The Business Process Re-Engineering Lead is responsible for advancing the Bank’s process re-engineering agenda by identifying opportunities to simplify, redesign, and modernize core workflows through approved automation and artificial intelligence solutions. The role partners with business leaders, enterprise AI governance stakeholders, Change Management, and Technology to evaluate current-state processes, identify inefficiencies, define future-state operating models, and determine where automation or AI-enabled workflows can improve speed, quality, consistency, controls, auditability, associate effectiveness, cost management, and long-term solution sustainability.
This is a business transformation role with a strong focus on workflow design and the practical application of approved automation and AI tools. The incumbent is expected to translate business problems into AI-enabled process solutions, including Microsoft 365 Copilot agents, M365 Agent Builder solutions, ChatGPT-enabled workflows, prompt patterns, and reusable implementation playbooks. The incumbent is not expected to write production software or develop models, but is expected to build, test, validate, support, and monitor approved AI-enabled solutions. All work is performed within the enterprise and Bank’s AI governance framework.
Primary Functions of the Position:
- Partner with business leaders to identify, assess, and prioritize automation or AI use cases based on business value, feasibility, data readiness, and risk.
- Evaluate automation and AI opportunities to ensure solutions are cost-effective, fit for purpose, sustainable, and supported by appropriate technology teams before implementation.
- Assess data integrity, protection, access, and readiness requirements for automation and AI implementations to ensure solutions use reliable data, protect sensitive information, and are ready for controlled deployment.
- Redesign business workflows so that automation or AI improves the underlying process rather than simply automating existing inefficiencies.
- Lead adoption and change implementation throughout the Bank by moving projects from pilot to production, including readiness assessment, training, and change management.
- Build the business case for each opportunity and recommend whether to advance, defer, or decline based on expected value, readiness, complexity, and risk.
- Administer the AI business use case intake process for the AI Working Group.
- Design, build, test, and deploy Microsoft 365 Copilot agents using approved employee tooling, including instructions, knowledge sources, and guardrails.
- Test prompt execution, validate output quality, document limitations, and remain accountable for ongoing monitoring, support, and refinement of AI-enabled solutions.
- Coach business associates and execute awareness campaigns that promote safe, effective use of automation and AI, including reusable patterns and templates for approved employee tools.
- Define and report KPIs for AI adoption, agent usage, and value realization.
- Ensure all use cases and deployed agents are inventoried and submitted for technology and governance review under enterprise AI policy and AI technology development standards.
- Prepare and deliver updates to business leadership and governance committees.
Education and Experience Requirements:
- Bachelor’s degree in a Business Discipline, Information Systems, or related field required.
- Hands-on experience documenting current-state processes, designing future-state workflows, writing business requirements, building process maps, and supporting adoption of technology-enabled process change required.
- Practical experience using generative AI tools, prompt development, Microsoft 365 Copilot, M365 Agent Builder, ChatGPT, Power Platform, or comparable business automation tools required.
- Demonstrated experience taking initiatives from concept through production adoption required.
- Banking or financial services experience is strongly preferred; experience with emerging technology adoption in a regulated environment preferred.
- Relevant certification preferred (Microsoft Certified: AI Business Professional or AI Agent Builder Associate, Prosci ADKAR, CCMP, or PMP).
- Software engineering, data science, or model development experience is not required.
Essential Skills and Abilities:
- Strong business process analysis and workflow redesign skills, including the ability to identify inefficiencies, control gaps, manual workarounds, and opportunities for simplification.
- Ability to assess data integrity, sensitivity, access, and readiness requirements to support safe and effective automation and AI implementation.
- Strong control mindset with the ability to identify operational, data, technology, and adoption risks before solutions move into production.
- Proven ability to frame and prioritize technology use cases and tie them to measurable business outcomes.
- Hands-on ability to build and maintain AI agents using authorized employee tools, including prompt design, knowledge source configuration, and output testing.
- Practical fluency with generative AI tools and prompt design, without reliance on programming skills.
- Working understanding of AI risks — hallucination, drift, bias, data leakage, oversharing, over-reliance on automation and the controls used to manage them.
- Strong change management skills and proven ability to influence stakeholders at all levels.
- Excellent written and verbal communication; able to translate between business and technical audiences.
- Strong analytical skills and advanced Microsoft Excel skills.
- Ability to manage multiple priorities in a fast-paced environment; intellectual curiosity and comfort with ambiguity.
