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TriState Capital Bank
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  • Our People
  • Lending
      • Commercial Real Estate
      • Equipment Finance
      • Financial Advisor Solutions
      • Insurance-Based Lending
      • Middle Market Solutions
      • Securities-Based Lending
  • Liquidity Solutions
      • Family Offices Financial Services
      • National Deposits
      • Treasury Management
  • About
      • Our Story
      • Management Team
      • Investor Relations
  • Careers
  • Contact Us
  • Logins
      • Financial Advisors - Digital Lending Platform


        A TriState Capital Bank Securities-Based Line of Credit (SBLOC) is a lending product based on the proven approach of pledging eligible securities as collateral. It offers access to liquidity without disrupting a client’s investment strategies and objectives.

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      • Personal Banking - Deposit Clients


        Convenient, secure banking on your schedule from your computer, tablet or smartphone

        FDIC-Insured – Backed by the full faith and credit of the U.S. Government

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      • Personal Banking - myAccess Borrower Platform


        With myAccess, you have real-time visibility into your account balance, interest due, transaction history, statements, and more

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      • Treasury Management - AdvantageTSC Direct


        Conveniently access information and reporting documents regarding receivable and payable services.

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      • eStatements (only)


        Have statement questions?
Monday through Friday, 8am to 5pm ET at 1-866-680-8722, option 2, or email us directly at [email protected].

        FDIC-Insured – Backed by the full faith and credit of the U.S. Government

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Note: If you are accessing your deposit statement via this link DO NOT use your TSC Online Banking user name and password. You will need to create a new user ID and password that will be specific to eStatements. (If you have online banking access, you can always log on directly through online banking via the homepage to also obtain your eStatements.)

Reach out with questions anytime, Monday through Friday, 8am to 5pm ET at 1-866-680-8722, option 2, or email us directly at [email protected].

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Senior Salesforce Administrator

Summary of the Position:

The Senior Salesforce Administrator ensures that we are maximizing efficiency and capitalizing on the full features and benefits of our Salesforce platform. The Senior Salesforce Administrator will report to the VP of Sales Operations, and will collaborate closely with functional leaders to support, configure, maintain, and improve TSC’s Salesforce ecosystem in support of daily operations and strategic initiatives. The position will provide Salesforce support to internal and external end-users and serve as a mentor for other Salesforce Administrators on the team.

Primary Functions of the Position:

  • Serves as a system administrator for the entire Salesforce platform including Sales Cloud, Service Cloud, Experience Cloud, Pardot, and Salesforce Shield
  • Handles administrative functions including user account maintenance, reports and dashboards, workflows, process builders, flows, triggers, validation rules, campaigns, custom objects, change management, and sandbox deployments
  • Key contributor to our ongoing development efforts for our customer-facing Salesforce Experience Community; including QA testing, UAT testing, and vendor management
  • Helps prioritize and triage all Salesforce issues and enhancement requests directly with the Sales Operations team
  • Organizes and performs system training and demonstrations to internal and external users
  • Creates documentation of new system processes
  • Gathers business requirements to create process improvements using Salesforce technology
  • Maintains Salesforce database for integrity and accuracy including cleansing and duplicate record management

Education and Experience Requirements:

  • Bachelor’s Degree
  • Salesforce Administrator certification
  • 3+ years of Salesforce Administration experience
  • Strong communication skills and experience working with functional leadership
  • Creative and analytical thinker with strong problem-solving skills
  • Demonstrated ability to meet deadlines and prioritize simultaneous requests

Preferred Experience:

  • Ability to write APEX triggers
  • Experience in banking and/or financial services

Essential Skills and Abilities:

  • Strong presentation, collaboration, and communication skills
  • Intellectually curious to gain deeper understanding of processes and requirements
  • Self-starter and a team player capable of driving projects to fruition
  • Familiarity with technical project methodologies and the software development lifecycle
  • Exceptionally strong skills and knowledge of Microsoft Excel and PowerPoint
  • Exemplify understanding of Salesforce integrations such as DocuSign, Jitterbit, SF Shield

Quality Review Specialist

Summary of the Position:

The Quality Review Specialist assists in managing the validation of workflow performed in Deposit and Treasury Operations. In addition, the Quality Review Specialist will be responsible for the review of all SOC and non-SOC related maintenance and maintain control of all audits related documentation in the Deposit and Treasury areas of operation. The Quality Review Specialist will work closely with Deposits, Treasury, ACH, and Wire Operations.

