Premier Client Support Specialist : Salt Lake City, Utah

Private Banking Premier Client Support Specialist

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, we are committed to being the premier employer of choice. We are 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 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 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.
• Provide 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?

Benefits :