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Zions Bank

Offers retail and commercial banking services

Treasury Management Implementation Specialist

Implementation & Technical Account ManagementUpdated on Nov 11
Full-time

About the Job

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.
  • Proficiency in Microsoft Office products, including Word and Excel, and related systems.
  • A high school diploma, GED, or equivalent education; a combination of education and experience may meet job requirements.

Responsibilities

  • Onboard Treasury Management clients with products and services for new-to-bank clients or existing clients requesting additional services.
  • Fulfill requests submitted by clients, Treasury Management Sales Officers, or Client Service Specialists.
  • Communicate by telephone, email, Teams, or in person to provide clients with interactions suited to their needs.
  • Deliver a positive client experience to every customer.
  • Generate client documents, coordinate client signatures through DocuSign or other acceptable means, and activate services by entering client options directly into host systems such as TIB and NextGen.
  • Work with operational partners to activate products such as ACH, Lockbox, and Remote Deposit.
  • Ensure client requests are appropriately authorized.
  • Follow up on outstanding exceptions and documentation.
  • Complete work within established service-level agreements and departmental guidelines.
  • Provide client training through the TM Knowledge Center or one-on-one training, as needed.
  • Stay informed about product updates by reading product documentation.

Desired Qualifications

  • Bilingual ability in Spanish and English.

About the Company

Zions Bank

Offers retail and commercial banking services

Zions Bank is a financial institution that provides traditional banking services to individuals and businesses, including personal and business accounts, loans, mortgages, and investment services, delivered through branches and digital channels. The company differentiates itself by prioritizing people—employees, clients, and communities—through strong benefits, learning opportunities, community involvement, and autonomy that enables employees to grow in their roles. This focus on people and community sets Zions Bank apart from competitors that may emphasize products alone. The goal is to help customers succeed financially while also empowering employees and serving as a premier employer of choice that contributes to the communities it serves.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Salt Lake City, UT
Founded
1873

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