Summary of the Position:
The Client Services Representative – Fulfillment & Close position effectively coordinates the end to end Private Banking loan account process and provides exemplary service and support to our clients. Incumbents may be required at times to focus in a specific functional area of the Private Bank Service Team, such as processing modifications or initializing client loans on the Bank’s internal systems and/or platforms. This position must partner effectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance, Financial Advisors and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier client experience across all client engagements.
Primary Functions of the Position:
- Assures complete and accurate client data is captured in the loan application, and follows the loan process through completion, closing and booking
- Works closely with all members of the Private Bank Service Team in supporting client requests
- Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction
- Provides a premier client experience across all client engagements
- Works closely with other teams within operations and throughout the bank to enhance current processes
- Participates effectively in assigned projects
Education and Experience Requirements:
- Bachelor’s Degree, or equivalent combination of education and experience
- Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred
Essential Skills and Abilities:
- Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
- Exceptional interpersonal and communication skills
- Proficiency in Microsoft Office preferred
- Keen attention to detail and understanding of loan process/system and applicable lending requirements
- Analytical problem-solving capabilities
- Strong work ethic and ability to be self-directed
- Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities
Summary of the Position:
The Senior Wire Operations Associate will deliver high quality customer service and perform daily processing of financial transactions in a fast paced, time sensitive operations environment. The Senior Wire Operations Associate will conduct all aspects of wire transfer activity effectively and accurately, including performance verifications, initiating wires, processing and releasing wires, and monitoring wire status queues. The incumbent will also be responsible for fraud monitoring and investigation, working closely with internal and external business partners to ensure that we are effectively validating movement of funds out of the bank, and quickly identify and responding to any activity that appears suspicious or fraudulent.
Primary Functions of the Position:
- Assists the Wire Operations team lead on daily tasks and escalate issues accordingly
- Processes, verifies, submits, and receives wire transfers in accordance with established Bank procedures
- Performs various security related functions, such as verifications and callback confirmations, to validate the authenticity of outgoing wire transfers
- Works directly with clients and internal service partners to ensure proper documentation is being completed for accurate transfer of funds
- Reconciles the transaction fraud monitoring queue and any OFAC related inquiries and performs the proper due diligence in mitigating fraud
- Investigates and researches suspicious or fraudulent claims in accordance with the Bank’s policy and procedures
- Recommends to management changes in processes based on trends to lessen the Bank’s exposure to future fraud losses
- Directly involved in fraud loss recovery, entering and researching disputes, adjusting customer’s accounts, and following up with the customer on account actions
- Works closely with Relationship Managers, Treasury Management Officers, Deposit Operations, Treasury Operations, ACH Operations, Compliance, and all other authorized parties affiliated with Wire Services to effectively execute the responsibilities of the position
- Performs other related duties as assigned
Education and Experience Requirements:
- High School diploma or equivalent; post-secondary education preferred
- Minimum 3-5 years of banking experience; prior specific experience in transaction processing, wire transfer operations, and fraud detection required
- Experience working in a fast-paced and deadline-oriented environment
Essential Skills and Abilities:
- Excellent interpersonal and customer service skills
- Demonstrated knowledge of Wire Transfers
- Strong analytical skills
- Proficient computer skills
- Ability to perform job functions accurately and with attention to detail
- Job may require additional hours of work during peak periods to meet service levels
Summary of the Position:
TriState Capital Bank is seeking a motivated and dynamic intern who is ready to apply knowledge of financial terms and principles to an authentic real-world experience. Our growth-oriented company is dedicated in providing you with valuable learning opportunities as you share your ideas and creativity with the team.
The intern will assist with a wide range of duties, including analyzing data, preparing financial reports, and learning about varied financial activities. Interns will be asked to present an end of assignment presentation at the end of their internship.
Primary Functions of the Position:
- Complete project assignments in conjunction with rotations and work with appropriate oversight to
- Learn to accomplish objectives by developing and prioritizing actions as well as establishing and communicating the work plan to the appropriate participants.
- Effectively communicate in one on one, small group and large group Possible examples include business meetings, sales calls, training sessions, email communication, and conference calls.
- Improve the quality of decision making by doing appropriate and thorough.
Internship Will Offer:
- Shadowing and training opportunities with our experienced team of banking professionals
- 1 on 1 mentoring and professional development
- Hands-on application of finance principles in a fast-paced work environment
- Opportunity to participate in company
- Ability to network with a variety of banking professionals, allowing you to form relationships you can build on in the future.
Education and Experience Requirements:
- High School Diploma
- Junior or Senior pursuing Bachelor’s in: Finance, Business, Information Technology or related field
- Pursuing Master’s in: Finance, Business, Information Technology or related field
- Minimum GPA of 3.0
Essential Skills and Abilities:
- Excellent interpersonal and communication skills, both written and verbal
- Demonstrated ability to communicate effectively with management and
- Proficient expertise with Microsoft Office including MS Word, Excel, and PowerPoint
- Highly motivated and organized with a desire to learn