TM Client Services Specialist - AZ, CA, CO, NV, TX, UT or WA

Zions Bancorporation; Midvale (UT); On-site; USD 23,000 - 39,000; Full time

Benefits offered by this job

Health insurance

Dental/vision benefits

Paid time off

401(k) with match

Life and disability insurance

Tuition reimbursement

Paid training

Parental leave

HSA/FSA

Mental health benefits

Job summary

Zions Bancorporation is seeking a Treasury Management Client Services Specialist to join our western operations team. Based in Midvale, UT, you will handle inquiries from Treasury Management clients by phone or email and ensure timely resolution.

You will open Salesforce cases, document resolutions, and work with clients to prevent and address fraud, while collaborating with colleagues to identify root causes and provide workaround solutions.

Qualifications

• Working knowledge of treasury and cash management products, procedures, services, accounting and account analysis.
• Excellent customer service, problem solving and communications in verbal and written form.
• Requires High School diploma, GED or equivalent; combination of education and experience may meet requirements.
• Ability to work well with clients and team members.
• Good attention to detail, accuracy, and strong organizational/time-management skills.
• Proficient in Microsoft Word, Excel, and related systems.
• Bilingual in Spanish and English a plus.

Responsibilities

• Provide exceptional customer service to Treasury Management clients by phone or email.
• Handle questions or problems related to Treasury Management products including collections, disbursements, information reporting, fraud protection, account analysis and merchant services.
• Open a Salesforce case for each client issue and document activity and resolution.
• Work to identify the root cause of errors and elevate issues to supervisor as needed.
• Proactively reach out to clients to provide workaround solutions.
• Work with clients when fraud occurs on their accounts, securing affidavits, recalls of transactions, and coordinating updates.
• Troubleshoot customer issues by researching in internal Treasury systems.

Skills

Customer service

Problem solving

Verbal and written communication

Attention to detail

Organizational skills

Time management

Bilingual Spanish & English

Education

High School diploma or GED

Tools

Microsoft Office

Job description

TM Client Services Specialist - AZ, CA, CO, NV, TX, UT or WA

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.

The Treasury Management Operations team has an opportunity for aTreasury Management Client Services Specialist. The role will be based in one of our operations centers located throughout the western United States - locations are listed below – working in office Monday – Friday.

The ideal candidate will have the skills and experience to:

• Provide exceptional customer service to Treasury Management clients on a broad range of issues posed by telephone or email.
• 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 elevate 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.
• Troubleshoot customer issues by conducting research in internal Treasury systems.

Qualifications:

• 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.
• Bilingual in Spanish and English a plus.
  

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

Operations Locations:

• Chandler, AZ
• Las Vegas, NV
• Houston, TX
• Midvale, UT
• Seattle, WA
• 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.

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [e-mail] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

California Bank and Trust a division of Zions Bancorporation, N.A. Member FDIC