Premier Client Support Specialist – In-Office

Zions Bank; Utah; On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance – on

Life and Disability Insurance

Tuition Reimbursement

401(k) plan with company match

Paid Training

Paid Time Off and holidays

Profit sharing

Mental health benefits

Job summary

Zions Bank in Provo, Utah is seeking a Premier Client Support Specialist to join our Private Banking team. You will support high net-worth clients with account services, funding transfers, loan processing and concierge-style service to help grow and safeguard client relationships.

Ideal candidates have private banking experience, an college degree, strong communication skills, and a commitment to accuracy and regulatory compliance.

Qualifications

• Some experience in private/executive banking, including regular client contact.
• A college degree and 2 years related experience preferred.
• Basic knowledge of bank products, procedures, and customer service.
• Ability to assist with working loan files and new relationships.
• Must be knowledgeable in lending regulations.
• Familiar with common office software and applications.
• Must have strong interpersonal, written, and verbal communication skills.
• Must be able to work independently, prioritize projects, and follow through on deadlines.
• 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, polished, and professional, and wants to inspire others to achieve bank initiatives and drive loan growth.
• A High School diploma or equivalent.

Responsibilities

• Communicate with existing and prospective customers on products and services offered to ensure needs are met.
• Provides operational support to Private Banking clients with account opening, account maintenance, account deposits, funds transfers, wire transfers, loan/credit card payments, and customer service.
• Work closely with Relationship Managers to identify and strategize potential sales opportunities uncovered by Operational Reviews, assist and discuss active clientele and portfolios.
• Accept loan applications for underwriting and documentation and close loans.
• Review and audit loan documentation against checklist for accuracy and completeness and follow up as necessary prior to boarding.
• May perform cash handling and deposit functions.
• May be asked to help with other duties as needed to ensure the success of the team.
• Act as back-up to other team members as needed.

Skills

Interpersonal communication

Written communication

Verbal communication

Customer service

Independent work

Lending regulations knowledge

Office software familiarity

Education

College degree

High School diploma or equivalent

Job description

Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we’re committed to being the premier employer of choice. We’re proud to have ranked among American Banker magazine’s “Best Banks to Work For” almost every year since 2013, as Best Employer from Utah’s Best of State, among the Best Places to Work in Idaho, and “among the Salt Lake Tribune’s Top Workplaces. Make the leap into a new era of banking. Let us transform your career.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
Zions Bank has an exciting opportunity with our Private Banking team for a Premier Client Support Specialist to join our team at the Provo, Utah office. Private Banking brings the various aspects of financial services into one easy-to-manage relationship with responsive concierge-style professional services for high net-worth clients.
The more complex a client’s financial life becomes, the more they’ll appreciate being a Private Bank client. We’re dedicated to supporting each of our client’s most immediate needs as well as their long-term financial goals of growing and safeguarding their legacies for future generations. Private Banking provides an abundance of financial resources supporting the personal, professional, and philanthropic goals of the bank’s high net worth clients.
If you’re ready to take the next step in your career, read on.

Ideal candidates will have the skills and experience necessary to:

• Communicate with existing and prospective customers on products and services offered to ensure needs are met.

• Provides operational support to Private Banking clients with account opening, account maintenance, account deposits, funds transfers, wire transfers, loan/credit card payments, and customer service.

• Work closely with Relationship Managers to identify and strategize potential sales opportunities uncovered by Operational Reviews, assist and discuss active clientele and portfolios

• Accept loan applications for underwriting and documentation and close loans.

• Review and audit loan documentation against checklist for accuracy and completeness and follow up as necessary prior to boarding.

• May perform cash handling and deposit functions.

• May be asked to help with other duties as needed to ensure the success of the team.

• Act as back-up to other team members as needed.

Who should apply?

• Some experience in private/executive banking, including regular client contact, or other directly related experience.

• A college degree and 2 years related experience preferred.

• Basic knowledge of bank products, procedures, and customer service.

• Ability to assist with working loan files and new relationships.

• Must be knowledgeable in lending regulations.

• Familiar with common office software and applications.

• Must have strong interpersonal, written, and verbal communication skills.

• Must be able to work independently, prioritize projects, and follow through on deadlines.

• 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, polished, and professional, and wants to inspire others to achieve bank initiatives and drive loan growth.

• A High School diploma or equivalent.

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, and any applicable state 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 enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire

• Employee Ambassador preferred banking products