Primary Functions of the Position:

  • Quality Review of all Deposit and Treasury Operations onboarding and client implementations
  • Quality Review of all Deposit and Treasury client maintenance requests
  • Quality Review of all Treasury Billing for account analysis
  • Quality review of all Deposit online decision support items
  • Quality review of all teller transaction work
  • Quality review of all single sign on set-ups in Treasury operations
  • Manage audit and all SOC related controls
  • Works closely with Deposit, Treasury, ACH, and Wire Operations

Education and Experience Requirements:

  • Bachelor’s Degree, or equivalent combination of education and experience
  • Minimum 3 years of bank operations experience in Deposit/Treasury Operations

Essential Skills and Abilities:

  • Demonstrated knowledge of all Deposit and Treasury products, systems, and related processes
  • Thorough understanding of accounts and account opening
  • Understanding of Online Banking for Treasury clients
  • Organizational skills that will be imperative to supporting audits
  • Project management skills and experience is preferred
  • Demonstrated ability to communicate effectively with Management, staff, and support vendors
  • Job may require additional hours of work during peak periods to meet service levels

ACH Operations Specialist

 

Hours:

4:00 PM – 1:00 AM

 

Summary:

The ACH Operations Specialist manages the daily processing windows of ACH file processing. In addition, the ACH Operations Specialist manages all processing exceptions, batch and file suspensions, fraud monitoring, new employee training, ongoing client support, and troubleshooting. The ACH Operations Specialist also performs daily General Ledger reconciliation of Check, ACH, Wire, Debit Card, ICS, and other Miscellaneous accounts. The ACH Operations Specialist will maintain a solid understanding of ACH batch and file processing, ACH services and back-office processes, adequate understanding of the NACHA rules, General Ledger accounting.  Essential Skills and Abilities:

 

Essential Functions of the Position:

  • Assists the ACH Operations team lead on daily tasks
  • Assist in the training of new employees
  • Manage ACH file processing windows and exception processing
  • Manage transaction fraud monitoring and client communication
  • Assist the ACH Team Lead on all Fraud related activity, as it relates to funds retrieval, documentation, and reporting
  • Manage General Ledger balancing for Check, ACH, Wire, Debit Card, and ICS
  • Responsible for covering late ACH window monitoring when required
  • Work closely with BSA, Risk and Compliance, Management, Sales, Deposit Operations, Treasury Operations, and Wire Operations.

 

Education and Experience Requirements:

  • High School diploma or equivalent; post-secondary education preferred
  • A minimum of 4 years of experience, including 2 years bank operations experience in an ACH operations role.

 

Essential Skills and Abilities:

  • Demonstrated knowledge of all ACH products, systems, and related processes.
  • Thorough understanding of transmission processing for ACH, and understanding file layouts
  • Understanding of Fraud monitoring and Fraudulent activity on ACH transactions
  • Understanding of General Ledger balancing principals
  • Demonstrated ability to communicate effectively with clients, Management, staff, and support vendors.
  • Job may require additional hours of work during peak periods to meet service levels.
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A quick note: If you’re accessing your deposit statement through this link, don’t use your TSC Online Banking username and password. You’ll need to create a new user ID and password that will be specific to eStatements. (If you have online banking access, you can also log in directly through online banking from the homepage to obtain your eStatements.) Reach out with questions anytime, Monday through Friday, 8am to 5pm ET at 1-866-680-8722, option 2, or email us directly at [email protected].
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A quick note: If you’re accessing your deposit statement through this link, don’t use your TSC Online Banking username and password. You’ll need to create a new user ID and password that will be specific to eStatements. (If you have online banking access, you can also log in directly through online banking from the homepage to obtain your eStatements.) Reach out with questions anytime, Monday through Friday, 8am to 5pm ET at 1-866-680-8722, option 2, or email us directly at [email protected].
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Reach out with questions anytime, Monday through Friday, 8am to 5pm ET at 1-866-680-8722, option 2, or email us directly at [email protected].
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Note: TriState Capital Bank is an independently chartered Bank subsidiary of Raymond James.

If you have any questions regarding your application, please email us directly at [email protected].

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