Treasury Management Client Support Specialist II

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.

Let's talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

The Bank Client Support Specialist II is responsible for providing professional and knowledgeable assistance to internal and external clients via a variety of communication methods. Additionally, this position is responsible for a variety of regular and recurring moderately to highly complex operational functions to support bank operations.

What We're Looking For

• Responds to client requests and inquiries in a timely and accurate way, via phone, email or live chat.
• Performs a variety of work assignments, including new account activity, mobile deposits, outbound wire calls, account maintenance, debit and credit card functions and lockbox), in accordance with departmental policy and procedures.
• Provides support to internal clients throughout the Bank and brokerage firm.
• Utilizes a variety of resources, systems and processes to ensure the highest level of customer service.
• Responsible for special projects as needed.

What You'll Bring

• Demonstrated knowledge of principles and processes for providing superior service for both facing and non-facing internal and external clients
• Intermediate knowledge of current banking terminology, regulations and regulatory requirements.
• Ability to multi-task, prioritize and manage time effectively.
• Strong written and verbal communication skills.
• Ability to use good professional judgment to make decisions and solve problems.
• Strong organizational skills with a high degree of accuracy.
• Ability to work effectively in a team environment
• Ability to work independently with minimal supervision.

Education & Experience

• Minimum Required: High School Diploma or Equivalent
• Minimum Required: 2-4 years' of client service experience; 2-4 years of general banking experience

Licenses & Credentials

• Minimum Required: None

Systems & Technology

• Demonstrated proficiency working with computers
• Proficient in Microsoft Excel, Word, and Outlook
• Working knowledge of Adobe Acrobat

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 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 information: Know Your Rights.

Stifel is an Equal Opportunity Employer.

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