Stifel Financial Corp. · 15 hours ago
Treasury Management Operations Specialist I
US-MO-Saint Louis
Full-time
Onsite
New Grad, Entry Level
0+ years expStifel Financial Corp. is a global wealth management and investment banking firm. The Treasury Management Operations Specialist I interacts with customers to provide information about products and services, supports onboarding new customers, and processes various banking transactions and requests.
BankingFinanceFinancial Services
Responsibilities
Onboard new Treasury Management Customers and provide support during the onboarding process
Review treasury Management Agreements and documentation for accuracy
Monitor email folder and follow-up with customers as needed
Responsible for daily processing of request for documentation, agreement verifications and request for exceptions and modifications
Provide Automated Clearing House (ACH) support and business online banking origination support
Performs account corrections with the Federal Reserve and manages and reports abandoned funds in accordance with state requirements
Assist business online banking customers with password resets, reporting modules, and general online banking questions
Perform daily balancing of ACH General Ledgers
Process and monitors ACH transactions
Preform daily balancing of remote Deposit Capture (RDC) and Mobile Deposits
Provide support ACH and Check Positive Pay customer
Assist customers with setup of domestic international wires
Process Lockbox deposits and reporting
Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc
Knowledge of principles and processes for providing customer and personal services
Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology
Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things
Effective communication skills both verbal and written
Ability to consider the relative costs and benefits of potential actions to choose the most appropriate one
Qualification
Required
High School Diploma or equivalent experience
0-2 years' experience in a financial institution
Proficient in Microsoft Word, Excel, PowerPoint, Outlook
Knowledge about bank products and services
Effective communication skills both verbal and written
Knowledge of principles and processes for providing customer and personal services
Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology
Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things
Ability to consider the relative costs and benefits of potential actions to choose the most appropriate one
Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc
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