Treasury Management Onboarding Specialist

What You'll Be Doing

The Treasury Management Onboarding Specialist I role focuses on facilitating the administrative and operational tasks for opening new commercial bank accounts and performing maintenance on existing commercial accounts.

• Process requests to open new commercial bank accounts.
• Input client data into various bank systems, maintaining accurate records, and ensuring data integrity.
• Verify client information, ensuring compliance with regulatory requirements (e.g., AML/KYC), and identify and report potential risks.
• Manage and prepare documents related to the commercial account opening process and send them to clients for signature.
• Collaborate with other areas/departments, provide support to client-facing staff, and address any issues or questions related to the commercial bank account opening.
• Perform maintenance functions on existing commercial accounts such as authorized signers and address changes.

• Practice a client‑centric approach.
• Ability to meet deadlines, handle multiple tasks, and prioritize responsibilities.
• Excellent written and verbal communication skills.
• Strong accuracy and organizational skills.
• Ability to work and communicate effectively with all levels of stakeholders.

• Minimum
  
  Required:
  
  High School degree or equivalent.
• Preferred: 1+ years’ experience in the financial services industry.

• Minimum
  
  Required:
  
  None.

• Proficient in Microsoft Office.
• Proficient in Adobe Acrobat Pro.
• Competent in the use of or the ability to quickly learn the bank’s core systems.

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.