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 10 years of professional experience in banking, corporate finance, or a related field
- Minimum 10 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
Job Title: Reconciliations Analyst
Department: Finance
Location: Pittsburgh, PA
Summary of the Position:
The newly created role is responsible for the preparation and analysis of general ledger account reconciliations. Utilizing FiServ Frontier, the Reconciliations Analyst will assist in analyzing reconciling differences, root cause analysis and understanding the impact on the financial statements. The qualified candidate will also be involved in the testing and implementation of new systems and processes.
Primary Functions of the Position:
- Timely and effective reconciliation of assigned General Ledger accounts, including timely and accurate clearing of reconciling items in accordance with Company Policy. Ensure accurate posting of general ledger entries in ERP systems
- Works independently to research, track and timely resolve outstanding reconciling items and related issues. Able to apply advanced research techniques to accurately identify the source of the reconciling items. Communicate with internal resources and/or processors to escalate and resolve these differences.
- Work directly with Operations and Technology teams on the resolution of processing deficiencies, system issues or other operational challenges adversely impacting accounting processes.
- Works with a high degree of initiative to identify and recommend process improvement opportunities in the areas of reporting, reconciliation and analysis.
Education and Experience Requirements:
- Bachelor’s Degree in Accounting or Finance preferred
- Financial services experience preferred
- 2+ years relevant work experience in accounting operations required, including experience in high volume, complex general ledger reconciliations preferred
- Proficient in Microsoft Office products, primarily Excel (intermediate level of expertise working with Excel pivot tables, v- lookup and filters preferred)
- Experience with top tier ERP systems preferred. Experience with other external systems and software a plus (reconciliations, data warehouse, etc.)
Essential Skills and Abilities:
- Strong analytical research and problem-solving skills.
- Proficient accounting skills. Able to identify appropriately debits and credits and accurately prepare and understand journal entries and how transactions impact account balances (i.e., increase, decrease, etc.).
- Strong attention to detail and organizational skills, with the ability to manage a variety of primary duties as well as actively contribute to new projects.
- Well-developed sense of urgency and follow through
- Energy and desire to thrive in a fast-paced organization; ability to handle multiple projects under pressure and maintain a positive attitude.
- Strong communication skills – including ability to listen to the needs of others, comprehend complex matters, articulate issues in a clear and concise manner, and present findings as well as recommendations in both oral and written presentations to all levels in the organization.
- Ability to learn and adapt to product flows and new software technologies.
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.
Summary of the Position:
The newly created role is responsible for the preparation and analysis of general ledger account reconciliations. Utilizing FiServ Frontier, the Accountant will assist in analyzing reconciling differences, root cause analysis and understanding the impact on the financial statements. The Accountant will also be involved in the testing and implementation of new systems and processes.
Primary Functions of the Position:
- Timely and effective reconciliation of assigned General Ledger accounts, including timely and accurate clearing of reconciling items in accordance with Company Policy. Ensure accurate posting of general ledger entries in ERP systems
- Works independently to research, track and timely resolve outstanding reconciling items and related issues. Able to apply advanced research techniques to accurately identify the source of the reconciling items. Communicate with internal resources and/or processors to escalate and resolve these differences.
- Work directly with Operations and Technology teams on the resolution of process flaws, system bugs or other operational issues adversely impacting accounting processes.
- Works with a high degree of initiative to identify and recommend process improvement opportunities in the areas of reporting, reconciliation and analysis.
Education and Experience Requirements:
- Bachelor’s Degree in Accounting or Finance required
- 2+ years relevant work experience in accounting operations required, including experience in high volume, complex general ledger reconciliations preferred
- Proficient in Microsoft Office products, primarily Excel (intermediate level of expertise working with Excel pivot tables, v-lookup and filters strongly desired)
- Experience with top tier ERP systems preferred. Experience with other external systems and software a plus (reconciliations, data warehouse, etc.)
Essential Skills and Abilities:
- Strong analytical research, problem solving and analytical thinking skills;
- Proficient accounting skills. Able to identify appropriately debits and credits and accurately prepare and understand journal entries and how transactions impact account balances (i.e. increase, decrease, etc.).
- Strong attention to detail and organizational skills, with the ability to manage a variety of primary duties as well as actively contribute to new projects.
- Well-developed sense of urgency and follow through
- Energy and desire to thrive in a fast-paced organization; ability to handle multiple projects under pressure and maintain a positive attitude.
