Treasury Management Client Service Specialist (bilingual preferred: Spanish/English) - Saint Ann Court

Zions Bancorporation Dallas, TX
* Provides exceptional customer service to Treasury Management clients by assisting with obtaining legal documentation and resolving errors.

* Responds to client requests in a timely fashion and must ensure follow-up is completed within established departmental guidelines.

* Works to identify the root cause of errors and escalates issues as appropriate/needed to supervisor.

* Keeps abreast of product updates, reading all product documentation.

* Assists clients with new service requests and identifies cross-sell opportunities.

* Logs client calls into tracking software, makes changes to existing services, and handles money transfer requests.

* Makes periodic calls on key clients.

* Adheres to Bank policies and procedures.

* May assists with special projects as required.