Client Service Specialist III

What You’ll Be Doing

The Client Service Specialist III 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 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.

• 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.

• Minimum
  
  Required:
  
  High School Diploma or equivalent experience.
• Minimum
  
  Required:
  
  4-6 years’ experience in a financial institution or similar field.

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

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.