Cash Prod Banking Services Specialist

Stifel Financial Corp.; St. Louis (MO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health, dental, and vision coverage

401(k) plan

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel Financial Corp. is seeking a Cash Products and Banking Services Specialist in St. Louis to support cash-related products and services and assist in training staff. The role involves producing client-facing forms, preparing reporting, and collaborating with Marketing to promote offerings.

The ideal candidate will have a finance-related bachelor’s degree, 0–3 years of relevant experience, and strong MS Office skills, with a focus on compliance and banking regulations.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• 0–3 years of financial services experience.
• Experience with financial advisors and clients in wealth management or banking settings.
• Proficiency in MS Office and related tools.

Responsibilities

• Support and enhance cash management products and banking services.
• Provide tier-two support to financial advisors and client services teams.
• Create and update client and internal documents and marketing materials.
• Utilize no-code platforms to develop client-facing forms.
• Assist in staff training on products and services.
• Monitor and troubleshoot cash products related issues.
• Collaborate with Marketing to promote products to internal and external stakeholders.
• Monitor industry trends and regulatory changes relevant to cash products.
• Utilize data to produce reporting for strategic decision-making.
• Document and maintain team procedures for consistency.

Skills

Cash management expertise

Data analysis

No-code platforms

Customer support

Regulatory understanding

Cross-team collaboration

Education

Bachelor's degree in finance, accounting, or related field

Tools

Microsoft Excel

Word

PowerPoint

Outlook

SQL basics

Job description

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.

Benefits

At Stifel we offer an entrepreneurial environment and a comprehensive benefits package that includes health, dental, and vision care, a 401(k) plan, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.