Premier Client Support Specialist - Sandy, UT at Zions Bancorporation

Sandy, Utah, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Jul, 26

Salary

0.0

Posted On

15 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Private banking, Customer service, Account maintenance, Wire transfers, Loan processing, Underwriting, Cash handling, Financial services, Relationship management, Lending regulations, Office software, Interpersonal skills, Written communication, Verbal communication, Project prioritization, Sales

Industry

Banking

Description

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’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 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. 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 Location: Located in the heart of downtown Salt Lake City, the Zions Bank Building serves as the headquarters of both Zions Bancorporation and Zions Bank. The building sits adjacent to City Creek Center, a world-class shopping and dining destination with more than 100 stores and restaurants. The Zions Bank Building stands tall among Salt Lake City’s central business district, providing hundreds of team members with an exceptional work environment and features such as: Easy access to the City Creek UTA TRAX station, as well as various electric vehicle charging stations in most City Creek area garages; An employee-only fitness center and bike storage; An employee lounge, kitchen, micro market, game tables, couches and TVs; Private mothers’ rooms and lockers; and Access to downtown shopping, dining, arts and entertainment.

Responsibilities

The Premier Client Support Specialist provides operational support to high net-worth clients, including account maintenance, wire transfers, and loan processing. They also work closely with Relationship Managers to identify sales opportunities and ensure client financial needs are met.