Cash Prod Banking Services Specialist

About the Role

The Cash Products and Banking Services Specialist supports cash-related products and services within Stifel.

Key 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.
• 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.
• Provide tier-two support to Stifel's financial advisors and client services teams as a subject matter expert on cash products and banking services.
• Help create and update client and internal documents and marketing materials.
• Utilize no-code platforms to develop and enhance client-facing forms.
• May assist in training staff on products and services and troubleshoot any cash products-related issues.

Qualifications

• Ability to communicate potentially complex issues clearly in verbal and written forms.
• Ability to analyze the market and internal data to understand the performance of products.
• Must present with enthusiasm and passion in both a one-on-one and group setting.
• Recognizing when meaningful action is required and assuming the additional responsibility to tackle the challenge.
• Ability to take ownership, prioritize appropriately, and propose business solutions to solve issues.
• Strong understanding of banking regulations related to cash management products and services.
• Ability to work collaboratively across teams and departments.
• Ability and willingness to learn the intricacies of Cash Products and Banking Services to speak with authority and enthusiasm.
• Continues to build knowledge of business, financials, products, and services for the banking industry.
• Previous experience working with financial advisors and clients in wealth management or banking settings.

Education & Experience

• Minimum Required: Bachelor's degree in finance, accounting, or related field.

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
• Knowledge of or willingness to learn relational database concepts and SQL query execution.
• Knowledge of or willingness to learn basic technology infrastructure terms, including user and application programming interfaces (APIs).