The Senior Treasury Management Sales Team Leader is a sales leadership role responsible for driving growth, profitability, and market penetration within the Family Office and Wealth Management segments. This individual will serve as a player-coach, maintaining direct business development and client relationship responsibilities while leading and developing a small team of Treasury Management professionals. The successful candidate will have responsibility for helping to scale and build the team as the business grows.
The role will be accountable for originating new Treasury Management relationships, deepening existing client engagements, building referral networks, collaborating with Wealth Management and Financial Advisor partners, and developing vertical-specific strategies that enhance client acquisition, retention, and deposit growth. The successful candidate will have direct coverage experience with Family Offices and/or Wealth Management advisors, as well as a developed COI network in the space. This position reports directly to the EVP and Head of Treasury Management Sales and Strategy.
Primary Job Responsibilities:
- Sales Experience
- Demonstrates mastery level proficiency in all Depository and Treasury Management products
- 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 deposit centric clients, by phone and in person, to learn their business & industry trends
- Assists in developing sales processes, procedures, and departmental goals and initiating strategies that will improve team results
- 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 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
Education and Experience Requirements:
- Bachelor’s Degree or equivalent
- 10+ years of experience in one or a combination of the following: sales, business development, deposit centric industries sales or treasury management sales experience
- Experience working with Family Offices, Wealth Management firms, RIAs, Trust Companies, Private Banks, or related client segments.
- Certified Treasury Management (CTP) designation preferred.
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
$130,000.00-$275,000.00
The Inside Sales Representative (ISR) will broaden our existing client relationships and seek new business opportunities in a defined geography while working from our Pittsburgh offices. Successful candidates will proactively contact financial advisors to assist them in implementing TriState Capital Bank strategies, in particular, the Bank’s securities-based loan products. Inside Sales Representatives act as a critical link between resources available at the corporate offices of TriState and their external sales partners towards the achievement of sales goals.
Primary Functions of the Position:
- Collaborate with external sales partner / sales management in creating and implementing a business plan to expand our relationship with existing clients (financial advisors) and identify potential new clients (financial advisors)
- Coordinate meetings and/or calls with clients and their various financial advisors / staff to provide relationship management support services and initial loan application completion
- Assist their external partner with scheduling key meetings in the territory to support territory management
- Take the lead on certain aspects of the business plan, while also managing the follow-up for the efforts of external sales partner, which includes meeting follow ups, presentations, conference preparations, and sales kits
- Present all TriState’s product offerings to our clients to help them understand how we complement their business
- Develop, implement, and maintain a drip marketing strategy to stay “Top of Mind” for lending opportunities in the region
- Maintain a deep knowledge of product offerings and be able to conduct one on one meetings with advisors, deliver presentations, as well as conduct joint meetings with external partner in the field
Education and Experience Requirements:
- Bachelor’s Degree in a Finance-related discipline
- 1-3 years of financial services experience, including previous experience in financial sales or client services with demonstrated achievement of goals
- Experience with a CRM platform such as Salesforce
- Experience working with high net worth clients and top-producing advisors / agents is a plus
Essential Skills and Abilities:
- Excellent communication and interpersonal skills
- General knowledge of insurance, banking, lending, and financial marketplace a plus
- Strong prospecting and customer services skills
- Ability to use independent judgement and critical thinking
- Proficient in MS Office, specifically Excel and Word
- Entrepreneurial: Willingness to make independent decisions and improve processes that contribute to the territory business objectives
- Creativity: Develops innovative ways to demonstrate to our client’s best practices in implementing Tristate strategies and help them identify investment opportunities
- Competitiveness: Motivated by being in a professionally competitive atmosphere
- Curiosity: Interested in understanding capital markets and how individual investors utilize asset management/banking products to achieve their financial goals
- Ethical: Unwavering commitment to doing what is right for the client and for the company
The Credit Analyst supports commercial lenders and underwriters with the analysis and entry of cash flow statements (historical and projected), rent rolls, collateral, market data and guarantor financials into commercial database. Assists in monitoring requests for and receipt of borrowers’ financial statements. Uploads supporting documentation and tracks/verifies compliance using standard tools and processes for Bank audits and exams.
The Credit Analyst works collaboratively with the Line of Business and Portfolio Analysts to resolve data inconsistencies and incorrect or missing information to ensure the accuracy of market analysis and portfolio reporting.
