Bilingual Preferred - TM Training Services Specialist - Houston, TX or Midvale, UT

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