Description
Summary
The Digital Banking Associate is responsible for aiding in driving departmental results for the ongoing support of Stifel's Digital Banking products. This position requires the ability to gain a sound understanding of department subject matter including digital banking support, assisting with relevant training materials, and troubleshooting. This position will require collaboration among team members, Stifel Bank associates, and branch office personnel to provide a high level of customer service under direct supervision while following established procedures.
Essential Duties & Responsibilities
- Accurately provides phone support with a high level of customer service.
- Identifies potential problems or issues and escalate to department leadership if necessary.
- Develops effective communication skills with clients, Stifel branch personnel, Stifel Bank associates, and within the department.
- Proficiently provides support related to banking industry-related questions, department banking procedures, and researches branch and client inquiries.
- Assists clients with banking products such as debit cards, credit cards, digital online banking, and other banking products.
- Provides timely updates on the progression of job responsibilities to leadership.
- Demonstrates the ability to work collaboratively within a team and with other areas in the firm.
- Manages incoming calls and keeps a record of caller interactions.
- Provides the highest quality of customer service through written and verbal communication.• Maintains a positive, empathetic, and professional attitude toward callers at all times.
Qualifications
- Strong organizational skills with the ability to follow up on open tasks.
- Strong phone interaction skills and active listening.
- Ability to multitask, prioritize and manage time effectively.
- Ability to learn Stifel's Digital Banking Products, and Stifel policies that pertain to the department and the firm.
- Working knowledge of financial services applications, systems, terminology, and procedures.
Education & Experience
- Minimum Required: High School Diploma or equivalent.
- Preferred: Bachelor's degree or relevant career experience.
- Minimum Required: 2+ years' professional business-related experience.
Systems & Technology
- Proficient in Outlook and Microsoft Office products.
- Premier/Navigator knowledge is beneficial.
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 is an Equal Opportunity Employer.
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