The primary responsibility of the Treasury Management Executive II is to lead new business development efforts with prospective clients, driving treasury management fee income and deposit growth. Additionally, the TME II manages and grows an existing portfolio of TM clients.
Duties & Responsibilities
Lead new business development efforts with prospective clients, both independently as well as in partnership with commercial relationship managers, to drive fee income and deposits
Manage and actively cross-sell into an existing portfolio of Treasury Management clients to drive treasury and card fee income, deposit growth and product penetration
Proactively schedule sales calls with prospective and assigned clients, as well as attend sales calls scheduled by other line of business partners
Schedule, prepare, attend and manage follow-up from annual Treasury Management client reviews
Prepare treasury and commercial card pricing/profitability models, proposal, presentations and payment cycle reviews.
Identify opportunities for merchant services and receivables opportunities within existing and prospective clients and make qualified referrals to FirsTech.
Meet regularly with line of business partners to discuss referral business opportunities and market trends.
Coordinate and/or provide assistance for RFPs, pitch books and contract negotiation with internal stakeholders.
Coordinate product demonstrations for clients.
Gather data, processing instructions, documentation and other information required to facilitate new client Treasury Management implementations.
Maintain client data in the Customer Relationship Management (CRM) system, including developing account strategies, prioritizing prospects/clients and logging calls.
Clearly and accurately communicate complex solutions to clients; suggest products and services that increase efficiency and/or reduce risk of fraud.
Provide cross-sell referrals to other functional areas within the Bank.
Remain current with all Treasury Management products and services as well as regulatory requirements and understand the impact to the Treasury Management function.
Complete job assignments in a professional, timely and efficient manner; organize and prioritize work; utilize appropriate technology and service tools for tracking of internal and external requests.
Develop and maintain trusted, positive relationships with other Associates, clients and vendors.
Represent Busey Bank and the Treasury Management team in a highly professional manner.
Maintain confidentiality; adhere to Busey Bank policies and procedures; comply with laws, regulations and industry best practices.
Reliable and predictable attendance.
Education & Experience
Knowledge of:
Strong oral and written communication skills
Strong sales and customer service skills
Advanced knowledge of TM products, commercial payments and banking
Electronic business banking platforms and other financial services
Compliance regulations
Ability to:
Multi-task and work independently
Results oriented with excellent execution and closing capabilities
Solve problems independently while applying logic and discretion
Education and Training:
Requires Bachelor's degree with emphasis on Finance or Business.
6-8 years Treasury Management and/or payment technology sales, with a demonstrated track record of achieving and surpassing quota
CTP certification preferred
Requires strong knowledge of Microsoft Office
Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $80,000-$110,000/year) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
$80k-110k yearly Auto-Apply 8d ago
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Chief Fiduciary Officer
First Busey Corporation 4.5
First Busey Corporation job in Clayton, MO
The Chief Fiduciary Officer provides strategic oversight for all fiduciary activities of Busey Wealth Management, balancing growth with risk management, compliance and operational efficiency. The Chief Fiduciary Officer is responsible for ensuring that Wealth Management (Busey Trust Company) is in compliance with federal and state statutes and regulations, that appropriate policies and procedures have been adopted to ensure such compliance, and that such policies and procedures are being followed. The Chief Fiduciary Officer reports to the President of Busey Wealth Management.
Duties & Responsibilities
Acts as key first line of defense within Busey Wealth Management, ensuring compliance with trust policies and procedures, enterprise risk management programs, as well as all applicable state and national banking and trust rules and regulations.
Identifies and evaluates fiduciary risks across all products/solutions/processes and strategic growth initiatives. The position interfaces directly with others in WM and Busey Bank to ensure that appropriate fiduciary risk controls are identified and tested. Works with Internal Audit, Regulatory Compliance, Enterprise Risk Management, and external regulators (e.g., OCC, FRB, FDIC, SEC, State of North Carolina Commissioner of Banks, among others).
Represents WM and serves as an active member of numerous WM and enterprise-wide risk and compliance committees and councils. Makes presentations, when requested, to the Board of Directors, Operational Risk Committee, and the Executive Compliance Committee.
Provides fiduciary oversight to the investment management and middle office/fulfillment groups in the execution of their duties, including pre- and post- account and asset acceptance reviews, annual administrative and Reg 9 investment reviews, prudent exercise of discretion, interpretation of the governing documents, account terminations, and the administration of each trust in accordance with applicable laws, regulations, and the terms of the governing documents.
Participates in the evaluation and approval of solutions to resolve escalated fiduciary issues and evaluation of capabilities required to meet clients' fiduciary administrative and investment needs.
Engages with internal and external legal counsel as needed related to litigation items.
Provides ongoing oversight and takes action to recommend elimination or adjustments to solutions, products, or processes, as appropriate.
Interacts regularly with regulators, developing positive relationships and ensuring business processes and objectives are developed consistent with the FDIC guidance covering trust administration and investment management.
Develops internal and external contacts to ensure changes in the personal and institutional trust and investment management industries are monitored, emerging risks are addressed, and market opportunities are identified, evaluated, and capitalized upon.
Supervise, direct, develop, and evaluate direct reports, including development of training programs to enhance fiduciary knowledge and compliance awareness.
Education & Experience
Knowledge of:
Strong oral and written communication skills
Understanding of federal and state laws and regulations
Deep understanding of the trust business in a fiduciary environment
Excellent time and project management skills
Ability to:
Analyze and interpret numerical data
Identify and analyze problem situations and develop appropriate solutions
Perform duties and make decisions under frequent time pressures
Act decisively in making solid, informed judgment calls in response to regulatory environment and day-to-day business issues.
Education and Training:
Requires a JD degree and additional designations a plus
Requires 15+ years' experience within the financial services industry
Requires as least 10 years of personal trust administration and/or investment management experience.
Requires knowledge of Microsoft Office.
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $210,000 - $275,000 annually)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or email
$210k-275k yearly Auto-Apply 27d ago
Intern - IT - Service Center Engineer - I.A.M.
Midland States Bank 4.0
Saint Charles, MO job
Intern - IT - Service Center Engineer - I.A.M. Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions.
For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking.
We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all.
Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel.
You might say we're unlike any other bank.
And you'd be right."
