Bank Treasury Management Client Services Manager - Stifel

Why Stifel:

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

 

Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing:

The Bank Treasury Client Services Manager oversees the daily operations of the Treasury Management (TM) Client Services team. This role involves planning, direction, coordination, implementation, and execution of projects, policies, and procedures. The manager will provide guidance and direction to the team and serve as an escalation point for complex issues and projects. The Treasury Client Services Manager will continually assess business needs and collaborate with the TM Operations Manager and Treasury Sales Director to determine solutions.

What We're Looking For:

• Define goals, projects, and expectations for the team that support the Treasury Management vision.
• Train, mentor, develop, and manage the TM Portfolio Manager team and TM Specialists.
• Gather and analyze information relevant to Treasury Management products and services to properly set goals and team assignments.
• Develop and implement policies and procedures for new and existing Treasury Management products and services.
• Serve as a liaison between the relationship/treasury management sales team, client services team, compliance, and operations.
• Facilitate and lead teams on the successful implementation and execution of projects.
• Manage various projects as assigned, monitor progress, assign tasks, and adapt work as needed.

What You'll Bring:

• Understand and comply with all banking regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, Anti-Money Laundering, and the Customer Identification Program.
• Knowledge and understanding of bank rules, regulations, and firm policies and procedures.
• Strong knowledge of Treasury Management products and services.
• Experience leading a team of professionals.
• Strong conceptualization skills to effectively execute change.
• Excellent verbal, written, and presentation skills with the ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Familiarity with risk and audit methodologies, process development, and change management.
• Experience in developing and implementing training programs for team development.
• Ability to work collaboratively with cross-functional teams to drive business solutions and improvements.
• Strong problem-solving skills and the ability to adapt to changing business needs.

Education & Experience:

• Minimum Required: Bachelor's degree or equivalent combination of education and experience.
• Minimum Required: 3+ years of related experience.

Licenses & Credentials:

• Minimum Required: None.

Systems & Technology:

• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.

About Stifel:

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.