TM Implementation Specialist - AZ, CA, CO, NV, TX, UT or WA

Calbanktrust; United States; Remote; USD 25,000 - 41,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance -

Life and Disability Insurance

401(k) with company match

Paid Training

Paid Time Off (PTO)

Job summary

Zions Bancorporation, National Association is hiring a Treasury Management Implementation Specialist to onboard TM clients across the Western United States. You will handle service requests, coordinate signatures, and activate treasury services in host systems, while ensuring accuracy and timely delivery.

The role requires strong customer service skills and knowledge of treasury products. A high school diploma or GED is required, and bilingual Spanish/English is a plus.

Qualifications

• Banking or treasury management exposure preferred.
• Strong communication and problem-solving skills.
• Proficient with Microsoft Office products (Word/Excel).

Responsibilities

• Onboard Treasury Management clients and fulfill service requests.
• Coordinate client signatures and activate services in host systems.
• Ensure requests are authorized and meet SLAs with clients and partners.

Skills

Customer service

Problem solving

Communication

Organization

MS Office

Education

High School diploma

GED

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

TM Implementation Specialist - AZ, CA, CO, NV, TX, UT or WA

Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the “Best Banks to Work For” and as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.

Zions Bancorporation has an opportunity for aTreasury Management Implementation Specialistlocated at one of our Operations centers across the Western United States (details below).If you are ready to move your career forward, read on.

What will your day look like? You will be:

• Onboarding Treasury Management clients with products and services for our new-to-bank or existing clients requesting additional services.


• Responsible for the fulfillment of requests submitted from clients, TM Sales Officers, or Client Service Specialists.


• Communicating (via telephone, e-mail, Teams, or in-person) to ensure clients receive the best interaction based on their needs.


• Delivering excellent client experience to every customer, every time.


• Responsible to generate client documents, coordinate signatures with clients through DocuSign (or other acceptable means) and activating services by direct input of client options into host systems (TIB, NextGen, etc.).


• Responsible for working with operational partners to activate other products such as ACH, Lockbox, Remote Deposit, etc.


• Responsible for ensuring requests are appropriately authorized by the clients.


• Following up on outstanding exceptions and documentation.


• Ensuring work is completed within established SLAs and departmental guidelines.


• May be responsible for client training through the introduction of the TM Knowledge Center or one-on-one training.


• Keeping abreast of product updates, reading all product documentation.

Who should apply? We want someone who has:

• Some experience in banking, bank and treasury management products and operations, accounting or other directly related experience.


• Some knowledge of treasury and cash management products, procedures, services, financial and account analysis.


• Excellent customer service and problem solving,


• Good follow-through, organizational and communication skills, both verbal and written.


• Ability to work with clients, vendors and staff.


• Proficient in the use of Microsoft Office products: Word, Excel and related systems.


• A High School diploma, GED or equivalent education. A combination of education and experience may meet job requirements.


• Bilingual in Spanish and English a plus.

Pay Range: $18-$30/hr (Based upon location and experience)

Location

This position is five days per week in-office (M-Fri) and you will need to live within commuting distance of these locations:

• Las Vegas, NV


• Houston, TX


• Midvale, UT


• 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

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [e-mail] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include \"Accommodation needed\" in the subject line to ensure your information is routed to the appropriate contact.

California Bank and Trust a division of Zions Bancorporation, N.A. Member FDIC