Premier Client Support Specialist: Heber, Utah

4 weeks ago

Heber City, United States Zions Bank Full time
Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career.

With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.

Zions Bank has just opened an opportunity for Premier Client Support Specialist based in the Heber, Utah office.

Ideal candidates will have these skills and experience:

  • Coordinates all 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.
  • Processes and closes both routine and complex residential and commercial loans.
  • Communicates and consults with existing and prospective customers on products and services offered to ensure needs are met.
  • Accepts loan applications for underwriting and documentation and closes loans.
  • Reviews and audits loan documentation for accuracy and completeness and follows up as necessary.
  • May perform cash handling and deposit functions.
Qualifications:
  • Requires 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.
  • Be 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.
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, Pid 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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