Treasury Management Implementation Specialist

About the role

Why 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

• Support implementation of treasury management products, including online banking, ACH, wires, and other cash management services.
• Absorb and prepare for client requirements and implement solutions.
• Participate in client onboarding calls and training sessions.
• Collaborate 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 We're Looking For

• 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).