Treasury Client Service Specialist-Midvale, UT

2 months ago

Midvale, United States BankTalent HQ Full time

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 aTreasury Management Client Services Specialistposition. The position will be out of ourMidvale, UTlocation. The schedule will be Monday-Friday, 9:00 AM-6:00 PM. The position will be a hybrid schedule, 3 days in the office and 2 days at home, after a 6 month in-office training period is completed.

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.
  • Handleproblems/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.
  • Workto 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.
  • Workwith clients when fraud occurs on their accounts, securing affidavits, facilitating recalls of transactions, coordinating updates.

Qualifications:

  • 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 managment 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

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