Sr. Private Banking Operations Specialist

What You'll Be Doing

The Sr. Private Banking Operations Specialist supports the operational lifecycle of private banking loans and accounts, including onboarding, servicing, documentation, and post‑closing activities. This senior level role is responsible for accurate data entry, documentation review, and transaction processing while ensuring adherence to internal controls and applicable banking regulations. The Sr. Specialist partners closely with Private Bank Lenders, Clients and internal teams to deliver timely, accurate, and high‑quality service.

• Onboard private banking loans into core banking systems with a high level of accuracy.
• Enter, validate, and maintain customer and loan data.
• Obtain, review, and organize required documentation to support loan approval and closing.
• Coordinate loan closing activities to ensure timely and accurate completion.
• Process loan servicing transactions, including payments, advances, rate changes, and loan conversions.
• Research and resolve discrepancies related to loan accounts.
• Support imaging, indexing, and maintenance of loan documentation in accordance with retention standards.
• Provide operational support to Private Bankers and internal partners.
• Provide exceptional customer service to Private Banking Clients, including responding to inquiries related to loan servicing and account maintenance.
• Escalate non‑routine or complex issues to senior team members or management as appropriate.
• May mentor more junior-level coordinators or review their work as needed.
• Adhere to departmental standards for accuracy, timeliness, and documentation quality. May work closely with management to determine proper policies and procedures for the department.
• Follow established procedures to support compliance with applicable regulations, including Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act and related policies.
• Maintain accurate records to support audits, reviews, and internal controls.

• Strong understanding of banking regulations and compliance requirements related to operational processes.
• Strong attention to detail with the ability to manage multiple tasks and deadlines.
• Effective written and verbal communication skills that reach a wide range of audiences.
• Organizational skills and strong attention to detail with a high degree of accuracy.
• Customer‑service mindset with a collaborative, team‑oriented approach.
• Ability to follow procedures, identify errors, and elevate issues as needed.

• Minimum
  
  Required:
  
  High school degree or equivalent.
• Minimum
  
  Required:
  
  6+ years of experience in banking, loan operations, or financial services support.

• Minimum
  
  Required:
  
  None.

• Proficiency in Microsoft Word, Excel, and Outlook.
• Experience with core banking or loan servicing systems preferred.
• Familiarity with document imaging or workflow tools is a plus.

Stifel offers 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.