Job Title: Equipment Finance Relationship Manager
Department: Commercial Banking
Location: Villanova, PA
Summary of the Position:
The Equipment Finance Relationship Manager will execute the Equipment Finance Direct Corporate Sales Strategy. Successful candidates will proactively develop credit relationships with qualified bank and non-bank customers and prospects on a direct basis, and provide Equipment Financing Solutions, through the utilization of Tax, and Non-Tax lease products throughout the territory of Central, Eastern PA, Delaware and NY.
Primary Functions of the Position:
- Maintains a scheduled calling program with clients and prospects to actively sell Equipment Finance (EF) services
- Identifies and addresses areas of competition, as well as potential new markets in assigned area that would maximize the volume and earnings of the direct corporate EF portfolio
- Targets calling efforts directed towards financial executives, or other C-Suite officers, of privately owned or publicly owned companies with revenues of $25MM+
- Structures equipment finance transactions ranging from $2MM – $15MM to meet tax, accounting, or asset management demands of client. EF may act as sole investor, lead syndicator, or participant
- Partners with Relationship Managers on Bank referrals to structure proposed transactions, obtain approval, endorse the transaction, and close the transaction. Works directly with Senior Management and internal partners in Bank Operations, Credit Management, and Legal throughout the process
- Maintains current EF clients within the assigned Bank territories by profiling, generating new leases, and replacing old leases. Leads calls with the product or service that is most appropriate to the client’s situation based on knowledge of business, with emphasis on leasing
- Attains or exceeds annual assigned budgets for volume and fees
- Analyzes client’s financial information available through company systems to assess and summarize risk information of client’s equipment financing strategy
- Manages all actives in CRM, keeping business pipeline current and pending items / activities up to date
- Attends Bank meetings in assigned regions to provide training and regularly participate in joint calls
Education and Experience Requirements:
- Bachelor’s Degree in a Finance-related field, or equivalent combination of education and related training
- Minimum 10 years of combined experience in finance or corporate sales; experience in the Equipment Finance banking market preferred
Essential Skills and Abilities:
- Knowledge of the principles of equipment financing structure, credit analysis and tax law
- Proficient in most aspects of business finance; demonstrated knowledge of credit products and structuring
- Proficient in managing large and complex corporate relationships
- Ability to use a Loan Pricing Model in conjunction with general industry knowledge
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Excellent interpersonal, analytical, and organizational skills
- Excellent verbal and written communication skills
- Willingness and ability to travel, occasionally overnight
- Highly energetic with a strong desire to succeed in adverse situations
- Possess an innovative, courageous approach to problem-solving and market analysis
- Possess a high standard of personal accountability in meeting assigned sales objectives
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 role of the Data Risk Management Analyst will support the management of the Bank’s Data Governance program. As a partner to department leadership, the role will be responsible for becoming a subject matter expert on Data Governance activities and standards within the bank and will assist in completing various Data Governance activities (e.g. data glossaries, report catalogs, data lineage diagrams) including participation in working groups. This role will assist with regulatory research, data sourcing, data and process remediation, and data quality of information required to be submitted in a CCAR (Comprehensive Capital Analysis and Review) FR Y-14Q and FR 2052a reporting requirements.
Primary Functions of the Position:
- Coordinate with lines of business (LOB) subject matter experts and risk management to solidify their understanding of the reporting requirements for CCAR and the need for accurate information about data, source systems, and processes.
- Actively lead and contribute to working groups and meetings with respect to Data Governance and Data Risk Management.
- Participate in and contribute to the management of Data Governance enterprise-wide including management of policies, documentation, and training and education materials.
- Contribute to and assist with managing data glossaries and reporting catalogs within various tools and platforms.
- Contribute to the development, management and monitoring of project plans for Data Domains as well as related enterprise-wide initiatives.
- Prepare and deliver effective presentations and updates to the team, leadership, and stakeholders.
- Identify and escalate risks, issues and dependencies impacting Data Governance and related projects’ execution.
- Building and maintaining strong working relationships with Data Governance stakeholders.
Qualifications
Education and Experience Requirements:
- Bachelor’s Degree in a Business Discipline, Mathematics, Data Analytics, or a related field required
- 1-3 years related experience required
- Data Governance, data analysis/reporting, or risk management experience preferred
- Banking or related financial services preferred
Essential Skills and Abilities:
- Strong quantitative and analytical skills
- 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
- Effective change management skills – ability to support & adapt within a changing environment
- Experience with BI Tools/Data Visualization Tools (Tableau, Power BI, QlikView, Etc.) is a plus
Job Summary
The Data Quality Manager role will execute the analysis, design and implementation of data quality measures and dashboards, thresholds, rules, and controls, in partnership with the Bank’s Data Governance Program. To ensure the Bank’s data is of the highest quality, the role will oversee monitoring and researching data quality concerns and will coordinate the remediation of data quality issues. The role will be responsible for communicating with, and creating alignment between, functions of the bank and will be working with accountable parties to enhance data quality.
