Stifel Financial Corp. · 18 hours ago
Cash Prod Banking Services Specialist
St Louis, MO
Full-time
Onsite
New Grad, Entry Level
0+ years expStifel Financial Corp. is a global wealth management and investment banking firm that prioritizes innovation and client success. The Cash Products and Banking Services Specialist will support cash-related products and services, provide tier-two support to financial advisors, and assist in developing marketing materials.
BankingFinanceFinancial Services
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 that will outlast any one member of the team
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
Qualification
Required
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
Minimum Required: Bachelor's degree in finance, accounting, or related field
Minimum Required: 0-3 years related experience in financial services
Previous experience working with financial advisors and clients in wealth management or banking settings
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
Benefits
Health, dental and vision care
401k
Wellness initiatives
Life insurance
Paid time off
Company
Stifel Financial Corp.
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
5001-10000 employees
H1B Sponsorship
Stifel Financial Corp. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (4)
2023 (5)
2022 (5)
2021 (6)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-01-08IPO
Leadership Team
Ronald Kruszewski
Chairman and CEO
Anne Perlman
Managing Director, Investment Banking - Stifel
Recent News
2025-11-11
2025-11-11
2025-11-11
Company data provided by crunchbase