The Risk Credit Reporting Senior Analyst will support the credit risk reporting needs of the Bank through defining, designing, and building reporting and visualizations while assisting in the development of processes for efficient data capture through the credit lifecycle. The role will leverage strong communication skills to develop and maintain credibility with the Line of Business, Risk, Credit, and IT. This is a dynamic role with expectations to be comfortable engaging with stakeholders at all levels within the organization.
Primary Functions of the Position:
- Serve as a subject matter expert on credit reporting, tools, and data available to business users to inform their decisions.
- Work alongside colleagues in both business functions and technology teams to develop and enhance additional reporting and data visualization capabilities.
- Work with business users to understand requirements and processes to create recommendations for tactical and functional credit reporting.
- Develop efficient and robust reports, dashboards using various techniques, tools, and technologies.
- Support projects and initiatives as needed with credit data capture, extraction, transformation, and analysis.
- Compose and update departmental procedures and training materials.
Education and Experience Requirements:
- Bachelor’s degree
- 5-7 years of related experience, including 3-5 years in a credit, reporting, or systems analyst role
- Desired experience with commercial lending including the techniques for documenting, analyzing, and supporting credit-decisioning and the logical relationships among the data and processes by which it is regulated.
- Experience with BI Tools/Data Visualization (Tableau, Power BI, Etc.)
- Technical knowledge of SQL, R or Python is a plus.
- Ability to work in a highly dynamic and fast-paced environment, with strong organizational skills and the ability to manage multiple deadlines and quickly adapt to changing priorities.
Essential Skills and Abilities:
- Advanced skills in Microsoft Office suite
- Strong logical and analytical ability to identify, document, and maintain credit / risk management rules.
- Knowledge and capabilities in the development of solutions, recommendations, and outcomes.
- Demonstrated leadership, analytical, organization, interpersonal, and communication skills.
- Demonstrated business and technology expertise across the end-to-end credit lifecycle spanning sales, underwriting, fulfillment, servicing, and portfolio management.
- Establishes priorities and meets project timelines and quality targets.
- Ability to work independently and with minimal supervision.
The Commercial Real Estate (CRE) Loan Administrator provides ongoing administration and maintenance of an assigned portfolio of commercial real estate and/or swap loans post-closing.
Primary Functions of the Position:
- Reviews, closes, and processes modifications/extensions, payments, rate changes, payoffs, partial releases, full releases and exceptions
- Administers the construction draw process which includes reviewing budgets and ensuring that the loans are balanced (including letter of credit exposure); reviews inspection reports, identifies and resolves construction and title issues. Ensures that requests are in accordance with governing loan documents and procedures and that all required approvals have been received
- Administers swapped loans (if assigned), including onboarding new swaps, manual monthly reconcilement of billing, applying and requesting payments to the loan and swap
- As needed, coordinates the loan closing process including performing necessary due diligence, gathering client data, reviewing loan approvals and executed documents, reviewing the initial draw request, preparing funding requests and following up on post-closing exceptions
- Works closely with loan closers, relationship managers, portfolio managers, internal and external counsel, borrowers and all other authorized parties affiliated with each loan transaction
Education and Experience Requirements:
- High School Diploma or equivalent; post-secondary degree preferred
- A minimum of 4 years of financial industry experience, including 2 years of loan administration or loan operations experience
- Commercial/Construction Real Estate Loan Administration experience preferred
- Understanding of interest rate swaps preferred.
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
This new position will formalize and enhance the financial planning and analysis (FP&A) function for Tristate Capital Bank. This role will work closely with the capital markets and finance teams to lead budget and forecast planning, support financial analysis (i.e. budget vs. actual variance), and work closely with business leaders to help understand their financial impact across the organization. This position will maintain the budget software and continue to develop reports and analytics that can be used by all levels of management and across departments.
Primary Functions of the Position:
- Build and develop the financial planning & analysis (FP&A) function for the Bank, especially improvements to existing system capabilities and processes.
- Manage day-to-day financial planning activities, including participation in regular reforecasting activities.
- Work closely with the accounting and finance leadership team and other department leaders to forecast, budget, and report operating activities.
- Develop, maintain and automate financial analytical reports and dashboards.
- Provide analysis of financial results, budgets, financial reports, and key financial ratios.
- Communicate regularly with the finance, operations and technology teams to understand changes or variances to their plans.
- Continuously work on improvements to the current forecast process and streamline the reporting process to the management team as well as the operational teams.
- Maximize the utility of the Axiom Planning and Profitability software, the Prologue Financials and any future incarnations of FP&A software tools.
