Job Title:         Senior Salesforce Administrator

Department:    Sales Operations / Business Development

Location:         Pittsburgh, PA or Cleveland, OH

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

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.

Job Title:          Senior Deposit Operations Associate    

Department:   Deposit Operations

Location:          Pittsburgh, PA

Summary of the Position:

The Senior Deposit Operations Associate manages the client profile agreements and all accompanying documentation related to the Implementation of an account set-up.  In addition, the employee conducts the Implementation process for new accounts, performs maintenance on existing accounts, performs teller work functions, manages escrow sub accounting clients, provides training to new employees, performs ongoing client support, and troubleshoots any issues related to client deposits and returns.  The Senior Deposit Operations Associate will maintain a solid understanding of all Deposit products including Checking, Money Markets, Certificates of Deposits, and CDARS/ICS.

Primary Functions of the Position:

• Assists the Deposit Operations team lead on daily tasks
• Performs client implementation set-up, maintenance requests, teller work, and quality review
• Manages Escrow clients as it relates to sub accounting
• Assists with new employee training
• Ensures all service levels are met
• Responsible for ongoing client support
• Works closely with Relationship Managers, Sales, Wire Operations, Treasury Operations, ACH Operations, Loan Operations, Capital Markets, and Compliance to effectively execute the responsibilities of the position

Education and Experience Requirements:

• High School Diploma or equivalent; post-secondary education preferred
• Minimum 5 years of experience, including 2 years bank operations experience in a deposit operations role

Essential Skills and Abilities:

• Demonstrates knowledge of all Deposit products, systems, and related processes
• Candidates should have experience with Deposit products including Checking, Money Markets, Certificates of Deposits, and CDARS/ICS
• Candidate should possess branch knowledge, such as teller work, new account opening, and client service requests
• Ability to communicate effectively in writing and over the phone
• Ability to work in a fast-paced, high-intensity work environment
• Job may require additional hours of work during peak periods to meet service levels

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.

Job Title:          Equipment Finance Operations Specialist

Department:    Loan Operations

Location:          Pittsburgh, PA

Summary of the Position:

The Equipment Finance Operations Specialist performs quality review of equipment loan and lease documents and monitors the Aspire system to ensure that all transactions are in compliance with TriState Capital Bank policies.  Prior to documentation, the Equipment Finance Operations Specialist completes all required customer and collateral due diligence (including KYC, ordering good standing, ordering and reviewing UCC lien searches, etc.).

Primary Functions of the Position:

• Reviews all documentation and determines that terms and conditions align with the Credit Approval and verifies that equipment invoices are accurate and complete
• Prior to funding, verifies that all required loan/lease documents are signed and received, proof of payment is satisfied, collateral is properly insured, and all required lien perfection documents have been completed accurately
• Works with vendors and customers to ensure that all equipment and vehicles are titled properly in a reasonable timeframe
• Assists customers with invoice and account questions
• Processes funding and payments, prepares payoffs and releases all collateral, monitors and follows up on exceptions, completes modifications or maintenance requests on existing deals

Education and Experience Requirements:

• Bachelor’s Degree, or equivalent combination of education and work experience
• Minimum of 5 years of experience preparing commercial equipment loan/lease documents

Essential Skills and Abilities:

• Knowledge of various lease structures
• Demonstrated knowledge of loan documentation and lending regulations
• Demonstrated ability to effectively interface with clients and internal and external partners, including members of the sales and credit teams, internal and external legal counsel, vendors, and insurance companies
• Ability to work independently and proactively while exercising sound judgement
• Excellent organization skills and strong attention to detail
• Ability to prioritize effectively in a fast-paced environment
• Willingness to work additional hours during peak periods to meet service level
• Experience with Aspire and pricing software (such as TValue and SuperTRUMP) is a plus

Job Summary:

The role of a Business Analyst (BA) is a valuable member of TriState Capital’s Change Management Office (CMO).  As an internal partner to bank stakeholders the BA support business case development, facilitates objectives definition, defines current/future state needs, and delivers actionable requirements.  The BA defines and leads acceptance criteria and testing.   Ultimately the BA is responsible for:

• Successful project origination
• Definition of business aligned fit-to-purpose requirements
• Delivery of transformative projects within the bank

TriState Capital relies on BAs to craft and deliver projects with business value in partnership with internal and external clients and other members of the PMO.

Primary Functions of the Position:

• Partner with stakeholder teams across bank business units (i.e., operations, sales, finance, risk, AML/compliance, etc.) to develop necessary analysis and documentation in a collaborative way, communicating effectively and efficiently with production, managerial, and executive teams
• Evaluate, analyze, and communicate systems requirements on a continuing basis, and maintain systems processes, including the delivery of status to appropriate parties
• Author and update internal and external documentation, and formally initiate and deliver requirements and documentation
• Develop meaningful and lasting relationships with partners for optimized process development and systems integration
• Support questions and concerns from managers and executives with research, execution, and recommendations.
• Support reporting and analysis efforts within business units
• Support 3-5 concurrent projects, facilitating analysis and validation activities through the lifecycle
• Measure project performance using appropriate tools and techniques
• Work with team members to perform risk management assessment to minimize project risks
• Establishes and maintains relationships with vendors
• Develops and maintains templates within the bank’s project management system

Education and Experience Requirements:

• Bachelor’s Degree or equivalent
• 3-5 years business analysis experience
• Banking or related financial services preferred
• Strong quantitative and analytical skills
• Industry recognized certifications preferred

Essential Skills and Abilities

• Proven capabilities with business analysis tools, including:
  • Journey maps
  • Process models
  • User stories
  • Requirement documentation
  • Affinity diagram
  • Traceability matrix
• Excellent client facing and internal communication skills
• Excellent written and verbal communication skills
• Solid organizational skills and attention to detail

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.

The Commercial Real Estate (CRE) Loan Administrator provides ongoing administration and maintenance of an assigned portfolio of commercial real estate and/or swap loans post-closing.

Primary Functions of the Position:

• Reviews, closes, and processes modifications/extensions, payments, rate changes, payoffs, partial releases, full releases and exceptions
• Administers the construction draw process which includes reviewing budgets and ensuring that the loans are balanced (including letter of credit exposure); reviews inspection reports, identifies and resolves construction and title issues. Ensures that requests are in accordance with governing loan documents and procedures and that all required approvals have been received
• Administers swapped loans (if assigned), including onboarding new swaps, manual monthly reconcilement of billing, applying and requesting payments to the loan and swap
• As needed, coordinates the loan closing process including performing necessary due diligence, gathering client data, reviewing loan approvals and executed documents, reviewing the initial draw request, preparing funding requests and following up on post-closing exceptions
• Works closely with loan closers, relationship managers, portfolio managers, internal and external counsel, borrowers and all other authorized parties affiliated with each loan transaction

Education and Experience Requirements:

• High School Diploma or equivalent; post-secondary degree preferred
• A minimum of 4 years of financial industry experience, including 2 years of loan administration or loan operations experience
• Commercial/Construction Real Estate Loan Administration experience preferred
• Understanding of interest rate swaps preferred.

Essential Skills and Abilities:

• Demonstrated knowledge of loan documentation and lending regulations and ability to effectively interface with customers, internal and external counsel, compliance, credit, title companies, inspectors, insurance companies and other external contacts
• Job may require additional hours of work during peak periods to meet service levels

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.