Treasury Management Client Service Specialist

Treasury Management Client Services Specialist

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 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 strong ties to the communities we serve and strong relationships with our customers.

The Treasury Management Operations team has an opportunity for a Treasury Management Client Services Specialist. The role is full-time in office with variable schedule options. It will be located in one of our operations centers located in the western United States - locations are listed below.

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 by telephone or email.
• Handle questions or problems 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, respond in a timely fashion, ensure follow-up is completed within established department expectations and document activity/resolution in the Salesforce case.
• Work to identify the root cause of errors and escalate issues as appropriate/needed to supervisor.
• Proactively reach out to clients when issues occur to provide workaround solutions.
• Work with clients when fraud occurs on their accounts, securing affidavits, facilitating recalls of transactions, and coordinating updates.
• Troubleshoot customer issues by conducting research in internal Treasury systems.

Qualifications:

• Working knowledge of treasury and cash management products, procedures, services, accounting, financial and account analysis.
• Requires High School diploma, GED or equivalent education and some experience in banking, bank operations and products, accounting or equivalent education and experience.
• Ability to work well with clients and team members.
• 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.

Pay range (depending on location and experience): $17-28/hr

Location and Schedule:

• Los Angeles, CA - 707 Wilshire Boulevard, Los Angeles CA 90017
• Denver, CO - 7222 E Layton Ave, Denver CO 80237
• Houston, TX - 1801 Main Street, Houston TX 77002
• Midvale, UT - 7860 S Bingham Junction Blvd, Midvale UT 84047

Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.