SUZMITHA SHANE JANSZ
Antioch,United States
Summary
Strategic Relationship Manager with expertise in client relationship management and financial advising. Delivers relationship-driven service to develop and retain high-net-worth clients. Collaborates with attorneys, private equity firms, and family offices to provide tailored solutions. Focused on building long-term partnerships that enhance client satisfaction and loyalty.
Overview
1
1
Certification
13
13
years of professional experience
Work History
Associate Group Director, VP
Flagstar Private Bank
Walnut Creek
06.2022 - Current
- Develop and manage a portfolio of high-net-worth clients, fostering long-term, trust-based relationships.
- Conducted regular client meetings to assess financial goals and provide tailored strategic guidance.
- Create and implement personalized financial plans aligned with clients' personal and business objectives.
- Collaborated with internal teams—lending, wealth management, and specialists—to deliver customized financial solutions that met client needs.
- Offer a full suite of Flagstar's financial products and services, including loans, mortgages, investments, and retirement planning.
- Identified growth opportunities within existing client relationships, consistently achieving and exceeding sales targets.
- Proactively drive new business through networking, client referrals, and community engagement.
- Represent the bank at networking events and business development initiatives to expand market presence.
Preferred Banking Senior Banker
First Republic Bank
San Francisco
11.2016 - 06.2022
- Provide exceptional service by directly supporting designated clients and collaborating closely with Relationship Managers to ensure a seamless client experience.
- Handled complex relationships with high value clients, delivering consistent extraordinary service.
- Build long-lasting relationships with clients and determine the best products that can meet their financial needs.
- Assist clients with day-to-day banking needs, including opening and closing accounts, setting up online banking, and providing support with cash management services.
- Performed account maintenance and processed signer changes, ensuring timely and accurate service delivery.
- Managed daily workflow and mailbox flow, completing specific tasks to minimize risk for bank and clients.
Service Manager
Wells Fargo
Orinda
07.2013 - 11.2016
- As Service Manager, led the branch in maintaining a top 5 ranking in the district for outstanding customer experience and Net Promoter Scores (NPS).
- Hired, trained, and developed service department to enhance team capabilities and service quality.
- Addressed complaints and implemented solutions to significantly enhance customer satisfaction ratings.
- Adhered to customer service standards to foster satisfaction and retention.
- Defined department objectives and monitored performance to ensure operational effectiveness.
- Prioritized and delegated daily work tasks to meet anticipated project goals.
- Delivered positive reinforcement and constructive criticism for employee work.
- Ensured that the branch was following proper policies and procedures to mitigate.
- Three-time Rising Stars Nominee at Wells Fargo, recognized for top performance in risk management, branch operations, and consistently exceeding individual sales goals, including deposit growth, new account acquisition, consumer lending, mortgage production, partner referrals, and business development.
Education
Bachelor of Science - Industrial and Organizational Psychology
California State University East Bay
12-2021
Associate of Science - Psychology
Berkeley City College
Berkeley05-2019
Skills
- Financial Advising
- Client Relationship Management
- Risk Assessment
- Effective Communication
- Conflict resolution
- Organization
Accomplishments
- Service Manager at Wells Fargo, Three-time Rising Stars Nominee at Wells Fargo, recognized for top performance in risk management, branch operations, and consistently exceeding individual sales goals, including deposit growth, new account acquisition, consumer lending, mortgage production, partner referrals, and business development. As Service Manager, led the branch in maintaining a top 5 ranking in the district for outstanding customer experience and Net Promoter Scores (NPS).
- CRA Activities at First Republic Bank, Coached and trained ICA student interns while working for First Republic Bank as part of my CRA volunteer hours. I was able to teach them the general concepts of banking and how our department partakes in providing extraordinary service to our clients.
- Subject Matter Expert at First Republic Bank, I was part of the new core system roll out at First Republic, by being the first few colleagues to learn the new systems and trained others on how to navigate through the new programs. Additionally, I participated in providing feedback on how we can improve our systems to make it easier for us to process transactions.
- Preferred Banker at First Republic Bank, Supported and helped manage a client portfolio totaling over $1 billion in assets, providing high-touch service and strategic coordination across banking, lending, and wealth management solutions.
Certification
- NMLS ID 2863121
Timeline
Associate Group Director, VP
Flagstar Private Bank
06.2022 - Current
Preferred Banking Senior Banker
First Republic Bank
11.2016 - 06.2022
Service Manager
Wells Fargo
07.2013 - 11.2016
Bachelor of Science - Industrial and Organizational Psychology
California State University East Bay
Associate of Science - Psychology
Berkeley City College