Midvale, Utah, United States
7 hours ago
Exchange Officer: Midvale, UT

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 an Exchange Officer based in Midvale, Utah.

 

Ideal candidates will have these skills and experience:

 

Service, promote, educate, and coordinate 1031 tax-deferred exchanges to internal and external clients and prospects. Support business development activities. Analyze, structure, coordinate, review, and monitor tax deferred 1031 exchanges. Assist customers in preparing documentation and closing materials in accordance with tax regulations and local real estate closing practices. Stay current on tax legislation and requirements related to tax deferred real estate exchanges. Open and maintain exchange accounts.

 

Qualifications:

 

Bachelors degree in Marketing, Communication or Finance required. Strong Communication and problem solving skill required. Limited use and/or application of basic principles, theories, and concepts. Basic knowledge of real estate tax law and financial analysis. Must have good organizational, communication, analysis, reconciliation and customer service skills. Ability to use word processing, spreadsheet, internet based applications and ability to work independently.

 

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. Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire. Employee Ambassador preferred banking products.
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