Treasury Management Implementation Expert | Client Onboarding

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

Benefits offered by this job

Medical Insurance (Start Day One)

Dental Insurance

Vision Insurance

Life and Disability Insurance

401(k) with company match

Paid Time Off (PTO) and holidays

Tuition Reimbursement

Job summary

Zions Bancorporation is seeking a Treasury Management Implementation Specialist to onboard TM clients, fulfill service requests, and coordinate with sales and service teams across multiple locations. You will communicate with clients via phone, email, Teams, and in-person to ensure tailored solutions and excellent service.

Responsibilities include document generation, signature coordination via DocuSign, and activating services in host systems.

Qualifications

• Experience in banking and treasury management operations.
• Knowledge of treasury and cash management products and services.
• Excellent customer service and problem solving abilities.
• Strong follow-through, organizational and communication skills (verbal & written).
• Ability to work with clients, vendors and staff.
• Proficient in Microsoft Office (Word, Excel).
• High School diploma, GED or equivalent (education+experience may satisfy).
• Bilingual in Spanish and English is a plus.

Responsibilities

• Onboard Treasury Management clients with products/services for new or existing clients.
• Fulfill requests from clients, TM Sales Officers, or Client Service Specialists.
• Communicate via phone, email, Teams, or in-person to tailor interactions to client needs.

Skills

Banking experience

Treasury management

Customer service

Communication

MS Office

Bilingual (Spanish/English)

Education

High School diploma / GED

Tools

Microsoft Office

DocuSign

TIB/NextGen

Job description

Zions Bancorporation is seeking a Treasury Management Implementation Specialist to onboard TM clients, fulfill service requests, and coordinate with sales and service teams across multiple locations. You will communicate with clients via phone, email, Teams, and in-person to ensure tailored solutions and excellent service.

Responsibilities include document generation, signature coordination via DocuSign, and activating services in host systems.