Summary of the Position:

The Agency and C&I Loan Servicing Specialist will possess a solid understanding of the Commercial Loan Process from start to finish, with particular expertise in the Commercial & Industrial and specifically Agency Servicing.  The Loan Servicing Specialist must have a willingness to work alongside Team Leads and/or Managers to carry out departmental objectives, respond quickly to changing needs of the business, and provide coaching and expertise with a customer-service oriented attitude.  Experience in C&I and Agented loan administration, closing, due diligence, documentation and loan booking as well as in depth knowledge of bank processing systems including Fiserv Signature are required.

Primary Functions of the Position:

• Supports daily Loan Operations functions and provide processing expertise and high level of customer service interactions to team leads and associates as well as internal and external customers by performing research and complex issue resolution for C&I and Agented loans
• Leads communication for the participation desk; including inquiries, complex research and issue resolution
• Ensures ticklers/exceptions are maintained and kept up to date
• Ensures letter of credit renewals, extensions and all associated billing and ticklers are current
• Trains and coaches less experienced colleagues on TriState Procedures and processes around agency servicing, participation loans and letters of credit
• Independently completes complex calculations including but not limited to: accruing/unused fees, interest calculations, and letter of credit fees.
• Provides assistance to less tenured team members for the specified line of business through a variety of means including training and mentorship, loan level support and problem resolution
• Ensures departmental procedures are updated if required; reviews for completeness and accuracy on a regular basis; identifies redundancies and inefficiencies, make recommendations, and successfully implement continuous improvement solutions
• Projects, as assigned

Education and Experience Requirements:

• Bachelor’s Degree, or equivalent combination of education and experience
• Experience in working with Fiserv Signature
• 5+ years of experience in Operational Lending environment

Essential Skills and Abilities:

• Time management – ability to independently prioritize tasks, objectives and meet specified deadlines.
• Teamwork – work closely with team members across loan ops in the organization with a “one team” mindset.
• Communication and collaboration – ability to effectively communicate issues and resolutions across and up in the organization. Work across teams to both identify issues and problem solve to deliver root cause solutions.
• Knowledge sharing – creatively and impactfully share knowledge through training (group or 1:1), documented job aides and procedures and other methods as appropriate.

Summary of the Position:

The Loan Servicing and Quality Assurance Specialist will perform both data input of transactions and quality review of the core loan system for both consumer and commercial loans.

Primary Functions of the Position:

• Ensure that the core loan system matches the executed legal documents, whether via input or review
• Process or review new loans, renewals, modifications, extensions, payments, advances, maintenance, and system generated reports
• Provide customer support to both internal and external clients regarding account inquiries, research, and operational issues
• Provide backup support for other related duties, such as overseeing the printing and mailing of loan statements and manual calculation of accruing fees on commercial loans
• Work closely with Relationship Managers, Service Teams, Legal and Compliance to effectively execute on deliverables

Education and Experience Requirements:

• High School Diploma or equivalent; post-secondary degree preferred

• 2-4 years of experience, including previous bank operations or financial services experience
• Previous Consumer/Private Bank/Wealth Management quality review experience with knowledge of lending regulatory requirements is a plus

Essential Skills and Abilities:

• Familiarity with loan systems; and ability to read and understand loan documents in order to review that the loan system matches the loan documents
• Strong attention to detail
• Ability to communicate effectively in person, through email, and over the phone
• Proficiency in basic math skills and general knowledge of office software is required
• 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 AML/FCM Investigator will be a member of TriState Capital Bank’s Anti-Money Laundering (AML) / Financial Crimes Management (FCM) Department, reporting directly to the AML/FCM Investigations and OFAC Manager. Under limited supervision, the AML/FCM Investigator monitors and investigates transactions for suspicious activity to ensure compliance with AML and Office of Foreign Assets Control (OFAC) rules and regulations, leads projects of varying degrees of complexity, serves as a subject matter expert (SME) to various business lines, and resolves or recommends solutions to complex problems.

