TM Implementation Specialist - AZ, CA, CO, NV, TX, UT or WA
About The Position
Zions Bancorporation is hiring a Treasury Management Implementation Specialist to onboard new-to-bank and existing clients with treasury management products and services. The specialist fulfills requests from clients, Treasury Management Sales Officers, and Client Service Specialists, communicating through telephone, email, Teams, or in person to provide a positive client experience. The role includes preparing client documents, coordinating signatures through DocuSign or other acceptable means, activating services by entering client options into host systems such as TIB and NextGen, and working with operational partners to activate products such as ACH, Lockbox, and Remote Deposit. The specialist ensures client authorization, follows up on outstanding exceptions and documentation, and completes work within established SLAs and departmental guidelines. The position may also involve client training and requires keeping current with product updates and documentation. This position is five days per week in-office, Monday through Friday, at an operations center within commuting distance of a listed location: Mesa, Arizona; Los Angeles, California; Denver, Colorado; Las Vegas, Nevada; Houston, Texas; or Midvale, Utah. Pay is $18–$30 per hour, based on location and experience.
Requirements
- Some experience in banking, bank and treasury management products and operations, accounting, or other directly related experience.
- Some knowledge of treasury and cash management products, procedures, services, financial analysis, and account analysis.
- Excellent customer service and problem-solving skills.
- Good follow-through, organizational, and verbal and written communication skills.
- Good attention to detail.
- Ability to work with clients, vendors, and staff.
- Proficiency with Microsoft Office products, including Word and Excel, and related systems.
- High school diploma, GED, or equivalent education; a combination of education and experience may meet job requirements.
Nice To Haves
- Bilingual in Spanish and English.
Responsibilities
- Onboard new-to-bank and existing Treasury Management clients with products and services.
- Fulfill requests submitted by clients, Treasury Management Sales Officers, or Client Service Specialists.
- Communicate with clients by telephone, email, Teams, or in person to address their needs.
- Deliver an excellent client experience.
- Generate client documents and coordinate signatures through DocuSign or other acceptable means.
- Activate services by entering client options directly into host systems, including TIB and NextGen.
- Work with operational partners to activate products such as ACH, Lockbox, and Remote Deposit.
- Ensure requests are appropriately authorized by clients.
- Follow up on outstanding exceptions and documentation.
- Complete work within established SLAs and departmental guidelines.
- May provide client training through the TM Knowledge Center or one-on-one sessions.
- Keep abreast of product updates and read product documentation.
Benefits
- Medical, dental, and vision insurance starting day one.
- Life and disability insurance.
- Paid parental leave and adoption assistance.
- Health savings, flexible spending, and dependent care accounts.
- Paid training.
- Paid time off 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.
- Employee Ambassador preferred banking products.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
