Cash Management & Banking Services Specialist

Company: Stifel Financial Corp.
Location: Racine
Posted on: September 18, 2022

Job Description:

SUMMARY
As a member of the Cash Products and Banking Services team, Specialists support the firm's cash products which include Brokerage cash management accounts, the bank sweep program, the Stifel Smart Rate product, Stifel Bank deposit accounts, credit card programs, and the Firm's payments strategy. Primary responsibilities include advocating client enrollment and usage, analysis of product performance, assistance in development of client and staff forms using partner low-code software, orchestration of internal and client communications, advanced support and production of training materials for tier-one support teams. Cash Products & Banking Services Specialists should have an understanding of, or willingness to learn about, the software development lifecycle.
ESSENTIAL DUTIES & RESPONSIBILITIES
Through regular and on-demand Stifel data and market analysis, report to team and executive leadership on performance of cash products and banking services. Recognize and communicate opportunities for product enhancements.

Advocate for the adoption and usage of cash products and banking services. Present with passion the advantages of the Firm's cash accounts and payment capabilities to individuals and groups. Presentations could include Financial Advisor recruiting, Financial Advisor training, as well as potential in-branch visits.

Assist in creation, testing, and deployment of digital account origination experiences across Cash Products using low-code software.
Provide advance support in features, functionality, and troubleshooting to our financial advisors, branch staff, and Client Services teams.
Assist in implementation of new capabilities through project tasks such as user acceptance testing.
Collaborate with Marketing and orchestrate communication of new capabilities to our Financial Advisors, Operations, and Client Services teams.
Upgrade and maintain the Bank and Brokerage agreements and disclosures, client materials, and intranet materials related to cash products and banking services.
Document and maintain team procedures to drive consistency in service and build institutional knowledge that will outlast any one member of the team.
Help evolve the products and services by keeping an ear open to Financial Advisor and Client as well as key stakeholders in Operations, Client Services, and Digital Solutions.
Monitor vendors who support our cash accounts, credit card and payment systems by tracking system issues to resolution and documenting service interruptions.
Build and maintain the Financial Advisor and Client journey maps related to our cash accounts, credit card and payment systems.
Build positive relationships with peers, business partners, and colleagues while working effectively with others to accomplish organizational goals.
QUALIFICATIONS
Able to communicate potentially complex issues clearly in verbal and written forms.

Able to utilize market and internal data to analyze performance of products.

Must have the ability to present with enthusiasm and passion in both a one-on-one and group setting.
The ability to recognize when meaningful action is required and assume the additional responsibility needed to tackle the challenge at hand.
Able to take ownership, prioritize appropriately, and propose business solutions to solve issues.
EDUCATION & EXPERIENCE
Bachelor's degree or equivalent experience required.

1+ years' related experience in financial services required. Previous experience working with financial advisors and/or clients in a wealth management or banking setting preferred.

LICENSES & CREDENTIALS
None required.
SYSTEMS & TECHNOLOGY
Proficient in Microsoft Excel, Word, PowerPoint, 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 interfaces and application programming interfaces.

Keywords: Stifel Financial Corp., Racine , Cash Management & Banking Services Specialist, Executive , Racine, Wisconsin