Summary of the Position:
The Compensation Analyst will support all areas of compensation administration, helping to ensure that the company remains competitive in total reward offerings.
Primary Functions of the Position:
- Assists with all aspects of compensation administration, including job pricing activities, survey participation, annual compensation review, and ongoing base pay administration.
- Collaborates with management and HR colleagues on the development and maintenance of job descriptions.
- Benchmarks jobs against survey data and other market intelligence to determine competitive compensation ranges for each position.
- Prepares and presents summary reports of job analysis and compensation analysis information.
- Accurately maintains compensation data and prepares reports as requested.
- Accurately maintains TSC compensation structure.
- Assists with the administration of TSC incentive plans
- Works with HR colleagues and members of the Payroll and Finance Teams to ensure accurate and timely payroll processing and related system updates
- Performs a variety of other HR duties, particularly those related to Total Rewards, as assigned
Education and Experience Requirements:
- Bachelor’s Degree in Human Resources or related field
- Minimum 5 years of demonstrated HR professional experience, with 1-3 years of experience with compensation administration and/or analysis.
Essential Skills and Abilities:
- Proficiency in Microsoft Office products, particularly Excel
- Ability to manage multiple, time-sensitive priorities while maintaining confidentiality and attention to detail.
- Excellent communication skills, both written and verbal
- Ability to work independently.
- Strong understanding of Human Resources best-practices
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: Capital Markets LOB Risk Associate
Department: Capital Markets
Location: Pittsburgh, PA
Summary of the Position:
Supports the Capital Markets LOB Risk Manager in organizing the group’s oversight of and management of leading risk management practices, meeting compliance and regulatory mandates, developing risk management and model governance tools and interfacing with internal audit and, external audit, and regularly interfacing with Risk, Compliance, Audit, and Accounting and Finance functions.
Primary Functions of the Position:
- Assist with Capital Markets Group policy updates and reviews including full overhauls of existing policies where necessary based on current statutory guidance and market-based best practices.
- Assist the Capital Markets Group incorporating new statutory requirements or market-based best practices as they pertain to the Capital Markets group.
- Work with Capital Markets modeling team to understand and synthesize complex modeling and analytics into dashboards for reporting to senior management and board of directors.
- Track metrics for initiatives or strategies undertaken by the Capital Markets group to ensure accurate assessment of decision making.
- Work with the Bank’s Risk Group on Model Risk Management related to Capital Markets line of business models.
- Preparing risk reports and analysis to support management in fulfilling their oversight responsibilities.
- Assist in preparing material and resources for regulatory examinations, committee meetings, and ad hoc requests.
Education and Experience Requirements:
Bachelor’s degree preferred in Business Administration, Economics, Finance, or Accounting.
- 1 to 2 year’s experience in banking or related financial services.
- Familiarity with banking regulatory bodies and terminology.
- Experience working in the Banking industry is highly preferred.
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, 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.
- Highly organized with strong attention to detail.
- Working knowledge of the Capital Markets.
- The ability to synthesize dense and complex information into easy-to-understand visual representations of concepts and strategies.
Accounting Manager
Pittsburgh, Pittsburgh, PA, US
Job Title: Accounting Manager
Department: Finance
Location: Pittsburgh, PA
Summary of the Position:
The Accounting Manager is responsible for overseeing the daily operations of the Finance team, preparing key accruals, delivering the monthly close, and assisting in other projects as assigned. This position reports to the Controller.
Primary Functions of the Position:
- Primary reviewer/approver of the following: accounts payable, accruals/prepaids, cash/wires, expense reports, derivatives, equity, fixed assets, loan accounting and investments. Ensures transactions are in accordance with accounting policies and US Generally Accepted Accounting Principles (“US GAAP”)
- Collaborates with Executive management on financial analysis and key initiatives
- Collaborates with the other accounting manager to rotate job responsibilities amongst themselves and the staff.
