chase Manhattan Bank
    Certified Financial Planning Course
  • Nys Insurance Commission
    Nys Insurance Commission
    Life And Health Insurance Licenses
  • Securites And Exchange Commision
    Securites And Exchange Commision
    Investments And Securities
  • Purchase College, Suny
    Purchase College, Suny
    4.0

Frequently Asked Questions about Susan Testa

What company does Susan Testa work for?

Susan Testa works for Citi

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

Susan Testa's current role is Citigold Relationship Manager at Citi.

What is Susan Testa's email address?

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

What schools did Susan Testa attend?

Susan Testa attended Citibank, Citibank, Chase Manhattan Bank, Nys Insurance Commission, Securites And Exchange Commision, Purchase College, Suny.

What are some of Susan Testa's interests?

Susan Testa has interest in Meeting With Friends, Children, Exercise, Environment, Dancing, Reading, Poverty Alleviation, Disaster And Humanitarian Relief, I Enjoy Music, Health.

What skills is Susan Testa known for?

Susan Testa has skills like Banking, New Business Development, Finance, Customer Service, Marketing Strategy, Marketing, Retail, Retail Banking, Sales, Networking, Microsoft Office, Strong Knowledge Of Credit Process.

Who are Susan Testa's colleagues?

Susan Testa's colleagues are Kevin James Msc, Vijay Bhise, Wen Qi Brana Choy, Ciaran Duggan, Gyorgy Feher, Yang Dong, Karish Arya.

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