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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
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      • 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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By clicking CONTINUE, you’ll be leaving the TriState Capital Bank website and be directed to a third-party site. If you’d like to return to the previous page,  just click CANCEL.

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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Executive Assistant

Summary of the Position:

The Executive Assistant plays an essential part in the success of TriState Capital Bank by effectively delivering a wide variety of administrative and sales support services to the Chief Banking Officer and the Bank Sales Senior Management Team.

 

Primary Functions of the Position:

  • Performs a wide variety of administrative and sales support duties for senior team members
  • Performs complex phone and calendar management, including both client and internal meetings/appointments; keeps the team apprised of upcoming commitments and ensures supporting materials are received in advance
  • Coordinates travel itineraries, including but not limited to, air, hotel, ground etc.
  • Completes expense reports ensuring adherence to policy
  • Assists with all aspects of the planning and coordination of internal and external client meetings/events and other business activities
  • Prepare agendas for sales and management meetings and maintains a filing system for hard and soft copies
  • Prepares and distributes weekly Commercial and Private Bank business reports as required for Senior Management
  • Arranges and distributes regular communications and rate updates directly to the Commercial and Private Bank Team, daily/weekly or as otherwise deemed necessary
  • Assists in the preparation of business presentations and other client presentations and correspondence
  • Prepares and modifies documents such as memos, external letters, and mass emails
  • Responsibly compiles and maintains information and records of a highly confidential nature
  • Prioritizes conflicting needs and follows through on projects to successful completion, often with pressing deadlines
  • Works with clients and TSCB colleagues on a day-to-day basis to maintain the workflow of the department

 

Education and Experience Requirements:

  • Bachelor’s Degree, or equivalent combination of education and experience
  • Minimum 7 years of professional experience in banking, corporate finance, or a related field
  • Minimum 7 years of experience supporting senior level executives

 

Essential Skills and Abilities:

  • Excellent verbal and written communication skills
  • This individual will have frequent interaction with TSCB C-Suite executives, and must maintain the highest degree of discretion with sensitive and confidential information and projects
  • Demonstrates a high degree of professionalism consistent with TSCB culture and communicates effectively with a variety of individuals including clients, colleagues, and vendors
  • Possesses the desire, willingness, responsiveness, and initiative necessary to be a highly valued team player
  • Proficient in Microsoft Office, including Word, Excel, Power Point and Outlook
  • Ability to learn and use various software applications used by the Bank, including loan, deposits, and PARIS
  • Exercises exceptional interpersonal and customer service skills
  • Effective and efficient time management skills
  • Pro-active self-starter
  • Meticulous attention to detail
  • Demonstrates decision making, problem solving, and analytical skills
  • Works independently and efficiently; stays organized yet remains adaptable in a fast-paced environment.
  • Proactively tracks projects and workflows and moves them toward completion
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TriState Capital Bank

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By clicking CONTINUE, you’ll be directed to investors.tristatecapitalbank.com. If you’d like to return to the previous page, just click CANCEL.
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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By clicking CONTINUE, you’ll be leaving the TriState Capital Bank website and be directed to chartwellip.com. If you’d like to return to the previous page, just click CANCEL.
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].
Continue

You are about to leave the TriState Capital Bank website.

By clicking CONTINUE, you’ll be leaving the TriState Capital Bank website and be directed to a third-party site. If you'd like to return to the previous page,  just click CANCEL.
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].
Continue

You are about to leave the TriState Capital Bank website.

By clicking CONTINUE, you’ll be directed to www.raymondjames.com. If you’d like to return to the previous page, just click CANCEL.
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].
Continue

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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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