- Strong communication skills – including ability to listen to the needs of others, comprehend complex matters, articulate issues in a clear and concise manner, and present findings as well as recommendations in both oral and written presentations to all levels in the organization.
- Ability to learn and adapt to product flows and new software technologies.
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.
Summary of the Position:
Under the direction of the CHRO, the Training & Development Manager is responsible for the development and execution of a company-wide learning strategy. In partnership and collaboration with management across the organization, the Training & Development Manager will lead the design, development, delivery, and evaluation of inclusive and accessible learning and development solutions in support of TriState’s strategic initiatives.
Primary Functions of the Position:
- Works in partnership with the CHRO, business leaders, and department managers on the creation and rollout of training programs that support the needs of the organization
- Identifies and assesses current and future training needs through consultation with managers and business leaders
- Conducts needs analysis at every level of the organization to develop new training programs, enhance existing programs, and/or acquire external training services. Consults with subject matter experts to ensure relevancy of learning objectives and delivery methodology.
- Partners with management to ensure successful specific job training needs in the organization.
- Develops and documents training tools and processes, including instruction manuals, job aides, presentations and webinars.
- Designs, monitors and manages learning project and process metrics that are aligned to business strategy. Reports on the effectiveness of training and development programs and utilizes relevant data to revise or recommend changes to instructional methods or objectives.
- Identifies and implements programs for leadership and high potential development
- Works closely with the CHRO and the Employee Engagement Manager on corporate culture and development initiatives
- Coordinates new employee onboarding process and training; conducts new hire orientation
Education and Experience Requirements:
- Bachelor’s Degree in Education, Business, Organization Development, or related field, required. Master’s Degree preferred.
- 10 years of experience in learning, management and leadership development, and organizational development and consulting
Essential Skills and Abilities:
- Innovator with a sense of urgency thriving a in fast-paced environment characterized by high-levels of change and transformation
- Extensive experience working and partnering with cross-functional business leaders in all disciplines and delivering against business goals
- Experience building learning and talent programs for the development and retention of critical positions and high-demand talent
- Skilled at developing and managing relationships with external vendor partners for training support
- Knowledge of learning theory, instructional design, adult learning principles
- Strong verbal and written communication skills with experience preparing training and development communications
- Experience selecting and managing vendor relations
- Strong presentation and facilitation skills both in person and virtual
- Strong communication, influencing, and consulting skills with the ability to organize and express ideas clearly, position thoughts and perspectives effectively, and influence for support of shared projects and outcomes
- Strong knowledge of Windows technology and Microsoft Office applications
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.
Summary of the Position:
The Financial Systems Analyst will be responsible for understanding, supporting and administration of the Finance and Accounting (“F&A”) technology systems including how they interact with other systems within the organization. The role will support our F&A group as they partner with the organization on data extraction and reporting initiatives. This position will drive data quality by supporting automation of reporting, enhancing current tools and building out new ones to create self-serve reporting for the businesses. The role coordinates internal systems to obtain, validate and optimize data flow to provide analytical support.
Primary Functions of the Position:
- Help maintain and manage technical systems for Finance & Accounting (F&A)
- Assist in coordinating and prioritizing key projects across the F&A function
- Serve as the subject matter expert for the reporting and budgeting system
- Focus on driving cleaner data for financial and managerial reporting
- Establish data audit processes and partner with various teams for execution
- Conduct requirements gathering activities and stakeholder interviews as needed
- Design and validate solutions and coordinate with F&A for alignment with goals
- Review current department reporting, identify opportunities for improvement and execute
- Work with F&A to assist with data-related technical issues and support their data analysis
- Identify and understand reporting needs, design and implement solutions
- Support ad hoc queries and other requests as needed
Education and Experience Requirements:
- Bachelor’s degree in finance, computer science, accounting, or a related field
- Minimum of 5 years of progressive experience in financial planning and analysis (FP&A), data analytics or related field
- Banking or financial services industry experience preferred
Essential Skills and Abilities:
- Ability to understand and manage technical systems
- Data extraction, analysis, and reporting experience with complex ERP systems
- Very high attention to detail and accuracy with strong analytical skills
- Advanced MS Excel skills, Power BI and SQL
- Knowledge of financial concepts, including how operating budgets are created
- Experience working on cross-functional teams
- Ability to communicate clearly and effectively to business and technical associates
- Demonstrated ability to track and drive initiatives to successful completion
- Eager to learn with a proven track record of self-learning
- Excellent verbal and written communication skills
- Ability to effectively prioritize and manage multiple tasks and deadlines