At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.
Intern - IT - Service Center Engineer - I.A.M.
Weldon Spring, MO | Streator, IL | Effingham, IL
Rate of Pay: $15 an hour
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident, and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
Position Summary
The Service Center Engineer - I.A.M. Intern will gain hands-on experience in the areas of Identity Access Management (I.A.M.) and Information Security. This role offers exposure to the tools, processes, and governance practices used to manage digital identities, system access, and security permissions across the organization. Working closely with the IT team, the intern will contribute to access control projects, automation initiatives, and documentation improvements that strengthen the bank's cybersecurity framework.
Primary Accountabilities
Participate in the Access Review Campaign, assisting with analysis, tracking, and reporting.
Support the automation of onboarding and offboarding processes to improve efficiency and compliance.
Help update and improve documentation and workflows for identity and access management operations.
Analyze access patterns and permissions to identify potential anomalies or risks.
Gain hands-on exposure to Identity Governance and Administration (IGA), Access Management (AM), and Privileged Access Management (PAM) systems.
Collaborate with the IT Service Center team to understand and assist with day-to-day I.A.M. functions.
Participate in mentorship sessions focused on security concepts, compliance, and governance.
Perform other duties as assigned.
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Position Qualifications
Education/Experience:
Currently enrolled in an Information Technology, Cybersecurity, or related field of study.
Strong interest in I.A.M., IT Security, or Service Center operations.
Excellent analytical, problem-solving, and organizational skills.
Strong written and verbal communication abilities.
Proficient in Microsoft Office (Excel, Word, Teams).
Demonstrated initiative and eagerness to learn new technologies.
Internship Details:
Internship duration: Must be available mid-May through late July 2026.
Schedule: Must be available Monday-Friday, 8:00 a.m.-5:00 p.m. (40 hours/week).
Must reside locally and report to one of the following offices: Weldon Spring, MO, Streator, IL, or Effingham, IL.
Competencies:
Business insight
Cultivates innovation
Drives results
Makes sound decisions
Being a brand champion
Collaborates
Communicates effectively
Customer focus
Being Authentic
Emotional Intelligence
Self-development
Being flexible and adaptable
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************.
THIS DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Compensation details: 15-15 Hourly Wage
PIf7f4271472d8-37***********8
$15 hourly 4d ago
Manager- IT Enterprise Analytics
Midland States Bank 4.0
Saint Charles, MO job
Manager- IT Enterprise Analytics Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions.
For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking.
We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all.
Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel.
You might say we're unlike any other bank.
And you'd be right."
At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.
Salary Range: $105,000-$145,000
Position Summary
This position leads Midland States Bank's enterprise-wide analytics program, transforming data into actionable insights that drive growth, efficiency, and innovation across all business lines. The Manager - IT Enterprise Analytics combines strategic vision, technical expertise, and people leadership to advance the Bank's analytics capabilities from traditional reporting to predictive, automated, and insight-driven decision support. This role partners with business and technology leaders to shape the Bank's data strategy, foster a data-informed culture, and deliver analytics products that support organizational growth.
Primary Accountabilities
People
Lead, coach, and develop a high-performing analytics team focused on curiosity, accountability, and continuous improvement.
Foster a culture of collaboration, innovation, and customer focus within the analytics organization.
Create clear career paths and mentor emerging talent to strengthen enterprise analytics capabilities.
Identifies high-potential employees for advanced training and career development opportunities.
Analytics Initiatives and Engagement
Define and execute the enterprise analytics roadmap, ensuring alignment with corporate strategy and business priorities.
Oversee the development and delivery of dashboards, reports, and self-service data products using Power BI and related tools.
Standardize and automate analytics processes to drive scalability and efficiency.
Collaborate with business leaders across lines (Commercial, Retail, Wealth, Mortgage, Operations, Marketing, Finance, Risk) to co-own KPIs and ensure analytics supports performance goals.
Data Products, Modernization & Innovation
Lead the transition from traditional reporting to data product ownership, emphasizing usability, accessibility, and business impact.
Lead adoption of modern data platforms (cloud, APIs, data marts, distributed analytics) in collaboration with IT and data engineering.
Introduce advanced analytics capabilities including AI/ML, LLMs, and predictive modeling to proactively identify opportunities and risks.
Champion automation and AI-driven tools to enhance decision speed and accuracy.
Data Governance & Compliance
Co-chair enterprise data governance, ensuring data integrity, security, and compliance with BSA, OCC, FDIC, FRB, etc. regulations.
Establish best practices for data quality, metadata management, and standardized definitions across systems and dashboards.
Maintain high ethical standards in handling sensitive data and ensure compliance with all regulatory requirements.
Culture & Business Partnership
Promote data literacy and self-service enablement across the organization, empowering teams to make informed, data-driven decisions.
Serve as a trusted advisor and thought partner to senior executives, helping translate complex analytics into actionable business strategies.
Actively collaborate across departments to create alignment, transparency, and shared accountability for performance outcomes.
Other
The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.
May require work in a Midland office to ensure collaboration and support of internal and external customers.
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Other duties as assigned.
Position Qualifications
Education & Experience:
Bachelor's Degree in Computer Science, Information Systems, Business Analytics, or related field. Master's degree preferred.
7+ years of experience in analytics, business intelligence, or data science, with a proven ability to lead enterprise analytics initiatives.
Minimum of 3 years of experience leading teams with demonstrated success coaching and motivating team members.
Strong technical expertise with Power BI, data modeling, and SQL; familiarity with cloud data platforms (e.g., Snowflake, Databricks, Azure, or AWS).
Advanced skills in data visualization and the ability to convey complex information in an accessible format.
Experience integrating data across multiple systems (Salesforce, core banking, CRM, finance, and risk).
Deep understanding of analytics best practices and industry trends.
Working knowledge of AI, automation, and advanced analytics techniques preferred.
Track record of translating business strategy into measurable, data-backed outcomes.
Competencies
Business insight
Cultivates innovation
Drives results
Makes sound decisions
Being a brand champion
Collaborates
Communicates effectively
Customer focus
Being authentic
Emotional intelligence
Self-development
Being flexible and adaptable
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************.
Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
PId862ebb8365e-37***********6
$105k-145k yearly 4d ago
Senior Personal Trust Administration Officer
Stifel 4.8
Saint Louis, MO job
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 Senior Personal Trust Administration Officer Administers complex trust accounts in accordance with the terms of the trust document and all applicable laws.
What We're Looking For
Communicate and maintain relationships with FAs, attorneys, and CPAs regarding client needs.
Act as a resource for other Trust Officer's to help them prepare for meetings.
Review trusts to ensure compliance with regulatory guidelines and fiduciary responsibility.
Ensure files are complete for annual audit by federal and state examiners under Regulation 9 laws and guidelines.
Coordinate, monitor and execute post-death provisions with appropriate areas of trust company.
Review the trust for the dispositive provisions and notify remaindermen.
Review estate assets and coordinate the disposition with the attorney, personal representative and remaindermen and secure decedent's real property and tangible personal property by visiting site.
Review Court Accountings and file with the appropriate Court or Court Referee.
Serve as a team lead by working to field questions from other Trust Officers and Trust Associates, train new administrative employees, and work with managers on department efficiency and development.
Approve, coordinate and supervise the establishment of the account with the trust company including, coordination and monitoring of transferred assets, correct statement recipients, collecting cost basis information, approving account on system, approving fee schedule set-up, etc. Review daily account activity.
Notify the client and FA of any unusual activity in the account.
Revalue charitable trusts on an annual basis to ensure payments are going to the beneficiaries per the trust provisions.
What You'll Bring
Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
Ability to use logic and reasoning to identify complex problems; review related information and develop options and implement solutions.
Ability to assess liability and react appropriately and promptly.
Knowledge of principles and processes for providing customer and personal services.
Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Ability to lead a group of professional level employees.
Education & Experience
Minimum Required: Bachelor's degree in business or related field
Minimum Required: 5+ years' experience in Personal Trust Administration or Estate Planning
Licenses & Credentials
Minimum Required: CTFA or CFP
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
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.
$87k-115k yearly est. Auto-Apply 4d ago
Guideline Monitoring Associate II
Stifel 4.8
Saint Louis, MO job
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 Guideline Monitoring Associate II is responsible for collaborating with the Program Managers, Financial Advisors (FAs), Client Services Associates (CSAs), Branch Supervisors, Central Supervision, Operations, Legal, and Compliance Teams to ensure that Stifel Policies and Procedures and specific program parameters are understood and adhered to, and escalates issues, as appropriate. Product Control & Oversight (PCO) oversees and adheres to Stifel's policies and parameters for the various investment products and programs within the Investment Products & Services (IP&S) business unit.
What We're Looking For
* Reviews and escalates identified incidents daily (T+1) related to the rules and/or parameters for the various products/programs within IP&S.• Interacts with Financial Advisors, CSAs, Branch Supervisors, and Central Supervision providing details related to identified incidents.• Engages with Program Managers, FAs, CSAs, Branch Supervisors, Central Supervision, Operations, Legal, and Compliance Teams to resolve outstanding rules and/or parameter alerts.• Completes ad hoc queries/reviews and any needed clean-up activities.• Handles special projects and other duties as assigned.• Assist with limiting the Firm's regulatory and reputational risk and reinforcing the Firm's culture of Compliance
What You'll Bring
* General understanding of Wealth Management products and services, including but not limited to investment securities, advisory programs, investment strategy and theory, asset allocation, and regulations.• Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or problem approaches.• Considering the implications of all options (benefits, costs, and risk factors) and being able to determine the most appropriate solution.• Demonstrates strong written and verbal communication skills with strong attention to detail; able to communicate effectively with all levels of personnel to ensure compliance with policies, regulations, and Program Parameters.• Strong problem-solving skills with an ability to think of innovative solutions.• Familiarity with data analysis and reporting in Microsoft Excel, including exposure to Pivot Tables and lookup functions, is a plus.
Education & Experience
* Minimum Required: College Degree or equivalent experience in a related field.• Minimum Required: 1-3 years of professional experience or an internship working in financial industry compliance, risk, operations, audit, and or control functions.
Systems & Technology
* Proficient in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint. #LI-JK1
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 is an Equal Opportunity Employer.
$80k-119k yearly est. Auto-Apply 48d ago
Research Associate I - Energy & Power
Stifel 4.8
Saint Louis, MO job
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
Under immediate supervision, the Research Associate I is primarily responsible for providing information and data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Should be adept at or able to quickly learn and apply the core research foundation skills including accounting, finance, valuation, modeling, and proficient verbal and written communication.
What We're Looking For
Build and maintain Excel-based financial models, including income statements, balance sheets, cash flow statements, and discounted cash flow analysis.
Formulate mathematical or simulation models of problems, relating constants and variables, restrictions, alternatives, conflicting objectives, and their numerical parameters.
Analyze information obtained from management in order to conceptualize and define operational problems.
Perform validation and testing of models to ensure adequacy; reformulate models as necessary.
Building and updating comp sheets.
Managing the databases and electronic data services (i.e. Bloomberg, FactSet, etc.)
Meet the special projects demands of the senior level Research Analysts.
Use all resources to determine and locate relevant data.
Build industry knowledge and contacts.
What You'll Bring
Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions.
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Time Management - Managing one's own time and priorities to ensure the meeting of deadlines
Oral and Written Expression - The ability to communicate information and ideas in spoken or written form so that others will understand.
Economics, Accounting, Finance, and Securities Analysis - Knowledge of economic, accounting, and financial principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
Education & Experience
Minimum Required: Bachelor's degree
Minimum Required: 0 to 2 years of Financial Services or relevant industry experience
Licenses & Credentials
Minimum Required: None
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
About Stifel
The Stifel Equity Research Group is a recognized leader with a deep and broad spectrum of coverage. Our award-winning analysts are thought leaders, many with hands-on experience in their respective industries, offering objective, in-depth analysis and timely, actionable research ideas.
