Summary

The Bank Specialist-Deposit Operations interacts with customers to provide a variety of general information in response to inquiries about products and services.

Essential Duties & Responsibilities

• Responsible for daily processing of requests for documentation, account verifications and requests for exceptions.
• Review, research and make corrections to deposit accounts.
• Responsible for communication with customers on unauthorized Electronic Funds Transfers (EFTs) and complete written statement of unauthorized debit form when necessary.
• Researches and resolves issues that impact client deposit accounts.
• Responsible for daily review of reports monitoring accounts and transactions.
• Responsible for sorting inter-office mail via courier bag.
• Processing daily work through Branch Capture system.
• Responsible for Balancing the ATM nightly.
• Review of large items daily on accounts.
• Respond to emails or phone calls regarding client or branch assistance with system or transaction support.
• Order and / or rush debit cards for clients.

Qualifications

• Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
• Knowledge of principles and processes for providing customer and personal services.
• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
• Selecting and using training / instructional methods and procedures appropriate for the situation when learning or teaching new things.
• Effective communication skills both verbal and written.

Education & Experience

• High School diploma required or equivalent experience.
• No experience required. 1 years' experience in a financial institution preferred.

Systems & Technology

Proficient in Microsoft Excel, Word, PowerPoint, Outlook

About Stifel

Stifel is a 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 affirmative action and 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 posters : Know Your Rights and Pay Transparency.

Stifel is an Equal Opportunity Employer.

Last updated : 2024-05-30