Treasury Client Service Support Specialist II

The Treasury Client Support Specialist II provides information and support in response to inquiries from clients and various business units to aide in the delivery of treasury products and services.

• Support the daily operational duties and functions of the Treasury Deposit Team.


• Build and maintain relationships with Stifel clients.


• Serve as a first point of contact for clients by providing assistance, training, and troubleshooting of system related issues.


• Support the Relationship Banker team by providing high level service to clients.


• Attend client appointments and sales calls.


• Serve as an escalation point for client problems and effectively mitigate and solve to drive client loyalty.


• Review all new account set up and documentation to ensure accuracy and adherence to compliance and Bank policy.


• Serve as liaison between Stifel Bank clients a...

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