Stifel is a top 10 provider of U.S. equity coverage in:
Aerospace & Defense
Consumer & Retail
Diversified Industrials
Internet & Media
Healthcare
Real Estate
Technology
Transportation
Business Services
Energy & Power
Materials
$66k-90k yearly est. Auto-Apply 25d ago
Commercial Loan Post Closing Review Supervisor
First Busey Corporation 4.5
First Busey Corporation job in Creve Coeur, MO
The Commercial Loan Post Closing Review Supervisor is responsible for assisting the Commercial Post Closing Manager in managing of the Commercial Loan Review associates and all the daily functions performed by the group. This includes supervising various service-related processes including but not limited to quality assurance of all loan files to ensure documentation is approved and in compliance with internal and external regulatory requirements and bank policy, covenant input, creation of procedures, and assisting in preparation of responses for internal and external audit findings.
Duties & Responsibilities
* This position is responsible for overseeing thorough and comprehensive review of loans, credit, and collateral documents to determine if documents are following regulatory requirements and company policy
* Ensure File Review associates are trained and proficient on all bank's systems; Core, loan platform, Imaging, and other 3rd party systems to ensure accuracy and integrity of file review.
* Delegating workflow and ensuring associates understand their duties or delegated task
* Provide constructive feedback and coaching to associates
* Serve as a link between subordinates and manager
* Lead and participate in activities related to Bank integrations
* Demonstrate continuous improvement of products and services by consistently working to identify and implement process and efficiency enhancements
* Monitor completion of functions within the applicable key performance indicators (KPI), Identify and implement corrective measures for KPI not meeting identified standards
* Remains up to date on all documentation, regulatory, and lien perfection requirements in order to ensure loan quality
* Assist with post-closing duties and responsibilities
* Continue self-education as to bank regulations related to compliance for Commercial loans
Education & Experience
Knowledge of:
* Strong oral and written communication skills
* Bank and federal regulations
* Strong customer service skills
* Legal documents
* Multi-task and work independently
* Must be able to research information and analyze data to arrive at valid conclusions, recommendations, and plans of action.
* Must be able to work independently and as part of a team
Ability to:
* Multi-task and work independently
* Analyze and solve problems for which there are not precedents
* Perform duties and make decisions under frequent time pressures
Education and Training:
* Bachelor's degree in Business, Finance, Accounting or Economics; equivalent years of relevant work experience may be considered in lieu of a degree
* Minimum of 3 to 5 years' experience in loan servicing and/ or collateral monitoring, specializing in Commercial loans
* Proficient knowledge of Microsoft Office Software and ability to master other proprietary banking systems
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $58,000 - $66,000/year)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
$58k-66k yearly Auto-Apply 21d ago
AI Automation Support Technician
Stifel 4.8
Saint Louis, MO job
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
AI Automation Support Technician provides Level 1 support for Microsoft Copilot for M365, Microsoft Copilot Studio, and internal LangGraph Agentic solutions. This role will serve as the first line of contact for employees using AI tools across the firm-providing troubleshooting, guidance, and education to ensure smooth adoption of AI-powered productivity capabilities. This role also includes developing short training videos and knowledge materials to support user enablement. The AI Automation Support Technician should be curious, customer-focused, and able to clearly explain modern AI concepts, such as large language models (LLMs), in simple, practical terms.
What We're Looking For
* Provide Level 1 helpdesk support for Microsoft Copilot, Copilot Studio, and LangGraph agentic tools.
* Assist users with setup, permissions, and troubleshooting common AI-related issues.
* Create and maintain user documentation, FAQs, and internal knowledge base content.
* Develop short training videos and other educational materials demonstrating AI tool usage.
* Explain AI and LLM-related concepts-such as model "hallucinations," data security, and responsible use-in business-friendly language.
* Promote adoption of AI tools to firm employees through clear communication and proactive user engagement.
* Identify recurring issues and escalate complex or technical problems to Level 2/3 support.
* Collaborate with IT, training, and AI operations teams to ensure smooth rollout of new features and updates.
What You'll Bring
* Working knowledge of Microsoft 365 and Copilot features.
* Familiarity with Microsoft Copilot Studio, Power Automate, or low/no-code automation tools (e.g., LangGraph, Microsoft Agent Flows).
* Understanding of large language models (LLMs) such as ChatGPT, Claude, or similar-able to describe how they work and their common limitations.
* Experience creating short training or explainer videos using tools such as Loom, Camtasia, or Microsoft Stream.
* Excellent communication, documentation, and customer service skills.
* Strong problem-solving mindset with a proactive approach to learning new technologies.
Education & Experience
* Minimum Required: High School degree or equivalent.
* Minimum Required: 1+ years' of experience in IT helpdesk, application support, or user training.
Licenses & Credentials
* Minimum Required: None.
Systems & Technology
* Experience supporting enterprise AI or automation platforms.
* Exposure to Microsoft Power Virtual Agents, LangChain / LangGraph, or other agentic frameworks.
* Knowledge of data governance, AI ethics, and responsible AI use in business contexts.
* Experience managing or contributing to internal knowledge bases (e.g., SharePoint, Confluence).
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 is an Equal Opportunity Employer.
$60k-73k yearly est. Auto-Apply 13d ago
Annuity Solutions Specialist
Stifel 4.8
Saint Louis, MO job
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 Annuity Solutions Specialists are responsible for supporting and marketing the Firm's annuity products (fixed, immediate, indexed, buffered, and variable) to Financial Advisors via the telephone, email, and Stifel's intranet (Portal). Annuity Solution Specialists serve as product experts for any branch personnel with product-specific questions, technical, sales, and/or marketing issues. This position also provides back-up support to our order entry team to assist advisors and their associates when submitting trades. Annuity Solutions Specialists are assigned annuity vendor relationships for whom they review new product/product changes as well as coordinate internal marketing campaigns.
What We're Looking For
Supports Financial Advisors and their associates with any questions about annuities via the telephone and email.
Assists Financial Advisors in annuity reviews and case design while acting as a liaison between vendors and Financial Advisors (FA).
Responsible for learning how annuities can be implemented via the income planning and estate planning portion of a complete financial plan.
Coordinates content from annuity vendors and updates marketing materials on the Stifel intranet (Portal).
Reviews new products/product changes and communicates them to Financial Advisors and their associates.
Performs due diligence on new, and existing, annuity vendors.
Creates internal marketing campaigns to develop product awareness and increase sales penetration of annuity products using email and Stifel's intranet (Portal).
Creates content for social media and Firm newsletters.
