Treasury Management Client Service Specialist

Treasury Management Client Service Specialist

The Treasury Management Operations team has an opportunity for a Treasury Management Client Services Specialist. The role will be located in one of our operations centers located in the western United States – locations are listed below.

• Provide exceptional customer service to Treasury Management clients on a broad range of issues posed by telephone or email.
• Handle questions or problems related to the various Treasury Management products focused on collections, disbursements, information reporting, fraud protection, account analysis/billing and merchant services.
• Open a Salesforce case for each client issue, respond in a timely fashion, ensure follow-up is completed within established department expectations and document activity/resolution in the Salesforce case.
• Workto identify the root cause of errors and elevate issues as appropriate/needed to supervisor.
• Proactively reach out to clients when issues occur to provide workaround solutions.
• Workwith clients when fraud occurs on their accounts, securing affidavits, facilitating recalls of transactions, and coordinating updates.
• Troubleshoot customer issues by conducting research in internal Treasury systems.

• Working knowledge of treasury and cash management products, procedures, services, accounting, financial and account analysis. Must have good customer service, problem solving and communications skills, both verbal and written.
• Requires 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.
• Ability to work well with clients and team members.
• 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.

• 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.
• 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.

Pay range (depending on location and experience): $17-28/hr

This position is full-time in office with variable schedule options. The available office locations are:

• Chandler, AZ
• Las Vegas, NV
• Houston, TX
• Midvale, UT

This position will be open until filled.

All candidates, including those with criminal histories, will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

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. 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.

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  or 801/844-7618. 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.