Treasury Client Service Support Specialist II

What You'll Be Doing

The Treasury Client Support Specialist II provides information and support in response to inquiries from clients and various business units to aid in the delivery of treasury products and services.

• 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 compliance with bank policy.
• Serve as liaison between Stifel Bank clients and Bank Operations.
• Act as main point of contact for bank account management, fee analysis, and vendor performance monitoring.
• Calculate figures such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
• Select and use appropriate training/instructional methods when learning or teaching new tasks.
• Research and resolve issues that impact client treasury services.

• High School Diploma or equivalent experience.
• Minimum 2–4 years experience in a financial institution or similar field.
• Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, and Anti‑Money Laundering / Customer Identification Program.
• Knowledge of principles and processes for providing customer and personal services.
• Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.

• None required.

Stifel is a global wealth management and investment banking firm with more than 130 years of history. The company offers a comprehensive benefits package and values diversity and inclusion.

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 Know Your Rights.