What You'll Bring
General understanding of the role annuities play in the income planning and estate planning process with a desire to learn more.
General knowledge of basic marketing principles. This includes marketing strategy and outcome measurement.
Working knowledge of media production, communication, and dissemination techniques and methods.
General knowledge of compliance issues surrounding annuity products.
Education & Experience
Minimum Required: Bachelor's Degree in Marketing or business-related field or equivalent combination of education and experience
Minimum Required: 1+years industry related experience
Licenses & Credentials
Minimum Required: State Resident Life and Health Insurance License, State LTC designation
Minimum Required: Series 7, 63 and 66 within 6 months of hire
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook, SharePoint. #LI-JK1
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 is an Equal Opportunity Employer.
$70k-101k yearly est. Auto-Apply 49d ago
Legal Assistant
Stifel 4.8
Saint Louis, MO job
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 Legal Assistant will provide support to attorneys and resolve legal issues. The Legal Assistant works closely with business counterparts, checks and examines law sources such as statutes, recorded judicial decisions, and legal articles, and prepares documents, correspondence, and to organize and maintain documents in paper and electronic filing systems. The Legal Assistant will also complete administrative tasks, such as booking travel and expense reports.
What We're Looking For
Gather research data, such as statutes, decisions, and legal articles, codes, and other documents and draft responses to discovery requests.
Inputs data, maintains and updates litigation matter management system and its service of process tracking database.
Create, maintain and update files.
Performs quality control checks on documents to ensure accuracy and compliance with attorney instructions.
Schedule appointments, prepare and submit expense reports and coordinate travel.
Reviews all new subpoenas and locates relevant information.
Contact and respond to questions from branches, other business areas, attorneys, and government agencies.
Support the Legal Department by participating in intake functions, triaging incoming and pending matters, assisting with special projects, and completing high-level administrative tasks, as needed.
Collaborate, consult, and provide information to Legal Department attorneys and staff, outside counsel and collaborate with line of business.
What You'll Bring
Ability to analyze legal documents and assess whether additional documentation or information is necessary in order for the Firm to take action in a particular case.
Ability to learn the various areas of the company to access information and know what documents and information are created and how to retrieve such documents or information if necessary to analyze and respond to legal documents received.
Excellent communication and time management skills.
Education & Experience
Minimum Required: Associate's degree or its equivalent.
Minimum Required: 3+ years of experience supporting an in-house legal department. Previous experience working in Financial Services preferred.
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
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 is an Equal Opportunity Employer.
$40k-50k yearly est. Auto-Apply 3d ago
Intern - Product Specialist
Midland States Bank 4.0
Maryland Heights, MO job
At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.
Intern - Product Specialist
Maryland Heights, MO
Rate of Pay: $15 an hour
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident, and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
Position Summary
The Product Specialist Intern will assist the Commercial Services team in supporting the rollout of Midland's new Business Online Banking platform for commercial, small business, and public funds clients. This internship provides a unique opportunity to gain exposure to digital banking, customer communications, and process improvement within a collaborative, cross-functional environment. Working closely with the product management team, the intern will learn how digital transformation impacts customer experience, operations, and financial performance.
Primary Accountabilities
Assist with the summer rollout of the new Business Online Banking platform, supporting customer communication and internal coordination.
Contribute to business process evaluation and improvement efforts to enhance efficiency and customer satisfaction.
Collect and analyze customer feedback and data metrics to help measure success and identify opportunities for optimization.
Collaborate with product managers to evaluate ancillary banking products and digital tools.
Support team initiatives that enhance the bank's High Tech, High Touch digital experience strategy.
Participate in meetings, project reviews, and learning sessions with leaders across operations, IT, and customer service.
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Perform other duties as assigned.
Position Qualifications
Education/Experience:
Enrolled in a degree program in Business, Marketing, Information Technology, or a related field, with at least two years of coursework completed.
Demonstrated interest in banking and/or digital technology.
Strong customer service and active listening skills.
Analytical mindset with attention to detail.
Excellent communication and teamwork abilities.
Proficient in Microsoft Excel, Teams, and adaptable to new software tools.
Internship Details:
Internship duration: must be available mid-May through late July 2026.
Schedule: must be available Monday-Friday, 8:00 a.m.-5:00 p.m. (40 hours/week).
Must reside locally and report to the Park 270 office in Maryland Heights, MO.
Competencies:
Business insight
Cultivates innovation
Drives results
Makes sound decisions
Being a brand champion
Collaborates
Communicates effectively
Customer focus
Being Authentic
Emotional Intelligence
Self-development
Being flexible and adaptable
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at
****************
.
THIS DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at
****************
.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
$15 hourly Auto-Apply 60d+ ago
Internal Audit Associate
Stifel 4.8
Saint Louis, MO job
What You'll Be Doing The Internal Auditor is an entry-level position that assists with performing operational, financial and compliance audits of various internal departments to evaluate the adequacy and effectiveness of the organization's governance, risk management process, system of internal control, and quality of performance in carrying out assigned responsibilities in order to achieve the organization's stated goals and objectives. The Internal Auditor assists in drafting audit plans and testing, document preparation and research, while working under direct supervision of management.
What We're Looking For
* Assist with collecting and analyzing data to detect deficient controls, duplicated effort, extravagance, fraud or non-compliance with laws, regulations and management policies.
* Assist with inspecting records, documents and systems for efficiency, effectiveness and use of accepted procedures.
* Assist with examining records to ensure proper recording of transactions and compliance with laws and regulations.
* Assist with examining and evaluating financial and information systems for system reliability and data integrity.
* Assist with examining the systems and processes established by the organization to ensure compliance with policies, procedures, laws and regulations that could have a significant impact on operations and reports and whether the organization is in compliance.
* Assist with examining the accuracy, reliability, timeliness, and integrity of financial and operating information, along with the means used to identify, measure, classify, and report such information.
* Assist with reporting audit results to senior members of the audit group.
What You'll Bring
* Demonstrated integrity in work and behavior.
* An impartial and unbiased attitude when preforming audit services and making decisions.
* General working knowledge of standard concepts and practices of internal auditing, particularly the Institute of Internal Auditors' ("IIA" or the "Institute") International Professional Practices Framework ("IPPF"), including the Global Internal Audit Standards ("Standards") and Topical Requirements.
