Treasury Transformation & Onboarding Consultant

Zions Bancorporation; Houston (TX); Remote; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health, Dental & Vision insurance

Life & Disability Insurance

401(k) with match

Paid Time Off & 11 holidays

Job summary

Zions Bancorporation is seeking a Treasury Management Operations Consultant to lead critical customer transition and client delivery initiatives. The role emphasizes clear communication, cross-team collaboration, and high-touch support to guide clients through complex change.

The position focuses on end-to-end project execution, liaison work across client leadership and delivery teams, and creating actionable documentation for successful transitions to modern platforms.

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.

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 & facilitation

Technical troubleshooting

Data interpretation

Attention to detail

Education

Associate degree in Business or IT

Job description

Zions Bancorporation is seeking a Treasury Management Operations Consultant to lead critical customer transition and client delivery initiatives. The role emphasizes clear communication, cross-team collaboration, and high-touch support to guide clients through complex change.

The position focuses on end-to-end project execution, liaison work across client leadership and delivery teams, and creating actionable documentation for successful transitions to modern platforms.