Zions Bancorporation logo
Commercial Account Manager - Portfolio Analyst
full-time

Summary

Type

full-time

Explore Jobs

About this role

Zions Bank recognizes that its success comes from the dedication, experience, and talents of its diverse employee base. As we usher in the next generation of banking, we’re committed to being the premier employer of choice. We’re proud to have ranked among American Banker magazine’s “Best Banks to Work For” almost every year since 2013, as Best Employer from Utah’s Best of State, among the Best Places to Work in Idaho, and “among the Salt Lake Tribune’s Top 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 a Commercial Account Manager (Portfolio Analyst) to join our team.

Location:

This position is five days in-office at the Zions Tech Center in Midvale, UT.

The Zions Technology Center is a 400,000-square-foot technology campus in Midvale, Utah. Located on the former Sharon Steel Mill superfund site, the sustainably built campus is the company’s primary technology and operations center. This modern and environmentally friendly technology center enables Zions to compete for the best technology talent in the state while providing team members with an exceptional work environment with features such as:

  • Electric vehicle charging stations and close proximity to Historic Gardner Village UTA TRAX station.
  • At least 75%25 of the building is powered by on-site renewable solar energy.
  • Access to outdoor recreation, parks, trails, shareable bikes and locker rooms.
  • Large modern cafe with a healthy and diverse menu.
  • Healthy indoor environment with ample natural light and fresh air.
  • LEED-certified sustainable building that features include the use of low VOC-emitting construction materials.

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.

Other facts

Tech stack
Customer Service,Administrative Support,Bank Operations,Loan Documentation,Relationship Banking,Data Entry,Quality Review,Problem Solving,Communication,Attention to Detail,Time Management,Team Collaboration,Client Issue Resolution,Loan Processing,Portfolio Management,Technical Proficiency

About Zions Bancorporation

Zions Bancorporation, N.A. is one of the nation's premier financial services companies with approximately $89 billion of total assets at December 31, 2024, and annual net revenue of $3.1 billion in 2024. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming. The bank is a national leader in Small Business Administration lending and public finance advisory services, and has been recognized by Coalition Greenwich with 233 Excellence awards for small business and middle market banking over the past 15 years.

Zions Bancorporation’s common stock is traded on NASDAQ under the symbol ZION. The company is a member of the S&P 400 Mid-Cap and the NASDAQ Financial 100 Indices. The deposit insurance coverage for accounts at Zions Bancorporation, N.A. is the standard FDIC insurance limit for each account ownership category regardless of the Zions Bancorporation, N.A. division holding the account.

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Banking

What you'll do

  • The Commercial Account Manager will assist a portfolio of commercial banking clients by handling routine servicing needs and providing administrative support to the commercial banking team. Responsibilities include managing loan post-closing activities and ensuring timely resolution of client issues.

Ready to join Zions Bancorporation?

Take the next step in your career journey

Frequently Asked Questions

What does a Commercial Account Manager - Portfolio Analyst do at Zions Bancorporation?

As a Commercial Account Manager - Portfolio Analyst at Zions Bancorporation, you will: the Commercial Account Manager will assist a portfolio of commercial banking clients by handling routine servicing needs and providing administrative support to the commercial banking team. Responsibilities include managing loan post-closing activities and ensuring timely resolution of client issues..

Why join Zions Bancorporation as a Commercial Account Manager - Portfolio Analyst?

Zions Bancorporation is a leading Banking company.

How do I apply for the Commercial Account Manager - Portfolio Analyst position at Zions Bancorporation?

You can apply for the Commercial Account Manager - Portfolio Analyst position at Zions Bancorporation directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Zions Bancorporation on their website.