Premier Client Support Specialist

6 days ago


Salt Lake, Utah, United States Zions Bank Full time
Join Zions Bank's Private Banking Team

We are seeking a highly skilled and motivated Premier Client Support Specialist to join our Private Banking team. As a key member of our team, you will be responsible for providing exceptional client service, processing loans, and coordinating support activities.

Key Responsibilities:

  • Provide client service support for Private Banking, including responding to client inquiries and resolving issues.
  • Process and close both routine and complex residential and commercial loans.
  • Coordinate Premier Wealth Management support activities, special projects, internal controls, and training of new accounts functions.
  • 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.

Requirements:

  • 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.

What We Offer:

  • A motivated and driven team environment.
  • Respected leaders who value your contributions.
  • Opportunities for growth and development.
  • A competitive salary and benefits package.


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