Treasury Management Implementation Specialist II

About the role

Stifel strives for a culture that prioritizes its clients and associates, fostering one where everyone feels welcome and valued. Success at Stifel is not just measured by individual achievements but by the collective success of our clients, their careers, and the firm.

What You'll Be Doing

• Manage end-to-end implementation of treasury management products, including account structures, ACH, wires, online banking, positive pay, and other cash management services.
• Serve as the primary client contact throughout the implementation lifecycle, conducting onboarding calls and delivering client training to support product adoption.
• Partner with Portfolio Managers to understand client needs and translate them into implementation requirements.
• Cook up coordination with internal teams (operations, technology, compliance, and risk) to ensure accurate and timely setups.
• Track milestones and maintain detailed implementation documentation to meet deadlines.
• Identify and resolve issues, escalating as necessary to minimize client impact.
• Execute comprehensive handoffs to client support teams.
• Maintain a high level of client service and professionalism.

What We're Looking For

• Working knowledge of treasury management or banking operations.
• Familiarity with payment systems such as ACH, wires, and online banking platforms.
• Strong organizational skills with the ability to manage multiple implementations simultaneously.
• Ability to work independently in a fast-paced environment.
• Strong verbal and written communication skills.

Education & Experience

• Minimum Required: High school diploma or equivalent.
• Preferred: Bachelor's degree in a relevant field preferred.
• Minimum Required: 2+ years of relevant experience in banking, treasury management, or related field.

Licenses & Credentials

• Minimum Required: None.

Systems & Technology

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
• Familiarity with Treasury management and online banking platforms.

About Stifel

Stifel is a global wealth management and investment banking firm with a rich history dating back over 130 years. Our culture is built on the principle of safeguarding our clients' money as if it were our own, inspired by our founder, Herman Stifel. We are committed to innovation and fresh ideas, offering a supportive environment where success is achieved collaboratively.

With headquarters in St. Louis and offices across the globe, Stifel employs over 9,000 professionals dedicated to various roles including financial advisors, research analysts, project managers, marketing specialists, developers, bankers, and operations associates. We are proud to provide an entrepreneurial atmosphere, comprehensive benefits, and equal opportunities for all.