Stifel
Treasury Management Implementation Specialist II
Saint Louis, MO, US · Mid
Sponsorship not specifiedDetected 23 hours ago
ExcelResearchCommunicationOrganizational SkillsMicrosoft Office
About the role
- 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.
- What You'll Be Doing The Treasury Management Implementation Specialist II is responsible for managing the onboarding of clients and implementation of treasury management products and services.
Responsibilities
- This role serves as the primary point of contact throughout the implementation lifecycle and partners with Portfolio Managers and internal teams to ensure accurate, timely setups and a seamless transition from sale through go-live and into ongoing support.
Requirements
- What You'll Bring Working knowledge of treasury management or banking operations.
- Familiarity with payment systems such as ACH, wires, and online banking platforms.
- Ability to work independently in a fast-paced environment.
- Minimum Required: 2+ years of relevant experience in banking, treasury management, or related field.
- Licenses & Credentials Minimum Required: None.
- Systems & Technology Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
- Familiarity with Treasury management and online banking platforms.
- About Stifel Stifel is more than 130 years old and still thinking like a start-up.
- Let's talk about how you can find your place here at Stifel, where success meets success.
Nice to have
- Bachelor's degree in a relevant field preferred.
- Preferred: Bachelor's degree in a relevant field preferred.
Benefits
- 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.
Company info
- 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.
- What We're Looking For Manage end-to-end implementation of treasury management products, including account structures, ACH, wires, online banking, positive pay, and other cash management services.
- Serve as primary client contact throughout the implementation lifecycle.
- Conduct onboarding calls and deliver client training to support product adoption.
- Partner with Portfolio Managers to understand client needs and translate them into implementation requirements.
- Coordinate with internal teams (operations, technology, compliance, and risk) to ensure accurate and timely setups.
- Track milestones and maintain detailed implementation documentation to meet deadlines.
- Identify and resolve issues, escalating as needed to minimize client impact.
- Execute comprehensive handoff to client support teams.
- Maintain a high level of client service and professionalism.
Equal opportunity
- Know Your Rights.
- Stifel is an Equal Opportunity Employer.
- equal opportunity employers.
This listing is sourced directly from Stifel's careers page and normalized into a canonical job model.