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Treasury Management Implementation Liaison
Treasury Management Implementation LiaisonFrost • San Antonio, TX, US
No longer accepting applications
Treasury Management Implementation Liaison

Treasury Management Implementation Liaison

Frost • San Antonio, TX, US
22 days ago
Job type
  • Full-time
Job description

Treasury Management Implementation Liaison is a role at Frost that bridges the needs of treasury management, operations, relationship managers, and technical areas to provide seamless treasury services.

At Frost, we are committed to fostering an environment that reflects our values and encourages team members to be their best. Joining our adaptable, integrity-driven team gives you the opportunity to thrive both in and out of work.

Who You Are

You are an intermediary who acts as a bridge between Treasury Management, Operations, Relationship Managers and other technical teams. You are the expert on the latest treasury products, policies, and information, and you use your analytical skills, collaborative personality, and desire to build relationships to identify areas for improvement and service expansion.

What You'll Do

  • Collaborate with business and operations areas to smoothly and efficiently onboard new relationships
  • Obtain required service request documents and agreements; review and reconcile any discrepancies and submit requests to technical areas for system setup
  • Assist customers with inquiries and advise them on how to obtain the appropriate service
  • Resolve issues with Treasury services, identify enhancements and cross-selling opportunities
  • Maintain current knowledge of products, policies, operations, and other key Treasury Management information
  • Support Treasury Management Customer Service and Training projects and activities
  • Perform all other duties as assigned

What You'll Need

  • 2+ years of experience in treasury management, banking operations, or another relevant field
  • Excellent written and verbal communication skills
  • Proficient in Microsoft computer applications
  • Additional Preferred Skills

  • 3+ years of customer service experience
  • Our Benefits

    At Frost, we care about your health, family, and future. 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 an 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. If this sounds like you, we encourage you to apply and see what's possible at Frost.

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    Treasury Management • San Antonio, TX, US