Treasury Transition & Onboarding Consultant

Vectra Bank Colorado, Na; Houston (TX); Remote; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Start Day One Benefits

Paid PTO & Holidays

401(k) with employer match

Job summary

Zions Bancorporation, National Association is seeking a Treasury Management Operations Consultant to lead client transition projects and onboarding from legacy to modern platforms. You will coordinate with client leadership, internal delivery teams, and external partners to ensure precise execution and clear communication.

Responsibilities include documenting processes and maintaining proactive client communications, with emphasis on high-touch support and successful project lifecycles.

Qualifications

• Customer service, problem-solving, and written/verbal communication skills.
• Associate degree in Business, Information Technology, or related field required; equivalent considered.

Responsibilities

• Draft and deliver high-quality documentation for clients and teams.
• Act as primary contact to keep customers informed of transition timelines.

Skills

Customer service

Problem solving

Communication

English and Spanish bilingual

Presentation skills

Technical aptitude

Education

Associate degree in Business/IT or related field

Job description

Zions Bancorporation, National Association is seeking a Treasury Management Operations Consultant to lead client transition projects and onboarding from legacy to modern platforms. You will coordinate with client leadership, internal delivery teams, and external partners to ensure precise execution and clear communication.

Responsibilities include documenting processes and maintaining proactive client communications, with emphasis on high-touch support and successful project lifecycles.