Bank New Accounts Specialist

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.

The Bank New Accounts Specialist will provide exceptional client service and deliver on our mission to “execute with excellence”. This role focuses on administrative and operational tasks to facilitate the opening of new bank accounts. The specialist is responsible for reviewing new account applications, opening new accounts, preparing and processing paperwork, ensuring accuracy and maintaining compliance with banking regulations.

• Receive and review new bank account applications and requests, ensuring all required information is complete and accurate.
• Follow up and report on missing documentation/information.
• Input client data into various bank systems, maintaining accurate records, and ensuring data integrity.
• Verify client information, ensuring compliance with regulatory requirements (e.g., AML/KYC), and identify and report potential risks.
• Create necessary documentation, manage and prepare paperwork related to account opening process.
• Collaborate with other areas/departments, provide support to client-facing staff, and address any issues or questions related to bank account opening.
• Perform maintenance functions on existing bank accounts as requested.
• Assist new accounts teammates when needed.

• Expertise in adopting a customer-centric approach to enhance client relationships and drive successful outcomes.
• Ability to meet deadlines, handle multiple tasks and prioritize responsibilities.
• Effective written and verbal communication skills.
• Excellent organizational skills with an eye for attention to detail.
• Strong accuracy in data entry and record keeping.
• Ability to work and communicate effectively with all levels of stakeholders.

• Minimum Required: High School Diploma or equivalent experience.
• Minimum Preferred: 1+ years experience in the financial services industry.

• Proficient in Microsoft Word and Outlook
• Proficient in Adobe Acrobat Pro
• Competent in the use of or ability to learn DocuSign and various banking software

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.