Treasury Operations & Onboarding Consultant

The Commerce Bank of Washington; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance -

Life and Disability Insurance

Paid Parental Leave and Adoption

401(k) plan with company match

Tuition Reimbursement

Job summary

Zions Bancorporation is seeking a Treasury Management Operations Consultant to lead customer transitions and client delivery initiatives, orchestrating end-to-end project execution from legacy environments to modern platforms.

The role emphasizes strong communication, documentation, and collaboration with clients, internal teams, and external partners, with a focus on high-touch support and successful onboarding across multiple systems.

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

Bilingual English/Spanish

Presentation

Data analysis

Education

Associate degree in Business/IT

Job description

Zions Bancorporation is seeking a Treasury Management Operations Consultant to lead customer transitions and client delivery initiatives, orchestrating end-to-end project execution from legacy environments to modern platforms.

The role emphasizes strong communication, documentation, and collaboration with clients, internal teams, and external partners, with a focus on high-touch support and successful onboarding across multiple systems.