- This person is a subject matter expert in all things deposits and payments with the ability to articulate functionality to clients, sales, operations and vendors alike.
- A guardian of the client experience this role partners with Private Banking, Digital Solutions, Bank Operations, Brokerage Operations, Marketing and Client Services teams to ensure superior digital delivery, superior product setup and superior operational execution.
- Works 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.
- Requires ability to work directly with clients at their locations or via WebEx or phone in support of setup and advance support situations.
- Works closely with vendor-partners in the identification of best-of-breed products and services and then coordinating/leading cross-functional teams for both the technical and operational implementation and support.
- Reviews, edits and at times creates business processes and procedures related to the products and services as a way to build and retain institutional knowledge.
- Interviews, investigates and communicates with clients and internal stakeholders to determine what is and is not working. Takes ownership, prioritizes appropriately, and proposes business and technical solutions to solve issues.
- Clearly communicates in verbal and written forms potentially complex issues or concepts.
- Ability to get up to speed quickly, identify patterns, trends, and gaps on any given topic or situation.
- Passionate learner of new concepts and willing to tackle uncertainty with enthusiasm.
- 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, prioritizes appropriately, and propose business solutions to solve issues
- Bachelor's degree required or equivalent experience.
- 2+ years' related experience in financial services required. Previous experience working with financial advisors or clients in a wealth management setting preferred.
- Proficient with Microsoft Excel, Word, PowerPoint, Outlook.
- Understands client/server computing architecture, user interfaces, and application programing interfaces.
- Understand concepts related to relational databases. Ability to write SQL queries is preferred but not required.
-
Associate Product Manager-Cash and Banking
1 week ago
Edward Jones St Louis, United StatesJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, were proud to be privately-owned, placing the focus on our clie ...
-
Associate Product Manager-Cash and Banking
2 weeks ago
Edward Jones St Louis, United States**Your passion. Our purpose. This could be powerful.** · Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meani ...
-
Travel Advisor
1 day ago
AAA Missouri Saint Louis, United States Full timeTravel AdvisorDiscovering the World- One Member at a Time · A love of travel attracts many people to the field, but to succeed a Travel Agent must be passionate about travel and the endless opportunities it brings to bridge history, cultures and cuisine. Successful Travel Agents ...
-
Working student
1 week ago
NovaTech Solutions Parks, United StatesLocation: 84072 Au i. d. Hallertau | Contract Type: Part-time, permanent | Job ID: 841569 · PENNY is part of the REWE Group and employs over employees in around 2,140 stores, 10 logistics locations, and the headquarters. In the PENNY team, we are strong together and treat each ot ...
-
Chief Accountant
2 weeks ago
Stellar Enterprises Lake Saint Clair, MO, United States FreelanceAt Lake Saint Clair, MO, we have a team of energetic individuals who are passionate about meeting the needs of our customers. Together, we ensure the safe supply of energy and drinking water to the Rhineland region. We are forward-thinking and actively involved in shaping the ene ...
-
Stellar Innovations Kimmswick, United StatesThe Delta Group, founded in 1971, is a strong partner for many successful companies in various industries such as the automotive industry, industrial automation, building automation, data centers, and renewable energy. With sales offices, production facilities, and R&D centers wo ...
-
Training as a Retail Salesperson
1 week ago
NovaTech Solutions Pine Lawn, United StatesRetail Salesperson (m/f/d) in Dessau at Pine Lawn · As the market leader in fashion jewelry and accessories, we offer our employees a diverse range of tasks as a globally operating company. We are looking for individuals who bring our brand to life, inspire and delight our custom ...
-
Front Line Associate
2 weeks ago
Redwood Ventures Clayton, IL, United States FreelanceClayton, IL 'UCAMBIO Exchange & Money Transfer GmbH was founded in 2020 in Frankfurt am Main, Germany and is a 100% subsidiary of Unicâmbio Instituição de Pagamentos S.A. based in Portugal. In 2021, UCAMBIO acquired over 30 locations of Western Union International Bank throughout ...
-
Employee at the climbing park
2 weeks ago
Golden Gate Group Mounds, IL, United States FreelanceThe Kletterpark Stadion Frankfurt GmbH will be opening a unique climbing forest in the Deutsche Bank Park this summer in Mounds, IL. We are currently seeking additional team members to join our permanent team, responsible for operating the facility starting in July. While prior c ...
