Treasury Deposit Implementation Specialist III

1 week ago


St Louis, United States Stifel Full time

Summary

The Treasury Deposit Implementation Specialist III provides information and support in response to inquiries from clients and various business units to aide in the delivery of treasury products and services.

Essential Duties & 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 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.

Qualifications

Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc. Understand and comply with Anti-Money Laundering and the Customer Identification Program. Knowledge of principles and processes for providing customer and personal services.

Education & Experience

High School diploma required or equivalent experience.  4+ years' experience in a financial institution preferred. 

Systems & Technology

Proficient in Microsoft Excel, Word, PowerPoint, Outlook


  • St Louis, United States Stifel Financial Full time

    The Treasury Deposit Implementation Support Specialist provides information and support in response to inquiries from clients and various business units to aide in the delivery of treasury products and services. Essential Duties & Responsibilities Su Support Specialist, Treasury, Deposit, Implementation, Support, Relationship Banker, Technology


  • St Louis, United States U.S. Bancorp Full time

    Onboards new and existing customer implementations of Treasury Management payables, receivables, and other financial products to provide a smooth, seamless onboarding experience with Treasure Management products. Serves as the main point of contact b Management, Treasury, Specialist, Integration, Administrative, Banking, Skills


  • St. Louis, United States Stifel Full time

    Summary The Bank Specialist II-Treasury Ops interacts with customers to provide a variety of general information in response to inquiries about products and services. The ideal candidate will have a positive attitude, high attention to detail, knowledge about bank products and services. Essential Duties & Responsibilities  Onboard new Treasury...

  • Treasury Analyst

    2 weeks ago


    St. Louis, United States Nidec Motor Corporation Full time

    Job Summary Job Description I. Responsibilities: The Treasury Analyst participates in the day-to-day Treasury operations including cash management initiatives, banking relationships, banking platforms, month end reporting, hedge transactions, intercompany loans, and the company’s credit card program. This position reports to the...


  • St Louis, Missouri, United States Stifel Financial Full time

    Summary The Bank Treasury Client Service Manager oversees the daily operations of the Treasury Management (TM) Client Services team. This role involves planning, direction, coordination, implementation, and execution of projects, policies, and procedures. The manager will provide guidance and direction to the team and serve as an escalation point for complex...


  • Port St Lucie, United States South State Full time

    As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members...


  • St Louis, United States The PNC Financial Services Group, Inc Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...


  • Saint Louis, United States Stifel Financial Corporation Full time

    The Bank Specialist-Treasury Ops interacts with customers to provide a variety of general information in response to inquiries about products and services. The ideal candidate will have a positive attitude, high attention to detail, knowledge about b Treasury, Specialist, Processing, Marketing Specialist, Administrative


  • St Louis, Missouri, United States CommunityAmerica Credit Union Full time

    Summary CommunityAmerica Credit Union is the largest credit union in Missouri and has a 30-year history serving the St. Louis County community - and we're just getting started. With an enduring 80+ years history of strength and stability - and an unwavering dedication to the financial well-being of the people and businesses within the community - we're more...


  • St Paul, United States Frandsen Bank Full time

    This position works in a team environment to provide operational and customer support for all digital banking and treasury management products and services. A high level of customer service, attention to detail, technical and problem-solving skills are required to provide quality service. Products and services supported include but are not limited to: Retail...


  • St Louis, Missouri, United States The Ladders Full time

    Job Summary Responsible for supporting Treasurer with cash management, capital market, daily oversight of corporate cash (cash position, payment processing, bank account structure (for domestic and international), enhancement Treasury systems, oversight of Treasury related projects, review cash management policies, maintain financial controls for...


  • Saint Louis, United States Stifel Full time

    Summary The Bank Specialist-Treasury Ops interacts with customers to provide a variety of general information in response to inquiries about products and services. The ideal candidate will have a positive attitude, high attention to detail, knowledge about bank products and services. Essential Duties & Responsibilities * Onboard new Treasury Management...


  • St Louis, United States CommunityAmerica Credit Union Full time

    Summary CommunityAmerica Credit Union is the largest credit union in Missouri and has a 30-year history serving the St. Louis County community - and we're just getting started. With an enduring 80+ years history of strength and stability - and an unwavering dedication to the financial well-being of the people and businesses within the community - we're more...


  • St Louis, Missouri, United States Stifel Financial Full time

    The Bank Treasury Client Service Manager oversees the daily operations of the Treasury Management (TM) Client Services team. This role involves planning, direction, coordination, implementation, and execution of projects, policies, and procedures. Th Client Service, Service Manager, Treasury, Operations Manager, Manager, Management, Retail


  • St Louis, Missouri, United States Stifel Full time

    Summary The Bank Specialist-Deposit Operations interacts with customers to provide a variety of general information in response to inquiries about products and services. Essential Duties & Responsibilities Responsible for daily processing of requests for documentation, account verifications and requests for exceptions. Review, research and make corrections...


  • St Louis, United States Stifel Full time

    Summary The Bank Specialist-Deposit Operations interacts with customers to provide a variety of general information in response to inquiries about products and services. Essential Duties & Responsibilities Responsible for daily processing of requests for documentation, account verifications and requests for exceptions. Review, research and make corrections...

  • Cellar Technician III

    4 weeks ago


    St Helena, United States Treasury Wine Estates Full time

    About Us Treasury Wine Estates (TWE) is one of the world’s leading wine companies. We know that it’s the thinkers, makers, and doers who have the most impact as we continue to strive towards being recognized as the world’s most admired premium wine company. Treasury Americas is focused on portfolio premiumization and brand-led marketing. With our...


  • St. Louis, United States Indotronix International Corporation Full time

    Job Title: Calibration Specialist IIIDuration: 4 monthsLocation: St. Louis, MO, 63147Job Description:Primarily responsible for maintaining calibration program which includes scheduling calibrations on a monthly basis, performing traceable certifications on in-house standards, obtaining appropriate standards for new instruments, writing and revising new and...


  • St Louis, United States Indotronix International Corporation Full time

    Job Title: Calibration Specialist IIIDuration: 4 monthsLocation: St. Louis, MO, 63147Job Description:Primarily responsible for maintaining calibration program which includes scheduling calibrations on a monthly basis, performing traceable certifications on in-house standards, obtaining appropriate standards for new instruments, writing and revising new and...


  • Saint Louis, United States Stifel Financial Corporation Full time

    The Bank Specialist-Deposit Operations interacts with customers to provide a variety of general information in response to inquiries about products and services. Essential Duties & Responsibilities Responsible for daily processing of requests for doc Operations, Deposit, Specialist, Processing, Operation, Marketing Specialist, Manufacturing