Essential Skills and Abilities:

• Executive presence with the ability to influence at the highest levels of the organization.
• Proven ability to lead calmly and decisively during high-pressure incidents and crises.
• Strong communication skills with the ability to translate complex risk scenarios into clear executive decision points.
• Ability to manage and influence across complex, matrixed organizations.
• Pragmatic approach that balances preparedness with business efficiency and operational discipline.

The Business Systems Analyst (Data Services) role will support the reporting and data needs of the business by defining, developing, configuring and supporting reporting, analytics applications, data management and flow. The BSA evaluates requirements for enterprise system solutions and reports and identifies and builds the best solutions to meet the data needs of the business. The BSA will solicit, understand, and document the business requirements, processes and workflows, developing both written and visual depictions of requirements and process flows. The BSA will also participate in supporting and administering essential applications and reports maintained within the Enterprise Applications/Business Intelligence Group.”’

Primary Functions of the Position:

• Works with business users to understand requirements and processes and make recommendations for solutions/improvement
• Oversees technical implementation of projects from inception to completion
• Responsible as a resource for the monitoring, execution, support, triage, and communication of daily data processes.
• Improves existing Data Services and Enterprise Applications by recommending/implementing BSA best practices and methodology and designing data-driven solutions by utilizing their experience with relational and analytical database structures, theories, principles, and practices
• Utilizes ETL/ELT tools and ETL/ELT development to perform system integrations and data analysis to prepare for data lake utilization
• Performs technical requirements analysis, business process modeling/mapping, methodology development, and data modeling
• Works closely with Data Architects, other Business Systems Analysts, Project managers, Developers and Business stakeholders/users to ensure technical compatibility and user satisfaction
• Creates and maintains technical documentation and process documentation
• Assists users with daily and periodic technology requirements and issues

Education and Experience Requirements:

• Bachelor’s Degree in Computer Science, Information Technology, or technology-related degree
• Minimum 4 years of experience delivering and supporting BSA/BI activities and data-driven solutions
• Minimum 4 years of experience importing/exporting data (ETL/ELT) for use in application systems integration, report software, spreadsheets, and business use
• Minimum 4 years of experience with databases, data modeling and data warehouses, such as Microsoft SQL Server, SSIS, SSAS, and related tools such as Azure Data Factory, Azure VMs, Azure Storage Containers
• Modern data integration/engineering technologies is a plus: Azure Function Apps, Azure Synapse, Azure Event grid, Service Bus using topics
• Minimum 4 years of experience supporting enterprise reporting and data visualization solutions
• Minimum 4 years of experience performing business requirements analysis
• Experience in banking and/or financial services would be highly beneficial

Essential Skills and Abilities:

• Demonstrates excellent critical thinking and problem-solving abilities; superb written, verbal, and presentation skills
• Able to respond, when needed, 24/7 if system issues arise
• Effectively work in a highly dynamic and fast-paced environment
• Strong organizational skills
• Troubleshoot issues quickly and provide fixes in a timely manner
• Adapt quickly to changing priorities and managing multiple deadlines

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science

General Experience – 7 to 12 months

The Senior Product Manager – Deposits & Liquidity is responsible for full lifecycle of product management across the Bank’s liquidity, treasury management, and deposit product portfolio.This includes product assessment, design, development, and implementation, and working with the SVP, Change and Product Management Officer on new market and product opportunities within a sound risk and compliance framework.

Primary Functions of the Position:

• Works closely with bank customers, prospects, and the sales organization to understand the competitive market landscape and client needs, to build a full product strategy and roadmap
• Develops business cases and make recommendations regarding product life cycles, additional features, technology design, and pricing strategy
• Oversees and executes delivery of new product, service, and business initiatives
• Leads projects and coordinates with other departments to bring new products to market; Acts as a central quarterback, collaborating with teams in Technology, Operations, Sales, 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 product can be effectively marketed and meets all compliance/risk management requirements
• Manages existing product portfolio to ensure the Bank continues to deliver on expectations throughout customer lifecycle; provides continual value to clients
• Continually monitors customer, market, and internal feedback to identify product opportunities and challenges
• Serves as the voice of the customer on product decisions according to the ‘customer-first’ guiding light
• Construct and present product reviews at both New Products Committee (NPC) and non-NPC reviews, and manages follow-up items from the various reviews
• Lead or co-lead various assigned projects from the Product Department

