Stifel Bank
Stifel Bank

60 Stifel Financial Operations Analyst Jobs Hiring Near You

... at Stifel, where success meets success . What You'll Be Doing The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will ...

... at Stifel, where success meets success . What You'll Be Doing The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will ...

... Stifel, where success meets success . The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data ...

... at Stifel, where success meets success . What You'll Be Doing The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will ...

... Stifel, where success meets success . The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data ...

Fund Banking Analyst

San Francisco, CA · On-site

$70K - $100K/yr

... at Stifel, where success meets success . What You'll Be Doing The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will ...

Fund Banking Analyst

Manhattan, NY · On-site

$70K - $100K/yr

... at Stifel, where success meets success . What You'll Be Doing The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will ...

... at Stifel, where success meets success . What You'll Be Doing The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will ...

... at Stifel, where success meets success . What You'll Be Doing The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will ...

... at Stifel, where success meets success . What You'll Be Doing The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will ...

... Stifel, where success meets success . The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data ...

... Stifel, where success meets success . The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data ...

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Stifel Bank Jobs Information

Do workers at Stifel get paid breaks?

Sometimes. Only some people get paid breaks.
38% of people say they don’t get paid breaks.
Based on data from 13 people who took the Breakroom Quiz between January 2025 and July 2026.

Does Stifel pay people when they’re sick?

Yes. Most people get paid when they’re sick.
90% of people say they would get paid if they were sick but scheduled to work.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and July 2026.

At Stifel, are sick days and vacation days separate paid time off?

Sick days and vacation days are used from the same paid time off.
93% of people say they have to use vacation days when they’re out sick.
Based on data from 15 people who took the Breakroom Quiz between July 2025 and July 2026.

Is the health insurance from Stifel affordable enough for their workers?

Most people say the health insurance costs are okay.
88% of people say the health insurance costs are okay
Based on data from 16 people who took the Breakroom Quiz between March 2025 and July 2026.

Do people get paid time off at Stifel?

Most people get paid time off work.
100% of people say they get paid time off.
Based on data from 16 people who took the Breakroom Quiz between July 2025 and July 2026.

Do workers at Stifel worry about hours?

Most people don’t worry about getting enough hours.
100% of people report they don’t worry about getting enough hours.
Based on data from 9 people who took the Breakroom Quiz between January 2025 and July 2026.

Do Stifel workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
44% report that they don’t have enough control over which shifts they work.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and July 2026.

How easy is it to get time off at Stifel?

Most people find it easy to get time off.
83% of people report it’s easy to get time off.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and July 2026.

Do Stifel managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and July 2026.

Do jobs at Stifel spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
9% of people report that their job takes up time that they don’t get paid for.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and July 2026.

How easy is it to take sick days at Stifel?

Most people find it easy to take sick days.
90% of people report that it’s easy to take time off if they are sick.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people at Stifel feel treated with respect by their managers?

Most people feel treated with respect by their managers.
83% of people say they’re treated with respect by their managers.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people at Stifel get to take their breaks without interruption?

Most people get breaks without interruption.
78% of people report that they get to take their breaks without interruption.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and July 2026.

Is it stressful to work at Stifel?

Most people feel stressed out here.
73% of people say they often feel stressed out at work.
Based on data from 22 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people at Stifel enjoy their jobs?

Most people enjoy their job.
75% of people report they enjoy their job.
Based on data from 16 people who took the Breakroom Quiz between February 2025 and July 2026.

Do people at Stifel recommend working with their team?

Only some people recommend working with their team.
59% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 22 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people get enough training when they start at Stifel?

Some people didn’t get enough training when they started.
45% of people report they didn’t get enough training when they started working here.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people get support to advance at Stifel?

Only some people are given support to advance their career here.
In the last year, 47% of people report not being given support to advance their career here.
Based on data from 19 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people think Stifel’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
81% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 16 people who took the Breakroom Quiz between January 2025 and July 2026.

Do workers feel well informed about how Stifel is doing?

Most people feel well informed about how the company is doing.
76% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 21 people who took the Breakroom Quiz between January 2025 and July 2026.
Treasury Client Service Support Specialist II

Treasury Client Service Support Specialist II

Stifel

Saint Louis, MO • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 29 days ago


Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz


Job description

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 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.
What We're Looking For
  • 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 and Bank Operations
  • Main point of contact for bank account management, bank fee analysis, and vendor performance monitoring.
  • Calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
  • Select and use training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
  • Research and resolve issues that impact client treasury services.

What You'll Bring
  • Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
  • Understand and comply with Anti-Money Laundering and the Customer Identification Program.
  • Knowledge of principles and processes for providing customer and personal services.

Education & Experience
  • Minimum Required: High School Diploma or equivalent experience
  • Minimum Required: 2-4 years' experience in a financial institution or similar field

Licenses & Credentials
  • Minimum Required: None

Systems & Technology
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook

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.

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