Treasury Management Implementation Specialist - Amegy Tower/ Houston, TX
Company
Zions Bancorporation
Location
Houston, TX
Type
Full Time
Job Description
Amegy Bank, an affiliate of Zions Bancorporation has an opportunity for a Treasury Management Implementation Specialist to join our team in Houston, TX. The schedule will be Monday-Friday, 8:00 AM-5:00 PM. This position has the opportunity to work in a hybrid setting after completing their required training.
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.
Who should apply?
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.
Benefits:
At Amegy Bank, we strive to create value for our customers, communities, employees, and shareholders. As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well-being of you and your families, while helping you grow in your career.
Benefits:
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) 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
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
10/06/2023
Views
80
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