Education and Experience Requirements:

• Bachelor’s Degree in relevant area of study required; MBA preferred
• Minimum of 10 years of work experience in commercial banking
• Minimum of 5 years of work experience in product development or product management
• Minimum of 5 years of experience in Treasury Management/Deposits or a related field.
• Experience in a B2B industry preferred
• Experience building and implementing new banking products and solutions
• Experience with banking regulations and compliance frameworks is a plus

Essential Skills and Abilities:

• Strong leadership skills and demonstrated ability to work effectively across the organization
• Excellent communication and presentation skills
• Excellent organization and planning skills
• Strong business and financial analytical skills to conduct profitability analysis on new and existing products

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Data Processing

General Experience – More than 15 years

Job Description Summary

Execute standard banking transactions for specific units or operating/processing departments in accordance with administrative and operational processes. Process a range of specialized and non-standard transactions that usually require some research or investigation.

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

Bachelor’s

Summary of the Position:

The Accounting and Financial Reporting Analyst is an integral member of TriState Capital Bank’s Finance Team and reports directly to the Vice President in charge of Financial Reporting. The Accounting and Financial Reporting Analyst assists in the preparation of the Bank’s regulatory, SEC and board reporting, along with other internal and ad hoc reporting.

Primary Functions of the Position:

• Ensures timely and accurate preparation of internal and external financial reporting deliverables for management’s review
• Prepares schedules to support regulatory reports to the Securities and Exchange Commission, Federal Deposit Insurance Corporation, Federal Reserve Bank, and Federal Home Loan Bank, including quarterly reports on the Form 10-Q, annual reports on Form 10-K, the quarterly Call Report, FR Y-9C, FR Y-9LP, FR Y-8 and Qualified Collateral Reports
• Prepares and provides supporting documentation for board schedules, peer analysis, and various other internal reports
• Creates and maintains reports within the general ledger, Microsoft Excel, and various other systems used by the Bank, as supporting documentation
• Continuously looks for opportunities to improve processes for purposes of enhancing controls and gaining efficiencies
• Keeps abreast of emerging accounting, reporting and disclosure requirements issued by the FDIC, Federal Reserve, FASB and SEC
• Effectively participates in and executes ad hoc projects and assignments

Education and Experience Requirements:

• Bachelor’s Degree in Finance or Accounting required
• 3-5 years of overall accounting and financial reporting experience required

Essential Skills and Abilities:

• Broad understanding of GAAP accounting required
• Bank industry financial and regulatory accounting and reporting knowledge is a plus
• Proficiency with Microsoft Excel, Word and PowerPoint required
• Well-developed organizational, analytical and problem-solving skills aligned with excellent attention to detail and time management
• Ability to sustain productivity and maintain focus and composure under pressure to meet critical deadlines in a fast-paced professional environment
• Strong work ethic, sound judgment, initiative, and the ability to work effectively both independently and in a team environment.
• Strong written and verbal communication skills
• Experience with Hyperion, Prologue GL, FIS and Call Reporter Premier, and Wdesk a plus

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

General Experience – 3 to 6 years

GS – Gen Sec Rep – Financial Industry Regulatory Authority (FINRA), OS – Operations Professional – Financial Industry Regulatory Authority (FINRA)

Job Description Summary

Monitor and analyze the organization’s operational risk exposure, and contribute to the development of operational risk policies. Analyze existing processes, procedures and systems and advise on improvements.

Job Description

Job Summary

Under intermittent supervision, uses extensive knowledge and skills obtained through education and experience in the banking industry to ensure firm policies and procedures are up-to-date and commensurate with the level of risk being mitigated. Leads large or multiple projects with significant scope and impact. Works independently on difficult assignments that are broad in nature requiring originality and ingenuity with a high level of latitude for un-reviewed actions or decisions. Provides comprehensive solutions to vastly complex problems.  Maintains extensive contact with internal customers to identify, research, analyze and resolve very complex issues related to commercial banking and consumer deposits.

