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Treasury Management Operations Consultant - AZ, CA, CO, NV, TX, UT or WA

$70k - $90k

California Bank & Trust

Treasury Management Operations Consultant

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.

The Treasury Management Operations team has an opportunity for a Treasury Management Operations Consultant. We are seeking a dynamic, results-driven professional to lead critical customer transition and client delivery initiatives. The ideal candidate pairs exceptional communication skills and technical aptitude with an unwavering, client-focused mindset. They are an empathetic collaborator and proactive problem-solver who excels at guiding clients through complex change while prioritizing collective success and seamless execution.

This role is responsible for orchestrating end-to-end project execution to transition customers from legacy environments to modern platforms. The individual will serve as the primary liaison and trusted advisor across client leadership, internal delivery teams, and external partners. Key responsibilities include creating clear, actionable documentation and successfully onboarding clients across multiple internal and external systemsnavigating technical complexity with clarity, precision, and high-touch support.

Key Responsibilities:

  • Draft and deliver high-quality documentation
  • Manage key client communications proactively, act as the primary point of contact to keep the customer informed of transition timelines.
  • Orchestrate seamless onboarding processes across internal and external systems to support the entire project lifecycle.

Skills and Qualifications:

  • Demonstrated customer service, problem-solving, and communication skills, with the ability to communicate effectively both verbally and in writing.
  • Associate degree in Business, Information Technology, or a related field required; an equivalent combination of education and relevant experience may be considered.
  • Basic knowledge of computer operating systems, web browsers, and software applications.
  • Strong presentation and facilitation skills, with the ability to effectively communicate technical and non-technical information to diverse audiences.
  • Ability to troubleshoot and resolve technical issues via telephone, virtual meetings, or remote support sessions.
  • Ability to interpret, analyze, and understand customer data files to support integration with bank systems and services.
  • Strong attention to detail, analytical thinking, and a commitment to delivering exceptional customer experiences.
  • Bilingual proficiency in English and Spanish is preferred.

Pay range (depending on location and experience): $70,000 - $90,000

Location:

  • 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)
  • Preferred locations:
    • Chandler, AZ
    • Los Angeles, CA
    • Denver, CO
    • Las Vegas, NV
    • Houston, TX
    • Midvale, UT
    • Seattle, WA

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.

Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.

California Bank & Trust
Vacancy posted 4 days ago
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