Primary Functions of the Position:

• Investigate potentially suspicious activity that may arise from account surveillance, alerts, regulatory investigations, and matters otherwise escalated to the TriState AML Investigations Team by the Business, Compliance, Legal, or Risk where account transactional activity is at issue.
• Conduct appropriate investigations related to the potential suspicious activity by reviewing client background information, transactions, fund movement analysis, and various searches using third-party and internal databases.
• Prepare and provide the AML Officer and AML/FCM OFAC Manager AML and OFAC supplemental training to business line stakeholders.
• Renews and administers policies and standards to ensure compliance with regulations related to money laundering, Bank Secrecy Act (BSA) and Sanctions.
• Monitor regulatory developments and industry trends to identify process and control enhancements within the bank’s AML and OFAC Programs.
• Trains colleagues and internal AML/FCM peers on internal AML and OFAC policies, rules, and regulations.
• Develop documentation related to AML issues to enhance corporate policies.
• Informs AML/FCM management about issues that may involve rule or policy violations or potential liability.
• Assist in AML and OFAC model validation and rule tuning exercises.
• Liaise with Deposit Operations and other business lines to obtain access to relevant data, systems and issues reporting to ensure effective operations of AML and OFAC Investigations.
• Works closely with the AML Officer and AML/FCM OFAC Manager to performs other duties and responsibilities as assigned.

Education and Experience Requirements:

• Bachelor’s Degree (B.A.) from a four-year college or university in a related field, such as legal, finance, accounting, law enforcement or social sciences-related field, or equivalent experience.
• A minimum of 5+ years’ experience in banking, AML and/or OFAC is required.
• Subject matter knowledge of BSA/AML/OFAC and FinCEN regulatory requirements.
• Prior bank treasury, loan or deposit operations are a plus.
• ACAMS certification is preferred or required to obtain the certification as part of maintaining the role.

Essential Skills and Abilities:

• Interpret and apply AML and OFAC regulations, policies and procedures/standards.
• Analyzing transactional activity to identify suspicious transactions.
• Develop and deliver technical training to others.

• Gather information, identify linkages and trends and apply findings to assignments.
• Work under pressure on multiple tasks concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
• Communicate effectively, both orally and in writing.
• Work independently as well as collaboratively within a team environment.
• Provide a high level of customer service and maintain confidentiality with high ethical standards.
• Establish and maintain effective working relationships at all levels of the organization.
• Proficient in Microsoft Word, Excel, PowerPoint, and Outlook; Internet navigation skills including proficiency with internet search engines.
• Basic knowledge of FiServ FCRM, WireXchange, CWS and/or Signature Desktop a plus.

Summary of the Position

The Private Bank Deposit Services Specialist position effectively coordinates the end-to-end Private Banking deposit account process and provides exemplary service and support to our clients. This position must partner effectively with the full Sales organization, Internal and External Counsel, Compliance, Financial Advisors, Family Offices, Operations, and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier client experience across all client engagements.

Primary Functions of the Position

• Assures complete and accurate client data is captured in the deposit application, prepares applicable new account documentation, and follows the deposit process through to
• Reviews all client account opening documentation for accuracy, with a thorough understanding of all client agreements that pertain to the onboarding of each client
• Works closely with all members of the Private Bank Service Team in supporting client
• Partners and communicates effectively with Relationship Managers, Internal and External Counsel, Compliance, Financial Advisors, Family Offices, Operations, Clients, and all other authorized parties affiliated with each
• Provides a premier client experience across all client
• Works closely with other teams within operations and throughout the bank to enhance current
• Requires the onboarding of Online Banking set-ups for personal and corporate clients, performs maintenance requests, transmission requests, and other miscellaneous services offered by the
• Participates effectively in assigned
• Responsible for ongoing client support with a wide range of Private Banking Deposit

Education and Experience Requirements

• Bachelor’s Degree, or equivalent combination of education and experience
• Minimum 5 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred

Essential Skills and Abilities

• Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
• Exceptional interpersonal and communication skills
• Very strong customer service skills
• Proficiency in Microsoft Office preferred
• Keen attention to detail and understanding of deposit processing systems
• Analytical problem-solving capabilities
• Strong work ethic and ability to be self-directed
• Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities

