Treasury Client Experience Specialist II

Stifel Financial Corp.; St. Louis (MO); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Comprehensive benefits package

Diversity and inclusion initiatives

Job summary

Stifel Financial Corp. in St. Louis is seeking a Treasury Client Support Specialist II to provide support and expertise in client treasury services. The role involves assisting clients, maintaining operational duties, and ensuring compliance with financial regulations.

The ideal candidate will have 2–4 years of experience in a financial institution and a strong understanding of customer service principles. This position offers a comprehensive benefits package and promotes a diverse and inclusive work environment.

Qualifications

• 2–4 years experience in a financial institution or similar field.
• Understanding of bank regulations and compliance.
• Knowledge of customer service principles.

Responsibilities

• Support daily operational duties of the Treasury Deposit Team.
• Build relationships with Stifel clients.
• Serve as first contact for client inquiries and issues.
• Assist Relationship Banker team with client needs.

Skills

Customer service knowledge

Relationship management

Problem-solving

Proficiency in Microsoft Excel

Proficiency in Microsoft Word

Proficiency in Microsoft PowerPoint

Proficiency in Microsoft Outlook

Education

High School Diploma or equivalent

Job description

Stifel Financial Corp. in St. Louis is seeking a Treasury Client Support Specialist II to provide support and expertise in client treasury services. The role involves assisting clients, maintaining operational duties, and ensuring compliance with financial regulations.

The ideal candidate will have 2–4 years of experience in a financial institution and a strong understanding of customer service principles. This position offers a comprehensive benefits package and promotes a diverse and inclusive work environment.