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Zions Bancorporation Treasury Client Service Specialist - Amegy On Main/ Houston, TX (Hybrid Schedule) in Houston, Texas

Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the “Best Banks to Work For” and having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have strong ties to the communities we serve and strong relationships with our customers.

With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.

The Treasury Management Operations team has an opportunity for a   Treasury Management Client Services Specialist . The role will be based in Houston, TX and have the flexibility of a hybrid schedule, 3 days in the office and 2 days at home, after a 6-month training period is completed.

The ideal candidate will have the skills and experience to:  

· Provide exceptional customer service to Treasury Management clients on a broad range of issues posed by telephone, email, or in-person.

· 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.


· 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 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.

Req ID: 064908

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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