- Delivers the monthly close, financial reports and reconciliations to the Controller on a monthly basis
- Assess current practices and procedures, and make recommendations for improvements
Additional Responsibilities:
- Develops and documents business processes and identifies opportunities to strengthen internal controls
- Ensures all duties performed are compliant with Finance/regulatory policies and procedures
- Prepares support for SEC and regulatory filings as required
- Other duties and projects as assigned
Education and Experience Requirements:
- Bachelor’s degree in Finance, Accounting, or Business Management
- 3 to 6 years of hands-on independent problem-solving, project management, and analysis experience in the finance, accounting, or auditing areas
- 2 to 3 years of banking experience, preferred
- CPA certification preferred, but not required
- Knowledge of bank accounting, and Sarbanes-Oxley (“SOX”) control requirements
- Advanced experience with Microsoft Excel, PowerPoint
Essential Skills and Abilities:
- Demonstrated knowledge of accounting principles and reconcilement procedures
- Organized with strong attention to detail
- Professional interpersonal and communication skills
- Strong independent problem solving, project management, and analytical skills in finance, accounting, or auditing related areas
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 Business Continuity Management (BCM) Program is responsible for maintaining the capability of TSC to deliver our products and services to our clients during a disruptive or crisis event. Simultaneously, the Books & Records Governance (BRG) Program is responsible for providing the framework for the creation, handling, storing and destruction of bank records in accordance with best practices, and all applicable laws, regulations, and rules. The Business Continuity and Records Analyst will The Business Continuity and Records Analyst (BCRA) will report to the Business Continuity Officer and be responsible for helping support both programs. The BCRA will serve as a liaison between the Risk Management function and IT, department heads, Records Liaisons, and all areas of the bank to help ensure a successful program. The BCRA will help manage the day-to-day activities of the BCM Program as well as support critical projects and activities that strengthen the overall resiliency of the bank. These activities will typically require liaising with multiple areas across the bank in a dynamic environment. The BCRA will also be responsible to help manage the day-to-day activities of the BRG program while acting in partnership with all areas and functional departments of the bank.
Primary Functions of the Position:
- Assist Business Units in completing and maintaining Business Impact Analysis (BIA) that assesses potential threats or disruptors to TSC. Help assess the risk, capture information and recommend mitigation strategies to reduce or eliminate significant risks.
- Assist Business Units in drafting, developing and testing Business Continuity Plans (BCP) that address contingency plans for critical processes in event of significant disruption.
- Support BRG and BCM programs during all internal, external and regulatory
- Develop and maintain program-related documentation including training materials, exercises, after-action reports, attestation documentation, policies, procedures and presentation materials for all levels of the enterprise.
- Develop and maintain Records Inventories and work closely with Records Liaisons in order to ensure that inventories are thorough, comprehensive, and properly maintained and adjusted as required over time.
- Help plan and facilitate desktop exercises across multiple departments and functions in order to assess strength of BCPs & BIAs.
- Assist with administration of BCM and BRG systems, including mass notification systems, validation of data, reporting, testing and numerous aspects of vendor management to both programs.
- Work with businesses to assess recommended Recovery Time Objectives (RTO) and Recovery Point Objective (RPO) against business needs, IT capabilities and cost/time tradeoffs.
- Identification, reporting and tracking of issues and helping drive corrective actions and compensating
Education and Experience Requirements:
- 3-5 years of experience with risk management, business continuity, regulatory compliance, or similar functions in a highly regulated environment.
- Bachelor’s degree in business, management, systems or similar a
- Banking experience with knowledge of operations, technology, applications and 1st and 2nd Line of Defense organizations a plus.
- Experience with third-party oversight, relationship management and review of vendor qualifications for BCM or
- Background in risk assessments, client service, and
- Ability to make sound independent judgments in areas of risk to clients and to assess and mitigate those
Essential Skills and Abilities:
- Self-motivated and detail oriented, with ability to balance multiple, disparate, complex initiatives simultaneously with minimal oversight.
