Treasury Management Implementation Specialist
Posted on: 24 Aug 2022
Houston, TX
Job Description
At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow.
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.
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.
Amegy Bank
Houston, TX
More than 25 years ago, Amegy Bank entered the market with a small team who had big goals. Throughout the next two decades, that team grew into a talented family of bankers whose commitment to common-sense solutions and doing the right thing for clients still remains a priority today.
Amegy Bank believes in relationship banking, where clients know their bankers’ names and bankers know their clients’. We look at banking from our clients’ perspective and we make it easy for them to bank with us. Through what we call the “Community Banking Partnership,” we bring solutions to clients by being proactive and providing them access to all parts of the bank in their own geographic areas.
With more than 75 banking locations in Texas, we live and work here, so we understand the spirit and personality of our communities, industries and our economy. We specialize in banking privately owned business of all sizes and public companies in all industries with additional expertise in real estate, energy and correspondent banking. Supporting the deposit and loan capabilities of our business relationship managers is a highly experienced team of product specialists including SBA, cash management, fraud protection, international trade, investments, foreign exchange, corporate trust, retirement plan services, leasing, interest rate hedging and factoring. Equally as important, we offer a wide range of depository, lending, mortgage, brokerage, investment management, trust and internet services for consumers and private banking clients.
Amegy Bank is a division of Zions Bancorporation, N.A., which operates in nearly 500 local financial centers across 11 Western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming. Zions Bancorporation is in the S&P 500 and NASDAQ Financial 100 indices (NASDAQ: ZION).
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IndustryBanking/Financial Services
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No. of Employees1,600+
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Website
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Jobs Posted660
