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# TM Implementation Specialist - AZ, CA, CO, NV, TX, UT or WA

- **Company:** National Bank
- **Location:** Seattle, WA, United States
- **Salary:** $37,440 - $62,400
- **Contract:** Permanent contract
- **Skills:** Microsoft Word, Microsoft Excel, Microsoft Office, DocuSign
- **Published:** November 9, 2026
- **Apply:** https://www.careerbuilder.com/job-details/tm-implementation-specialist-az-ca-co-nv-tx-ut-or-wa-seattle-wa--8eb4bb98-bb43-4e69-9c52-5ff935a63442

## About the Role

Bank Management, Financial Services, Banking Services, Customer Relations, Treasury Management, Onboarding, Customer Support/Service, Sales, Customer Experience, Documentation, * Some experience in banking, bank and treasury management products and operations, accounting or other directly related experience.

 * Some 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.
 * A High School diploma, GED or equivalent education. A combination of education and experience may meet job requirements.
 * Bilingual in Spanish and English a plus.

## Description

TM Implementation Specialist - AZ, CA, CO, NV, TX, UT or WA, Zions Bancorporation has an opportunity for a Treasury Management Implementation Specialist located at one of our Operations centers across the Western United States (details below). 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.