Sara Golparyani
Director, Head of Retention Department @Smbc Manubank
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WORK HISTORY
Director, Head of Retention Department @Smbc Manubank
Los Angeles County, CA, US
Founded and led the bank’s first Retention Department, designing end-to-end strategies that achieved 50% client retention and 100%+ deposit growth.• Directed cross-selling efforts, driving significant fee income through cash management product adoption.• Created onboarding and training programs that improved new account accuracy to 100% and eliminated errors.• Managed a $1B portfolio across trust and estate, fiduciary, nonprofit, and commercial accounts.• Partnered with legal and compliance to ensure zero audit findings while embedding risk awareness into team culture.• Developed succession plans, identifying and mentoring high-potential employees for leadership roles.• Consistently met or exceeded all financial, operational, and regulatory objectives.
ABOUT SARA GOLPARYANI
I’m a banking executive specializing in Trust & Estate and Fiduciary Banking, with…
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