- Ensure compliance with policies and procedures and identify opportunities to enhance existing procedures to improve control, measurement and/or productivity.
- Work closely with key stakeholders across the company to share and develop best practices.
- Participate in strategic planning for the organization.
Education and Experience Requirements:
- Bachelor’s degree in Business Administration, Economics, Finance, or Accounting.
- Master of Business Administration (MBA) is a plus.
- 5 to 10 years of progressive FP&A experience.
- Experience working in the Banking industry is highly preferred.
Essential Skills and Abilities:
- Exceptional experience in Microsoft Excel, PowerPoint, various FP&A tools and general ledger systems.
- Experience with Axiom Planning and Profitability and/or Prologue Financials is a plus.
- Experience in creating forecasts for individual departments and the ability to create departmental spend analysesin support of financial close process.
- Strong verbal and written communication skills.
The Compliance Analyst serves in a support role in the execution of the Bank’s Compliance Management System for banking laws and regulations pertaining to lending and deposits compliance. The Compliance Analyst will have a primary focus on a specific regulatory area (consumer protection regulations), a compliance program pillar (monitoring/testing, training, regulatory change, policy/procedure), product (deposits/lending), or line of business. Additionally, the Compliance Analyst will assist in all areas as needed in support of the Bank’s Compliance Program.
Primary Functions of the Position:
•Assists with the overall implementation of the Bank’s Compliance Management System and with the ongoing administration of the Bank’s compliance risk management program.
•Focus of the position may be to provide primary support for a key regulatory area such as privacy or fair lending; a specific compliance pillar such as training or monitoring and testing; or a specific product area such as support for the deposit products of the Bank.
•Performs reviews in support of the Bank’s Compliance Management System. Prepares analysis of review results, prepares draft reports, and makes recommendations to Compliance Management for corrective action.
•Assists with the review of third-party and internal products, processes, policies and procedures, marketing programs, advertising materials and other consumer communications to identify applicable regulatory risks and related controls.
•Stays abreast of federal and state regulatory changes. Prepares analysis of such changes and makes recommendations to Compliance Management. Assists Compliance Management in determining appropriate adjustments to the Bank’s compliance risk profile.
•Reports to Compliance Management on any suspected violations of law, regulations or non-compliance to Company policy and takes responsibility to ensure resolution.
•Maintains compliance-related policies and procedures to ensure continued applicability and completeness. Assists with documenting compliance group procedures for the compliance management system. Works with department/group managers on department/group procedures that incorporate compliance requirement in the procedures.
•Serves as the primary contact for bank operations and business lines to ensure compliance related forms are reviewed and updated on a periodic basis.
•Maintains an issue tracking database for the Compliance Group, incorporating issues identified through examinations, audits, monitoring and testing, committee and working group meetings, customer complaints and direct communications with lines of business/operations.
•Assist in preparing material and resources for regulatory examinations.
•Performs other compliance related duties as assigned by Compliance Management.
•Assists with the overall implementation of the Bank’s Compliance Management System and with the ongoingadministration of the Bank’s compliance risk management program.
Education and Experience Requirements:
•Bachelor’s degree in business related field or equivalent years of experience
•Two to four years of progressive compliance and regulatory banking experience in lending and deposits
•Working knowledge of banking laws and regulations
•Privacy experience a plus
Essential Skills and Abilities:
•Proficient technical writing skills are required – presenting ideas in a clear, concise, understandable, and organized manner.
•Proficient data compilation and analysis skills.
•Effective planning, organizational, time management, and problem-solving skills.
• Ability to work effectively under pressure. Flexibility and willingness to work at a rapid pace in strict time frames.
• Skilled at handling a variety of assignments simultaneously.
• Privacy certification preferred but not required.
The Marketing VP will use strategic and tactical marketing initiatives to expand TriState Capital Bank’s unique profile through client acquisition, retention, and brand strengthening and awareness. Working directly with the Product & Business Development SVP and business line leaders, the Marketing VP will amplify the reach of the TriState brand and value proposition across all of our fast-growing business lines, including Private Banking, Treasury Management. Commercial Banking, Equipment Finance, and Commercial Real Estate.
