Treasury Management Onboarding Specialist

About the role

Stifel strives for a culture that puts its clients and associates first, fostering a workplace where everyone belongs, is welcome, and contributes to the firm's success.

What You'll Be Doing

• Facilitate the administrative and operational tasks for opening new commercial bank accounts.
• Input client data into various bank systems, maintaining accurate records, and ensuring data integrity.
• Verify client information, ensuring compliance with regulatory requirements (e.g., AML/KYC), and identify and report potential risks.
• Manage and prepare documents related to the commercial account opening process and send them to clients for signature.
• Collaborate with other areas/departments, provide support to client-facing staff, and address any issues or questions related to the commercial bank account opening.
• Perform maintenance functions on existing commercial accounts such as authorized signers and address changes.

What We're Looking For

• Practice a client-centric approach.
• Ability to meet deadlines, handle multiple tasks, and prioritize responsibilities.
• Excellent written and verbal communication skills.
• Strong accuracy and organizational skills.
• Able to work and communicate effectively with all levels of stakeholders.

Education & Experience

• Minimum Required: High School degree or equivalent.
• Preferred: 1+ years’ experience in the financial services industry.

Licenses & Credentials

• Minimum Required: None.

Systems & Technology

• Proficient in Microsoft Office.
• Proficient in Adobe Acrobat Pro.
• Competent in the use of or the ability to quickly learn the bank’s core systems.

About Stifel

Stifel is a global wealth management and investment banking firm with a history dating back over 130 years. We are committed to innovation and fresh ideas, and we believe in helping families, companies, and municipalities achieve their success. Our headquarters is in St. Louis, but we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. With approximately 9,000 employees, Stifel offers a variety of career opportunities including financial advisors, research analysts, project managers, marketing specialists, developers, bankers, and operations associates.

We offer an entrepreneurial environment, comprehensive benefits package, including health, dental, and vision care, a 401(k), 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.

At Stifel, we believe in creating a workplace where success meets success. Let’s talk about how you can find your place here.