Zachary Thomsen

• Directed strategic initiatives to strengthen client engagement across financial services.

• Led cross-functional teams in implementing new operational solutions.

• Partnered with senior management to shape long-term business objectives and growth initiatives.

• Reviewed and approved daily foreign currency wire transactions.

• Approved book-entry transfers between internal firm accounts on a daily basis.

• Served as direct supervisor and primary point of contact for the team.

• Managed escalations and communicated key issues to senior leadership.

• Designed and delivered training programs to improve team performance and operational efficiency.

• Conducted annual performance reviews and provided ongoing coaching and development.

• Facilitated regular meetings with department leaders to track progress on strategic priorities.

• Developed and maintained policies and procedures to ensure compliance with corporate and regulatory standards.

• Coordinated schedules and timelines for multiple business systems projects from kickoff through installation

• Served as the main point of contact between internal teams, vendors, and clients to keep projects on track

• Maintained detailed project documentation to ensure accuracy and compliance

• Transitioned completed jobs to purchasing and monitored progress through fulfillment

• Oversaw installations to ensure smooth execution and handled any change orders as needed

• Processed incoming and outgoing domestic and international wire transfers

• Initiated and reviewed foreign currency wires (USD and FX)

• Monitored wire activity and account transactions for potential fraud

• Partnered closely with the fraud team to mitigate risk and resolve suspicious activity

• Processed daily overdrafts, rejected ACH items, and non-post transaction corrections

• Managed branch vault cash orders and processed cash letter adjustments

• Performed daily general ledger reconciliations

• Conducted new account reviews to ensure compliance and accuracy

• Processed daily outgoing domestic and international wires for consumer and business accounts

• Executed foreign currency wires in both USD and FX

• Reviewed and verified incoming and outgoing wire activity

• Worked with investigations teams to resolve fraud-related matters

• Built and maintained wire templates in accordance with Treasury Management guidelines

• Opened and serviced retail deposit accounts

• Originated secured and unsecured consumer loans

• Processed Home Equity Lines of Credit (HELOCs)

• Performed card maintenance and account servicing

• Supported teller operations, including deposits and check cashing