* Strong analytical skills and critical thinking with the ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
* Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.
* Demonstrated understanding of basic risk and internal control concepts.
* Knowledge of finance and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
Education & Experience
* Minimum Required: Bachelor's degree in accounting, finance, business administration or related field.
* Minimum Required: 0+ years' of experience in internal audit, accounting or related business or regulatory experience.
Licenses & Credentials
* Minimum Required: None.
Systems & Technology
* Proficient using software applications including query tools, databases, spreadsheets, word processing and presentation software (MS Office 365, Visio, etc).
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 is an Equal Opportunity Employer.
$56k-67k yearly est. Auto-Apply 49d ago
Commercial Banking Expansion Market Trainee
Commerce Bank 4.4
Clayton, MO job
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $28.85 - $31.25 (Amount based on relevant experience, skills, and competencies.)
About This Job
Are you ready for an adventure? This is an opportunity to be part of a focused development program designed to launch successful careers in Commercial Banking. This position is focused on preparing you to be a successful and productive Commercial Banker in one of Commerce Bank's high growth expansion market in Nashville, Tennessee & Grand Rapids, Michigan.
During the program, you will spend approximately one year embedded with our Corporate Commercial Banking teams in our St. Louis headquarters while also residing in that city. Additional time may be required depending on the applicant's prior education and experience. Once you've completed the program you will be transferred to our Nashville or Grand Rapids expansion market.
You'll work alongside our commercial banking teams and bank executives to help our customers solve their everyday financial needs. Don't have commercial banking experience? Don't worry. We will provide all the necessary training to build the skills required to be successful. If you're a go-getter who loves to learn and win, we'd love to talk.
Essential Functions
Participate in cross-functional rotations across various business lines to leverage and develop leadership skills while also gaining an understanding of the commercial bank and commercial payments solutions
Attend community and business functions, participate in networking groups to ensure a positive image for the bank and grow key networking with contacts in the marketplace
Collaborate with commercial banking teams and product partners to identify prospective clients' financial needs and add value through a full range of products and services
Support the comprehensive management of existing commercial relationships to ensure a high level of customer satisfaction and retention
Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk
Maintain loan reporting and ensure compliance with all bank policies, procedures, regulations, and laws
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Basic knowledge of the banking/accounting/finance field
Basic analytical skills using financial and accounting principles
Strong relationship building skills and propensity for sales
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Intermediate level proficiency with Microsoft Word, Excel and Outlook
Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
Education & Experience
Bachelor's degree in a business-related field
1+ years of financial services or sales experience required
For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record.
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Expansion Market Trainee - Commercial Banking job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $28.85 to $31.25 per hour.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 8000 Forsyth Blvd, Clayton, Missouri 63105
Time Type:
Full time
$28.9-31.3 hourly Auto-Apply 60d+ ago
Director, Financial Reporting and Accounting
Midland States Bancorp, Inc. 4.0
Maryland Heights, MO job
At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.
Salary Range: $125,000-$190,000/annually
Position Summary
This position is a key member of the accounting team and the finance group as a whole. The Director - Financial Reporting & Accounting provides oversight and management of internal and external reporting, analyzes and implements new accounting policies and standards as required, monitors and updates existing accounting policies as the Company's business changes, and oversees accounting operations functions.
Primary Accountabilities
People
* Manages a team of professionals in a customer-centric culture to excel in a fast-paced environment.
* Coaches, develops, and conducts performance management activities with direct and indirect reports.
* Identifies high-potential employees for advanced training and development opportunities.
* Effectively manages poor performers.
Job Specific
* Supports the Chief Accounting Officer in managing external financial reporting, including preparation and review of the annual report, quarterly earnings releases, bank regulatory reports and legal entity regulatory financial reports.
* Prepares initial drafts of financial statements to be included in Form 10-Qs and Form 10-K, including footnotes and Management's Discussion and Analysis (MD&A).
* Administers and supervises the annual and quarterly preparation process conducted by other accounting personnel.
* Supports the finance team in the review of footnote documentation and MD&A information.
* Performs a detailed review of the quarterly call report and Federal Reserve reports.
* Supports the finance team in the preparation of monthly and quarterly financial reporting packages for management, the audit committee and the board of directors.
* Addresses inquiries from internal and external auditors, providing documentation that supports their needs.
* Plans, organizes and coordinates all activities of the general accounting function for the Corporation to ensure accurate and timely recording of accounting entries.
* Administers and supervises the month-end close process.
* Is responsible for ensuring the accuracy and adequacy of internal control documentation required for enterprise risk management.
* Maintains a process to ensure that all balance sheet and internal DDA accounts are reconciled on a periodic basis.
* Is responsible for completing annual goodwill and intangible asset impairment assessments.
* Stays current with new accounting and financial reporting guidance issued by the FASB, SEC and IASB when applicable.
Other
* The role requires occasional travel for training and team meetings, and willingness to travel periodically to locations within market as needed.
* May require work in a Midland office to ensure collaboration and support of internal and external customers.
* Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
* Other duties as assigned.
Position Qualifications
Education/Experience:
* Bachelor's degree in accounting.
* 10+ years of experience with a financial services, multi-company organization.
* CPA preferred.
* Over seven years of significant bank accounting experience, including SEC reporting/public company experience.
* Working knowledge of GAAP accounting issues as they relate to the banking industry.
* Excellent oral, written, and interpersonal communication skills with the ability to instruct others, interpret documents, and write reports and correspondence.
* Excellent organizational and time management skills.
* Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
Competencies:
* Business insight
* Cultivates innovation
* Drives results
* Makes sound decisions
* Being a brand champion
* Collaborates
* Communicates effectively
* Customer focus
* Being Authentic
* Emotional Intelligence
* Self development
* Being flexible and adaptable
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************.
Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
$125k-190k yearly 19d ago
Bank Credit Risk Analyst
Stifel 4.8
Saint Louis, MO job
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 Bank Credit Risk Analyst is a key contributor to the Credit Analytics team, supporting the development and maintenance of credit risk models and reporting processes. This role focuses on preparing and analyzing financial statements, assisting with CECL model development, and using data analytics to support decision-making. The position requires strong analytical skills, attention to detail, and the ability to collaborate across departments to ensure accurate and timely risk reporting.
