Information Reporting Specialist; in-office - Midvale, Utah

Zions Bancorporation is transforming what it means to work for a financial institution. We operate in a fast‑paced, information‑driven environment, which means we need people who bring diverse experiences, perspectives, and expertise to meet ever‑changing demands. Your ability to adapt, learn, innovate and collaborate with a dynamic team helps us provide exceptional service to our customers and communities.

ETO is committed to helping our employees grow, develop and advance in their career. Our Workforce of the Future, DEI and UpSkilling initiatives allow you to network across the organization, volunteer in our community, and build your technical and soft skills. We believe that investing in your success and well‑being is an investment in our customers and our business.

Together we are building a culture that values diversity, celebrates growth and creates a space of belonging for all our team members. Our people are what set us apart and make us great.

This is an in‑office schedule in Midvale, Utah, Monday‑Friday 9:00 am‑6:00 pm MST.

• Perform IRS information reporting and applicable state reporting for the corporation, including year‑end 1099, 1098, 1042, 5498, 945, W‑8
  
  BEN non‑resident alien certifications and recertification process, IRS B‑notices and C‑notices.
• Process regular federal and state backup withholding payments and applicable reporting to the IRS.
• Process, update, and reactivate customer account information related to Unclaimed Property (Dormant / Escheated accounts).
• Validate completeness and accuracy of all documents received.
• Identify errors and make corrections in the system.
• Ensure compliance of federal and state back‑up withholding requirements, as well as applicable state laws governing unclaimed property.
• Ensure notices are printed and mailed at appropriate times.
• Review monthly reports for address and other required changes.
• Maintain files of required forms.
• Assist employees and department with compliance concerns.
• Perform other duties as assigned.

• High School degree or equivalent and 1+ years of banking or bank operations experience.
• Associate’s degree in finance or business preferred.
• Information reporting experience desired.
• Working knowledge of banking, bank operations processes and procedures and information reporting systems.
• Basic knowledge of compliance and regulatory issues related to the department and/or company.
• Good problem solving, analysis, customer service and communication skills, both verbal and written.
• Ability to ensure records are accurate and updated.
• Broad application of principles, theories, and concepts in applicable discipline.

• 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, 15 days 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

Pay range (depending on experience and location): $21.00 – $26.00