- Ability to plan, organize and manage tasks
- Excellent written and verbal communication skills with the ability to build strong relationships across the
- Ability to rapidly understand different areas of banking, operations, IT and the inter-relationship between
Summary of the Position:
The Data Analyst role involves the identification, collection, interpretation, extraction and cleansing of data sets necessary for use in reporting, analytics or advanced modeling applications. Serving in a key role between technology application owners and key consumers of enterprise data resources, the Data Analyst must possess critical thinking and problem-solving skills. A data analyst needs to have a good understanding of the questions being asked and the problems that need to be solved. They also should be able to find patterns or trends in the data that reveal new insights, allowing focus on the right types of data while recognizing the most revealing methods of analysis. The data analyst must be self-motivated with the ability to effectively communicate via both verbal and written forms and manage frequently changing priorities. Ability to communicate ideas across a variety of data consumers is crucial to your work as a data analyst. Financial industry experience and familiarity with financial services, products, and regulations is advantageous.
Primary Functions of the Position:
- Gather data: Data Analysts identify and collect data from sources such as an organization’s systems of record or select external sources or even licensed data
- Clean data: Raw data often contains duplicates, errors, or non-essential data. The Data Analyst will scrub the data to improve quality utilizing a spreadsheet or programming language, to engineer the data set for accuracy and intent.
- Model data: Create and design the structures of a data set to satisfy the business objective. Determine the types of data to collect and store while establishing how data categories are related and presented for consumption.
- Interpret data: Use knowledge of data analysis techniques and the business/markets/products (etc) to identify patterns or trends in data leading to new insights or opportunities to combine with other data sets/sources.
- Present analysis: Communicate results analysis or data interpretation utilizing data visualizations tools (entity relationship diagrams, object graphs, writing reports, and presenting information to interested parties.
- Collaborate: Work with business users to understand requirements and processes and make recommendations for data set solutions/improvement
- Data Integration: Utilize data integration tools and methods such as ETL tools and development or integration services/API development to perform data extraction and data set creation
- Document Work: Creates and maintains technical documentation and process documentation
Education and Experience Requirements:
- Bachelor’s Degree in Computer Science, Information Technology, or technology-related degree
- Minimum 3 years of experience delivering and supporting data-driven solutions
- Minimum 3 years of experience supporting enterprise reporting and data visualization solutions
- Minimum 3 years of experience with databases, data modeling and data warehouses such as Microsoft SQL Server, SSIS, SSRS, SSAS, Power BI, and related tools
- Minimum 3 years of experience importing/exporting data (ETL) for use in integrations using Azure Data Factory
- Minimum 3 years of experience performing business requirements analysis
- Experience in banking and/or financial services would be highly beneficial
Essential Skills and Abilities:
- Data modeling and extraction tools: Use of Microsoft Excel and SQL, ETL tools and API service integration.
- Data Programming languages: Familiarity with statistical programming languages (Python or R) to handle large sets of data and perform complex data joins.
- Data visualization: Power BI, Tableau, Thoughtspot, Excel for creation of data set visuals.
- Statistics and math: p of statistics and math will help you determine which tools are best to use to solve a particular problem, help you catch errors in your data, and have a better understanding of the results.
