Stifel
Treasury Management Implementation Specialist
Saint Louis, MO, US
Sponsorship not specifiedDetected 1 day 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 is responsible for supporting the onboarding of clients and implementation of treasury management products and services.
Responsibilities
- This role partners with Portfolio Managers and internal teams to coordinate implementations, contribute to successful client onboarding, and help ensure a seamless transition from sale through go-live and into ongoing support.
Requirements
- Ability to work in a fast-paced, team-oriented environment.
- Licenses & Credentials Minimum Required: None.
- Systems & Technology Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
- 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.
- No experience required, 1+ years of relevant experience preferred.
- Basic understanding of banking, financial services, or operations preferred.
- Preferred: Bachelor's degree in a relevant field.
- Minimum Required: No experience required, 1+ years of relevant experience 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 Support implementation of treasury management products, including online banking, ACH, wires, and other cash management services.
- Assist Portfolio Managers and team members in gathering client requirements and preparing implementations.
- Participate in client onboarding calls and training sessions.
- Coordinate with internal teams (operations, technology, compliance, and risk) to complete implementation tasks accurately and on time.
- Maintain implementation documentation and update project tracking tools.
- Monitor timelines and escalate issues or delays as appropriate.
- Assist in preparing documentation for transition to client support teams.
- Maintain a high level of professionalism and client service throughout the implementation process.
- What You'll Bring Strong organizational skills with the ability to manage multiple tasks simultaneously.
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.