Treasury Transformation Consultant

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

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