Talent Gathers Here
Houston, Texas
Muncie, Indiana
Posted: 07-Jan-23
Location: Houston, Texas
Salary: Open
Internal Number: 10280_060603
At Amegy Bank, everyone counts! Your contributions are valued, and everyone has the opportunity to grow in their career. We're committed to doing the very best for our customers, our communities, and our employees.
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 a 6-month training period.
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.