Essential Duties and Responsibilities

• Oversees the compliance program(s) for an assigned business entity to ensure compliance processes and procedures are integrated and aligned with business processes.
• Coaches, trains, and mentors less experienced Compliance Specialists.
• May serve as a “team lead” for more junior compliance associates including potentially assisting in the talent selection process.  Reviews the policies, procedures, and test findings produced by other compliance associates.
• Directs adjustments to existing programs, policies, and procedures, as required.
• Ensures that compliance activities are commensurate with the level of risk being mitigated.
• Provides escalated support and guidance to compliance efforts in assigned business entity.
• Informs Senior Compliance Management about issues that may involve rule violations or potential liability.
• Assists management to implement adequate controls and quality assurance processes to detect and address potential compliance problems.
• Research compliance issues.
• Develops and maintains compliance policies and procedures.
• Develops compliance training programs, including maintaining training records and coordinating training with other compliance activities.
• Reports compliance program status and activities to compliance and business management.
• Manages external compliance examinations, ensuring that requested information and reports are provided.
• May make risk-based recommendations to Senior Management using extensive industry knowledge to review products, production, and asset value changes across the firm’s business lines.
• Routinely interacts with Executive Leadership, TSC Senior Management, Compliance Directors, Compliance Senior Managers, Compliance Managers and associates, Internal Audit, and Federal Regulators.
• Prepares and delivers written and oral presentations to management.
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of:

• Concepts, practices, and procedures of banking compliance reviews.
• Rules and regulations of the Federal Deposit Insurance Corporation (FDIC); Federal Financial Institutions Examination Council (FFIEC); Federal Reserve System; and state banking regulatory agencies.
• Principles of banking and finance related to commercial baking, deposits, and treasury management.
• Financial markets and products.
• Commercial lending

Skill in:

• Overseeing compliance programs.
• Integrating and aligning compliance processes and procedures with business processes.
• Coordinating complex compliance activities.
• Providing support and guidance for compliance efforts.
• Identifying and implementing controls and quality assurance processes.
• Reviewing materials for compliance with rules and regulations.
• Researching compliance issues.
• Developing compliance training programs.
• Gathering information and preparing oral and written reports.
• Preparing and delivers written and oral presentations.
• Investigating relevant irregularities.
• Making rule-based and analytical decisions.
• Operating standard office equipment and using required software applications.

Ability to:

• Provide training, coaching, and mentoring for others.
• Partner with other functional areas to accomplish objectives.
• Facilitate meetings, ensuring that all viewpoints, ideas, and problems are addressed.
• Attend to detail while maintaining a big picture orientation.
• Gather information, identify linkages and trends, and apply findings to assignments.
• Interpret and apply banking regulations and identify and recommend compliance changes as appropriate.
• Work under pressure on multiple tasks concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
• Use appropriate interpersonal styles and communicate effectively, both orally and writing, with all organizational levels.
• Work independently as well as collaboratively within a team environment.
• Provide a high level of customer service.
• Establish and maintain effective working relationships at all levels of the organization.
• Maintain confidentiality.
• Remain current banking industry rules and regulations and best practices in compliance.

Educational/Previous Experience Requirements

• Bachelor’s degree (B.A. /B.S.)  and a minimum of six (6) years of experience in Compliance and/or the financial services industry preferred.

~or~

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• None Required.
• Additional licenses/certifications demonstrating the candidate’s knowledge/expertise in industry regulation and concepts preferred.

Education

Bachelor’s: Accounting, Bachelor’s: Actuarial Science, Bachelor’s: Applied Mathematics

Work Experience

General Experience – 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) – Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Job Description Summary

Manages a team of system analysts that identify problems and design solutions with existing computer systems and networks relating specifically to data management and/or security.

TriState Capital Bank is an independent chartered bank subsidiary of Raymond James. Headquartered in Pittsburgh, PA, TriState Capital Bank provides premier private banking, commercial banking, and treasury management products and services to corporate, institutional, and high-net-worth (HNW) clients.

Summary of the Position:

The Data Technology & Engineering Manager will lead the delivery of all data technology related solutions within an Agile framework, ensuring alignment with business priorities defined by the Product Owner. This role is responsible for building and leading a cloud‑native data platform and engineering practice that delivers trusted, governed, production‑grade datasets for analytics, AI, regulatory reporting, and partner integrations. This is a player‑coach role that is to be hands‑on enough to design and review code and pipelines, while setting strategy, roadmap, and talent standards.