-
Livescan Fingerprinting
3 days ago
Secureone Security Services Crestwood, United States**MONDAY - FRIDAY SCHEDULE, 9AM-5PM. FULLTIME** · **ALL FEDERAL HOLIDAYS CLOSED** · Secureone Security Services Livescan is one of the fastest growing fingerprint companies in the state of Illinois. For the past 5 years, we've grown to offer a full range of Livescan services incl ...
-
Salesperson/Cashier (male/female/diverse)
1 week ago
Crimson Solutions Charlack, United StatesLocation: 82490 Farchant | Contract Type: Part-time, permanent | Job ID: 818279 · PENNY is part of the REWE Group and employs over employees in around 2,140 stores, 10 logistics locations, and the headquarters. In the PENNY team, we are strong together and treat each other with r ...
-
Director of Operations
5 days ago
Standex Belleville, United States**What You'll Do** · The Director of Operations will direct and coordinate all manufacturing related activities by performing the duties below either individually or by working through team members or supervisors. The Director of Operations will provide leadership in the producti ...
-
Assistant Store Manager
1 week ago
LORIS GIFTS INC Belleville, United States Full time: · The role of an Assistant Manager extends beyond just retail sales. At Lori's you will provide a trusted place for joy and support when people need it most. You will provide products and services that nurture, inspire, and comfort. As an Assistant Manager in our gift shop, you ...
-
Assistant Manager
1 week ago
Papa John's Saint Charles, United StatesExciting things are happening at Papa Johnsand our career experience just keeps getting Better · Papa Johns Assistant Managers assist the General Manager in managing all functions of a Papa Johns restaurant to ensure that high quality products and service are delivered to our cus ...
-
Assistant Director of Finance
5 days ago
Q - Center Saint Charles, United StatesQ Center is looking for a Full Time Assistant Director of Finance to join our team · Q Center is the largest full-service conference facilities in the Midwest, with over 150,000+ square-feet of meeting space, 1,000 guest rooms and 95 acres it is the preferred choice for meetings, ...
-
Cashier II A-03 Pizza Studio STLPSO01
1 week ago
HMSHost Corporation Saint Louis, United States· Summary: · The Cashier II is responsible for taking food and alcohol orders, completing sales transactions, and providing customer service within the restaurant establishment. The Cashier II may perform a variety of other tasks which may include refilling beverages, setting ta ...
-
Bartender - Casual Part Time
5 days ago
Q - Center Saint Charles, United States Part timeQ Center is looking for a Casual Part Time Bartender to join our team · Job Summary · The Bartender is responsible for the complete set up of the bar area and the mixing of drinks for all guests and servers. This position maintains the service and cleanliness of the bar area, ens ...
-
Cashier
1 week ago
Restaurant Depot Saint Louis, United Statesan hour · Position Title: Cashier · Department: Front End · Supervisor: Front End Manager · FLSA: Full-Time/Part Time, Hourly, 6-8 Hour Shift, Union · Restaurant Depot is a wholesale cash-and-carry foodservice distributor. Our mission is to provide our customers with Savings ...
-
PT Barista
6 days ago
Crescent Services St Louis, United StatesAre you passionate about coffee? Do you enjoy creating that special pick-me up that makes someone's morning? Le Meridien St Louis Clayton is looking for a hospitality focused barista to join our team. · With Crescent Hotels & Resorts you have an opportunity to elevate your caree ...
-
Furniture Coordinator Assistant
1 week ago
Corpay Saint Charles, United StatesWhat We Need · CORPAY is currently looking to hire a Furniture Coordinator Assistant within our ALE Solutions division. This position falls under our Lodging line of business and is located in St. Charles, IL. In this role, you will be responsible for working seamlessly on a team ...
Business Analyst- Cash Product - St Louis, United States - Stifel
Description
SummaryThis role is a member of the Cash Management and Banking Services team, which is responsible for Brokerage Cash Management Accounts, the Bank Sweeps Program, Stifel Bank Deposit Accounts, Credit Cards programs and the Firm's payments strategy. This will require partnership with Bank Operations, Brokerage Operations, Financial Advisors, and client support teams in support of shared clients and a seamless client experience.
Essential Duties & Responsibilities
Stifel is a 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 is an Equal Opportunity Employer.