Treasury Client Service Specialist-Midvale, UT (Hybrid Schedule)
Location: Midvale, Utah
Internal Number: 10280_061069
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.
The Treasury Management Operations team has an opportunity for a Treasury Management Client Services Specialist position. The position will be out of our Midvale, UT location. The schedule will be Monday-Friday, 9:00 AM-6:00 PM. Temporarily, the position will be working remotely until approximately June. Once our new Tech Campus opens, the position will offer a hybrid work setting.
The ideal candidate will have the skills and experience to:
Provide exceptional customer service to Treasury Management clients on a broad range of issues posed via telephone, email or in-person.
Handle problems/questions related to the various Treasury Management products focused on collections, disbursements, information reporting, fraud protection, account analysis/billing and merchant services.
Open a Salesforce case for each client issue, responds in a timely fashion, ensures follow-up is completed within established department SLAs and documents activity/resolution in the Salesforce case.
Work to identify the root cause of errors and escalates issues as appropriate/needed to supervisor.
Include the generation of product documentation for maintenance requests. Required to proactively reach out to clients on system outages/errors to determine workaround solutions.
Work with clients when fraud occurs on their accounts, securing affidavits, facilitating recalls of transactions, coordinating updates.
Requires High School diploma, GED or equivalent education and some experience in banking, bank operations and products, accounting or equivalent education and experience. A combination of education and experience may meet job requirements.
Working knowledge of treasury and cash management products, procedures, services, accounting, financial and account analysis. Must have good customer service, problem solving and communications skills, both verbal and written.
Ability to work well with clients and staff as needed.
Good attention to detail and accuracy.
Good organizational and time management skills.
Proficient in the use of Microsoft Office products: Word, Excel and related systems.
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
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Zions Bancorporation, N.A. is one of the nation's premier financial services companies with annual net revenue of $2.9 billion in 2021 and more than $90 billion of total assets. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The Bank is a consistent recipient of national and state-wide customer survey awards in small and middle-market banking, as well as a leader in public finance advisory services and Small Business Administration lending, ranking as the tenth largest provider in the U.S. of the SBA’s Paycheck Protection Program loans. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.