Treasury Management Operations Consultant - AZ, CA, CO, NV, TX, UT or WA

Calbanktrust; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Holidays

401(k) with match

Tuition Reimbursement

Paid Training

Paid Time Off

Job summary

Zions Bancorporation’s Treasury Management Operations team seeks a results-driven Treasury Management Operations Consultant to lead customer transitions from legacy systems to modern platforms. You will serve as the primary liaison across client leadership, delivery teams, and partners, delivering clear documentation and high-touch support throughout the project lifecycle.

The role emphasizes exceptional communication, problem-solving, and client-focused collaboration, with a preference for

Qualifications

• Demonstrated customer service, problem-solving, and communication skills, with the ability to communicate effectively both verbally and in writing.
• Associate degree in Business, Information Technology, or a related field required; an equivalent combination of education and relevant experience may be considered.
• Strong presentation and facilitation skills, with the ability to effectively communicate technical and non-technical information to diverse audiences.
• Ability to troubleshoot and resolve technical issues via telephone, virtual meetings, or remote support sessions.
• Ability to interpret, analyze, and understand customer data files to support integration with bank systems and services.
• Strong attention to detail, analytical thinking, and a commitment to delivering exceptional customer experiences.
• Bilingual proficiency in English and Spanish is preferred.

Responsibilities

• Draft and deliver high-quality documentation
• Manage key client communications proactively, act as the primary point of contact to keep the customer informed of transition timelines.
• Orchestrate seamless onboarding processes across internal and external systems to support the entire project lifecycle.

Skills

Customer service

Problem-solving

Communication

Presentation skills

Facilitation skills

Troubleshooting

Data interpretation

Analytical thinking

Bilingual English/Spanish

Education

Associate degree in Business, Information Technology, or a related field

Job description

Treasury Management Operations Consultant - 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 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 strong ties to the communities we serve and strong relationships with our customers.

The Treasury Management Operations team has an opportunity for aTreasury Management Operations Consultant. We are seeking a dynamic, results-driven professional to lead critical customer transition and client delivery initiatives. The ideal candidate pairs exceptional communication skills and technical aptitude with an unwavering, client-focused mindset. They are an empathetic collaborator and proactive problem-solver who excels at guiding clients through complex change while prioritizing collective success and seamless execution.

This role is responsible for orchestrating end-to-end project execution to transition customers from legacy environments to modern platforms. The individual will serve as the primary liaison and trusted advisor across client leadership, internal delivery teams, and external partners. Key responsibilities include creating clear, actionable documentation and successfully onboarding clients across multiple internal and external systems—navigating technical complexity with clarity, precision, and high-touch support.

Key Responsibilities:

• Draft and deliver high-quality documentation


• Manage key client communications proactively, act as the primary point of contact to keep the customer informed of transition timelines.


• Orchestrate seamless onboarding processes across internal and external systems to support the entire project lifecycle.

Skills and Qualifications:

• Demonstrated customer service, problem-solving, and communication skills, with the ability to communicate effectively both verbally and in writing.


• Associate degree in Business, Information Technology, or a related field required; an equivalent combination of education and relevant experience may be considered.


• Strong presentation and facilitation skills, with the ability to effectively communicate technical and non-technical information to diverse audiences.


• Ability to troubleshoot and resolve technical issues via telephone, virtual meetings, or remote support sessions.


• Ability to interpret, analyze, and understand customer data files to support integration with bank systems and services.


• Strong attention to detail, analytical thinking, and a commitment to delivering exceptional customer experiences.


• Bilingual proficiency in English and Spanish is preferred.

Pay range (depending on location and experience): $70,000 - $90,000
Location:

• This position is fully in office (5 days a week) if candidate is within 30 miles of a Treasury Operations Center OR can be located 100% remote within the United States (if already a remote-designated employee of Zions Bancorporation)


• Preferred locations:
  
  
  
  • Chandler, AZ
  
  
  • Los Angeles, CA
  
  
  • Denver, CO
  
  
  • Las Vegas, NV
  
  
  • Houston, TX
  
  
  • Midvale, UT
  
  
  • Seattle, WA
  
  
  
  


• 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.

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.

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