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Frost · 2 months ago

Treasury Management Implementation Liaison

San Antonio, TX - One Frost

Full-time

Onsite

Entry, Mid Level

2+ years exp

Frost Bank is a leading financial institution committed to providing exceptional banking services. The Treasury Management Implementation Liaison will bridge the needs of treasury management and various operational teams, ensuring a seamless treasury experience for customers while identifying areas for improvement and service expansion.

Banking

Comp. & Benefits

Responsibilities

Collaborate with business and operations areas in order to smoothly and efficiently on-board new relationships

Obtain required service request documents and/or agreements, as well as review/rectify any discrepancies. Submit requests to technical areas for system set up

Assist customers with their inquiries and advise them on how to obtain the appropriate service

Resolve issues with Treasury services as well as identify enhancements and cross-selling opportunities

Maintain current knowledge of products, policies, operations, and other key Treasury Management information

Assist with and support all Treasury Management Customer Service and Training projects/activities

Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

Qualification

Treasury management experienceBanking operations experienceCustomer service experienceAnalytical skillsMicrosoft applications proficiencyCommunication skills