HOURS: 4 PM – 1 AM (Monday through Friday)

The ACH Operations Specialist manages the daily processing windows of ACH file processing. In addition, the ACH Operations Specialist manages all processing exceptions, batch and file suspensions, fraud monitoring, new employee training, ongoing client support, and troubleshooting. The ACH Operations Specialist also performs daily General Ledger reconciliation of Check, ACH, Wire, Debit Card, ICS, and other Miscellaneous accounts. The ACH Operations Specialist will maintain a solid understanding of ACH batch and file processing, ACH services and back-office processes, adequate understanding of the NACHA rules, General Ledger accounting.

ESSENTIAL FUNCTIONS OF THE POSITION:

• Assists the ACH Operations team lead on daily tasks
• Assist in the training of new employees
• Manage ACH file processing windows and exception processing
• Manage transaction fraud monitoring and client communication
• Assist the ACH Team Lead on all Fraud related activity, as it relates to funds retrieval, documentation, and reporting
• Manage General Ledger balancing for Check, ACH, Wire, Debit Card, and ICS
• Responsible for covering late ACH window monitoring when required
• Work closely with BSA, Risk and Compliance, Management, Sales, Deposit Operations, Treasury Operations, and Wire Operations.

EDUCATION AND EXPERIENCE REQUIREMENTS:

• High School diploma or equivalent; post-secondary education preferred
• A minimum of 4 years of experience, including 2 years bank operations experience in an ACH operations role.

ESSENTIAL SKILLS AND ABILITIES:

• Demonstrated knowledge of all ACH products, systems, and related processes.
• Thorough understanding of transmission processing for ACH, and understanding file layouts
• Understanding of Fraud monitoring and Fraudulent activity on ACH transactions
• Understanding of General Ledger balancing principals
• Demonstrated ability to communicate effectively with clients, Management, staff, and support vendors.
• Job may require additional hours of work during peak periods to meet service levels.

Position Summary:

Internal Controls & SOX Governance

• Maintain a strong internal controls in compliance with SOX, FDICIA, and other regulatory requirements
• Partner with Internal Audit and Risk Management to remediate control deficiencies and support audits
• Ensure proper design, documentation, testing, and remedy of accounting and financial reporting controls
• With others, support management’s assessment of internal control over financial reporting (ICFR)

Team Leadership & Development

• Manage, mentor, and develop team members
• Establish clear performance expectations, promote accountability, and support professional growth
• Drive improvements in accounting processes, documentation, and standard operating procedures
• Foster a culture of continuous improvement, compliance, and collaboration

Systems, Data & Process Improvement

• From time to time. partner with IT and Finance leadership on system implementations, upgrades, and automation initiatives
• Identify opportunities to streamline processes, improve data integrity, and enhance reporting efficiency

Strategic & Cross-Functional Collaboration

• Provide variance analysis and financial insights for senior leadership
• Assist Finance leadership with board presentations, strategic initiatives, and ad hoc analyses

Qualifications:

Education & Certifications

• Bachelor’s degree in Accounting, Finance, or related field (required)
• CPA certification strongly preferred
• MBA or Master’s in Accounting a plus, but not required

Experience

• 6 to 10 years of progressive accounting experience, including leadership roles
• Prior experience within banking or financial services required
• Strong background in GAAP, bank systems, regulatory and external reporting, and internal controls for financial institutions
• Experience working with external auditors and regulatory examiners

Skills & Competencies

• Expert knowledge of U.S. GAAP and bank-specific accounting standards
• Strong analytical, problem-solving, and technical accounting skills
• Proven leadership and people management capabilities
• Ability to manage multiple priorities in a deadline-driven environment; work independently.
• Excellent written and verbal communication skills
• High attention to detail with a strong commitment to accuracy and integrity; be flexible in changing work environment

The Treasury Management Sales Associate will be responsible for assisting the TM Sales officer and specialist team in marketing, managing and educating on the entire set of Deposit and Treasury Management product offerings. The incumbent will have team goals to enhance the Bank’s depository and treasury management business.

