Treasury Management QA Coordinator

Stifel • Saint Louis, MO

2d

About The Position

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

Requirements

• Strong attention to detail and high accuracy in a consistent workflow environment.
• Ability to work independently, manage deadlines, handle multiple tasks, prioritize responsibilities and function effectively in a team environment.
• Strong written and verbal communication skills to interact effectively with internal departments and all levels of stakeholders.
• Strong accuracy in data entry and record keeping.
• Minimum Required: High School Diploma or equivalent
• Minimum Required: 1 year related experience
• Minimum Required: None
• Proficiency in Microsoft Office.
• Proficiency in Adobe Acrobat Pro.
• Ability to quickly learn the bank’s core systems.
• Ability to quickly learn the bank’s core systems.

Responsibilities

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

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED