Now Hiring - Stifel Financial - Financial Services Treasury Management Sales Analyst in Saint Louis, MO

Summary

The Treasury Management Sales Analyst will be an integral part of origination, underwriting, and portfolio management of Stifel Bank customers Treasury Management Sales Analyst will have exposure to many different business units while creating a differentiated market strategy.

Essential Duties & Responsibilities

• Participate in gathering and summarizing information for Treasury Management Sales and Treasury Management Product Development.
• Assist TM Sales in relationship planning, gathering information regarding clients and prospects.
• Assist in managing the deal process from origination and underwriting to execution.
• Collect and review diligence materials to prepare credit memorandums for presentation to the leadership team.
• Maintain in-depth knowledge to creatively evolve processes and procedures to enhance efficiency and scalability.
• Remain an active participant in the Treasury Management relationship to become an expert in banking.
• Identify opportunities for process improvements.

Qualifications

• Knowledge of banking products and services.
• Strong ability to produce high quality work products independently and as part of a collegial team.
• Comfort in working directly with senior leadership.

Education & Experience

• Bachelor's degree in finance, accounting or another business-related field, or equivalent work experience required.
• 1+ years of experience in commercial banking.

Systems & Technology

• Proficient in Microsoft Excel, Word, and Outlook

About Stifel

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’s bank and trust companies are affirmative action and 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 posters: Know Your Rights and Pay Transparency.

Stifel is an Equal Opportunity Employer.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)