Commercial Account Manager/Portfolio Analyst: Midvale, 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, 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 just opened an opportunity for a Commercial Account Manager (Portfolio Analyst) to join our Treasury Management team.

Location:

• This position will be located in either Midvale, Utah or Boise, Idaho and will have a hybrid schedule of 3 days in office and 2 work from home. 
• The position will start in the office 5 days a week for the training program.
• Hours:  Monday – Friday:  8:00am to 5:00pm.

Essential Functions:

• Work with assigned Relationship Manager(s) to assist a portfolio of commercial banking clients by handling all routine servicing needs including inquiries on commercial loans, opening and maintaining depository services, and other bank products.
• Work with our commercial clients to establish depository accounts and additional services, process requests for loan advances or paydowns, deposit transfers, and wire transfers.
• Perform additional service transactions such as address changes, check orders, issue/activate ATM cards, accept loan payments, supply account balances, and perform stop payments.
• Provide administrative support to the commercial banking team including document and data entry to our commercial loan tracking systems.
• Work with our lending and middle office teams to support expeditious loan requests.
• Work with the lending teams to gather all pertinent loan due diligence items.
• Perform all quality reviews of legal documentation, system data and file maintenance requests.
• Responsible for managing all loan post-closing activities.
• Responsible for managing all reporting requirements for the assigned portfolio.
• Partner with management and other bank departments to research client issues and ensure timely resolution.

Qualifications:

• Requires a High School degree or equivalent, and 1+ years of bank operations, customer service, administrative support or other directly related experience.
• A working knowledge of relationship banking concepts including products, terminology, procedures, loan documentation, and systems related to servicing client needs is preferred.
• Preferred, but not required, of at least 1 year of lending experience preferably in Commercial Lending.
• Superior level of professionalism is necessary as this is a “front-line” position with daily interaction with Executive Leadership.
• Exceptional customer service is required in maintaining portfolios of “high-touch” Business Executives.

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.