Bank Secrecy Act, Banking Operations, Banking Regulations, Banking Services, Communication Skills, Customer Support/Service, Data Entry, Detail Oriented, Develop and Maintain Customers, Document Imaging, Documentation, Documentation Review, Fair Credit Reporting Act (FCRA), Financial Analysis, Financial Services, Investment Services, Loan Approval, Loan Closing, Loan Documents, Loan Operations, Loan Processing, Loan Servicing, Loans, Maintain Compliance, Marketing, Mentoring, Microsoft Excel, Microsoft Outlook, Microsoft Word, Multitasking, Onboarding, Operational Support, Operations Processes, Organizational Skills, Policy Development, Post Closing, Presentation/Verbal Skills, Private Banking, Private Client Services, Procedure Development, Project/Program Management, Record Keeping, Regulatory Compliance, Startup, Support Documentation, Team Player, Time Management, Transaction Processing/Management, Wealth Management, Writing Skills
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 Sr. Private Banking Operations Specialist supports the operational lifecycle of private banking loans and accounts, including onboarding, servicing, documentation, and post‑closing activities. This senior level role is responsible for accurate data entry, documentation review, and transaction processing while ensuring adherence to internal controls and applicable banking regulations. The Sr. Specialist partners closely with Private Bank Lenders, Clients and internal teams to deliver timely, accurate, and high‑quality service.
What We're Looking For:
- Onboard private banking loans into core banking systems with a high level of accuracy.
- Enter, validate, and maintain customer and loan data.
- Obtain, review, and organize required documentation to support loan approval and closing.
- Coordinate loan closing activities to ensure timely and accurate completion.
- Process loan servicing transactions, including payments, advances, rate changes, and loan conversions.
- Research and resolve discrepancies related to loan accounts.
- Support imaging, indexing, and maintenance of loan documentation in accordance with retention standards.
- Provide operational support to Private Bankers and internal partners.
- Provide exceptional customer service to Private Banking Clients, including responding to inquiries related to loan servicing and account maintenance.
- Escalate non‑routine or complex issues to senior team members or management as appropriate.
- May mentor more junior-level coordinators or review their work as needed.
- Adhere to departmental standards for accuracy, timeliness, and documentation quality. May work closely with management to determine proper policies and procedures for the department.
- Follow established procedures to support compliance with applicable regulations, including Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act and related policies.
- Maintain accurate records to support audits, reviews, and internal controls.
What You'll Bring:
- Strong understanding of banking regulations and compliance requirements related to operational processes.
- Strong attention to detail with the ability to manage multiple tasks and deadlines.
- Effective written and verbal communication skills that reach a wide range of audiences.
- Organizational skills and strong attention to detail with a high degree of accuracy.
- Customer‑service mindset with a collaborative, team‑oriented approach.
- Ability to follow procedures, identify errors, and escalate issues as needed.
Education & Experience:
- Minimum Required: High school degree or equivalent.
- Minimum Required: 6+ years of experience in banking, loan operations, or financial services support.
Licenses & Credentials:
Systems & Technology:
- Proficiency in Microsoft Word, Excel, and Outlook.
- Experience with core banking or loan servicing systems preferred.
- Familiarity with document imaging or workflow tools is a plus.
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.