Primary Functions of the Position:

• Agile Delivery Leadership: Act as the delivery lead for data engineering initiatives, working closely with the Product Owner to refine backlog items, prioritize work, and ensure timely delivery of features that meet business objectives.
• Platform Stewardship: Serve as the guardian of the organization’s Azure Data Lake platform, leveraging Data Lake and Blob storage within a medallion architecture to enable efficient data storage and processing.
• Team Coordination and Enablement: Collaborate with cross-functional teams of developers, data engineers, reporting analysts, and data governance to design, build, and continuously improve data pipelines, integration processes, and reporting solutions. Translate governance standards into code and controls (DQ rules, glossary links, lineage harvesting, RBAC/ABAC tagging); provide evidence for certification.
• Master Data (MDM) & Distribution: Implement Lean MDM in the Lakehouse for Customer and Account: entity resolution (deterministic + probabilistic), survivorship rules, and auditability. Publish Golden Records through APIM/APIs, reverse ETL to analytics/reporting platforms, and feature stores for AI/ML; synchronize with CRM/LOS.
• Delivery & Operations: Run Agile delivery: backlog prioritization, release cadence, and “definition of done” anchored in governance gates and production SLAs. Establish DataOps/SRE: end‑to‑end monitoring, runbooks, on‑call rotations, capacity planning, RCA/postmortems, and continuous improvement.
• Self-Service Enablement: Drive initiatives that empower business users through self-service analytics tools such as Power BI Cloud, ensuring data accessibility and usability across the enterprise.
• Continuous Improvement: Promote best practices in data engineering, including automation, performance optimization, and adherence to security and compliance standards.
• Stakeholder Engagement: Act as a liaison between technical teams and business stakeholders, ensuring transparency, managing dependencies, and communicating progress effectively.

Essential Skills and Abilities:

• Must have strong analytical skills, with the ability to assemble and interpret data, create executive summaries, and deliver actionable business insights.
• Deep experience with Azure data stack (Data Lake Storage, Databricks/Fabric, ADF/Synapse) and enterprise SQL Server tooling (SSIS/SSRS/SSAS).
• Strong programming in Python and/or Scala/SQL; expertise in Delta Lake, schema evolution, and orchestration.
• Proven delivery of governed pipelines, DQ frameworks, metadata & lineage (Purview), and Bronze→Silver→Gold certification workflows.
• Experience implementing MDM/Golden Records (match/merge, survivorship, audit fields) and distributing via APIs/APIM and analytics tools.
• CI/CD (GitHub/Azure DevOps), Infrastructure‑as‑Code (Terraform/Bicep), and DataOps/SRE practices.
• Must be self-motivated with the ability to manage tight deadlines and ever-changing priorities.
• Strong business communication, relationship management and negotiation skills.
• Excellent problem-solving skills, strong attention to detail, and the ability to work well in a team environment.
• Strong business requirements gathering skillset.

Education and Experience Requirements:

• 10–15 years in data engineering/platform roles; 5+ years leading teams as a hands‑on manager/architect.
• Financial services or regulated industry background; familiarity with privacy, retention, access controls, and audit requirements.

Bachelor’s: Computer and Information Science, Bachelor’s: Information Technology

General Experience – 13 months to 3 years, Manager Experience – 7 to 12 months

Summary of the Position:

Serves as a critical liaison between business stakeholders and IT teams, leveraging business process knowledge and technical expertise to align technology solutions with organizational goals, working to improve efficiency and the end user experience. Their primary responsibilities involve the entire system development lifecycle, from initial analysis to implementation and support.