Primary Functions of the Position:
• Develop detailed, and executable, regional market & product line marketing plans
• Own overall execution of marketing plan tactics from concept development to delivery, across lending and deposit products
• Create and deliver consistent and relevant value proposition and messaging through mediums including web, email, print collateral, and commercial/professional social tools
• Directly write, or partner to write, highly impactful and relevant and compelling copy
• Manage our third-party vendor relationships for creative and content production to deliver world class execution
• Lead digital marketing efforts and campaigns including applicable professional social media, email, marketing automation, etc. using our existing technology infrastructure
• Partner with Manager, Marketing to support sales efforts including collateral, marketing materials, website management, conference and event planning and execution
Education and Experience Requirements:
• Bachelor’s Degree in Business, Marketing, or similar discipline; MBA preferred
• 5+ years of related marketing experience
• Minimum 2 years of digital marketing experience with automation software and campaign platforms (like HubSpot, Pardot, etc.)
• Banking or financial services experience
• Experience with advisor focused wholesaling preferred
• Salesforce experience a plus
Essential Skills and Abilities:
• Outstanding written (copy) and verbal communication skills
• Project management skills that lead teams and initiatives to timely execution
• Proven problem-solving skills, and capacity to lead multiple projects at one time
Job Title: Relationship Manager – National Accounts SVP
Department: Inside Sales
Location: Pittsburgh
Summary of the Position:
The Relationship Manager – National Accounts SVP will call on a specific set of Partner firms to continue to build relationships with those firms’ Home Office and Financial Advisory teams. Maximizes client experience through the management of lending relationships and communication with multiple TriState departments. Coordinate top-down sales efforts through client interaction, reporting, and coordinating services. The position reports to the Sales & Client Engagement SVP – Private Bank and will be based out of Pittsburgh. This position is integral to TriState Capital’s efforts to engage in unique partnerships with registered investment advisors, Multi-Family Offices, broker dealers, and wealth management firms on a national scale by offering a high level of client-driven service with specialized banking solutions to their clients.
Primary Functions of the Position:
- Work with the Executive Vice President of Private Banking, National Sales Director(s), Key Accounts Management, SVP – Private Bank, Private Bankers, and the Inside Sales Team to manage lending relationships with the home office members of their assigned target firms.
- Primary sales responsibility is to assist in complex loan onboarding, secondarily provide business to business management support, and support client loan desk teams.
- Work with CRM and Marketing teams to coordinate top-down sales efforts with partner firms.
- Build and coordinate delivery of required portfolio reporting on monthly, quarterly, and annual basis to specific partner firms.
- Interfaces and coordinates sales, marketing, and operational enhancement efforts within the targeted partner firms, fiduciary advisors, and clients when applicable.
- The Position will require travel as necessary.
Education and Experience Requirements:
- Minimum of a bachelor’s degree required with excellent verbal and written communication skills.
- Minimum 10 years of financial services experience required, with a minimum of 5 years within private banking or brokerage industry.
Essential Skills and Abilities:
- Experience in building and developing relationships and working the designated territory.
- Excellent organizational skills, attention to detail and the ability to work independently in a fast-paced environment with minimal direction.
- Excellent verbal and communication skills
- Well-developed customer relationship skills
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.
Job Title: Junior Business Data Analyst
Department: Legal – Enterprise Reporting
Location: Pittsburgh
Summary of the Position:
The role of the Junior Business Reporting Analyst will be to support the data & reporting needs of the business through defining, designing, and building various reporting deliverables under the guidance and support of the Enterprise Reporting Manager. The role will gather requirements and work project-based data and analysis requests from start to finish while leveraging existing reporting, as cataloged by the Data Governance team.
Primary Functions of the Position:
• Translates requests from business stakeholders into actionable reports and analyses on a one-off basis.
• Develops efficient and robust reports, dashboards to meet the needs of the business using various techniques, tools, and technologies.
• Supports Programs, Projects, and Change Initiatives as needed with data extraction, transformation, and analysis requests.
• Partners with the business to develop and implement advanced Excel workbooks to support operational processes, enhance monitoring across business lines, and other various use cases.
• Works alongside colleagues in both business functions and technology teams to develop and enhance additional reporting capabilities outside of Enterprise Reporting’s scope in a liaison type role.
• Leverages the work of the Data Governance team to promote a data culture and adheres to best practices and standards.
• Works to become a subject matter expert regarding the reporting built and available throughout the organization, including specific departments.
• Partners with the Data Governance team to implement formal governance and standardization of reporting to the Board of Directors and provides consultation and assistance to Management and their teams in substantive changes to said presentations.
