Premier Client Support Specialist Salt Lake City, Utah

Zions 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 were committed to being the premier employer of choice. Were proud to have ranked among American Banker magazines Best Banks to Work For almost every year since 2013 as Best Employer from Utahs Best of State among the Best Places to Work in Idaho and among the Salt Lake Tribunes 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 headquarters office in Salt Lake City Utah.

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 clients financial life becomes the more theyll appreciate being a Private Bank client. Were dedicated to supporting each of our clients 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 banks high net worth clients.

If youre 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

A High School diploma or equivalent and 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.

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 $5250 per calendar year employees are eligible for the program upon hire

Employee Ambassador preferred banking products

Required Experience :

IC

Key Skills

Children Activity,Access Control,Human Resources Administration,Government,Actuary,Hydraulics

Employment Type : Full Time

Experience : years

Vacancy : 1