TM Implementation Specialist - AZ, CA, CO, NV, TX, UT or WA

Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the “Best Banks to Work For” and as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.

Zions Bancorporation has an opportunity for a Treasury Management Implementation Specialist located at one of our Operations centers across the Western United States (details below). If you are ready to move your career forward, read on.

• Onboarding Treasury Management clients with products and services for our new-to-bank or existing clients requesting additional services.
• Responsible for the fulfillment of requests submitted from clients, TM Sales Officers, or Client Service Specialists.
• Communicating (via telephone, e-mail, Teams, or in-person) to ensure clients receive the best interaction based on their needs.
• Delivering excellent client experience to every customer, every time.
• Responsible to generate client documents, coordinate signatures with clients through DocuSign (or other acceptable means) and activating services by direct input of client options into host systems (TIB, NextGen, etc.).
• Responsible for working with operational partners to activate other products such as ACH, Lockbox, Remote Deposit, etc.
• Responsible for ensuring requests are appropriately authorized by the clients.
• Following up on outstanding exceptions and documentation.
• Ensuring work is completed within established SLAs and departmental guidelines.
• May be responsible for client training through the introduction of the TM Knowledge Center or one-on-one training.
• Keeping abreast of product updates, reading all product documentation.

• 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 and account analysis.
• Excellent customer service and problem solving,
• Good follow-through, organizational and communication skills, both verbal and written.
• Good attention to detail.
• Ability to work with clients, vendors and staff.
• Proficient in the use of Microsoft Office products: Word, Excel and related systems.
• A High School diploma, GED or equivalent education. A combination of education and experience may meet job requirements.
• Bilingual in Spanish and English a plus.