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Business Resource Counselor

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.

Responsible to assist small business owners in putting together business plans, advise in financing new business and offering other resources and matching them with resource partners.

Responsible to profile new clients, assess the needs to the clients and follow-up with clients.

Educates new clients about the resources available within the business resource center and other Zions Bank departments.

Provides counseling to clients through one-on-one consultations, e-mail or over the phone.

Promotes and creates networking seminars, lunches, etc.

Attends and represents the bank at business lunches and other events as requested.

Creates and manages additional methods to gain awareness in the community.

Responsible to liaise between ZBRC and all internal department and business partners to ensure proper communication and efficient operations.

Public speaking is a large component of the position.

Maintains relationships with all service providers and partners

Qualifications:
Requires a Bachelors degree in business, finance, economics or related field and 2+ years experience with banking and financial services industry, relationship management, sales, or other directly related experience.

A combination of education and experience may meet requirements.

Working knowledge of banking products and services, strategic planning, and business development.

Must have excellent communication, analysis and computer skills.

Ability to interact with various types of clients.

Knowledge business plan development knowledge.

Ability to understand a broad perspective of issues related to any type of businesses.

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
  • 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

Zions First National Bank was founded in Salt Lake City in 1873 and continues its legacy of strength and stability as one of the oldest financial institutions in the Intermountain West. To bring value to individuals, small-to middle-market busines...

11 jobs
FUNDING
TEAM SIZE
DATE POSTED
July 25, 2023

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