Summary of the Position:

The Treasury Management Operations Specialist manages the Treasury Management client agreements and all accompanying documentation related to the Implementation of a client set-up. In addition, the employee conducts the Implementation process for new Treasury Management clients, sets up users and customer accounts for online banking services, and provides clients with training, ongoing support, and troubleshooting. The Treasury Management Operations Specialist will maintain a solid understanding of Remote Deposit capabilities, Check Positive Pay, ACH Positive Pay, ACH file processing, Wire Transfers, Lockbox, and general support for other online banking system features, usage, and hardware.

Primary Functions of the Position:

• Assists the Treasury Management team lead on daily tasks
• Performs client implementation set-up and processes maintenance requests
• Provides customer training and client service for ongoing support
• Processes customer equipment orders and provide general troubleshooting when necessary
• Transmits / processes ACH, Wire, Account Transfers, Check Issuance, and Check Positive Pay transactions
• Performs monthly billing and analysis statements for Treasury clients
• Works closely with Relationship Managers, Treasury Management Officers, Deposit Operations, Wire Operations, ACH Operations, Compliance, and all other authorized parties affiliated with Treasury Services to effectively execute the responsibilities of the position
• Performs other related duties, such as mailing and filing as assigned

Education and Experience Requirements:

• High School Diploma or equivalent; post-secondary education preferred
• Minimum 4 years of experience, including 2 years bank operations experience in a cash / treasury management role

Essential Skills and Abilities:

• Demonstrated knowledge of all Treasury Management products, systems, and related processes
• General understanding of transmission processing for ACH, Wire, Account Transfers, Check Issuance, and Check Positive Pay
• General understanding of Deposit products including Checking, Money Markets, and Certificates of Deposits
• Demonstrated ability to communicate effectively in writing and over the phone to facilitate customer set-up and conduct online training
• Demonstrated ability to communicate effectively with support vendors and internal staff
• Proficiency in basic math skills and general knowledge of Microsoft Office software is required
• Job may require additional hours of work during peak periods to meet service levels

Job Summary

Under administrative supervision, uses extensive knowledge and skills obtained through education, experience, specialized training, and/or certification in securities industry compliance to design, implement and supervise a comprehensive compliance and surveillance program for TriState Capital Bank. Ensures compliance with all regulatory requirements. Works within TriState Capital Bank to lead large or multiple projects with significant scope and impact. Works independently and supervises others to perform difficult assignments that are broad in nature, and that require originality and ingenuity with appreciable latitude for un-reviewed actions or decisions. Completes complex assignments with substantial latitude for autonomous actions or decisions. Provides comprehensive solutions to complex problems. Maintains extensive contact with internal customers and regulatory agencies to identify, research, analyze and resolve complex issues.

Essential Duties and Responsibilities

• Manages department, associates, and division of responsibilities within TriState Capital Bank Compliance department.
• Provides compliance support for TriState Capital Bank entity. Subject matter point of contact for the TriState Capital Bank Private Bank division.
• Identifies and manages regulatory risks associated with TriState Capital Bank.
• Develops, reviews, and adjusts the departments and business unit policies and procedures to adapt to changing regulatory and business environments.
• Uses data and performance indicators to establish control mechanisms and other improvement initiatives, and ensures quality standards are consistently attained or exceeded.
• Serves as a member of the leadership team in developing short- and long-term goals and initiatives to achieve strategic vision for the TSCB compliance department.
• Performs human resource management activities, including identifying performance problems and approving recommendations for remedial action; evaluating performance; and interviewing and selecting staff.
• Plans, assigns, monitors, reviews, evaluates, and leads the work of subordinate supervisors.
• Coaches and mentors subordinates, identifies training needs and recommends appropriate development programs.
• Prepares and reviews compliance reports for the TriState Capital Bank Risk Committee and other management and Board level committees.
• Oversees periodic compliance reviews and maintenance of documentation to support the completion of the review and corrective measures taken.
• Works with business management to develop, communicate and implement strategies, procedures and technology systems designed to enhance the firm’s compliance with applicable rules and regulations.
• Researches existing rules and monitors regulatory developments and communicates changes to affiliates and home office staff.
• Develops, implements, sustains, monitors and when necessary, revises compliance programs that reflect “best practices” and ensures the firm is adhering to all legal and regulatory requirements.
• Identifies trends and implements corrective action, as necessary.
• Partners with senior business executives, legal, risk management, and compliance to appropriately mitigate and manage regulatory and litigation risk.
• Works with business partners and managers to ensure policies and procedures are in compliance with required regulations and assists in bringing non-complying areas into compliance.
• Supports a culture of risk management and compliance throughout all levels within the firm.
• Plans, assigns, monitors, reviews, evaluations and leads the work of others.
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Advanced Knowledge of:

