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Client Services Jobs

Treasury Client Service Support Specialist II

Stifel

Saint Louis, MO

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JOB DETAILS
SKILLS
Analysis Skills, Bank Management, Bank Secrecy Act, Banking Operations, Customer Escalations, Customer Relations, Customer Support/Service, Documentation, Fair Credit Reporting Act (FCRA), Financial Analysis, Identify Issues, Investment Services, Maintain Compliance, Marketing, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Money Laundering, Operational Support, Performance Analysis, Project/Program Management, Regulations, Resolve Customer Issues, Sales, Sales Management, Startup, Training/Teaching, Treasury, Vendor/Supplier Evaluation, Wealth Management
LOCATION
Saint Louis, MO
POSTED
Today
Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let's talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

The Treasury Client Support Specialist II provides information and support in response to inquiries from clients and various business units to aide in the delivery of treasury products and services.

What We're Looking For

  • Support the daily operational duties and functions of the Treasury Deposit Team.
  • Build and maintain relationships with Stifel clients.
  • Serve as a first point of contact for clients by providing assistance, training, and troubleshooting of system related issues.
  • Support the Relationship Banker team by providing high level service to clients.
  • Attend client appointments and sales calls.
  • Serve as an escalation point for client problems and effectively mitigate and solve to drive client loyalty.
  • Review all new account set up and documentation to ensure accuracy and adherence to compliance and Bank policy.
  • Serve as liaison between Stifel Bank clients and Bank Operations
  • Main point of contact for bank account management, bank fee analysis, and vendor performance monitoring.
  • Calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
  • Select and use training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
  • Research and resolve issues that impact client treasury services.
What You'll Bring
  • Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
  • Understand and comply with Anti-Money Laundering and the Customer Identification Program.
  • Knowledge of principles and processes for providing customer and personal services.
Education & Experience
  • Minimum Required: High School Diploma or equivalent experience
  • Minimum Required: 2-4 years' experience in a financial institution or similar field
Licenses & Credentials
  • Minimum Required: None
Systems & Technology
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook


About Stifel

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.

Stifel is an Equal Opportunity Employer.

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