Banking Operations Analyst II
As a Banking Operations Analyst, Sara is responsible for monitoring and analyzing bank-account activity. With an extensive background in financial services, she reviews daily reports to ensure transaction consistency, completeness, and accuracy, while conducting prompt reconciliation on any irregularities. As a member of Stretto’s Banking Services Team, she serves as a liaison between clients and the company’s partner banks to ensure our fiduciaries’ needs are met while adhering to bank-compliance requirements. Clients value Sara’s hand-on research expertise to confirm account activity, while promptly uncovering and resolving discrepancies when needed. Serving as a helpful resource, Sara collaborates with Stretto’s internal Technology and Product Development Teams to ensure applications function correctly and standard procedures are followed. Prior to joining Stretto, Sara held the position of bank teller at Wells Fargo.