• Federal Reserve Bank Regulations governing Financial Holding Companies and Bank Holding Companies and State Chartered Member Banks.
• Consumer Protection Bureau regulations governing banks.
• Familiarity and understanding of Securities Based Lending, Commercial Lending, Commercial Real Estate, Treasury Management, and Deposit  Products
• State of PA Banking Statutes and Regulations.
• Compliance and legal procedures in the financial services industry.
• Concepts, practices, and procedures of the financial services industry.
• Regulatory filings and regulatory reporting requirements.
• Financial services and products.
• Concepts, practices, and procedures of securities industry compliance.
• Investment concepts, practices and procedures used in the securities industry.

Advanced Skill in:

• Administering regulatory notifications and filings.
• Planning and scheduling work to meet regulatory organizational and regulatory requirements.
• Investigating compliances issues and irregularities.
• Making rule-based and analytical decisions.
• Identifying and applying appropriate compliance monitoring procedures and tests.
• Written and verbal communications skills sufficient to professionally address a wide and varied audience both internally and externally.
• Preparing oral and/or written reports.
• Project management skills and experience sufficient to successfully complete long and short-term projects.
• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases.

Ability to:

• Work under pressure on multiple tasks concurrently, manage those delegated; and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
• Attend to detail while maintaining a big picture orientation.
• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives.
• Establish and communicate clear directions and priorities.
• Gather information, identify linkages and trends, and apply findings to operations.
• Maintain currency in laws, rules and regulations related to compliance in assigned functional area (s).
• Plan, assign, monitor, review, evaluate and lead the work of others, coach, and mentor others.
• Manage all levels of associates, including technical, professional, clerical, administrative and supervisory associates.
• Work independently as well as collaboratively within a team environment to resolve problem.

Education:

Bachelor’s

Work Experience:

10 years

Job Summary

Under administrative supervision, uses extensive knowledge and skills obtained through education, experience, specialized training, and/or certification in securities industry compliance to design, implement and supervise a comprehensive compliance and surveillance program for TriState Capital Bank. Ensures compliance with all regulatory requirements. Works within TriState Capital Bank to lead large or multiple projects with significant scope and impact. Works independently and supervises others to perform difficult assignments that are broad in nature, and that require originality and ingenuity with appreciable latitude for un-reviewed actions or decisions. Completes complex assignments with substantial latitude for autonomous actions or decisions. Provides comprehensive solutions to complex problems. Maintains extensive contact with internal customers and regulatory agencies to identify, research, analyze and resolve complex issues.