Primary Functions of the Position:

• Requirements Gathering and Analysis: Collaborating with key stakeholders of all levels to identify, document, and validate business requirements and user needs.
  • Assist various Lines of Business stakeholders with the creation of Business Requirements.
• Process Improvement and Design: Analyzing existing business processes, systems, and data to find areas for improvement and making recommendations for future state new or modified systems, software, or hardware to increase productivity, efficiency and end user experience.
• Solution Design and Specification: Translating business requirements into detailed functional and technical specifications and designs for development teams to use when building solutions.
  • Experience working with Waterfall and Agile Methodologies
  • Create and maintain comprehensive documentation such as use cases, Agile user stories, process diagrams, and technical specifications
  • Ability to Manage an Agile Backlog
  • Run Agile ceremonies when required
  • Knowledge of APIs, middleware, and integration patterns to connect disparate systems
• Project Management Support: Assist the Project Manager with project planning, managing timelines, tracking progress, and coordinating activities across cross-functional teams ensuring projects are completed on time and within budget.
• Testing and Quality Assurance Support: Assist the QA team and LOB UAT members with UAT scripting, defect management, and answering questions.
• Training and Support: Assist the Business with end-user training for implementations, troubleshoot issues post-implementation and escalate when needed.

Summary of the Position:

The Commercial Loan Closing Specialist coordinates the loan closing process for new loans and modifications to existing loans within the C&I and CRE portfolio.  This includes performing necessary due diligence (i.e. flood work, engaging inspectors & environmental engineers, review of insurance), reviewing loan approvals and draft documents, ensuring all closing conditions have been met and scheduling closings.

Essential Functions of the Position:

• Liaise with Bank Counsel to review complex loan documents
• Participate actively in deal closing calls that include internal and external deal team members and counsel
• Ensure documentation accurately reflect the conditions and structure set forth in the credit approval
• Work with Relationship Manager/Underwriter to understand the transaction and make sure that all relevant documentation and necessary due diligence is obtained
• Prepare funding requests and ensure accurate and complete funding information to ensure a timely closing
• Resolve post-closing loan requirements and clear exceptions.

Education and Experience Requirements:

• Post-secondary degree preferred
• Minimum 4 years of experience, including 2 years of bank operations processing, loan closings or related experience
• Commercial Real Estate experience

Essential Skills and Abilities:

• Demonstrated knowledge of loan documentation and lending regulations and ability to effectively interface with customers, internal and external counsel, compliance, credit, title companies, inspectors, insurance companies and other external contacts
• Job may require additional hours of work during peak periods to meet service levels
• Must demonstrate strong follow-up skills and the ability to prioritize tasks effectively

Summary of the Position

The Treasury Management Specialty Sales Officer (“TMO”) will execute the Treasury Management Specialty Sales Strategy. The TMO is responsible for managing the specialty sales portfolio, generating new business and providing representation of the bank in the market. The TMO is responsible for developing new/enhanced business relationships with select clients nationally and within the Bank’s footprint. This position requires consultative selling to targeted niches within Treasury Management is responsible for meeting individual annual sales goals. Responsibility includes strategizing to target and develop the deposit/treasury niches, developing and executing sales strategies to retain and fully penetrate new treasury management relationships. This position reports directly to the Head of Treasury Management Sales and Strategy.

Primary Functions of the Position:

• Demonstrates mastery level proficiency in all Depository Services and Treasury Management products
• Responsible for independent, consultative sales calling efforts focusing on treasury management opportunities primarily related to targeted industry verticals (mostly comprehensive payments and related services).
• Consults with existing and prospective deposit centric clients, by phone and in person, to learn their business & industry trends.
• Develops individual sales prospecting regimen, plans to achieve production goals and initiating strategies that will improve efforts and subsequent results.
• Drives visibility through industry engagement, conference participation and other activities to develop prospective client relationships and generate treasury management fee revenue and operating
• Provides education and knowledge of products to internal partners and to existing and prospective clients
• Become an industry expert as it relates to targeted industries and share knowledge within the bank and among prospect/client base.
• Effectively manages operational risk and compliance associated with

Education and Experience Requirements:

• Bachelor’s Degree or equivalent
• Certified treasury Professional (CTP) preferred but not required
• 5+ years of experience in one or a combination of the following: sales, business development, payment centric industries sales or treasury management sales experience
• Proven experience in complex, comprehensive payments/technological solutions and a strong understanding of related business applications, risk management protocols and
• Ability to generate calling activity and corresponding business by being a self-starter and leading opportunities independent of lending/credit.

Essential Skills and Abilities:

• Exceptional interpersonal, communication, and presentation skills
• Exceptional planning, time management, and organization skills
• Demonstrated analytical and problem-solving capabilities
• Demonstrated ability to work independently and build relationships
• Ability to work in a high-energy, fast-paced work environment and adapt quickly to changing circumstances