Operations Associate-Digital Support-Bilingual

Stifel Financial Corp.; Missouri; On-site; USD 42,000 - 56,000; Full time

Job summary

Stifel Financial Corp. is hiring an Operations Associate-Digital Support-Bilingual to support client-facing platforms, including digital banking products. The role requires troubleshooting in Spanish and English, training support, and cross-functional collaboration.

The ideal candidate will provide high-level customer service via phone, manage calls, document client interactions, and escalate issues as needed while maintaining professionalism and client focus.

Qualifications

• Bachelor's degree or equivalent experience required.
• 0+ years of professional business-related experience minimum.

Responsibilities

• Provide phone support with high level of customer service.
• Manage incoming calls and maintain detailed records of client interactions.
• Troubleshoot and diagnose issues related to client-facing applications and digital banking products.
• Assist with digital banking access, debit/credit card inquiries, and online banking support.
• Develop effective communication with clients, branch personnel, bank associates, and internal teams.
• Identify issues and escalate as needed.
• Provide timely updates on issue progression.
• Collaborate across teams and departments.
• Maintain a professional and client-focused approach at all times.

Skills

Spanish fluency

Organizational skills

Phone communication

Active listening

Multitasking

Digital platform knowledge

Written and verbal communication

Education

Bachelor's degree or equivalent

Tools

Microsoft Outlook

Microsoft Office (Word, Excel)

Web browsers (Edge/Chrome/Safari)

Thomson One

BETA

Premier/Navigator

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 Operations Associate-Digital Support-Bilingual is responsible for aiding in driving departmental results for the ongoing support of Stifel’s Client Facing Platforms, including Digital Client Applications and Digital Banking products. This role requires the ability to develop a strong understanding of digital support functions, including troubleshooting in both Spanish and English, training support, and collaboration with cross-functional teams. The position partners with IT Product Support, Stifel Bank associates, and branch office personnel to deliver a high level of client service while adhering to established procedures.

What We're Looking For

• Accurately provide phone support with a high level of customer service.
• Manage incoming calls and maintain detailed records of client interactions.
• Troubleshoot and diagnose issues related to client-facing applications and digital banking products.
• Provide high-level customer service for banking-related inquiries including digital banking access, debit cards, credit cards, and online banking.
• Develop effective communication with clients, branch personnel, bank associates, and internal teams.
• Identify issues and escalat
• Provide timely updates on issue progression.
• Collaborate across teams and departments.
• Maintain a professional and client-focused approach at all times.

What You'll Bring

• Spanish fluency with the ability to speak and read English and Spanish regarding review of documents, and verbal navigation and product support.
• Strong organizational and follow-up skills.
• Strong phone communication and active listening.
• Ability to multitask and prioritize work effectively.
• Ability to learn and support digital platforms and banking products.
• Strong written and verbal communication skills.

Education & Experience

• Minimum Required: Bachelor's degree or equivalent experience.
• Minimum Required: 0+ years of professional business-related experience.

Systems & Technology

• Proficient in Microsoft Outlook and Microsoft Office Suite (Word, Excel).
• Proficient in internet browsers and troubleshooting (Edge, Chrome, Safari).
• Financial systems knowledge (Thomson One, BETA) preferred.
• Familiarity with banking platforms (Premier/Navigator) preferred. #LI-AS1

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.