Essential Duties and Responsibilities

• Manages department, associates, and division of responsibilities within TriState Capital Bank Compliance department.
• Provides compliance support for TriState Capital Bank entity. Subject matter point of contact for the TriState Capital Bank Private Bank division.
• Identifies and manages regulatory risks associated with TriState Capital Bank.
• Develops, reviews, and adjusts the departments and business unit policies and procedures to adapt to changing regulatory and business environments.
• Uses data and performance indicators to establish control mechanisms and other improvement initiatives, and ensures quality standards are consistently attained or exceeded.
• Serves as a member of the leadership team in developing short- and long-term goals and initiatives to achieve strategic vision for the TSCB compliance department.
• Performs human resource management activities, including identifying performance problems and approving recommendations for remedial action; evaluating performance; and interviewing and selecting staff.
• Plans, assigns, monitors, reviews, evaluates, and leads the work of subordinate supervisors.
• Coaches and mentors subordinates, identifies training needs and recommends appropriate development programs.
• Prepares and reviews compliance reports for the TriState Capital Bank Risk Committee and other management and Board level committees.
• Oversees periodic compliance reviews and maintenance of documentation to support the completion of the review and corrective measures taken.
• Works with business management to develop, communicate and implement strategies, procedures and technology systems designed to enhance the firm’s compliance with applicable rules and regulations.
• Researches existing rules and monitors regulatory developments and communicates changes to affiliates and home office staff.
• Develops, implements, sustains, monitors and when necessary, revises compliance programs that reflect “best practices” and ensures the firm is adhering to all legal and regulatory requirements.
• Identifies trends and implements corrective action, as necessary.
• Partners with senior business executives, legal, risk management, and compliance to appropriately mitigate and manage regulatory and litigation risk.
• Works with business partners and managers to ensure policies and procedures are in compliance with required regulations and assists in bringing non-complying areas into compliance.
• Supports a culture of risk management and compliance throughout all levels within the firm.
• Plans, assigns, monitors, reviews, evaluations and leads the work of others.
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Advanced Knowledge of:

• Federal Reserve Bank Regulations governing Financial Holding Companies and Bank Holding Companies and State Chartered Member Banks.
• Consumer Protection Bureau regulations governing banks.
• Familiarity and understanding of Securities Based Lending, Commercial Lending, Commercial Real Estate, Treasury Management, and Deposit Products
• State of PA Banking Statutes and Regulations.
• Compliance and legal procedures in the financial services industry.
• Concepts, practices, and procedures of the financial services industry.
• Regulatory filings and regulatory reporting requirements.
• Financial services and products.
• Concepts, practices, and procedures of securities industry compliance.
• Investment concepts, practices and procedures used in the securities industry.

Advanced Skill in:

• Administering regulatory notifications and filings.
• Planning and scheduling work to meet regulatory organizational and regulatory requirements.
• Investigating compliances issues and irregularities.
• Making rule-based and analytical decisions.
• Identifying and applying appropriate compliance monitoring procedures and tests.
• Written and verbal communications skills sufficient to professionally address a wide and varied audience both internally and externally.
• Preparing oral and/or written reports.
• Project management skills and experience sufficient to successfully complete long and short-term projects.
• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases.

Ability to:

• Work under pressure on multiple tasks concurrently, manage those delegated; and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
• Attend to detail while maintaining a big picture orientation.
• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives.
• Establish and communicate clear directions and priorities.
• Gather information, identify linkages and trends, and apply findings to operations.
• Maintain currency in laws, rules and regulations related to compliance in assigned functional area (s).
• Plan, assign, monitor, review, evaluate and lead the work of others, coach, and mentor others.
• Manage all levels of associates, including technical, professional, clerical, administrative and supervisory associates.
• Work independently as well as collaboratively within a team environment to resolve problem.

Education:

Bachelor’s, Master’s

Work Experience:

10 years

Summary of the Position:

The Treasury Management Operations Specialist manages the Treasury Management client agreements and all accompanying documentation related to the Implementation of a client set-up. In addition, the employee conducts the Implementation process for new Treasury Management clients, sets up users and customer accounts for online banking services, and provides clients with training, ongoing support, and troubleshooting. The Treasury Management Operations Specialist will maintain a solid understanding of Remote Deposit capabilities, Check Positive Pay, ACH Positive Pay, ACH file processing, Wire Transfers, Lockbox, and general support for other online banking system features, usage, and hardware.

