Commercial Account Manager - Portfolio Analyst jobs in United States
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Zions Bancorporation · 5 hours ago

Commercial Account Manager - Portfolio Analyst

Zions Bancorporation is a leading bank committed to career growth and advancement for its employees. They are seeking a Commercial Account Manager (Portfolio Analyst) to assist a portfolio of commercial banking clients by managing routine servicing needs and supporting the commercial banking team.

AgricultureBankingFinanceFinancial Services

Responsibilities

Work with assigned Relationship Manager(s) to assist a portfolio of commercial banking clients by handling all routine servicing needs including inquiries on commercial loans, opening and maintaining depository services, and other bank products
Work with our commercial clients to establish depository accounts and additional services, process requests for loan advances or paydowns, deposit transfers, and wire transfers
Perform additional service transactions such as address changes, check orders, issue/activate ATM cards, accept loan payments, supply account balances, and perform stop payments
Provide administrative support to the commercial banking team including document and data entry to our commercial loan tracking systems
Work with our lending and middle office teams to support expeditious loan requests
Work with the lending teams to gather all pertinent loan due diligence items
Perform all quality reviews of legal documentation, system data and file maintenance requests
Responsible for managing all loan post-closing activities
Responsible for managing all reporting requirements for the assigned portfolio
Partner with management and other bank departments to research client issues and ensure timely resolution

Qualification

Commercial banking knowledgeLoan documentationCustomer serviceAdministrative supportProfessionalism

Required

Requires a High School degree or equivalent, and 1+ years of bank operations, customer service, administrative support or other directly related experience
Superior level of professionalism is necessary as this is a “front-line” position with daily interaction with Executive Leadership
Exceptional customer service is required in maintaining portfolios of “high-touch” Business Executives

Preferred

A working knowledge of relationship banking concepts including products, terminology, procedures, loan documentation, and systems related to servicing client needs is preferred
Preferred, but not required, of at least 1 year of lending experience preferably in Commercial Lending

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, 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.

Company

Zions Bancorporation

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

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

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Harris Simmons
Chairman and CEO
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Company data provided by crunchbase