What We're Looking For
* Support CECL model development, testing, and enhancements under guidance of the Credit Risk Officers.
* Analyze financial performance and translate findings into credit risk implications.
* Prepare, spread, and review financial statements for CECL modeling, analysis, and dashboard reporting.
* Ensure accuracy and completeness of data used in CECL models.
* Develop and present data visualizations to communicate risk insights.
* Articulate the results of the model to senior executives including CFO, CAO, and CCO.
* Maintain detailed documentation of modeling processes and regulatory reports.
* Collaborate with cross-functional teams to meet data and reporting needs.
* Assist Chief Credit Officer and Credit Risk Officer with special projects including board reports, internal financial reporting, and regulatory reporting support.
What You'll Bring
* Ability to translate complex data into clear, actionable insights.
* Strong proficiency of financial statements and general understanding of banking terminology.
* Ability to connect financial performance with credit risk implications.
* Working knowledge of data collection (i.e., gathering, sorting, cleaning, and analyzing data from various sources).
* Familiarity with Statistical Analysis concepts and tools.
* Exceptional attention to detail and accuracy.
* Strong organizational skills.
Education & Experience
* Minimum Required: Bachelor's degree in Finance, Accounting, Economics, Data Science, Statistics, Mathematics, Computer Science, or a related field or equivalent experience.
* Minimum Required: No experience required; 1+ years' of experience in finance or related field preferred.
Licenses & Credentials
* Minimum Required: None.
Systems & Technology
* Proficient in Microsoft Excel, PowerPoint, Word, and Outlook.
* Advanced proficiency in Microsoft Excel (pivot tables, formulas) preferred.
* Familiarity with programming languages, R, SQL, and PowerBI preferred.
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.
$50k-64k yearly est. Auto-Apply 55d ago
Senior Relationship Banker | Swansea
First Busey Corporation 4.5
First Busey Corporation job in Swansea, IL
The Senior Relationship Banker is an advanced, highly skilled role within the banking team, combining expertise in customer services, sales, and operational management. This role requires extensive knowledge of banking products, services, and customer relationship management. A Relationship Banker III is expected to handle the most complex transactions, provide leadership assistance within the branch, and drive sales and operational excellence. This position also involves mentoring and training new associates, contributing to branch performance and ensuring adherence to compliance and operational standards.
Duties & Responsibilities
Customer Service & Relationship Management
Provide exceptional, high-level customer service, addressing complex inquiries, complaints, and concerns with professionalism and efficiency.
Serve as the primary point of contact for high-net-worth individuals or business customers, offering tailored financial solutions.
Build and maintain strong, long-term customer relationships by identifying needs and recommending appropriate banking products and services.
Sales & Cross-Selling
Identify opportunities to enhance customer portfolios by cross-selling additional products or services based on financial need.
Meet and exceed monthly sales and referral goals by engaging with customer to assess needs and recommend suitable banking solutions.
Lead efforts to develop new growth opportunities and improve branch performance through community engagement, marketing initiatives, and referrals to lines of business.
Account Management and Support
Open and manage personal and business accounts ensuring the account setup is accurate and compliant with regulatory requirements.
Assist with account maintenance tasks, such as updating personal information, assisting with transfers, and processing check orders.
Support customers with online and mobile banking services, ensuring they are comfortable and knowledgeable about digital banking tools.
Loan & Credit Processing
Process and assist with customer loan applications, including personal loans and home equity lines of credit.
Conduct initial loan screenings, gather necessary documentation, and work closely with loan offers or other departments to ensure a smooth loan approval process.
Educate customers on loan products, eligibility requirements, and loan terms.
Transactions & Cash Handling
Assist, as needed, with processing transactions.
Balance cash drawer and ensure transactions are accurately recorded and processed.
Compliance & Risk Management
Ensure compliance with all bank policies, procedures, and regulatory requirements, particularly in relation to financial transactions and customer interactions.
Monitor and detect any suspicious or potentially fraudulent activity, escalating issues to management and other departments as appropriate.
Adhere to privacy regulations and ensure customer data is handled securely and confidentially.
Team Support and Mentorship
Mentor and develop junior Relationship Banker I and II staff, providing training on banking procedures, compliance, and customer service excellence.
Offer guidance and coaching to enhance the performance of branch staff, ensuring that all team members meet or exceed operational, sales, and customer service standards.
Lead by example in demonstrating a strong understanding of the bank's products and services, helping to drive a positive and productive work environment.
Branch Operations & Administrative Support
Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting the opening and closing of the branch.
Support branch leadership in maintaining branch security and ensuring operational efficiency.
Education & Experience
Knowledge of:
Strong sales and customer service skills
Strong oral and written communication skills
Basic math and accounting functions
The basic tenets of lending and assessing a customer's financial needs
Ability to:
Accurately count money
Perform duties and make decisions under frequent time pressures
Stand for extended periods of time
Lift 50 pounds
Explain products and services to current and potential customers
In concert with Banking Center leadership and other LOB, participate in cross-selling
Education and Training:
Requires a High School diploma.
2 years of banking experience with lending responsibilities required
1 year of previous training and/or combination of mentorship, military or management experience required
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
Requires knowledge of Microsoft Office.
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $19-$22/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
$19-22 hourly Auto-Apply 46d ago
Part-Time Teller
Midland States Bank 4.0
Waterloo, IL job
At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.
Part-Time Teller
Starting Pay: 17.50/hour
Position Summary
Provides customer service, processing both business and individual banking transactions; manages a cash drawer, cross-sells bank services. Responsible for comprehensive, prompt and efficient customer transactions. Trial balances cash drawer throughout the day. Balances and rolls the drawer for the day at close of shift, comparing the balance to the system balance. Reports any discrepancies to the supervisor as necessary.
Primary Accountabilities
Institutional knowledge of banking.
Receive cash and checks for deposit, verifying amounts, looking at endorsements and reviewing checks for possible fraud including holds
Examines cash carefully to guard against counterfeit bills.
Cashes checks for customers in accordance with bank policy. Enters transactions into computer system and issues receipts.
Assists customers with transactions and ATM operations.
