Premier Client Support Specialist - In-Office

Zions Bank•Provo, UT

5d•Onsite

About The Position

Zions Bank is hiring a Premier Client Support Specialist for its Private Banking team in the Provo, Utah office. Private Banking provides concierge-style financial services and resources to high-net-worth clients, supporting their personal, professional, and philanthropic goals and their long-term financial plans. The specialist communicates with existing and prospective customers about bank products and services and provides operational support for client accounts and lending needs. The role works closely with Relationship Managers to identify sales opportunities and support client relationships and portfolios. It may also involve cash handling, deposits, and backing up other team members.

Requirements

Some experience in private or executive banking, including regular client contact, or other directly related experience.
Basic knowledge of bank products, procedures, and customer service.
Ability to assist with working loan files and establishing new relationships.
Knowledge of lending regulations.
Familiarity with common office software and applications.
Strong interpersonal, written, and verbal communication skills.
Ability to work independently, prioritize projects, and meet deadlines.
High school diploma or equivalent.

Nice To Haves

College degree and two years of related experience preferred.

Responsibilities

Communicate with existing and prospective customers about products and services to help ensure their needs are met.
Provide operational support to Private Banking clients, including account opening and maintenance, deposits, funds transfers, wire transfers, loan and credit card payments, and customer service.
Work with Relationship Managers to identify and strategize potential sales opportunities uncovered by operational reviews.
Assist with active clientele and portfolios.
Accept loan applications for underwriting and documentation, and close loans.
Review and audit loan documentation against checklists for accuracy and completeness, and follow up as necessary before boarding.
Perform cash handling and deposit functions as needed.
Provide backup for other team members and assist with other duties as needed to support team success.

Benefits

Medical, dental, and vision insurance starting on day one.
Life and disability insurance.
Paid parental leave and adoption assistance.
Health savings, flexible spending, and dependent care accounts.
Paid training and paid time off.
11 paid federal holidays and 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 business needs, up to $5,250 per calendar year; employees are eligible upon hire.
Employee Ambassador preferred banking products.