Treasury Client Service Support 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

What You'll Be Doing

The Treasury Client Support Specialist II provides information and support in response to inquiries from clients and various business units to aid in the delivery of treasury products and services.

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 compliance with bank policy.
• Serve as liaison between Stifel Bank clients and Bank Operations.
• Act as main point of contact for bank account management, fee analysis, and vendor performance monitoring.
• Calculate figures such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
• Select and use appropriate training/instructional methods when learning or teaching new tasks.
• Research and resolve issues that impact client treasury services.

Qualifications

• High School Diploma or equivalent experience.
• Minimum 2–4 years experience in a financial institution or similar field.
• Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, and Anti‑Money Laundering / Customer Identification Program.
• Knowledge of principles and processes for providing customer and personal services.
• Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.

Licenses & Credentials

• None required.

About Stifel

Stifel is a global wealth management and investment banking firm with more than 130 years of history. The company offers a comprehensive benefits package and values diversity and inclusion.

Equal Employment Opportunity

Stifel’s bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review Know Your Rights.