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Treasury Management Client Service Specialist

4 months ago

Phoenix, United States BankTalent HQ Full time

Did you know Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? We have local operations and management teams in 11 western states, including National Bank of Arizona We are dedicated to making a difference in our local communities and we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees The possibilities are endless - come for a job, stay for a career We are seeking a highly motivated

Treasury Management Client Service Specialist

to help us ensure our Treasury Management products are implemented and supported seamlessly for our clients. This position sits in

Mesa (AZ)

at National Bank of Arizona, a division of Zions Bancorporation Enterprise Services. Essential Functions: 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.

May include the generation of product documentation for maintenance requests.

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 with Treasury Sales Officers or Relationship Managers.

Keep abreast of product updates, reading all product documentation.

Adhere to Bank policies and procedures.

May assist with special projects as required.

Perform other duties as assigned.

Qualifications: Requires High School diploma 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.

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. 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. Employee Ambassador preferred banking products.

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