Skip to content
TriState Capital Bank
  • Our People
  • Lending
    • Our Lending Solutions
      • Commercial Real Estate
      • Equipment Finance
      • Financial Advisor Solutions
      • Insurance-Based Lending
      • Middle Market Solutions
      • Securities-Based Lending
  • Liquidity Solutions
    • Our Liquidity Solutions
      • Family Offices Financial Services
      • National Deposits
      • Treasury Management
  • About
    • Our Story
    • Management Team
    • Investor Relations
  • Careers
  • Contact Us
What can we help you find?
Login
Select a service for login
  • 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
  • Logins
    • Financial Advisors – Digital Lending Platform
    • Personal Banking – Loan & Deposit Clients
    • Treasury Management – AdvantageTSC Direct
    • Treasury Management – Escrow Services
    • eStatements (only)

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.

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].

Continue

Sr Salesforce Admin

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.

 

National Sales Deposit Officer

Summary of the Position:

The National Deposit Sales position is responsible for initiating and growing Bank deposit relationships with Financial Institutions that are located nationally and have a focus on fund management and administration.   Successful candidates will have a familiarity with cash management products and services in order to understand needs of potential clients and identify opportunities to provide appropriate deposit solutions.

Primary Functions of the Position:

  • National sales territory
  • Develop and cultivate a viable pipeline of prospective cash management clients
  • Achieve annual deposit goals by calling on and cultivating relationships with Financial Institutions (Brokers / Dealers; Institutional Trading Portals; Fund Manager and Fund Administration operating platforms)
  • Expand client relationships in order to grow existing deposits
  • Attend and speak as a subject matter expert at industry events
  • Attend sales meetings and trainings to keep abreast of cash management product and industry developments
  • Participate in and contribute to Company product and sales and marketing planning meetings
  • Work closely with internal teams to collaboratively manage client relationships
  • Use company sponsored CRM to maintain prospect / client contact database and to track and report ongoing sales efforts

Education and Experience Requirements:

  • Bachelor’s Degree in Finance or related field
  • Minimum 5 years of financial product sales experience
  • Institutional Cash Management sales experience preferred

Essential Skills and Abilities:

  • Familiarity with Banking, Broker/Dealer and Fund administration operating platforms
  • Network experience with Financial Services firms
  • Strong consultative selling skills
  • Excellent communication and presentation skills are essential
  • Strong territory and time management skills
About TSC
  • Careers
  • Resources
  • Investor Relations
  • News & Media
  • Media Relations
  • The TSC Advantage
Security, Terms & Legal
  • Privacy & Security
  • Education Center
  • Fraud Prevention Center
TriState Capital Bank
Member FDIC Equal Housing Lender

© 2023 TriState Capital Bank. All Rights Reserved.

You are about to leave the TriState Capital Bank website.

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].
Continue

You are about to visit Chartwell Investment Partners website.

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