Cash Prod Banking Services Specialist

Stifel Financial Corp.; Missouri; On-site; USD 65,000 - 95,000; Full time

Job summary

Stifel is seeking a Cash Products and Banking Services Specialist to support cash-related products and services, conduct industry research, and produce reporting that informs strategic decisions.

The role provides tier-two support to financial advisors and client services teams, develops client-facing materials, and uses no-code platforms to enhance forms and workflows. Collaboration across departments is essential.

Qualifications

• Bachelor's degree in finance, accounting, or related field required.
• 0–3 years of financial services experience, wealth management or banking preferred.
• Strong written and verbal communication with analytical skills.

Responsibilities

• Provide tier-two support to financial advisors and client services teams.
• Develop reporting from industry research and account analysis.
• Create and update client and internal documents and marketing materials.
• Use no-code platforms to design client-facing forms.
• Assist in training staff on products and services.
• Monitor and improve cash management products and banking services.

Skills

Clear communication

Analytical thinking

Customer service

Team collaboration

Regulatory knowledge

Ownership mindset

Education

Bachelor's degree in finance/accounting or related field

Tools

MS Excel

SQL basics

Office Suite

Job description

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 Cash Products and Banking Services Specialist supports cash-related products and services within Stifel. They handle various tasks, such as conducting industry research and account analysis, to create reporting that drives strategic decisions. The Specialist will provide tier-two support to Stifel's financial advisors and client services teams as a subject matter expert on cash products and banking services. They help create and update client and internal documents and marketing materials. They utilize no-code platforms to develop and enhance client-facing forms. Additionally, they may assist in training staff on products and services and troubleshoot any cash products-related issues.

What We're Looking For

• Support and enhance the firm's cash management products and banking services, including cash management accounts, bank sweep programs, bank deposit accounts, credit card programs, Stifel proprietary cash products, and the firm's digital payments strategy.
• Partner with colleagues across the organization to ensure seamless cash management products and services delivery.
• Manage the team inbox daily and take tier-two service phone calls to provide advanced support for features, functionality, and troubleshooting.
• Develop and collaborate with Marketing to implement marketing strategies to promote and present the advantages of the products and services to internal and external stakeholders.
• Monitor industry trends, regulatory changes, and internal feedback related to cash management products and services and recommend enhancements to bank offerings.
• Utilize industry and internal data to produce reporting used for strategic decision-making.
• Utilize a no-code platform to assist in designing, enhancing, and supporting digital account origination and other client-facing forms.
• Assist in implementing new capabilities through project tasks such as user acceptance testing.
• Upgrade and maintain the bank and brokerage account agreements, disclosures, client-facing marketing materials, and intranet materials.
• Document and maintain team procedures to drive consistency in service and build institutional knowledge that will outlast any one member of the team.
• Monitor vendors who support our cash accounts, credit card, and payment systems by tracking system issues to resolution and documenting service interruptions.
• Build positive relationships with peers, business partners, and colleagues while working effectively with others to accomplish organizational goals.

What You'll Bring

• Ability to communicate potentially complex issues clearly in verbal and written forms.
• Ability to analyze the market and internal data to understand the performance of products.
• Must present with enthusiasm and passion in both a one‑on‑one and group setting.
• Recognizing when meaningful action is required and assuming the additional responsibility to tackle the challenge.
• Ability to take ownership, prioritize appropriately, and propose business solutions to solve issues.
• Strong understanding of banking regulations related to cash management products and services.
• Ability to work collaboratively across teams and departments.
• Ability and willingness to learn the intricacies of Cash Products and Banking Services to speak with authority and enthusiasm.
• Continues to build knowledge of business, financials, products, and services for the banking industry.

Education & Experience

• Minimum Required: Bachelor's degree in finance, accounting, or related field.
• Minimum Required: 0-3 years related experience in financial services.
• Previous experience working with financial advisors and clients in wealth management or banking settings.

Licenses & Credentials

• Minimum Required: None.

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
• Knowledge of or willingness to learn relational database concepts and SQL query execution.
• Knowledge of or willingness to learn basic technology infrastructure terms, including user and application programming interfaces.

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 is an Equal Opportunity Employer.