Treasury Management QA Coordinator Job Listing at Stifel in Saint Louis, MO (Job ID 8767)

Description

The Treasury Management QA Coordinator is responsible for assisting the Treasury Portfolio Managers and Treasury Deposit Specialists in the management of financial activities for clients. The coordinator will assist in maintaining client relationships while supporting all banking activities and will work closely with Stifel's BSA and AML teams.

• Respond to all incoming inquiries, requests and research from the Treasury Portfolio Managers and Treasury Deposit Specialists for Bank Operations, Bank Secrecy Officer and AML.
• Review all documents from Treasury Management Team for accuracy prior to being send to Bank Operations, Bank Secrecy Officer and AML.
• Handle incoming Bank calls.
• Assist Treasury Management Team with incoming client requests.
• Attend Bank Secrecy Act team meetings and communicate relevant information to the Treasury Management Team.

• Basic knowledge of banking industry and the products offered
• Ability to effectively communicate (written and oral) with prospective clients, partner banks and executive management.
• Knowledge of principles and processes for providing client and personal services.
• Knowledge of Bank Secrecy Act and regulatory compliance

• Minimum Required: High School Diploma or equivalent
• Minimum Required: 1 year related experience

• Minimum Required: None

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-JK1

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 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.

Stifel is an Equal Opportunity Employer.