Premier Client Support Specialist: Provo

Location
Provo, Utah
Salary
Open
Posted
Sep 01, 2023
Closes
Oct 02, 2023

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.

With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.

Zions Bank has an exciting opportunity with our Private Banking team for a Premier Client Support Specialist.

Private Banking brings the various aspects of financial services into one easy-to-manage relationship with responsive concierge-style professional services for high net-worth clients. The more complex a client's financial life becomes, the more they'll appreciate being a Private Bank client. We're dedicated to supporting each of our client's most immediate needs as well as their long-term financial goals of growing and safeguarding their legacies for future generations. Private Banking provides an abundance of financial resources supporting the personal, professional, and philanthropic goals of the bank's high net worth clients.

If you're ready to take the next step in your career, read on.

Ideal candidates will have the skills and experience necessary to:

  • Perform operational audits as the Officer Coding Administrator and provide client service support for Private Banking.
  • Coordinate Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance, and other bank departments.
  • Process and close both routine and complex residential and commercial loans.
  • Communicate and consult with existing and prospective customers on products and services offered to ensure needs are met.
  • Accept loan applications for underwriting and documentation and close loans.
  • Review and audit loan documentation for accuracy and completeness and follow up as necessary.
  • May perform cash handling and deposit functions.
  • May be asked to help with other duties as need to ensure the success of the team.

Who should apply?

We want someone who has:

  •  A High School diploma or equivalent and some experience in private/executive banking, including regular client contact, or other directly related experience.
  • A college degree and 2 years related experience preferred.
  • Basic knowledge of bank products, procedures, and customer service.
  • Ability to assist with working loan files and new relationships.
  • Must be knowledgeable in lending regulations.
  • Familiar with common office software and applications.
  • Must have strong interpersonal, written, and verbal communication skills.
  • Must be able to work independently, prioritize projects, and follow through on deadlines. 

You must want to be part of a motivated and driven team and work with respected leaders. We need someone who is proactive, has a great attitude, is confident, polished, and professional, and wants to inspire others to achieve bank initiatives and drive loan growth. 

Benefits:

  • Medical, Dental and Vision Insurance - START DAY ONE!
  • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
  • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
  • Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
  • Mental health benefits including coaching and therapy sessions
  • Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products


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