Primary Functions of the Position:

Sales Support

• Demonstrates mastery level proficiency in all Depository and Treasury Management products
• Assists in the development and execution of client onboarding and implementation, sales presentations, RFPs,
• Client Annual Reviews, Client Risk Assessments, and TM Analytics
• Participates in joint and independent sales calling efforts for the Treasury Management Sales Team in order to recommend additional solutions and cross-sell products
• Consults with existing and prospective clients, by phone and in person, to learn their business and serve as an additional sales resource in the absence of the RM and/or TM Sales representative

Product Marketing

• Oversees all Marketing collateral as it relates to depository and Treasury Management products
• Provides education and knowledge of products to internal partners and to existing and prospective clients

Product Management

• Provides detailed analytics on depository and TM products
• Provides technical support for complex Deposit and Treasury Management sales calling efforts
• Effectively manages operational risk and compliance

Other responsibilities include, but are not limited to:

• Facilitating new processes, tools, communications and training to ensure the bank’s success
• Acting as a brand ambassador for TriState with every prospect
• Maintaining and managing a system to effectively track and report on pipeline and sales initiatives
• Assist in developing sales processes, procedures, and departmental goals and initiating strategies that will improve team results

Education and Experience Requirements:

• Bachelor’s Degree or equivalent
• Minimum 3 years combined sales and depository / treasury management experience

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

Assists in the review and analysis of content and materials to ensure consistent compliance with related policy/practices as they specifically relate to financial and regulatory risks.

Summary of the Position:

The Quality Review Specialist assists in managing the validation of workflow performed in Deposit and Treasury Operations. In addition, the Quality Review Specialist will be responsible for the review of all SOC and non-SOC related maintenance and maintain control of all audits related documentation in the Deposit and Treasury areas of operation. The Quality Review Specialist will work closely with Deposits, Treasury, ACH, and Wire Operations.

Primary Functions of the Position:

• Quality Review of all Deposit and Treasury Operations onboarding and client implementations
• Quality Review of all Deposit and Treasury client maintenance requests
• Quality Review of all Treasury Billing for account analysis
• Quality review of all Deposit online decision support items
• Quality review of all teller transaction work
• Quality review of all single sign on set-ups in Treasury operations
• Manage audit and all SOC related controls
• Works closely with Deposit, Treasury, ACH, and Wire Operations

Education and Experience Requirements:

• Bachelor’s Degree, or equivalent combination of education and experience
• Minimum 3 years of bank operations experience in Deposit/Treasury Operations

Essential Skills and Abilities:

• Demonstrated knowledge of all Deposit and Treasury products, systems, and related processes
• Thorough understanding of accounts and account opening
• Understanding of Online Banking for Treasury clients
• Organizational skills that will be imperative to supporting audits
• Project management skills and experience is preferred
• Demonstrated ability to communicate effectively with Management, staff, and support vendors
• Job may require additional hours of work during peak periods to meet service levels

The Risk Management Analyst partners and collaborates with business units, corporate resource departments and external stakeholders to anticipate, identify, understand and manage key operational risks faced by the bank. The Risk Management Analyst will have responsibilities assigned with a specific focus, such as risk monitoring and testing or compliance training, with the expectation that they will assist in all areas as needed.

Primary Functions of the Position:

• Performs monitoring and testing in support of the Bank’s Risk Management System. Prepares analysis of the monitoring and testing results and prepares draft reports and make recommendations to Risk 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
• Gain a deep technical understanding of the key systems used by Risk Management. (Training will be provided).
• Maintain the integrity and quality of the information in each system. This may include partnering with stakeholders in other departments to obtain any missing or outdated information.
• Assist in preparing material and resources for regulatory examinations
• Assists Risk Management in determining appropriate adjustments to the Bank’s compliance risk profile
• Coordinate and manage the implementation of system upgrades.
• Undertake projects that require analysis of the system’s information to support Risk Management decision making.
• Develop dashboards and data visualizations to highlight key risk metrics and other changes in the underlying data.
• Assist in the development, production and maintenance of Risk Management reports and presentations.
• Work closely with other team members to manage requests for system enhancements
• Serve as a resource to others who may be using the systems to extract or upload information. This may include training new users.
• Manage onboarding and ongoing system access for team members and third-party providers.
• Performs other risk related duties as assigned by Risk Management

