Treasury Management Implementation Expert

Zions Bancorporation; Houston (TX); On-site; USD 25,000 - 41,000; Full time

Benefits offered by this job

Health Insurance (start day one)

Life and Disability Insurance

Paid Parental Leave and Adoption Help

HSA / FSA and dependent care accounts

Paid Training / PTO / 11 holidays

401(k) plan with company match /Profit

Mental health benefits / coaching

Tuition Reimbursement

Employee Ambassador preferred banking

Job summary

Zions Bancorporation is looking for a Treasury Management Implementation Specialist to onboard TM clients and coordinate product activations across the Western United States. The role requires strong customer service and problem-solving skills, with responsibilities including preparing client documents, obtaining signatures, and ensuring SLA-compliant processing.

The position is in-office five days per week with locations including Las Vegas, NV; Houston, TX; Midvale, UT, and other Western

Qualifications

• Some banking and treasury management experience.
• Knowledge of treasury and cash management products.
• Excellent customer service and problem solving.
• Strong follow-through and communication skills.
• Ability to work with clients, vendors and staff.
• Proficiency with Word, Excel and related systems.

Responsibilities

• Onboard Treasury Management clients and provide products/services.
• Fulfill requests from clients, TM Sales Officers, or Client Service Specialists.
• Communicate with clients via phone, email, Teams or in person to tailor services.
• Deliver excellent client experience to every customer, every time.
• Generate client documents, coordinate signatures via DocuSign, activate services in host systems.
• Coordinate activation of related products like ACH, Lockbox, Remote Deposit.
• Ensure requests are properly authorized by clients.
• Follow up on outstanding exceptions and documentation.
• Ensure work meets SLAs and guidelines.
• Provide client training using TM Knowledge Center or one-on-one sessions.
• Stay updated with product documentation.

Skills

Banking experience

Treasury management

Customer service

Communication skills

MS Office

Bilingual Spanish-English

Education

High School diploma or GED

Tools

DocuSign

TIB

NextGen

Job description

Zions Bancorporation is looking for a Treasury Management Implementation Specialist to onboard TM clients and coordinate product activations across the Western United States. The role requires strong customer service and problem-solving skills, with responsibilities including preparing client documents, obtaining signatures, and ensuring SLA-compliant processing.

The position is in-office five days per week with locations including Las Vegas, NV; Houston, TX; Midvale, UT, and other Western