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 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 strong ties to the communities we serve and strong relationships with our customers.
We are seeking a dynamic and experienced Treasury Management Client Delivery professional to join our team. The ideal candidate has strong skills, technical proficiency, and a customer-focused approach. They are team players who lead with empathy, a passion for learning and development, and a “we-before-me” mindset.
This role is accountable for delivering comprehensive training to ensure new clients and employees are effectively integrated into our company’s systems and processes, including assessing training needs, conducting training sessions, and providing ongoing support. The Training Services team will also evaluate the effectiveness of training programs and collaborate with internal teams to keep training materials and approaches current.
Responsibilities
Training Delivery: Support internal teams and external clients through onboarding training, operational training, risk mitigation, and continuous education
Needs Assessment: Assess the training needs of new clients and employees through dialogue, surveys, and observation
Support and Follow-Up: Provide ongoing support and follow-up training to ensure continued success and integration
Documentation: Maintain detailed records of client training sessions, participant progress, and feedback
Quality: Build and maintain relationships and deliver quality experiences with a resulting high degree of customer satisfaction reflected on surveys
Evaluation: Evaluate the effectiveness of training modules, recommend adjustments to improve content and outcomes, ensure alignment of content to standardized operating procedures
Continuous Education: Keep apprised of product and process updates and contribute to procedure enhancements
Collaboration: Work closely with stakeholders and partner departments to inform training plans and ensure training materials are up-to-date and relevant
Other duties as assigned.
What Makes You a Great Fit? | Skills and Qualifications
Communication Skills: Excellent verbal and written communication skills to effectively convey information to clients and employees in a professional demeanor; Spanish-speaking desired
Product and Technical Proficiency: Strong knowledge of treasury and cash management products and services, roles and responsibilities, procedures and systems, and risk consideration
Treasury Operations: Have experience in Treasury implementations, servicing, and instructional delivery and have successfully served in multiple Treasury Management roles
Training Experience: Proven history of training and ability to connect with learners while teaching them something new; experience in course development is a plus
Adaptability: Ability to tailor training approach and delivery to meet the specific needs of variable audiences
Problem-Solving Abilities: Strong troubleshooting skills to address issues during training; analytical, audit, and research skills
Empathy and Patience: Ability to empathize and exude patience in training clients and employees of various skill levels and experience
Self-Management: Excels in organizational, time management, and decision-making skills with significant attention to detail and accuracy; naturally tenacious with a proven track record of pushing through obstacles to achieve success
Systems and Software: Proficient across systems used in Treasury as well as the Microsoft Suite of applications, including PowerPoint, OneNote, Excel, and Outlook
Service Orientation: Focus on client and employee satisfaction and the ability to build positive relationships; a passion to support others - peers, leadership, partners, and customers - to best position them for success
Teamwork: Ability to work well in a team environment and contribute to collective goals; demonstrated competencies in galvanizing, invention, and/or discernment, with a deep understanding of how these skills can be used to support business objectives and drive shared success
Champion: Advocate for and promoter of others
What Makes Us a Great Fit?
Work with a cohesive and supportive team in a culture of development and continuous improvement; will learn every day
Your colleagues and leadership are committed to the success of you, the collective team, and our customers
Provide exposure to leaders across Enterprise Treasury, Commercial Products, and Payment Operations
Continuing education, personal training, development, and coaching opportunities
Support flexibility to help balance life and work
Opportunity to develop advanced knowledge of Microsoft Applications (e.g., SharePoint, Teams, Forms, Automate, etc.)
What You Can Expect
This position is fully in office (5 days a week) if candidate is within 30 miles of a Treasury Operations Center OR can be located 100% remote within the United States (if already a remote-designated employee of Zions Bancorporation)
This position will cover Central Time Zone standard business hours
Preferred locations
Houston, TX
Midvale, UT
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
ABOUT OUR COMPANY
Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $65 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming.
The company is a national leader in Small Business Administration lending and public finance advisory services, and is a consistent top recipient of Greenwich Excellence awards in banking. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.
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Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable federal, state or local law, including but not limited to genetic information of employee or family member.
If you are an individual with disabilities who needs accommodation or you are having difficulty using our Web site to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST
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Job description provided by Zions Bancorporation.
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