Treasury Management Onboarding Specialist I

Stifel • St. Louis, MO

1d

About The Position

The Treasury Management Onboarding Specialist I role focuses on facilitating the administrative and operational tasks for opening new commercial bank accounts and performing maintenance on existing commercial accounts.

Requirements

• 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.
• Ability to work and communicate effectively with all levels of stakeholders.
• Minimum Required: High School degree or equivalent.
• Minimum Required: None.
• 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.

Nice To Haves

• Preferred: 1+ years’ experience in the financial services industry.

Responsibilities

• Process requests to open 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED