Zachary Wartella

- Wealth Management (WIM) Operations - Support Trust Operations through new and sub account openings - Work with clients on strategy positions and asset allocation - Support large client requests on sunsetting position strategy to current regulated strategies

- Corporate & Investment Banking (CIB) - Facilitate the creation of new sub accounts for existing clients under the product classes: Fixed Income & Equity Markets - Communications with Front Office and Clients regarding documentation needed for account openings

- Facilitated the closing process for customers to close on their home in a timely and smooth manner. - Adhered to all internal and industry regulatory laws to ensure that each mortgage application is accurate. - Worked closely with attorneys, loan officers and processors to complete the mortgage process - Proficient on each mortgage product: FHA, VA, Conventional, ARM

- Audit expense reports to comply with IRS regulations as well as internal audit regulations. - Facilitate the handling and special handling of payments to vendors, as well as payments via ACH transfers and VISA payment programs. - Supports other groups within the bank with month end reporting and journal entries to DDA accounts. -Performs the funding for the corporate cards, vendor payments and daily reconciliations for accounts.