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Premier Client Support Specialist

2 months ago

Salt Lake, Utah, United States Zions Bank Full time
Transform Your Career with Zions Bank

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:
  • Perform operational audits and provide client service support for Private Banking
  • Coordinate Premier Wealth Management support activities, special projects, internal controls, and training
  • Process and close routine and complex residential and commercial loans
  • Communicate and consult with existing and prospective customers on products and services
  • Accept loan applications for underwriting and documentation and close loans
  • Review and audit loan documentation for accuracy and completeness
Requirements:
  • A High School diploma or equivalent and some experience in private/executive banking, including regular client contact
  • 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
About Zions Bank:

Zions Bank is a leading financial institution that values its employees and strives to be the premier employer of choice. We offer a dynamic and supportive work environment, opportunities for growth and development, and a commitment to excellence.