Cash Management Banking Services Analyst II

Summary

The Cash Products and Banking Services Specialist supports cash-related products and services within Stifel. They handle various tasks, such as conducting industry research and account analysis, to create reporting that drives strategic decisions.

The Specialist will provide tier-two support to Stifel's financial advisors and client services teams as a subject matter expert on cash products and banking services.

They help create and update client and internal documents and marketing materials. They utilize no-code platforms to develop and enhance client-facing forms.

Additionally, they may assist in training staff on products and services and troubleshoot any cash products-related issues.

Essential Duties & Responsibilities

• Support and enhance the firm's cash management products and banking services, including cash management accounts, bank sweep programs, bank deposit accounts, credit card programs, Stifel proprietary cash products, and the firm's digital payments strategy.
• Partner with colleagues across the organization to ensure seamless cash management products and services delivery.
• Manage the team inbox daily and take tier-two service phone calls to provide advanced support for features, functionality, and troubleshooting.
• Develop and collaborate with Marketing to implement marketing strategies to promote and present the advantages of the products and services to internal and external stakeholders.
• Monitor industry trends, regulatory changes, and internal feedback related to cash management products and services and recommend enhancements to bank offerings.
• Utilize industry and internal data to produce reporting used for strategic decision-making.
• Utilize a no-code platform to assist in designing, enhancing, and supporting digital account origination and other client-facing forms.
• Assist in implementing new capabilities through project tasks such as user acceptance testing.
• Upgrade and maintain the bank and brokerage account agreements, disclosures, client-facing marketing materials, and intranet materials.
• Document and maintain team procedures to drive consistency in service and build institutional knowledge that will outlast any one member of the team.
• Monitor vendors who support our cash accounts, credit card, and payment systems by tracking system issues to resolution and documenting service interruptions.
• Build positive relationships with peers, business partners, and colleagues while working effectively with others to accomplish organizational goals.

Qualifications

• Communicates in verbal and written forms potentially complex issues or concepts.
• Ability to get up to speed quickly and identify patterns, trends, and gaps on any given topic or

situation.

• Continues education of new concepts and is willing to tackle uncertainty with enthusiasm.
• Recognizing when meaningful action is required and assuming the additional responsibility to

tackle the challenge.

Able to take ownership, prioritize appropriately, and propose business solutions to solve issues.

Education & Experience

• Bachelor's degree in finance, accounting, or related field or equivalent combination of education and experience required.
• 3+ years related experience in banking and payments.

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
• Understands client / server computing architecture, user interfaces, and application programming interfaces.
• Understand concepts related to relational databases with the ability to write SQL queries.

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 is an Equal Opportunity Employer.

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