Primary Functions of the Position:
- Provide support to market Portfolio Managers and Underwriters as the initial Point-of-Entry for client financial data including financial statements, rent rolls, personal financial statements, and global cash flow.
- Generate various reports to track receipt and progression of financial reporting, covenant compliance, leasing status and quarterly periodic reviews.
- Gather market research by assembling information from various sources including CoStar, REIS and/or other data resources for quarterly market reporting
- Reviews and analyzes financial statements and interprets findings for the preparation of quarterly periodic reviews (QPRs) ensuring timely compliance with credit policy and procedure.
Education and Experience Requirements:
- Bachelor’s Degree in finance, accounting or related field, or equivalent combination of education and experience.
- 2-5 years of relevant direct commercial, cash management or private banking experience.
- General familiarity with CRE and/or C&I underwriting experience.
Essential Skills and Abilities:
- Ability to read, analyze and interpret complex financial and loan documentation.
- Demonstrated ability to clearly present analysis in a written and verbal manner.
- Ability to define problems, collect data, establish facts and draw valid conclusions.
- Knowledge of and experience using financial modeling for credit analysis.
- Advanced Microsoft excel skills and general proficiency using Microsoft Office suite.
Salary Range:
$60,000.00-$106,000.00
The Sr Loan Servicing and Quality Assurance Specialist integrates in-depth specialty loan knowledge with the research and resolution of complex inquiries and client issues. In addition, this role provides support to Loan Operations leadership in the functions of process improvement, performance management, and the execution of strategic initiatives.
Primary Functions of the Position:
- Day-to-day focus on resolution of complex loan issues where expertise is required to interpret against policies, guidelines, or processes
- Deals with loan-related problems and the resolution of complex loan issues independently
- Supports leadership with projects, implementations, and strategic initiatives
- Demonstrates understanding of the loan operations processes to identify policy gaps and formulate policies to support the streamlining of related work processes
- Minimizes risk to the bank through a solid understanding of procedural requirements, provides solutions to reduce errors, and to adhere to audit and control policies
- Integrates a solid understanding of industry and business standards and practices
- Applies professional judgment, analytical thinking
- Interacts with internal and external stakeholders for issue resolution and problem solving
Education and Experience Requirements:
- Bachelor’s Degree or equivalent combination of education and experience.
- 5+ years of financial services experience, including 2+ years of experience in Loan Operations
- Previous Lending Operations and quality review/control experience with knowledge of lending regulatory requirements.
Essential Skills and Abilities:
- Strong knowledge of loan systems; In-depth knowledge of lending and all loan servicing functions, local/regulatory requirements, and legal documents.
- Strong attention to detail.
- High level of interpersonal skills and ability to communicate effectively in person, through email, and over the phone.
- Ability to work in a fast-paced, high-intensity work environment.
- Thorough knowledge of all products and services offered by the Bank.
- Job may require additional hours of work during peak periods to meet service levels.
The Investment Fund Finance Portfolio Manager manages the underwriting / credit approval process and ongoing administration of a portfolio of fund finance transactions with a key focus on high quality credit standards and white-glove client experiences.
Primary Functions of the Position:
- Develop and manage underwriting and due diligence framework and process for counterparty and collateral, including but not limited to credit due diligence for transactions, periodic credit reviews and counterparty/ collateral review and analysis.
- Work closely with the credit risk team to define and perfect rating guidelines and credit limits framework
- Provides underwriting analysis for credit extensions to new and existing clients
- Performs detailed financial analysis on fund finance transactions including subscription lines of credit, fund of hedge funds lending, fund of private equity funds lending and NAV based finance.
- Provide input to key credit and structural terms for legal agreements
- Prepares the following for approval by Senior Loan Committee, Chief Credit Officer and/or Senior Credit Officer:
- Credit Approval Request (CAR)
- Modifications
- Covenant Waivers/Amendments
- Periodic Reviews
- Manages / monitors assigned portfolio for:
- Loan Performance
- Accurate and Timely Risk Rating
- Required Financial Reporting
- Covenant Compliance
- Payment Delinquencies
- Overdrafts
- Ensures compliance with the Bank’s credit policies and procedures, identifying exceptions for approval when they occur
- Ensures that the initial set-up of credit facilities on internal systems is consistent with the reporting requirements and covenants contained in the loan documents
- Approve loan advances for revolvers based on review of borrowing base information and covenant checking
- Assist with the development of Fund Finance specific review processes including scope, framework and frequency.
