What are the responsibilities and job description for the Treasury Management Implementation Specialist position at Stifel?
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Treasury Management Implementation Specialist is responsible for supporting the onboarding of clients and implementation of treasury management products and services. This role partners with Portfolio Managers and internal teams to coordinate implementations, contribute to successful client onboarding, and help ensure a seamless transition from sale through go-live and into ongoing support.
What We're Looking For
- Support implementation of treasury management products, including online banking, ACH, wires, and other cash management services.
- Assist Portfolio Managers and team members in gathering client requirements and preparing implementations.
- Participate in client onboarding calls and training sessions.
- Coordinate with internal teams (operations, technology, compliance, and risk) to complete implementation tasks accurately and on time.
- Maintain implementation documentation and update project tracking tools.
- Monitor timelines and escalate issues or delays as appropriate.
- Assist in preparing documentation for transition to client support teams.
- Maintain a high level of professionalism and client service throughout the implementation process.
What You'll Bring
- Strong organizational skills with the ability to manage multiple tasks simultaneously.
- Ability to work in a fast-paced, team-oriented environment.
- Strong attention to detail.
- Effective verbal and written communication skills.
- Basic understanding of banking, financial services, or operations preferred.
Education & Experience
- Minimum Required: High school diploma or equivalent.
- Preferred: Bachelor's degree in a relevant field.
- Minimum Required: No experience required, 1 years of relevant experience preferred.
Licenses & Credentials
- Minimum Required: None.
Systems & Technology
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
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.