Commercial Account Manager - Portfolio Analyst (in-office) - Midvale, UT

About the role

Zions Bank seeks a Commercial Account Manager (Portfolio Analyst) to join their team. This position is full-time, five days a week, at the Zions Tech Center in Midvale or Provo, UT.

Responsibilities

• Work with assigned Relationship Manager(s) to assist a portfolio of commercial banking clients by handling all routine servicing needs including inquiries on commercial loans, opening and maintaining depository services, and other bank products.
• Work with our commercial clients to establish depository accounts and additional services, process requests for loan advances or paydowns, deposit transfers, and wire transfers.
• Perform additional service transactions such as address changes, check orders, issue/activate ATM cards, accept loan payments, supply account balances, and perform stop payments.
• Provide administrative support to the commercial banking team including document and data entry to our commercial loan tracking systems.
• Work with our lending and middle office teams to support expeditious loan requests.
• Perform all quality reviews of legal documentation, system data and file maintenance requests.
• Manage all loan post-closing activities.
• Manage all reporting requirements for the assigned portfolio.
• Partner with management and other bank departments to research client issues and ensure timely resolution.

Qualifications

• Requires a High School degree or equivalent, and 1+ years of bank operations, customer service, administrative support or other directly related experience.
• A working knowledge of relationship banking concepts including products, terminology, procedures, loan documentation, and systems related to servicing client needs is preferred.
• Preferred, but not required, of at least 1 year of lending experience preferably in Commercial Lending.
• Exceptional customer service is required in maintaining portfolios of “high-touch” Business Executives.

Benefits

• Mental health benefits including coaching and therapy sessions.
• 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, and any applicable state holidays.
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.