What are we looking for?
We are seeking a proven, highly motivated, service minded individual to help us manage our treasury products in the Zions Bancorp enterprise footprint.
What will your day look like? You will be:
- Providing exceptional customer service to Treasury Management clients on a broad range of issues posed via telephone, email or in-person.
- Handling problems/questions related to the various Treasury Management products focused on collections, disbursements, information reporting, fraud protection, account analysis/billing and merchant services.
- Opening a Salesforce case for each client issue, responding in a timely fashion, ensuring follow-up is completed within established department SLAs and documenting activity/resolution in the Salesforce case.
- Identifying the root cause of errors and escalating issues as appropriate/needed to supervisors.
- Generating product documentation for maintenance requests.
- Proactively reaching out to clients on system outages/errors to determine workaround solutions.
- Working with clients when fraud occurs on their accounts, securing affidavits, facilitating recalls of transactions, coordinating updates with Treasury Sales Officers or Relationship Managers.
- Keeping abreast of product updates, reading all product documentation.
- Adhering to Bank policies and procedures.
- Assist with special projects as required.
- Assisting with other duties as the need arises.
- This position will require in-office training. Once the new hire training program is successfully completed, work from home two days a week eligibility will be evaluated.
Who should apply?
We want someone who has:
- A 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.
- Working knowledge of treasury and cash management products, procedures, services, accounting, financial and account analysis.
- Good customer service, problem solving and communications skills, both verbal and written.
- The ability to work well with clients and staff as needed.
- 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.
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 and wants to inspire others to achieve bank initiatives and drive loan growth.
Zions Bancorporation Fields
