- Provide exceptional customer service to Treasury Management clients on a broad range of issues posed by telephone, email, or in-person.
- Handlequestions 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.
- Workto 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.
- Workwith clients when fraud occurs on their accounts, securing affidavits, facilitating recalls of transactions, and coordinating updates.
- Requires 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. Must have good customer service, problem solving and communications skills, both verbal and written.
- 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.
- 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.
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Treasury Client Service Specialist-Midvale, UT - Zions Bancorporation
Description
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.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities.
The Treasury Management Operations team has an opportunity for aTreasury Management Client Services Specialist.
The role will be based in one of our six locations in the western United States and have the flexibility of a hybrid schedule, 3 days in the office and 2 days at home, after a 6-month training period is completed.
The ideal candidate will have the skills and experience to:
We believe everyone has a unique set of natural talents and abilities, and we strive to create an environment where everyone can thrive and be fulfilled by their work.
If you are naturally tenacious and enjoy enabling others to succeed, we encourage you to apply for this exciting opportunity to join our team as a Treasury Client Services Specialist.
