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

Summary of the Position:

The Client Services Representative – Servicing supports all client requests originating within the Private Bank Service Team.  This position includes working closely 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.

 

Primary Functions of the Position:

·       Interacts daily with internal and external clients and provide customized solutions to their requests

·       Partners effectively with other members of the Private Bank Service Team in supporting client requests

·       Works closely with relationship managers, inside sales, portfolio managers, internal and external counsel, compliance, borrowers and all other authorized parties affiliated with each transaction

·       Provides premier client experience across all client engagements

·       Works closely with other teams within operations and the bank to enhance current processes

·       Actively participates in projects as assigned

 

Education and Experience Requirements:

·       Bachelor’s degree or equivalent combination of education and experience preferred

·       2 years of bank operations and/or client service experience preferred

 

Essential Skills and Abilities:

·       Keen attention to detail and understanding of loan process/system and applicable lending requirements

·       Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution

·       Exceptional interpersonal and communication skills

·       Strong work ethic and ability to be self-directed

·       Analytical problem-solving capabilities

·       High level attention to detail

·       Ability to work in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities

 

Summary of the Position:

The Inside Sales Representative (ISR) will broaden our existing client relationships and seek new business opportunities in a defined geography while working from our Pittsburgh offices.  Successful candidates will proactively contact financial advisors to assist them in implementing TriState Capital Bank strategies, in particular, the Bank’s securities-based lending products.  Inside Sales Representatives act as a critical link between resources available at the corporate offices of TriState and their external sales partners towards the achievement of sales goals.

Primary Functions of the Position:

• Collaborate with external sales partner / sales management in creating and implementing a business plan to expand our relationship with existing clients (financial advisors) and identify potential new clients (financial advisors)
• Coordinate / schedule meetings and/or calls with financial advisors / staff to provide relationship management support services and assist with initial loan application completion
• Meet all KPIs outlined for the team, which promote the overall growth of the territory
• Take the lead on certain aspects of the business plan, while also managing the follow-up for the efforts of external sales partner, which includes meeting follow ups, presentations, conference preparations, and sales kits
• Present all TriState’s product offerings to our clients, to help them understand how we complement their business
• Develop, implement, and maintain a drip marketing strategy to stay “Top of Mind” for lending opportunities in the region
• Maintain a deep knowledge of product offerings and be able to conduct one on one meetings with advisors, deliver presentations, as well as conduct joint meetings with external partner in the field

Education and Experience Requirements:

• Bachelor’s Degree in a Finance-related discipline
• 1-3 years of financial services experience, including previous experience in financial sales or client services with demonstrated achievement of goals
• Experience with a CRM platform such as Salesforce
• Experience working in a relationship driven line of business
• Experience working with high net worth clients and top-producing advisors / agents is a plus

Essential Skills and Abilities:

• Excellent communication and interpersonal skills
• General knowledge of insurance, banking, lending, and financial marketplace a plus
• Strong prospecting and customer services skills
• Ability to use independent judgement and critical thinking
• Proficient in MS Office, specifically Excel and Word
• Entrepreneurial: Willingness to make independent decisions and improve processes that contribute to the territory business objectives
• Creativity: Develops innovative ways to demonstrate to our client’s best practices in implementing Tristate strategies and help them identify investment opportunities
• Competitiveness: Motivated by being in a professionally competitive atmosphere
• Curiosity: Interested in understanding capital markets and how individual investors utilize asset management/banking products to achieve their financial goals
• Ethical: Unwavering commitment to doing what is right for the client and for the company