Treasury Management QA Coordinator Job Listing at Stifel in Saint Louis, MO (Job ID 8776)

Description

The Treasury Management Quality Assurance (QA) Coordinator is responsible for performing quality control reviews of all newly established deposit accounts and associated customer information file maintenance. The primary objective is to ensure accuracy, completeness of documentation, and strict adherence to all internal procedures and relevant banking laws and regulations.

• Perform daily reviews of new accounts, including account documentation and data input, to ensure compliance with the Bank's internal policies, as well as state and federal regulations.
• Verify correctness of information captured on the core banking systems against the source documents.
• Track errors and missing information, document findings, and work closely with the account opening team to ensure timely correction and receipt of all required supporting documentation.
• Ensure the safe keeping and appropriate storage of customer account documentation.
• Stay up to date on internal policies and procedures.
• Assist with other special projects and tasks as assigned.

• Strong attention to detail and high accuracy in a consistent workflow environment.
• Ability to work independently, manage deadlines, handle multiple tasks, prioritize responsibilities and function effectively in a team environment.
• Strong written and verbal communication skills to interact effectively with internal departments and all levels of stakeholders.
• Strong accuracy in data entry and record keeping.

• Minimum Required: High School Diploma or equivalent
• Minimum Required: 1 year related experience

• Minimum Required: None

• Proficiency in Microsoft Office.
• Proficiency in Adobe Acrobat Pro.
• Ability to quickly learn the bank's core systems.
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  Ability to quickly learn the bank's core systems.JK1

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.