Education and Experience Requirements:

• Bachelor’s Degree in Business-related field, or equivalent years of experience
• 2-4 years’ experience supporting Risk Management initiatives
• Strong written and verbal communication skills
• Working knowledge of banking laws and regulations

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

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

The Facilities Associate will be responsible for assisting with the day to day operations of the Pittsburgh and satellite offices. This position will report to the Facilities Manager. The Facilities Associate will be responsible for maintaining the facilities and keeping them in safe operating condition.

Primary Functions of the Position:

• Daily tour of premises to ensure cleanliness and all equipment is in working condition.
• Assists with establishing accounts with outside vendors such as FedEx, USPS, Office Suppliers, and Furniture vendors.
• Coordinate the ordering of supplies for the Pittsburgh Office and satellite locations as needed.
• Placing work orders with the property management team and working closely with the property management team to ensure the office work orders are completed.
• Coordinate with building security for employee identification badges, security issues and annual fire drills.
• Assemble office furniture and equipment (desks, tables, chairs, file cabinets, etc.).
• Reviews and processes invoices from suppliers.
• Stocking of kitchens and copy rooms, including resupply and inventory.
• Cleans and assists with the upkeep of the facilities.
• Assists with special projects as assigned by the Facilities Manager.
• Other duties as assigned.

Education and Experience Requirements:

• High School Diploma or equivalent required
• 1-3 years of work experience; facilities management experience preferred

Essential Skills and Abilities:

• Verbal and written communication skills
• Ability to work independently
• Ability to meet deadlines
• Able to work a flexible work schedule
• Computer Skills (Word, Microsoft Office, and Excel) preferred

Physical Requirements:

• Ability to lift 50 lbs.
• Prolonged periods of standing and walking.
• Must be physically able to climb, bend or crawl as needed.

The Data Reporting Analyst, Team Lead is responsible for overseeing the Bank’s Technology reporting and dashboard request intake process, ensuring timely prioritization, clear requirement definition, and high-quality analytical deliverables. Acting as the bridge between business units, data engineering, and data governance teams, this role ensures reporting initiatives align with organizational standards, data quality expectations, and regulatory requirements.

The Team Lead will mentor reporting analysts, guide the refinement of reporting processes, and ensure consistent communication and documentation practices across the reporting lifecycle. This role requires a self-motivated individual capable of managing multiple priorities, interacting with diverse business stakeholders, and driving operational excellence in reporting delivery.

Primary Functions of the Position:

• Manage and oversee the intake, triage, and prioritization of reporting and dashboard requests for business units across the Bank.
• Collaborate with business users to understand reporting needs, define requirements, document workflows, and recommend data-driven improvements.
• Partner with Data Engineering teams to ensure reporting datasets, pipelines, and data structures align with business requirements and technical feasibility.
• Work closely with Data Governance teams to ensure reporting outputs adhere to data quality, security, and compliance standards.
• Mentor, coach, and guide reporting analysts to elevate analytical capabilities and ensure consistency in documentation, development practices, and stakeholder communication.
• Develop, maintain, and enhance enterprise dashboards and reports, ensuring they remain accurate, timely, and aligned to business KPIs.
• Improve the Bank’s reporting framework by applying business analysis best practices, data modeling methodologies, and standardization across deliverables.
• Ensure proper documentation of requirements, data definitions, business logic, reporting standards, and operational processes.

Education and Experience Requirements:

• Bachelor’s Degree in Information Systems, Computer Science, Data Analytics, Business, or a related field.
• 7+ years of experience in data reporting, business intelligence, or analytics roles.
• Prior experience working with enterprise reporting tools such as Power BI Cloud, SSRS, or equivalent.
• Experience with data modeling, relational databases, and SQL-based environments.
• Experience defining business requirements and documenting processes for reporting solutions.
• Prior leadership, mentoring, or team-lead experience strongly preferred.
• Experience in banking or financial services is highly beneficial.

