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

Zionsbancorp; United States; On-site; USD 23,000 - 39,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision

401(k) match

PTO & Holidays

Tuition reimbursement

Life & Disability

Job summary

Zions Bancorporation seeks a Treasury Management Client Services Specialist to support Treasury Management clients across AZ, CA, CO, NV, TX, UT or WA. This is an in-office role in our western operations centers, with Monday–Friday schedules and a 40-hour workweek.

You will handle inquiries via phone or email, open Salesforce cases, and document resolutions while ensuring timely follow-up and fraud protection support.

Qualifications

• High school diploma or equivalent; banking/ treasury experience preferred.
• Strong customer service, problem solving and written/verbal communication.
• Ability to work with clients and team members; attention to detail.

Responsibilities

• Provide exceptional customer service to Treasury Management clients by phone or email.
• Open Salesforce cases, document activity and resolve issues.
• Identify root causes and escalate when needed; assist with fraud-related inquiries.
• Troubleshoot issues using Treasury systems and respond promptly.

Skills

Treasury knowledge

Customer service

Problem solving

Microsoft Excel

Education

High School diploma or GED

Tools

Salesforce

Microsoft Word

Job description

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

Job Number:

1. hours per week: 40

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.

The Treasury Management Operations team has an opportunity for a Treasury 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.
• 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 elevate 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.

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
• Los Angeles, CA
• Denver, CO
• Las Vegas, NV
• Houston, TX
• Midvale, UT
• Seattle, WA

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.
• 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.

Work Locations

Utah-Midvale-UT – Zions Tech Center California-Los Angeles-CA – Downtown Los Angeles, Arizona-Phoenix-AZ – Biltmore Office, Nevada-Las Vegas-NV – McCarran Center, Texas-Houston-TX – Amegy Tower, Texas-Houston-TX – Amegy Operations Center, Colorado-Denver-CO – Belleview Station, Washington-Seattle
Treasury Mgmt

ABOUT OUR COMPANY

Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $65 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming.
The company is a national leader in Small Business Administration lending and public finance advisory services, and is a consistent top recipient of Greenwich Excellence awards in banking. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.
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Equal Opportunity Employer
It is the policy of this corporation to provide 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, veteran status, sexual orientation, gender identity and expression or any other character protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation or you are having difficulty using our Web site to apply for employment, please contact us at [phone], Mon.-Fri. between 9 a.m. – 5 p.m. MST
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