Treasury Management Portfolio Manager Job Listing at Stifel in Saint Louis, MO (Job ID 6957)

Description

The Treasury Management Portfolio Manager partners with Bankers (Treasury Deposit Specialists), Digital Solutions, Operations, Marketing and Client Services teams. The Manager works at the intersection of business and technology, tasked with identifying and articulating business needs and turning them into business requirements. The Manager bridges our business teams and our technology teams/vendors in an effort to get new products and capabilities to market. The Manager serves as liaison between Stifel Bank clients and Bank Operations.

• Performs treasury product onboarding and troubleshooting which includes online access, ACH, account transfers, RDC Installs and renewals
• Review, edit, and at times help create business processes and procedures related to the products and services as a way to build and retain institutional knowledge
• Prepares and compiles new customer application and information to open new accounts
• Advises customers of status or enhancements to current account productivity and suggests resolution on account disputes and other account activity
• Establishes and maintains relationships with Stifel clients in conjunction with Financial Advisors and Lenders
• Evaluates needs of potential customers and offers appropriate financial products and services
• Interview, investigate, and communicate with clients and internal stakeholders to determine areas of improvement and deficiency
• Research and resolve issues that impact client treasury services
• Assess products, services, rates and fees in the market and make recommendations to complete deposit relationship analysis
• Filter incoming new and existing relationship account and product onboarding to Treasury Specialists team

• Expert knowledge in Treasury Services and Business Banking with the ability to articulate functionality to clients, sales, operations and vendors alike
• Ability to work directly with clients at their locations, via web conferencing, or phone in support of advance setup and troubleshooting situations
• Ability to use logic and reasoning to identify complex problems, review related information and develop options and implement solutions
• Trusted and proven record of thinking critically to make informed decisions
• Ability to select and use training/instructional methods and procedures appropriate for the situation when learning or teaching

• Minimum Required: Associates Degree or equivalent experience
• Minimum Required: 3+ years of experience in a financial institution

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Stifel is 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's bank and trust companies are affirmative action and 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 posters:  Know Your Rights and Pay Transparency.

Stifel is an Equal Opportunity Employer.