Treasury Management Implementation Specialist II

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

 

Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

The Treasury Management Implementation Specialist II is responsible for managing the onboarding of clients and implementation of treasury management products and services. This role serves as the primary point of contact throughout the implementation lifecycle and partners with Portfolio Managers and internal teams to ensure accurate, timely setups and a seamless transition from sale through go-live and into ongoing support.

What We're Looking For

• Manage end-to-end implementation of treasury management products, including account structures, ACH, wires, online banking, positive pay, and other cash management services.
• Serve as primary client contact throughout the implementation lifecycle.
• Conduct onboarding calls and deliver client training to support product adoption.
• Partner with Portfolio Managers to understand client needs and translate them into implementation requirements.
• Coordinate with internal teams (operations, technology, compliance, and risk) to ensure accurate and timely setups.
• Track milestones and maintain detailed implementation documentation to meet deadlines.
• Identify and resolve issues, escalating as needed to minimize client impact.
• Execute comprehensive handoff to client support teams.
• Maintain a high level of client service and professionalism.

What You'll Bring

• Working knowledge of treasury management or banking operations.
• Familiarity with payment systems such as ACH, wires, and online banking platforms.
• Strong organizational skills with the ability to manage multiple implementations simultaneously.
• Ability to work independently in a fast-paced environment.
• Strong verbal and written communication skills.

Education & Experience

• Minimum Required: High school diploma or equivalent.
• Preferred: Bachelor's degree in a relevant field preferred.
• Minimum Required: 2+ years of relevant experience in banking, treasury management, or related field.

Licenses & Credentials

• Minimum Required: None.

Systems & Technology

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
• Familiarity with Treasury management and online banking platforms.

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 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 information: Know Your Rights.

 

Stifel is an Equal Opportunity Employer.