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

SUMMARY OF THE POSITION:

The Inside Sales Associate (ISA) will help to broaden our existing client relationships and seek new business opportunities working from our Pittsburgh offices. The ISA is an entry point to becoming an Inside Sales Representative within 12-18 months, and successful candidates will proactively contact financial advisors to assist them in implementing TriState Capital Bank’s securities-based loan products. The ISA will act as a critical link between resources available at the corporate offices of TriState and their external/internal sales partners towards the achievement of sales goals. The ISA will work closely with sales partners in multiple territories and will regularly provide additional critical support in territories with unique sales opportunities or high volumes of applications. The ISA will also provide gap coverage across the entire Inside Sales team, reducing downtime and promoting consistent, seamless delivery to our clients.

PRIMARY FUNCTIONS OF THE POSITION:

• Collaborate with sales partners in implementing a business plan to expand our relationships with existing clients and identify potential new clients
• Assist in the coordination of meetings and/or calls with clients and their various financial advisors / staff to provide relationship management support services and initial loan application completion
• Assist their sales partners with scheduling key meetings in the territory to support territory management
• Manage the follow-ups for the efforts of their sales partners, which includes meeting follow ups, presentations, conference preparations, and distribution of sales kits
• Develop the ability to communicate all TriState’s product offerings to our clients to help them understand how we compliment their business
• Support sales territory marketing strategies to stay “Top of Mind” for lending opportunities in their regions
• Develop a deep knowledge of product offerings and be able to answer questions around TSC’s loan products and support of existing client accounts

EDUCATION AND EXPERIENCE REQUIREMENTS:

• Bachelor’s Degree in a financial related discipline
• 0-2 years of experience

ESSENTIAL SKILLS AND ABILITIES:

• Excellent communication, interpersonal skills, customer service skills, and prospecting abilities
• General understanding of insurance, banking, lending, and financial marketplace a plus
• 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
• Creative: Develop innovative ways to demonstrate to our client’s best practices in implementing Tristate strategies and help them identify investment opportunities
• Competitive: Motivated by being in a professionally competitive atmosphere
• Curios: 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