What are the responsibilities and job description for the Client Service Support Specialist- Treasury Management position at Stifel?
The Client Service Support Specialist- Treasury Management provides information and support in response to inquiries from clients and various business units to aide in the delivery of treasury products and services.
What We're Looking For
- 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 adherence to compliance and Bank policy.
- Serve as liaison between Stifel Bank clients and Bank Operations.
- Main point of contact for bank account management, bank fee analysis, and vendor performance monitoring.
- Calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
- Select and use training / instructional methods and procedures appropriate for the situation when learning or teaching new things.
- Research and resolve issues that impact client treasury services.
What You'll Bring
Education & Experience
Systems & Technology
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's bank and trust companies are affirmative action and 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 the following posters : Know Your Rights and Pay Transparency.
Stifel is an Equal Opportunity Employer.
