Premier Client Support Specialist - Salt Lake City, UT
Zions Bancorporation, Salt Lake City, UT, United States
Premier Client Support Specialist - Salt Lake City, UT
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.
Responsibilities
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.
Qualifications and Experience
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.
Strong interpersonal, written, and verbal communication skills.
Ability to work independently, prioritize projects, and follow through on deadlines.
Motivated team player willing to work with respected leaders.
Proactive, positive attitude, confident, polished, professional, and able to inspire team members to achieve bank initiatives and drive loan growth.
A High School diploma or equivalent.
Benefits
Medical, Dental and Vision Insurance starting day one.
Life and Disability Insurance.
Paid Parental Leave and Adoption Assistance.
Health Savings Account (HSA), Flexible Spending Account (FSA) and dependent care accounts.
Paid Training, Paid Time Off (PTO) and 11 paid federal holidays plus applicable state holidays.
401(k) plan with company match, profit sharing.
Mental health benefits including coaching and therapy sessions.
Tuition Reimbursement up to $5,250 per calendar year for qualifying employees in accredited degree programs related to the business.
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 that includes convenient access to public transit, electric vehicle charging stations, an employee‑only fitness center, bike storage, employee lounge, kitchen, micro‑market, game tables, couches, TVs, private mothers’ rooms, lockers and downtown shopping and dining.
Additional Information
The position will be open until filled. All candidates, including those with criminal histories, will be considered for employment. A background check will be completed on any candidate who accepts a conditional offer, in accordance with FDIC Section 19 regulations.
Equal Employment Opportunity
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, including spouses and family members. The company safeguards fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions.
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 the career site. Contact us at careers@zionsbancorp.com or 801/844-7618. Please email your resume/cover letter, indicate the position you are interested in and include "Accommodation needed" in the subject line.
#J-18808-Ljbffr
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.
Responsibilities
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.
Qualifications and Experience
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.
Strong interpersonal, written, and verbal communication skills.
Ability to work independently, prioritize projects, and follow through on deadlines.
Motivated team player willing to work with respected leaders.
Proactive, positive attitude, confident, polished, professional, and able to inspire team members to achieve bank initiatives and drive loan growth.
A High School diploma or equivalent.
Benefits
Medical, Dental and Vision Insurance starting day one.
Life and Disability Insurance.
Paid Parental Leave and Adoption Assistance.
Health Savings Account (HSA), Flexible Spending Account (FSA) and dependent care accounts.
Paid Training, Paid Time Off (PTO) and 11 paid federal holidays plus applicable state holidays.
401(k) plan with company match, profit sharing.
Mental health benefits including coaching and therapy sessions.
Tuition Reimbursement up to $5,250 per calendar year for qualifying employees in accredited degree programs related to the business.
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 that includes convenient access to public transit, electric vehicle charging stations, an employee‑only fitness center, bike storage, employee lounge, kitchen, micro‑market, game tables, couches, TVs, private mothers’ rooms, lockers and downtown shopping and dining.
Additional Information
The position will be open until filled. All candidates, including those with criminal histories, will be considered for employment. A background check will be completed on any candidate who accepts a conditional offer, in accordance with FDIC Section 19 regulations.
Equal Employment Opportunity
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, including spouses and family members. The company safeguards fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions.
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 the career site. Contact us at careers@zionsbancorp.com or 801/844-7618. Please email your resume/cover letter, indicate the position you are interested in and include "Accommodation needed" in the subject line.
#J-18808-Ljbffr