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Treasury Client Service Specialist: NV/CO/AZ/TX/CA; WFH Hybrid Potential After Training

Treasury Management
Enterprise Services
056410 Requisition #

Did you know that Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven’t forgotten who keeps us in business, meaning we’re committed to the success of our customers, and our employees. Here, the possibilities are endless – come for a job, stay for a career.


Zions Bancorp has just opened an opportunity for a Treasury Management Client Service Specialist on the Treasury Management Middle Office team based in Las Vegas, Denver, Houston, Phoenix, or Los Angeles. After 6 months of employment, you’ll have the opportunity for a hybrid schedule of 3 days in the office and 2 days working from home. If you are ready to move your career forward, read on.


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. aa
  • 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.


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.


Pay range (depending on experience): $16.32 - $23.34

To review our Benefits Summary click here.


Zions Bancorporation and its affiliates and divisions (“Zions”) is an equal opportunity employer which prohibits all forms of discrimination and harassment. Zions is committed to the principle of equal employment opportunity for all employees and employment candidates and to providing a work environment free of discrimination and harassment. All employment decisions at Zions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, ethnicity, sex, sexual orientation, gender identification, age, national origin, pregnancy, veteran status, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Zions will not tolerate discrimination or harassment based on any of these characteristics. Zions encourages applicants of all ages.


It is Zions’ policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.


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 our career site.  You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7628.  Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.


Click here to view our EEO Statement.


Click here to view applicable Federal, State and/or local employment law posters.

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