Treasury Management Implementation Specialist-Houston, TX: Hybrid
Company
Zions Bancorporation
Location
Austin TX
Type
Full Time
Job Description
Amegy Bank, an affiliate of Zions Bancorporation has an opportunity for a Treasury Management Implementation Specialist out of our Houston, TX location. The schedule will be Monday-Friday, 8:00 AM-5:00 PM. This position has the opportunity to work in a hybrid setting after a 6-month training period. If you are ready to move your career forward, read on.
What will your day look like? You will be:
- 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.
- May assist with special projects as required.
- Assisting with other duties as the need arises.
We want someone who has:
- A High School diploma, GED or equivalent education and some experience in banking, bank and treasury management products and operations, accounting or other directly related experience. A combination of education and experience may meet job requirements.
- Working 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.
You must want to be part of a motivated and driven team and work with respected leaders. We need someone who is proactive, has a great attitude, is confident and wants to inspire others to achieve bank initiatives and drive deposit and loan growth.
Date Posted
09/21/2022
Views
5
Similar Jobs
Call Center Specialist - Texas Star Pharmacy
Views in the last 30 days - 0
Answer and manage incoming phone calls with professionalism and empathy reflecting our company values Are you comfortable handling a high volume of ph...
View DetailsInformaticist RN - St Luke's Health
Views in the last 30 days - 0
RN Current unencumbered license to practice as a Registered Nurse RN by the Texas Board of Nursing Possess good communication skills written and verb...
View DetailsAccess Control Specialist - Full Time - Amentum
Views in the last 30 days - 0
Must have and maintain a valid state drivers license in good standing Monitor and control the access of employees and visitors in and out of restricte...
View DetailsJanitor/Cleaner - Myers Community Cleaning
Views in the last 30 days - 0
Perform thorough cleaning of guest rooms public areas and backofhouse spaces to ensure high standards of cleanliness
View DetailsManager, Nursing Services - Sun Behavioral Houston
Views in the last 30 days - 0
Current Registered Nurse license in the state of employment Preferred Advanced degree or certification in nursing from an accredited nursing program
View Details