Commercial Account ManagerPortfolio Analyst Midvale or Salt Lake City, Utah or Boise, Idaho

Zions Bank

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profile Job Location:

Midvale, UT - USA

profile Monthly Salary: Not Disclosed
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

Zions Bankrecognizes that its success comes from the dedication experience and talents of its diverse employee base. As we usher in the next generation of banking were committed to being the premier employer of choice. Were proud to have ranked amongAmerican Bankermagazines Best Banks to Work For almost every year since 2013 as Best Employer from Utahs Best of State among the Best Places to Work in Idaho and among theSalt Lake TribunesTop Workplaces. Make the leap into a new era of banking. Let us transform your career.

With benefits starting on day one 12 bank holidays profit sharing and company-matched 401(k) contributions Zions is committed to career growth and advancement. At Zions the possibilities are endless. You bring the talent; we bring the opportunity.

Zions Bank has just opened an opportunity for aCommercial Account Manager (Portfolio Analyst)to join our team.

Location:

This position can be located in Midvale or Salt Lake City Utah or Boise Idaho and will have five days in office work schedule.

Hours: Monday Friday: 8:00am to 5:00pm.

Essential Functions:

  • 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.

Qualifications:

  • Requires a High School degree or equivalent and 1 years of bank operations customer service administrative support or other directly related experience.

  • 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.

  • 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.

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.


Required Experience:

Manager

Zions Bankrecognizes that its success comes from the dedication experience and talents of its diverse employee base. As we usher in the next generation of banking were committed to being the premier employer of choice. Were proud to have ranked amongAmerican Bankermagazines Best Banks to Work For al...
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Key Skills

  • Project / Program Management
  • Project Portfolio Management
  • Portfolio Management
  • Credit Analysis
  • Banking
  • Pricing
  • Analysis Skills
  • Project Management
  • Financial Analysis
  • Budgeting
  • Property Management
  • Contracts

About Company

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