Education and Experience Requirements:
• Bachelor’s Degree in Mathematics, Statistics, Data Analytics, Business Discipline, or a related field required
• 0 – 2 years of relevant experience required
• Some technical reporting or data analytics experience preferred
• Banking or related financial services preferred
Essential Skills and Abilities:
• Strong quantitative and analytical skills
• Advanced MS Excel skills
• Functional knowledge of SQL, R, or Python is a plus
• Experience with BI Tools/Data Visualization Tools (Tableau, Power BI, QlikView, Etc.) is a plus
• Ability to communicate clearly and effectively to both business and technical associates
• Excellent written and verbal communication skills
• Ability to work in a highly dynamic and fast-paced environment, with strong organizational skills and the ability to manage multiple deadlines and quickly adapt to changing priorities
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.
Job Title: Senior Deposit Operations Associate
Department: Deposit Operations
Location: Pittsburgh, PA
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
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.
Summary of the Position:
The Equipment Finance Operations Specialist performs quality review of equipment loan and lease documents and monitors the Aspire system to ensure that all transactions are in compliance with TriState Capital Bank policies. Prior to documentation, the Equipment Finance Operations Specialist completes all required customer and collateral due diligence (including KYC, ordering good standing, ordering and reviewing UCC lien searches, etc.).
Primary Functions of the Position:
- Reviews all documentation and determines that terms and conditions align with the Credit Approval and verifies that equipment invoices are accurate and complete
- Prior to funding, verifies that all required loan/lease documents are signed and received, proof of payment is satisfied, collateral is properly insured, and all required lien perfection documents have been completed accurately
- Works with vendors and customers to ensure that all equipment and vehicles are titled properly in a reasonable timeframe
- Assists customers with invoice and account questions
- Processes funding and payments, prepares payoffs and releases all collateral, monitors and follows up on exceptions, completes modifications or maintenance requests on existing deals
Education and Experience Requirements:
- Bachelor’s Degree, or equivalent combination of education and work experience
- Minimum of 5 years of experience preparing commercial equipment loan/lease documents
Essential Skills and Abilities:
- Knowledge of various lease structures
- Demonstrated knowledge of loan documentation and lending regulations
- Demonstrated ability to effectively interface with clients and internal and external partners, including members of the sales and credit teams, internal and external legal counsel, vendors, and insurance companies
- Ability to work independently and proactively while exercising sound judgement
- Excellent organization skills and strong attention to detail
- Ability to prioritize effectively in a fast-paced environment
- Willingness to work additional hours during peak periods to meet service level
- Experience with Aspire and pricing software (such as TValue and SuperTRUMP) is a plus
Summary of Position:
The Senior Business Systems Analyst (BSA) is a critical member of the Enterprise Applications team, providing guidance and expertise to TriState Capital Bank’s Business Partners and requires a passion for problem-solving, appreciation for software development and testing, understanding of data and data structures and ability to model business processes and translate into technical requirement. The position requires the ability to manage projects, timelines, and budgets, while working with cross-functional teams to deliver high-quality solutions on time. The position requires a deep understanding of business operations and technology to define requirements, design solutions, and manage project timelines and budgets.
Primary Functions of the Position:
- Collaborate with business stakeholders, primarily the product owners, to identify business technology requirements and develop technical solutions that meet these requirements.
- Partner with Business Analysts to develop and document business requirements, use cases, user stories, process flows, and other documentation to communicate technology and software develop requirements to technical
- Translate business requirements into technical specifications and design system solutions. This involves creating process flows, data models, system architecture diagrams, and user interface designs to guide development
- Collaborate with development teams to design and implement solutions that meet business
- Participate in the delivery of testing documentation as well as actual system testing to ensure quality and that the solutions meet the requirements and identify any defects or issues.
- Participate in project planning and management, including creating project timelines, tracking progress, and managing
Education and Experience Requirements:
- Bachelor’s Degree in Computer Science, Information Technology, or technology-related
- Minimum 3 years of experience in business/systems analysis or related
- Experience working with various SDLC methodologies such as Waterfall, Agile (Kanban, Scrum); experienced using standard Agile tools, and DevOps.
- Financial Service industry and technology experience
Essential Skills and Abilities:
- Must be self-motivated with the ability to manage tight deadlines and ever-changing
- Must have strong analytical skills, with the ability to assemble and interpret business requirements, create executive summaries, and deliver actionable business insights.
- Must be able to communicate effectively with technical and non-technical audiences, including the ability to express complex technical and business concepts to all management levels, peers, and the business units.
- Must have a strong grasp of technical concepts and This includes understanding data structures, APIs, integration methods, software development methodologies (e.g., Agile, Waterfall), application and data architecture principles and other fundamental technical principles.
- Strong relationship management and negotiation
- Strong attention to detail, and the ability to work well in a team
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.