Essential Skills and Abilities:

• Excellent communication and interpersonal skills; able to work effectively with both technical and non-technical stakeholders.
• Strong analytical and problem-solving abilities, with the capacity to translate business needs into technical specifications.
• Ability to manage frequently changing priorities, multiple deadlines, and concurrent reporting workstreams.
• High attention to detail with strong documentation discipline.
• Ability to coach and guide junior analysts, fostering skill development and consistency in deliverables.
• Familiarity with data governance principles, including data lineage, data quality, and controlled access.
• Ability to respond when needed during critical reporting cycles or issues.

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

General Experience – 3 to 6 years

The Senior Risk Management Analyst assists in facilitating an effective risk framework through partnership with business, operations, and other staff units, as well as external stakeholders. The Senior Risk Management Analyst will have responsibilities assigned with a specific focus, such as Model Risk, Third Party Risk, Issues Management, Risk Reporting, with the expectation that the Senior Analyst will assist in all areas as needed.

Primary Functions of the Position:

• As part of the second line of defense, assist in facilitating key risk management programs, which may include:
  • Risk Appetite
  • Third-party / Vendor risk management
  • Issues management
  • Model risk management
  • Risk and control assessment
  • Liquidity and Capital risk management
• Assist in preparing material and resources for regulatory examinations.
• Assist in the development, production and maintenance of risk management reports and presentations, including dashboards and data visualizations to highlight key risk metrics and other changes in the underlying risk.
• Serve as a resource to others who may be using the systems to extract or upload information. This may include training new users.
• Perform monitoring and testing in support of the Bank’s risk management framework
• Perform other risk related duties as assigned by Risk Management

Education and Experience Requirements:

• Bachelor’s Degree in Business-related field, or equivalent years of experience
• 5-7 years’ experience supporting Risk Management initiatives
• Strong written and verbal communication skills
• Working knowledge of banking laws and regulations

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

Education

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

Work Experience

General Experience – 3 to 6 years

The Business Analyst (BA) is a critical member of TriState Capital’s Program Management Office (PMO), responsible for understanding business problems, defining the business outcomes required to solve them, and translating those needs into clear, actionable requirements, user stories, and process flows.

The BA applies cross-functional analytical skills to uncover pain points, evaluate current-state processes, define future-state goals, and ensure project outcomes deliver measurable business value. The BA partners closely with business stakeholders and works with Technology to ensure solutions developed meet the defined outcomes and acceptance criteria.

The BA also supports solution validation by contributing to test planning, coordinating business testing, and ensuring outcomes align to business expectations.

Primary Functions of the Position:

• Partner with stakeholder teams across bank business units (i.e., operations, sales, finance, risk, AML/compliance, etc.) to develop necessary analysis and documentation in a collaborative way, communicating effectively and efficiently with production, managerial, and executive teams
• Evaluate, analyze, and communicate systems requirements on a continuing basis, and maintain systems processes, including the delivery of status to appropriate parties
• Author and update internal and external documentation, and formally initiate and deliver requirements and documentation
• Develop meaningful and lasting relationships with partners for optimized process development and systems integration
• Support questions and concerns from managers and executives with research, execution, and recommendations.
• Support reporting and analysis efforts within business units
• Support 3-5 concurrent projects, facilitating analysis and validation activities through the lifecycle
• Measure project performance using appropriate tools and techniques
• Work with team members to perform risk management assessment to minimize project risks
• Establishes and maintains relationships with vendors
• Develops and maintains templates within the bank’s project management system

Education and Experience Requirements:

• Bachelor’s Degree or equivalent
• 3-5 years business analysis experience
• Banking or related financial services preferred
• Strong quantitative and analytical skills
• Industry recognized certifications preferred

Essential Skills and Abilities:

• Proven capabilities with business analysis tools, including:
• Journey maps
• Process models
• User stories
• Requirement documentation
• Affinity diagram
• Traceability matrix
• Excellent client facing and internal communication skills
• Excellent written and verbal communication skills

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

General Experience – 3 to 6 years