SUMMARY

The Treasury Deposit 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.

ESSENTIAL DUTIES & RESPONSIBILITIES

• 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.

QUALIFICATIONS

• 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

• High School Diploma or equivalent experience required; college degree preferred.

• 2+ experience in a financial institution or similar field required.

SYSTEMS & TECHNOLOGY

• Proficient in Bloomberg Terminal, Microsoft Excel, Word, and Outlook

Stifel is a 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 – and 26 years of continual growth – 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.