Job Information
Zions Bancorporation Treasury Management Client Service Specialist - Los Angeles, CA in Los Angeles, California
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register . Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.
We are looking for a Treasury Management Client Service Specialist in Los Angeles, CA.
Essential Functions:
Responsible to provide exceptional customer service to Treasury Management clients on a broad range of issues posed via telephone, email or in-person.
Handles problems/questions related to the various Treasury Management products focused on collections, disbursements, information reporting, fraud protection, account analysis/billing and merchant services.
Responsible to open a Salesforce case for each client issue, responds in a timely fashion, ensures follow-up is completed within established department SLAs and documents activity/resolution in the Salesforce case.
Works to identify the root cause of errors and escalates issues as appropriate/needed to supervisor.
May include the generation of product documentation for maintenance requests.
Required to proactively reach out to clients on system outages/errors to determine workaround solutions.
Works with clients when fraud occurs on their accounts, securing affidavits, facilitating recalls of transactions, coordinating updates with Treasury Sales Officers or Relationship Managers.
Keeps abreast of product updates, reading all product documentation.
Adheres to Bank policies and procedures.
May assist with special projects as required.
Other duties as assigned.
Qualifications:
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.
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.
Ability to work well with clients and staff as needed.
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 Paternal 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
Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $54,000 - $60,000 annually depending on job-related factors such as level of experience.
Req ID: 065447
Equal Opportunity Employer
It is the policy of this corporation to provide 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, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
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