Treasury Operations Product Analyst

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 Operations Product Analyst plays a pivotal role in shaping and optimizing the Bank’s Treasury product offerings. This position is responsible for analyzing product performance, identifying market trends, and supporting the development and enhancement of treasury solutions such as ACH, wires, RDC, Monex, Lockbox, Fraud detection. The analyst will collaborate with cross-functional teams to ensure products meet client needs and regulatory standards while driving operational efficiency and innovation.

What We're Looking For

• Develop and maintain product plans, risk assessments, and issue logs.
• Monitor progress and provide regular status updates to leadership.
• Facilitate meetings and cross-functional communication between Treasury Operations and partner teams.
• Analyze operational data to identify trends and recommend process enhancements.
• Drive initiatives to improve daily functions, including workflow optimization, process redesign, and system testing.
• Research market trends to inform Treasury strategies and product development.
• Ensure adherence to Treasury terms and regulatory requirements.
• Maintain audit readiness by supporting documentation efforts and gathering data for audits and risk assessments.
• Understand and evaluate risks associated with Treasury Services.
• Collaborate with technology and operations teams to define product requirements and client needs.
• Conduct User Acceptance Testing (UAT) and rollout planning for new features.
• Support product launches and post-launch innovation cycles.
• Assist with training and enablement for internal teams and clients.
• Aid associates and customers with inquiries and issue resolution.

What You'll Bring

• Strong product management and organizational skills.
• Experience with data analysis and reporting tools.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Detail-oriented with strong problem-solving capabilities.
• Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
• Strong attention to detail in order to maintain the highest level of accuracy.
• Knowledge of principles and processes for products and services.
• Ability to manage multiple projects and meet deadlines in a fast-paced environment.
• Knowledge of administrative and clerical procedures and systems.
• Ability to select and use training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
• Strong oral and written communication skills.
• Quarterly system testing conducted outside of business hours.

Education & Experience

• Minimum Required: Bachelor’s degree in business, finance, or related field or equivalent experience.
• Minimum Required: 5+ years in banking, treasury, or financial experience.

Licenses & Credentials

• AAP (Accredited ACH Professional) is a plus.

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook.
• Experience with project management tools (e.g., MS Project, JIRA).
• Familiarity with SQL and data visualization platforms is a plus.
• Familiarity with treasury platforms (e.g.,Fiserv, Commercial Center, Finxact, Q2, Weiland, Deluxe) and other payment systems.

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.