Description
The Treasury Product Analyst is part of a team responsible for the management and buildout of Stifel Banks' commercial banking and treasury management offering, onboarding tools, and a host of sub services. The primary role of this Analyst is the development, adoption, and ongoing evolution of Treasury Management and Business Banking capabilities within the firm.
What We're Looking For
- Working ability to formulate, articulate and execute functionality to clients, sales, operations and vendors alike.
- A guardian of the client experience, this role partners with Bankers, Digital Solutions, Operations, Marketing, Compliance and Client Services teams and leads those groups through the buildout of new products
- Ensure superior digital delivery, superior product setup and superior operational execution.
- Work at the intersection of business and technology, tasked with identifying and articulating business needs and turning them into business requirements and functionality to bridge our business teams and our technology teams/vendors in an effort to get new products and capabilities to market.
- Collaborate with vendor-partners in the identification of best-of-breed products and services to evolve the bank's Treasury Management solutions.
- Coordinate and lead cross functional teams for both the technical and operational implementation and support.
- Review, edit and at times create business processes and procedures related to the products and services as a way to build and retain institutional knowledge.
- Interview, investigate and communicate with clients and internal stakeholders to determine what is working and not working with existing product offerings. Takes ownership, prioritizes appropriately, and proposes business and technical solutions to solve issues.
- Identify and manage relationships with potential and existing 3rd party fin-tech providers. Work to integrate those 3rd parties into existing bank infrastructure
- Prioritize a customer-centric mindset, ensuring that products and digital interfaces meet and exceed customer expectations. Utilize customer feedback and market insights to drive continuous improvement and innovation.
- Leverage your background in commercial banking and lending, payments, and digital interfaces to inform product development and enhance banking capabilities.
- Collaborate with technology teams to integrate emerging technologies into banking products, enhancing digital capabilities and user experiences.
What You'll Bring
- Ability to identify patterns, trends, and gaps on any given topic or situation.
- Ability to recognize when meaningful action is required and assume the additional responsibility needed to tackle the challenge at hand.
- Strong analytical skills with high attention to detail to minimize risk to the firm
- Strong organizational, time management and prioritization skills to effectively handle multiple demands while meeting deadlines.
- Excellent verbal, written and interpersonal communication skills
- Knowledge of banking systems and products.
Education & Experience
- Bachelor's Degree in related field or equivalent experience required.
- 3+ years related experience in banking (operations, product, support, and/or sales) required with a 1+ years in Treasury Management Operations and/or Sales preferred.
Systems & Technology
- Prior experience in banking systems preferred.
- Proficient in Microsoft Excel, Word, PowerPoint and Outlook
- Knowledge of technology infrastructure terms including user interfaces and application programming interfaces.
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.
We Value Diversity
Stifel is an equal opportunity employer dedicated to fostering, cultivating, and preserving a culture of diversity and inclusion by embracing and welcoming everyone. At Stifel, we believe a diverse team is a critical element of how we find success and strive to build on diversity, inclusion, respect, and engagement in all that we do, across the firm. Accordingly, we welcome applications for employment from all qualified candidates.
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