- Prepares periodic financial reviews where required
- Ensures the receipt and timely circulation of required financial reporting and covenant compliance
- Accompanies the relationship manager on prospect / client calls when appropriate
- Work closely with the risk and regulatory reporting team to create risk reporting for senior management, board and other external parties such as auditors and regulators
Highly Preferred Candidate Qualifications:
- Bachelor’s Degree in Finance, Accounting, or related field
- Minimum of 5 years of credit analysis and underwriting experience
- Completion of a bank commercial credit training program and experience analyzing alternative investment fund finance transactions strongly preferred
Essential Skills and Abilities:
- Demonstrated knowledge of fund finance transactions
- Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction
- Strong written and verbal communication skills
- Strong presentation skills
- Ability to work independently and within a team
- Proficient in various spreadsheet and word processing applications, including the use of graphs and charts
Salary Range:
$80,000.00-$195,000.00
The Client Services Representative – Servicing supports all client requests originating within the Private Bank Service Team. This position includes working closely 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.
Primary Functions of the Position:
- Interacts daily with internal and external clients and provide customized solutions to their requests
- Partners effectively with other members of the Private Bank Service Team in supporting client requests
- Works closely with relationship managers, inside sales, portfolio managers, internal and external counsel, compliance, borrowers and all other authorized parties affiliated with each transaction
- Provides premier client experience across all client engagements
- Works closely with other teams within operations and the bank to enhance current processes
- Actively participates in projects as assigned
Education and Experience Requirements:
- Minimum of 4 years of combined education and/or customer service, operations, financial services, or related experience
- Prior bank operations and/or client service experience preferred.
- Bachelor’s degree or an equivalent combination of education and relevant work experience preferred.
Essential Skills and Abilities:
- High attention to detail and understanding of loan process/system and applicable lending requirements
- Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
- Exceptional interpersonal and communication skills
- Strong work ethic and ability to be self-directed
- Analytical problem-solving capabilities
- Ability to work in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities
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
The Deposit Data Quality Analyst is a first-line business role responsible for owning, managing, and continuously improving the quality of deposit data across consumer and commercial deposit products at a Large Financial Institution (LFI). This role sits within the Chief Administrative Office organization and is accountable for ensuring deposit data is accurate, complete, timely, and fit for purpose for operational, financial, risk, and regulatory uses. This position is intended to help build the scalable data quality, governance, and control infrastructure needed to support the bank’s continued growth and increasing complexity as it approaches $50 billion in assets. The role is expected not only to execute and enhance first-line data quality controls and drive issue remediation at the source, but also to help mature the deposit data management framework, operating routines, and management reporting needed to meet heightened internal and external expectations associated with a larger institution.
Primary Functions of the Position:
Data Ownership & Accountability (1LOD)
- Act as the business data owner for assigned deposit data domains, including DDA, savings, money market, and CDs.
- Ensure deposit data meets internal standards and regulatory expectations throughout the data lifecycle, with controls and standards designed to remain effective as the bank grows in size, product complexity, and reporting demands.
- Maintain understanding of end-to-end deposit data flows from account opening through servicing and reporting.
Data Quality Management
- Design, perform, and maintain first-line data quality controls for deposit data.
- Identify, prioritize, and remediate data quality issues at the source system or process.
- Perform root cause analysis related to account opening, KYC/customer data, product setup, interest, and fees.
- Partner with Deposit Operations, Technology, and Product teams to implement durable fixes.
Regulatory & LFI Support
- Support regulatory requirements impacting deposit data, including liquidity, resolution, and regulatory reporting.
- Provide business explanations, data evidence, and updates for audits and regulatory exams, and support management visibility into remediation progress and readiness as expectations increase with scale.]
- Support readiness for new regulatory or reporting requirements affecting deposits.
Governance & Documentation
- Maintain business definitions, data lineage, control documentation, and operating procedures.
- Coordinate with enterprise data governance while retaining accountability within the deposit business.
Metrics & Continuous Improvement
- Define and track deposit data quality KPIs and KRIs.
- Drive automation, control enhancements, and process improvements to reduce data issues.
- Scalability, Readiness & Strategic Support
Education and Experience Requirements:
- Bachelor’s degree in Finance, Accounting, Business, Information Systems, or related field.
- 5+ years of experience in deposit operations, treasury support, or data management.
- Strong understanding of deposit products, account lifecycle events, and core banking systems.
- Experience supporting liquidity, resolution, or regulatory reporting data.
