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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].

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Private Bank Fulfillment Production Manager

Department: Bank Operations

Location: Pittsburgh, PA

Summary of the Position:

The Private Bank Fulfillment Production Manager will manage the TriState Capital Bank’s Private Bank Loan Fulfillment and Closing teams.  This position will be responsible for leading and supporting the overall daily pre-closing activities for Private Bank Clients, including application intake and review and documentation generation and ensuring quality and productivity standards are met or exceeded while maintaining high client experience standards.  The ideal candidate will have strong managerial expertise with responsibility for a large multi-faceted production or customer service team resident within a bank or investment firm.  This position will also require thoughtful re-engineering of processes, strategic change management, policy and procedural updates and reviews of all key controls.   This position will work closely with external clients and various internal partners to ensure a best-in-class experience.  Internal partners include Relationship Management, Inside Sales, Credit/Portfolio Management, Legal, Compliance/Risk, and Bank Operations.

 

Primary Functions of the Position:

 

  • Manages all facets of Fulfillment and Closing activities within the stated SLA’s
  • Responsible for operational and regulatory compliance
  • Works closely with Loan Operations Manager responsible for post-closing booking activities
  • Leads the new loan process for all SBLOC and CVLI lending activities
  • Active involvement in building out and implementing technology to streamline processes
  • Manages audit and compliance activities
  • Fosters a culture of continuous improvement (productivity and quality); manages KPIs and KRIs
  • Coaches, develops, and structures the team to best support ongoing Private Bank loan activities
  • Manages key SLAs that impact external & internal users
  • Participates actively in projects and keeps current with industry updates

Education and Experience Requirements:

  • Bachelor’s Degree
  • 7-10 years banking or investment industry related experience, including operations management and customer service
  • 5+ years in a current/recent management role

 

Essential Skills and Abilities:

  • Knowledge of loan documentation and lending regulations
  • Exceptional interpersonal, communication and presentation skills
  • Demonstrates strong work ethic and ability to be self-directed
  • Demonstrates analytical and problem-solving capabilities
  • Ability to motivate and develop self and others
  • Ability to work in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing circumstances
  • Ability to embrace new technologies and automation

APPLY NOW

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.

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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].
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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].
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