Treasury Management Customer Service Representative

Posted:
11/14/2024, 4:00:00 PM

Location(s):
Texas, United States ⋅ San Antonio, Texas, United States

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Customer Success & Support

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 your 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. At Frost, 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 support regarding 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. More than that, this role is about building relationships and doing it with integrity, caring and excellence in mind. 

What you’ll do:

  • Use of 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 escalated issue is being reviewed/resolved
  • Ensure any assigned daily customer set-ups and maintenance are complete and accurate
  • Install Remote Capture Software to PC’s purchased by Commercial Customers to utilize Treasury Management Products
  • Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes 

What you’ll need:

  • Required Availability: Monday–Friday, 9am – 6pm
  • 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 with each customer interaction
  • Must meet training standards

Additional Preferred Skills:

  • Associates Degree
  • 1 year Call Center experience
  • Treasury Management knowledge
  • Bilingual (English and Spanish)

Our Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:  

  • Medical, dental, vision, long-term, 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 + more!

Since 1868, Frost has dedicated their expertise to provide 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.