[Hiring] Bilingual Preferred - TM Training Services Specialist @Zions Bancorporation

Role Description

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
• 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.

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: Experience in Treasury implementations, servicing, and instructional delivery; 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

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