Treasury Management Client Service Specialist

About the role

The Treasury Management Operations team at Zions Bancorporation is seeking a Treasury Management Client Services Specialist. This role is based in one of our operations centers located in the western United States.

Responsibilities

• 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.

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.
• 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.
• 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.

Qualifications

• High School diploma, GED or equivalent education.
• Some experience in banking, bank operations and products, accounting or equivalent education and experience.

Skills

• Customer Service
• Problem Solving
• Communication
• Microsoft Office

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)
• 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

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

Schedule

This position is full-time in office with variable schedule options. The available office locations are:

• Chandler, AZ
• Los Angeles, CA
• Denver, CO
• Las Vegas, NV
• Houston, TX
• Midvale, UT