- Providing exceptional customer service to Treasury Management clients on a broad range of issues posed via telephone, email or in-person.
- Handling problems/questions related to the various Treasury Management products focused on collections, disbursements, information reporting, fraud protection, account analysis/billing and merchant services.
- Opening a Salesforce case for each client issue, responding in a timely fashion, ensuring follow-up is completed within established department SLAs and documenting activity/resolution in the Salesforce case.
- Identifying the root cause of errors and escalating issues as appropriate/needed to supervisors.
- Generating product documentation for maintenance requests.
- Proactively reaching out to clients on system outages/errors to determine workaround solutions.
- Working with clients when fraud occurs on their accounts, securing affidavits, facilitating recalls of transactions, coordinating updates with Treasury Sales Officers or Relationship Managers.
- Keeping abreast of product updates, reading all product documentation.
- Adhering to Bank policies and procedures.
- Assist with special projects as required.
- Assisting with other duties as the need arises.
- Hybrid work from home and office position.
- A 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.
- Good customer service, problem solving and communications skills, both verbal and written.
- The ability to work well with clients and staff as needed.
- 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.
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TM Technical Service Specialist-Midvale, UT - Salt Lake City, United States - BankTalent HQ
Description
Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career.
Zions Bancorp has just opened an opportunity for a Treasury Management Client Service Specialist on the Treasury Management Middle Office team based in Midvale. If you are ready to move your career forward, read on.
What are we looking for?
We are seeking a proven, highly motivated, service minded individual to help us manage our treasury products in the Zions Bancorp enterprise footprint.
What will your day look like? You will be:
Who should apply?
We want someone who has:
You must want to be part of a motivated and driven team and work with respected leaders. We need someone who is proactive, has a great attitude, is confident and wants to inspire others to achieve bank initiatives and drive loan growth.