- Familiarity with data governance and data quality frameworks.
- Experience working in a large, complex financial institution.
Essential Skills and Abilities:
- Strong sense of first-line ownership and accountability.
- Detail-oriented with a control-focused mindset.
- Ability to drive execution and remediation across teams.
- Clear communicator with operational and technical stakeholders
The Senior Director Business Solutions Manager – Private & Commercial Banking is the executive technology leader responsible for defining, governing, and executing the technology strategy, product portfolio, and business solutions roadmap supporting Private Banking, Commercial Banking, and related banking capabilities.
This role serves as the primary strategic partner to senior business executives and is accountable for aligning technology investments with enterprise objectives, driving measurable business outcomes, and ensuring the delivery of secure, scalable, and innovative solutions. The Senior Director provides leadership across Application Managers, product and delivery teams, technology partners, and vendors while fostering a high-performing organization focused on client experience, operational excellence, risk management, and growth.
Primary Job Responsibilities:
Strategic Leadership
- Own the multi-year technology strategy and roadmap for Private Bank and Commercial Bank capabilities.
- Serve as a trusted advisor to executive business leaders and influence strategic direction, investment decisions, and prioritization.
- Develop and maintain a portfolio strategy balancing growth, operational efficiency, risk reduction, client experience, and regulatory requirements.
- Drive enterprise-wide modernization initiatives and technology transformation programs.
- Identify opportunities to leverage Artificial Intelligence, automation, analytics, and emerging technologies to improve business outcomes and delivery effectiveness.
Executive Stakeholder Management
- Establish and maintain trusted relationships with senior executives across Banking, Operations, Finance, Risk, Compliance, Legal, Architecture, Infrastructure, and Technology.
- Lead governance forums and portfolio reviews.
- Communicate strategic direction, investment recommendations, risks, and value realization outcomes.
- Align stakeholders around shared priorities and organizational objectives.
Organizational Leadership
- Provide direct leadership and coaching to Application Managers and other technology leaders.
- Define organizational structures, talent strategies, succession plans, and workforce development priorities.
- Build high-performing teams focused on accountability, innovation, collaboration, and continuous improvement.
- Mentor leaders and foster strategic thinking, executive presence, and business acumen across the organization.
Technology & Delivery Leadership
- Oversee the delivery, support, and lifecycle management of banking applications and platforms.
- Establish standards and governance for engineering, architecture, user experience, product management, and delivery practices.
- Mature software engineering capabilities, DevOps practices, solution design, and delivery excellence.
- Ensure operational resiliency, application availability, performance, and security.
AI, Innovation & Transformation
- Lead adoption of AI-enabled capabilities across product delivery, software engineering, testing, operations, and decision support functions.
- Drive organizational change management efforts that improve effectiveness and efficiency.
- Establish innovation practices that encourage experimentation and measurable value creation.
- Champion continuous improvement and modernization initiatives.
Financial & Portfolio Accountability
- Own technology investment planning, portfolio prioritization, and budget governance.
- Manage multimillion-dollar operating and project budgets.
- Oversee vendor strategy, contract negotiations, and service-level performance.
- Ensure effective resource allocation and value realization from technology investments.
Education and Experience Requirements:
- Bachelor’s degree in business administration, Finance, Information Systems, or related fields.
- 10+ years of progressive leadership experience in financial services, banking technology, product management, or business solutions leadership.
- Experience leading managers and large cross-functional organizations.
- Strong knowledge of Private Banking, Commercial Banking, Treasury Management, Deposits, Lending, and related financial services domains preferred.
- Proven experience leading digital transformation, application modernization, and organizational change initiatives.
- Experience implementing AI-enabled solutions and leveraging automation to improve business and technology outcomes.
Essential Skills and Abilities:
- Strong experience operating within a product-centric organizational model, balancing strategic vision with iterative delivery.
- Ability to foster a culture of continuous learning, improvement, and measurable value delivery within Agile teams.
- Comfortable navigating ambiguity and ensuring clarity of scope, outcomes, and acceptance criteria within fast‑moving product environments.
- Passionate about solving problems, creating efficiency, and developing solutions that are focused on the end user with a clear focus on creating routines to operationalize and control change and development.
- Demonstrates excellent critical thinking and problem-solving abilities; superb written, verbal, and presentation skills
- Ability to respond, when needed, 24/7 if system issues arise.
- 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, welcome new challenges and persist in raising and working through novel and difficult issues.