- Strong communication and people skills; must work well with technology and business teams
- Strong analytical skills, with the ability to analyze and solve problems
- Must have the ability to document processes and solutions with accuracy
- Adapt quickly to changing priorities and manage multiple deadlines
Summary of the Position:
The Client Services Representative – Fulfillment & Close position effectively coordinates the end to end Private Banking loan account process and provides exemplary service and support to our clients. Incumbents may be required at times to focus in a specific functional area of the Private Bank Service Team, such as processing modifications or initializing client loans on the Bank’s internal systems and/or platforms. This position must partner effectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance, Financial Advisors 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 loan application, and follows the loan process through completion, closing and booking
- Works closely with all members of the Private Bank Service Team in supporting client requests
- Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction
- Provides a premier client experience across all client engagements
- Works closely with other teams within operations and throughout the bank to enhance current processes
- Participates effectively in assigned projects
Education and Experience Requirements:
- Bachelor’s Degree, or equivalent combination of education and experience
- Minimum 4 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
- Proficiency in Microsoft Office preferred
- Keen attention to detail and understanding of loan process/system and applicable lending requirements
- 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 Senior Wire Operations Associate will deliver high quality customer service and perform daily processing of financial transactions in a fast paced, time sensitive operations environment. The Senior Wire Operations Associate will conduct all aspects of wire transfer activity effectively and accurately, including performance verifications, initiating wires, processing and releasing wires, and monitoring wire status queues. The incumbent will also be responsible for fraud monitoring and investigation, working closely with internal and external business partners to ensure that we are effectively validating movement of funds out of the bank, and quickly identify and responding to any activity that appears suspicious or fraudulent.
Primary Functions of the Position:
- Assists the Wire Operations team lead on daily tasks and escalate issues accordingly
- Processes, verifies, submits, and receives wire transfers in accordance with established Bank procedures
- Performs various security related functions, such as verifications and callback confirmations, to validate the authenticity of outgoing wire transfers
- Works directly with clients and internal service partners to ensure proper documentation is being completed for accurate transfer of funds
- Reconciles the transaction fraud monitoring queue and any OFAC related inquiries and performs the proper due diligence in mitigating fraud
- Investigates and researches suspicious or fraudulent claims in accordance with the Bank’s policy and procedures
- Recommends to management changes in processes based on trends to lessen the Bank’s exposure to future fraud losses
- Directly involved in fraud loss recovery, entering and researching disputes, adjusting customer’s accounts, and following up with the customer on account actions
- Works closely with Relationship Managers, Treasury Management Officers, Deposit Operations, Treasury Operations, ACH Operations, Compliance, and all other authorized parties affiliated with Wire Services to effectively execute the responsibilities of the position
- Performs other related duties as assigned
Education and Experience Requirements:
- High School diploma or equivalent; post-secondary education preferred
- Minimum 3-5 years of banking experience; prior specific experience in transaction processing, wire transfer operations, and fraud detection required
- Experience working in a fast-paced and deadline-oriented environment
Essential Skills and Abilities:
- Excellent interpersonal and customer service skills
- Demonstrated knowledge of Wire Transfers
- Strong analytical skills
- Proficient computer skills
- Ability to perform job functions accurately and with attention to detail
- Job may require additional hours of work during peak periods to meet service levels
Job Title: Compliance Officer
Department: Compliance
Location: Pittsburgh, PA
Summary of the Position:
The Compliance Officer serves in an advisory role to the Bank on banking laws and regulations pertaining to lending and deposits and oversees relevant portions of the Bank’s Compliance Management System (CMS). The CMS includes a risk assessment process, prevention and detection controls, compliance training, regular compliance reviews and reporting, consumer complaint management and regulatory communication with department heads and senior management.
Primary Functions of the Position:
- Assist in the overall implementation of the Bank’s Compliance Management System and in the ongoing administration of the Bank’s risk management program.
- Stay abreast of federal and state regulatory changes. Report such changes to management, operational and business lines. Assist in determining appropriate adjustments to the Bank’s compliance risk profile as well as implementation of applicable regulatory changes.
- Review internal products, processes, policies and procedures, marketing programs, advertising materials and other communications to identify applicable regulatory risks and related controls.
- Participate in new product development, system initiatives and other projects to ensure potential compliance related issues are adequately addressed. Make needed adjustments to the Bank’s compliance risk profile and provide recommendations to adjust monitoring and testing plans, if appropriate.
- Establishment and execution of an applicable monitoring and testing program for specific regulatory areas of responsibility.
- Identify control weaknesses or gaps and work with department managers to correct deficiencies, including assisting business partners with identifying the root cause of issues identified.
- Provide recommendations to the 1st Line of Defense on compliance risks, processes and controls.
