Treasury Management Operations Specialist
About The Position
Zions Bancorporation is looking for a Treasury Management Operations Specialist to join their TM Operations Quality Assurance team. This role involves reviewing documents for treasury management products, including product fulfillment and daily production work. The specialist will also review system setups, conduct research, and index treasury management documents. They will provide quality review support via email, Microsoft chat, or Salesforce chatter feed, address inquiries, problems, and concerns, and attend implementation meetings and training to support quality and minimize time to market. Additionally, the role includes identifying and drafting communication to improve quality reviews, and performing other duties as assigned.
Requirements
- Requires High School diploma, GED or equivalent education and 2+ year experience in banking operations, treasury management and/or bank products, accounting or other directly related experience. A combination of education and experience.
- Proficient knowledge of treasury and cash management products, systems, procedures, services, accounting, financial and account analysis.
- Must have strong customer service, problem solving and communications skills, both verbal and written.
- Strong working knowledge of MS Office suite, Salesforce and other tools.
- Ability to work with clients and staff.
- Broad application of principles, theories, and concepts in applicable discipline.
Responsibilities
- Review documents for treasury management products, including product fulfillment and daily production work.
- Review system setups, conduct research as needed.
- Review and index treasury management documents, and/or conduct research when applicable.
- Provide quality review support via email, Microsoft chat or Salesforce chatter feed as needed.
- Address inquiries, problems, and concerns.
- Attend Implementation meetings, training as assigned, to support the quality of implementation to help minimize time to market.
- Identify and draft communication to support better quality reviews.
- Other duties as assigned.
Benefits
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance
- Paid Parental Leave
- Adoption Assistance
- Health Savings (HSA)
- Flexible Spending (FSA)
- Dependent care accounts
- Paid Training
- Paid Time Off (PTO)
- 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
Mid Level
Education Level
High school or GED
