Treasury Management Client Service Specialist jobs in United States
cer-icon
Apply on Employer Site
company-logo

Zions Bancorporation · 13 hours ago

Treasury Management Client Service Specialist

Zions Bancorporation is one of the nation’s premier financial services companies, and they are seeking a Treasury Management Client Services Specialist to join their operations team. The role involves providing exceptional customer service to Treasury Management clients, handling inquiries related to various products, and troubleshooting issues as they arise.

AgricultureBankingFinanceFinancial Services
check
H1B Sponsor Likelynote

Responsibilities

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
Work to identify the root cause of errors and escalate issues as appropriate/needed to supervisor
Proactively reach out to clients when issues occur to provide workaround solutions
Work with 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

Qualification

Treasury management productsCustomer serviceMicrosoft OfficeProblem solvingAttention to detailOrganizational skillsTime managementCommunication skills

Required

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
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

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.
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.

Company

Zions Bancorporation

company-logo
Zions Bancorporation is a financial services company involved in SBA lending, public finance advisory services, and agricultural finance.

H1B Sponsorship

Zions Bancorporation has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (68)
2024 (39)
2023 (61)
2022 (68)
2021 (45)
2020 (36)

Funding

Current Stage
Public Company
Total Funding
$1.09B
2025-08-11Post Ipo Debt· $500M
2024-11-14Post Ipo Debt· $500M
2013-09-13Post Ipo Debt· $87.9M

Leadership Team

leader-logo
Harris Simmons
Chairman and CEO
linkedin
Company data provided by crunchbase