Frost
Treasury Management Customer Service Representative
Frost, San Antonio, Texas, United States, 78208
Treasury Management Customer Service Representative
4 days ago – be among the first 25 applicants.
Job Description: It’s about being real when people need you. Are you someone that loves to lend a hand to others and does so with a kind, approachable attitude? Are you passionate about finding solutions to problems and enjoy the freedom of making those decisions? Do you genuinely enjoy helping people and want to be part of making their day better? If so, the Treasury Management Customer Service Representative position could be a good fit for you!
At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. We’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150‑year legacy of providing unparalleled banking services.
Who You Are As a Treasury Management Customer Service Representative, you are our customers’ first line of support in addressing any technical issues related to our Treasury Management Services. You’ll answer inbound and outbound calls, identify the issues, and partner with other lines of business to fulfill each request. This role is about building relationships and doing so with integrity, caring, and excellence.
What You’ll Do
Use multiple computer systems to gather information, identify, troubleshoot, and resolve customer questions and/or technical issues with regard to all Treasury Management Products.
Escalate unresolved issues to internal support areas including team members, leaders, and Product Managers.
Deliver updates to all involved parties, including customers, on unresolved issues.
Offer a back‑up plan while an escalated issue is being reviewed/resolved.
Ensure any assigned daily customer set‑ups and maintenance are complete and accurate.
Install Remote Capture Software on PCs purchased by Commercial Customers to enable use of Treasury Management Products.
Always take action using Integrity, Caring, and Excellence to achieve all‑win outcomes.
What You’ll Need
Required Availability: Monday–Friday, 7:00 am–6:00 pm.
1 year experience in customer service and/or banking or 30 college credit hours.
Excellent written and verbal communication skills.
Ability to multi‑task.
Knowledge of Microsoft Windows and ability to work with multiple systems during each customer interaction.
Must meet training standards.
Additional Preferred Skills
Associate’s Degree.
1 year Call Center experience.
Treasury Management knowledge.
Bilingual (English and Spanish).
Our Benefits
Medical, dental, vision, long‑term disability, and life insurance.
401(k) matching.
Generous holiday and paid time off schedule.
Tuition reimbursement.
Extensive health and wellness programs, including our Employee Assistance Program.
Referral bonus program and more!
Since 1868, Frost has dedicated its expertise to providing exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.
Seniority level Entry level
Employment type Full‑time
Job function Other
#J-18808-Ljbffr
Job Description: It’s about being real when people need you. Are you someone that loves to lend a hand to others and does so with a kind, approachable attitude? Are you passionate about finding solutions to problems and enjoy the freedom of making those decisions? Do you genuinely enjoy helping people and want to be part of making their day better? If so, the Treasury Management Customer Service Representative position could be a good fit for you!
At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. We’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150‑year legacy of providing unparalleled banking services.
Who You Are As a Treasury Management Customer Service Representative, you are our customers’ first line of support in addressing any technical issues related to our Treasury Management Services. You’ll answer inbound and outbound calls, identify the issues, and partner with other lines of business to fulfill each request. This role is about building relationships and doing so with integrity, caring, and excellence.
What You’ll Do
Use multiple computer systems to gather information, identify, troubleshoot, and resolve customer questions and/or technical issues with regard to all Treasury Management Products.
Escalate unresolved issues to internal support areas including team members, leaders, and Product Managers.
Deliver updates to all involved parties, including customers, on unresolved issues.
Offer a back‑up plan while an escalated issue is being reviewed/resolved.
Ensure any assigned daily customer set‑ups and maintenance are complete and accurate.
Install Remote Capture Software on PCs purchased by Commercial Customers to enable use of Treasury Management Products.
Always take action using Integrity, Caring, and Excellence to achieve all‑win outcomes.
What You’ll Need
Required Availability: Monday–Friday, 7:00 am–6:00 pm.
1 year experience in customer service and/or banking or 30 college credit hours.
Excellent written and verbal communication skills.
Ability to multi‑task.
Knowledge of Microsoft Windows and ability to work with multiple systems during each customer interaction.
Must meet training standards.
Additional Preferred Skills
Associate’s Degree.
1 year Call Center experience.
Treasury Management knowledge.
Bilingual (English and Spanish).
Our Benefits
Medical, dental, vision, long‑term disability, and life insurance.
401(k) matching.
Generous holiday and paid time off schedule.
Tuition reimbursement.
Extensive health and wellness programs, including our Employee Assistance Program.
Referral bonus program and more!
Since 1868, Frost has dedicated its expertise to providing exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.
Seniority level Entry level
Employment type Full‑time
Job function Other
#J-18808-Ljbffr