Provides accurate customer service to include balancing cash drawer throughout the day to reduce and eliminate teller differences.
Understanding basic knowledge of deposit and lending products & services.
Able to identify correct product types through needs-based questioning allowing them to build and deepen customer relationships.
Consistently demonstrates knowledge of bank products and services through referring products and services to corresponding business partners, assist customers on electronic services and entering opportunities into the customer information software.
Serves as relief and /or backup teller in other locations of Midland States Bank.
Timely completion of all assigned learning activities.
Actively participate in weekly huddles and one on one coaching sessions.
Demonstrates and models Midland States Bank core values that support the bank's culture.
Participate in bank sponsored community activities.
The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.
May require work in a Midland office to ensure collaboration and support of internal and external customers.
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Other duties as assigned.
Position Qualifications
Education/Experience:
Minimum Requirement: High School Diploma.
Ability to:
Stand for extended periods of time.
Ability to lift and transport coin and currency bags as required (bags may weigh between 25lbs and 50lbs).
Other Desired Qualifications:
Multilingual speakers are encouraged to apply.
Competencies:
Business insight
Cultivates innovation
Drives results
Makes sound decisions
Being a brand champion
Collaborates
Communicates effectively
Customer focus
Being Authentic
Emotional Intelligence
Self development
Being flexible and adaptable
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at
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THIS DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at
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THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
$28k-32k yearly est. Auto-Apply 46d ago
Business Process Integration Project Manager
Stifel 4.8
Saint Louis, MO job
What You'll Be Doing
The Business Process Integration Project Manager (PM) will oversee various projects throughout the department and firm. The PM will be responsible for managing projects, the resources (internal and external) assigned to that work, the timelines established in which that work needs to be completed, and the costs (if applicable) to the work. The PM will determine project viability and necessity with initial contact with area requesting the project.
What We're Looking For
Direct and manage projects and lead cross-division functional teams that affect and ensure project goals.
Provide guidance and oversight to business analyst resources assigned to projects.
Oversee planning, development, requirements gathering, specifications, test plans, test execution, issue triage, risk management, and communication to the business units.
Develop or direct the development of the overall project plan and governance structure.
Ensure projects are managed to delivery schedules, budget schedules and support business stakeholder expectations.
Define project scope, goals and deliverables that support business goals in collaboration with business users and business stakeholders.
Communicate to senior management and business stakeholders regarding project status, risks, issues and recommended solutions.
Responsible for making high level decisions with respect to projects and other work-related items.
Evaluate the outcomes of the project as established during the planning phase.
Analyze business processes and data to help determine how new technology can satisfy business needs.
Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 50%.
What You'll Bring
Self-directed requiring minimal oversight and the ability to mentor less experienced staff.
Strong analytical, organizational and project management skills.
Excellent communication skills with ability to relay information well in both written and verbal form.
Able to manage one's own time and priorities to ensure the meeting of deadlines with high level organizational skills and attention to detail.
Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Knowledge of all phases of software development including requirements analysis, design, testing (integration, user, and performance), implementation and support.
Excellent conceptualization, presentation and communication skills to effectively execute change.
Education & Experience
Minimum Required: Bachelor's degree in Business or related field.
Minimum Required: 3-5 years' direct work experience in project management and business analysis capacity including all aspects of process development and execution; Experience in producing analysis documents and testing development plans.
Systems & Technology
Proficient in Microsoft Office Applications (Outlook, Excel, Word, Visio, PowerPoint, & Project).
Basic SQL database knowledge and query language.
#LI-JK1
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 is an Equal Opportunity Employer.
$92k-119k yearly est. Auto-Apply 60d+ ago
Wire Payment Risk Specialist
First Busey Corporation 4.5
First Busey Corporation job in Edwardsville, IL
As a Wire Payment Risk Specialist for Busey, you will be responsible for handling wire payment exceptions, escalations, and reconciliations related to wire transactions, within established timeframes to mitigate risk, as well as executing and improving upon our growing Wire Services.Independently analyze, research, and process complex electronic payment exceptions and requests in accordance with applicable operating rules and regulatory guidelines. Perform outbound calls to clients and internal departments to resolve exceptions. Perform account reconciliation, validation, and research out of balance conditions for assigned General Ledger/Enterprise Owned Deposit Accounts in accordance to Accounting and Financial Reporting policies. With minimal oversight, provide internal departments with appropriate payment channel/solution to meet client/business needs while mitigating associated risk. Maintain extensive and expert knowledge of the policy, operating rules, and regulations of payments channel to lead/support periodic reviews of operational procedures, streamline processes, and compliance with payments channel compliance.
Duties & Responsibilities
* Work with Deposit Services, Digital Channels, Information Services, Accounting, Fraud, BSA/AML, Vendors and Clients to resolve any processing, reconcilement discrepancies, and disputes.
* Reconcile wire General Ledger accounts, process adjustments, returns and recoveries.
* Process requests for new wire agreements, repetitive and Associate initiated repetitive wire authorizations.
* Process requests for changing any wire or repetitive agreements.
* Process incoming wire transactions to include, but not limited to, posting transactions to customer accounts, verification of postings, following specific customer instructions.
* Process/Approve outgoing wire transactions to include, but not limited to, identifying and verifying that the appropriate authorizations have been obtained, posting transactions to customer accounts, verification of postings, following specific customer instructions.
Education & Experience
Knowledge of:
* General banking knowledge in the areas of payment, risk, and payment fraud. Strong accounting acumen to be able to assist in balancing activities.
* Job-specific knowledge that is necessary to provide the appropriate quantity and quality of work in a timely and efficient manner.
* MS Office tools including expert knowledge of MS Excel, MS PowerPoint.
Ability to:
* Interact effectively with others to establish and maintain smooth working relations demonstrating excellent interpersonal relations
* Demonstrate responsible personal and professional conduct, which contributes to the overall goals and objectives of Busey.
* Display ability to review and analyze data reports and manuals; must be computer proficient.
* Challenge the status quo and promoting positive change.
Education and Training:
* High School diploma and/or up to one-year related work experience is required
* Related experience to include a focus within operations, banking, or payments
* Payments experience preferred or specifically wire transactions
* Requires knowledge of Microsoft Office
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $18.00 - $23.00/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.