Treasury Management Onboarding Specialist

Nevada State Bank; United States; Remote; USD 25,000 - 41,000; Full time

Benefits offered by this job

Health Insurance (Day 1)

401(k) plan with company match

Paid Time Off and 11 holidays

Tuition Reimbursement

Dental and Vision Insurance

Job summary

Zions Bancorporation is seeking a Treasury Management Implementation Specialist to onboard clients and fulfill service requests across multiple western markets. You will coordinate documents, signatures, and activation of TM services in host systems and collaborate with partners to activate related products.

The role emphasizes strong client service, problem solving, and excellent communication. A flexible in-office schedule is required in the Western states.

Qualifications

• Some banking and treasury management experience.
• Knowledge of treasury and cash management products.
• Excellent customer service and problem solving.
• Strong communication and organizational skills.
• Proficient with Microsoft Office.
• HS diploma or GED or equivalent.
• Bilingual Spanish and English a plus.

Responsibilities

• Onboard Treasury Management clients and fulfill service requests.
• Coordinate client documents and signatures via DocuSign.
• Activate services in host systems (TIB, NextGen).
• Work with partners to activate ACH, Lockbox, Remote Deposit.
• Ensure requests are authorized and within SLAs.
• Provide client training and knowledge resources.

Skills

Customer service

Problem solving

Communication

Organizational skills

Microsoft Office

Bilingual Spanish

Education

High School diploma

Tools

DocuSign

TIB

NextGen

Job description

Zions Bancorporation is seeking a Treasury Management Implementation Specialist to onboard clients and fulfill service requests across multiple western markets. You will coordinate documents, signatures, and activation of TM services in host systems and collaborate with partners to activate related products.

The role emphasizes strong client service, problem solving, and excellent communication. A flexible in-office schedule is required in the Western states.