Primary Functions of the Position:

• Assists the Treasury Management team lead on daily tasks
• Performs client implementation set-up and processes maintenance requests
• Provides customer training and client service for ongoing support
• Processes customer equipment orders and provide general troubleshooting when necessary
• Transmits / processes ACH, Wire, Account Transfers, Check Issuance, and Check Positive Pay transactions
• Performs monthly billing and analysis statements for Treasury clients
• Works closely with Relationship Managers, Treasury Management Officers, Deposit Operations, Wire Operations, ACH Operations, Compliance, and all other authorized parties affiliated with Treasury Services to effectively execute the responsibilities of the position
• Performs other related duties, such as mailing and filing as assigned

Education and Experience Requirements:

• High School Diploma or equivalent; post-secondary education preferred
• Minimum 4 years of experience, including 2 years bank operations experience in a cash / treasury management role

Essential Skills and Abilities:

• Demonstrated knowledge of all Treasury Management products, systems, and related processes
• General understanding of transmission processing for ACH, Wire, Account Transfers, Check Issuance, and Check Positive Pay
• General understanding of Deposit products including Checking, Money Markets, and Certificates of Deposits
• Demonstrated ability to communicate effectively in writing and over the phone to facilitate customer set-up and conduct online training
• Demonstrated ability to communicate effectively with support vendors and internal staff
• Proficiency in basic math skills and general knowledge of Microsoft Office software is required
• Job may require additional hours of work during peak periods to meet service levels

Summary of the Position:

The Private Banking Product Manager is responsible for supporting the full lifecycle of product management across the Private Bank’s lending and digital product portfolio. In this role, the individual will assist with all aspects of product research, assessment, design, development, and implementation. In addition, will work closely with the SVP, Private Banking Head of Product and Key Account Services to evaluate new market and product opportunities that provide TriState Capital Bank with desired revenue streams with industry-leading products within a sound risk and compliance framework.

Primary Functions of the Position:

• Construct product reviews for new and existing product lines according to the Product Department’s review calendar

• Present product reviews at both New Products Committee (NPC) and non-NPC reviews

• Responsible for tracking and implementing next steps and follow up items from all product reviews

•  Support the Product Department’s full product & digital strategy and roadmap, set and evaluate key performance  indicators for product portfolio, make recommendations regarding product life cycles, additional features, and technology design

• Responsible for the oversight and execution delivery of assigned Product Deployment projects

• Manages digital product(s) idea generation, backlog, sprint planning and releases.

• Responsible for coordinating with other departments to bring new products, features and/or enhancements to market with education and training; Acts as a project manager with managing and collaborating with teams in Technology, Operations, Sales, Service, Fulfillment, Finance, Risk, Compliance and Legal

• Balances resources, capacities, constraints, and opportunities among functional areas within the company to achieve the best and most effective execution/result for all stakeholders

• Ensures that each new product and/or modification meets all compliance/risk management requirements

• Manages existing product portfolio to ensure the Bank continues to deliver on expectations throughout the customer lifecycle by continuing to deliver value to the client and not creating additional workflow burdens internally

• Responsible for overall Net Promoter Score (NPS) function within Private Bank: Continually monitors NPS data and other internal feedback to identify product opportunities, challenges and trends

• Responsible for Voice of Consumer (VoC) needs and overall client experience (CX) for both internal and external stakeholders

• Serves as a VoC on decisions that could impact the overall CX/UX on the Bank’s digital platforms and within our lending product suite

• Will serve as a Subject Matter Expert (SME) for all lending products and their integration with other services and workflows

Education and Experience Requirements:

• Bachelor’s Degree in relevant area of study required

• Minimum of 5 – 7 years of work experience in banking

• Minimum of 2 years of work experience in product development, product management or client experience

• Experience building and implementing new banking products solutions and software

• Experience with banking regulations and compliance frameworks is a plus

• Experience working in an agile product development environment is a plus

Essential Skills and Abilities:

• Strong leadership skills and demonstrated ability to work effectively across the organization in a collaborative manner

• Excellent written and verbal communication and presentation skills; clear, concise and error free

• Excellent organization and planning skills that can support multiple ongoing projects and deadlines. Strong business and financial analytical skills to conduct profitability and feasibility analyses on new and existing products

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