- Develop and execute periodic risk assessments for applicable regulatory areas of responsibility.
- Participation in bank committees applicable to areas of responsibility to evaluate regulatory risk and provide feedback.
- Report to Compliance Management on any suspected violations of law, regulations or non-compliance to Company policy and take responsibility to ensure resolution.
- Participate in the preparation and management of audits and regulatory examinations.
- Partner with business and operational units to remediate compliance findings identified in internal and external examinations and audits. Provide comprehensive risk-based solutions to complex problems or issues cited within regulatory reviews.
Education and Experience Requirements:
Bachelor’s Degree in a business-related field, or equivalent combination of education and experience
- Minimum of 5 years of progressive compliance and regulatory banking experience
- Computer literacy and proficiency with Windows based applications and MS Office
- CRCM designation is a plus.
Essential Skills and Abilities:
- Strong working knowledge of banking laws and regulations pertaining to lending and deposits.
- Strong oral and written communication skills. Ability to present ideas in a clear, concise, understandable, and organized manner.
- Effective planning, organizational, time management, and problem-solving and analytical skills.
- Ability to work effectively and maintain composure under pressure. Skilled at handling a variety of assignments simultaneously. Flexibility and willingness to work at a rapid pace in strict time frames.
- Ability to work independently and without direct or continuous supervisory support.
- Exhibit professionalism and diplomacy in all interactions with colleagues, senior management, and internal and external business partners.
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 ACH Operations Team Lead manages the workflow of ACH Operations staff and ensures that all client service level agreements are met. In addition, the ACH Operations Team Lead will assist with performance feedback and yearly staff evaluations and maintain all required documentation as it pertains to audit. The ACH Operations Team Lead will also assist the staff in monitoring ACH windows, working suspended batches, Debit Card disputes, adjusting entries, and General Ledger inquiries when needed. In addition to ACH, the Team Lead is responsible for all Fraud tracking, communication, and reconcilement. The Team Lead works closely with BSA, Risk and Compliance, Management, Sales, Deposit Operations, Treasury Operations, and Wire Operations.
Primary Functions of the Position:
- Manages the day-to-day activity of the ACH Operations staff
- Assists in yearly performance evaluations of the ACH Operations staff
- Approves timecards for any non-exempt employees
- Ensures staff is properly and adequately trained
- Responsible for maintaining all policy and procedures for audit
- Assists the ACH Operations staff when deemed necessary
- Manages all Fraud related activity, as it relates to funds retrieval, documentation, and reporting
- Works closely with BSA, Risk and Compliance, Management, Sales, Deposit Operations, Treasury Operations, and Wire Operations to effectively execute the responsibilities of the position
- Provides daily workflow and capacity planning solutions for upcoming initiatives
- Point of escalation for team and handle escalation process throughout its entirety
- Interviews and effectively participates in the selection process for both internal and external employees
- Provides support for projects when needed
- Maintains and develops policies and procedures according to new rules and regulations for both internal and external guidance
- Makes proposals to management for changes and improvements to SLA’s
- Provides day-to-day support and insight to the metrics & performance of the team
Education and Experience Requirements:
- Bachelor’s Degree, or equivalent combination of education and experience
- Minimum 5 years of bank operations experience in an ACH operations role
- Minimum 2 years of supervisory or leadership experience in current or recently held position preferred
- Accredited ACH Professional (AAP) Certification preferred
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 Fraudulent activity on ACH, Wire, Check, and Debit Card
- Ability to successfully lead a team through proper training and coaching
- 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
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 completion.
• Reviews all client account opening documentation for accuracy, with a thorough understanding of all client agreements that pertain to the onboarding of each client type.
• Works closely with all members of the Private Bank Service Team in supporting client requests.
• 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 transaction.
• Provides a premier client experience across all client engagements.
• Works closely with other teams within operations and throughout the bank to enhance current processes.
• 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 Bank.
• Participates effectively in assigned projects.
• Responsible for ongoing client support with a wide range of Private Banking Deposit accounts.
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