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

Overview

The organization is seeking a dynamic, experienced Treasury Management Client Delivery professional to join the Training Services team. This role focuses on delivering comprehensive onboarding and ongoing training for new clients and employees to ensure effective integration into treasury systems, processes, and standardized operating procedures.

Responsibilities

• Training Delivery: Support internal teams and external clients through onboarding training, operational training, risk mitigation, and continuous education
• Needs Assessment: Assess training needs for 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 high-quality training experiences; results should reflect strong customer satisfaction on surveys
• Evaluation: Evaluate the effectiveness of training modules and recommend adjustments to improve content and outcomes; ensure alignment of content to standardized operating procedures
• Continuous Education: Stay current on 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 remain up-to-date and relevant
• Other duties as assigned

Requirements

• Communication Skills: Excellent verbal and written communication skills; professional presentation for clients and employees; Spanish-speaking desired
• Product and Technical Proficiency: Strong knowledge of treasury and cash management products and services, including roles and responsibilities, procedures, systems, and risk considerations
• Treasury Operations: Experience with Treasury implementations and servicing, along with instructional delivery; experience serving in multiple Treasury Management roles
• Training Experience: Proven history of training and ability to connect with learners while teaching new concepts; course development experience is a plus
• Adaptability: Ability to tailor training approach and delivery to meet the needs of variable audiences
• Problem-Solving Abilities: Strong troubleshooting skills during training; analytical, audit, and research skills
• Empathy and Patience: Ability to empathize and demonstrate patience when training clients and employees across different skill levels and experience
• Self-Management: Strong organizational, time management, and decision-making skills with significant attention to detail and accuracy; tenacity and persistence to achieve success
• Systems and Software: Proficiency across treasury systems and Microsoft applications, including PowerPoint, OneNote, Excel, and Outlook
• Service Orientation: Strong focus on client and employee satisfaction; ability to build positive relationships
• Teamwork: Ability to work well in a team environment and contribute to collective goals; demonstrated competencies in galvanizing, invention, and/or discernment
• Champion: Advocate for and promote others

Preferred Qualifications

• Course development experience

Compensation & Benefits

• Medical, Dental and Vision Insurance — START DAY ONE!
• Life and Disability Insurance
• Paid Parental Leave
• Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
• Paid Training
• Paid Time Off (PTO)
• 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

Location

• Work model: Fully in office (5 days a week) if the candidate is within 30 miles of a Treasury Operations Center, or 100% remote within the United States (if already a remote-designated employee)
• Time zone coverage: Central Time Zone standard business hours
• Preferred locations:
  • Houston, TX
  • Midvale, UT