Essential Duties and Responsibilities
• Works closely with Business Analysts, Data Analysts, Technology, and Data Stewards to ensure data housed in all source systems is valid and accurate.
• Leads design and implementation of data quality screening strategies and protocols used in QA processes; ensures the full application of all relevant QA processes and procedures across the various data quality management and quality review processes.
• Creates actionable data quality reports and dashboards that measure trends over time and implements data quality monitoring rules and workflow management.
• Leads various projects and teams in the remediation of data quality issues of all sizes.
• Ensures comprehensive documentation of automation processes, data management workflows, and alignment to associated policies; generates regular reports on the impact of data management initiatives, key performance indicators, and areas for improvement.
• Enhances and ensures data quality across the organization based on requirements from operational areas, Data Governance, Compliance, and Regulatory Reporting.
Qualification
Knowledge, Skills, and Abilities
Skill in
• Strong quantitative and analytical skills.
• Advanced MS Excel skills and functional knowledge of SQL.
• Experience with BI Tools/Data Visualization Tools (Tableau, Power BI, Qlik, Etc.) preferred.
• Excellent leadership, communication, and interpersonal skills.
Ability to
• Ability to communicate clearly and effectively to both business and technical associates.
• Ability to align automation initiatives with business objectives and drive organizational change.
• Ability to learn quickly about new business areas.
Educational/Previous Experience Requirements
Education/Previous Experience
• Bachelor’s degree in Mathematics, Statistics, Computer Science, Data Analytics, Business Discipline, or a related field
• 5+ years’ experience working in financial services / banking.
• Familiarity with, and understanding of, data quality management and business process mapping and analysis techniques.
• Experience with Bank Risk and Regulatory Reporting is preferred.
This Finance team role will support the increased regulatory reporting requirements of the continually growing TriState Capital Bank subsidiary of Raymond James Financial. This role will assist with regulatory research, data sourcing, data and process remediation, and data quality of information required to be submitted in a CCAR (Comprehensive Capital Analysis and Review), FR Y-14Q and FR 2052a reporting requirements. This role will design reporting solutions to maximize the tradeoff of maintainability, usability, scalability, and availability of information stored in the data environment. Ensure that solutions can be easily traced to business requirements. This analysis and support role should be able to act proactively to resolve design issues, as well as react to resolve reporting data issues identified by business or reporting analysts.
Primary Functions of the Position:
- Data Sourcing: review business requirements and assist in sourcing data from source systems, define business and technical data elements and identify data gaps and process enhancements.
- Data Analysis: conduct thorough data analysis to identify trends, anomalies, and potential issues in the financial data.
- Documentation: create and maintain comprehensive documentation of data and reporting requirements.
- Process Improvement: identify and implement opportunities to automate, increase efficiencies and improve controls with software and process enhancements.
Essential Skills and Abilities:
- Coordinate with lines of business (LOB) subject matter experts and risk management to solidify their understanding of the reporting requirements for CCAR and the need for accurate information about data, source systems, and processes.
- Lead data analysis and research activities necessary to support the day-to-day operation of multiple business areas.
- Partnering with the Data Office and LOBs to ensure data accuracy from source systems and assist with data profiling.
- Escalate data quality issues to management and LOBs, and actively track root cause analysis and issue remediation.
- Conduct independent research on CCAR reporting requirements and applicability to business.
- Assist the finance team with other regulatory and reporting requirements, as needed.
Qualifications
Education and Experience Requirements:
- Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or equivalent education and related training
- 5 years of work experience in banking industry in a finance and/or data related position
- Microsoft office proficiency, specifically Excel
- Experience with SQL and other reporting writing/query tools, preferred
- CCAR reporting/modeling experience, preferred
- Excellent verbal, written and presentation skills, with the ability to define problems and present conclusions
- Intelligent, strong and analytical skills with a focus on high integrity, intellectual clarity and a passion for excellence
Job Title: Treasury Management Sales Specialist
Department: Treasury
Location: Pittsburgh, PA
Summary of the Position:
The Treasury Management Sales Specialist will be responsible for marketing, managing and educating on the entire set of Deposit and Treasury Management product offerings. The incumbent will have individual 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
- Performs periodic Marketing / Sales campaigns
- 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
- Develops and maintains effective relationships with product vendors
- Provides technical support for complex Deposit and Treasury Management sales calling efforts
- Effectively manages operational risk and compliance
- Other responsibilities including but not limited to:
- Facilitates new processes, tools, communications and training to ensure the bank’s success
- Acts as a brand ambassador for TriState with every prospect
- Maintains and manages a system to effectively track and report on pipeline and sales initiative
- Assists 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 5 years of 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
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 Summary
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.
Essential Duties and Responsibilities
• 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
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
• Familiarity with loan systems; and ability to read and understand loan documents in order to review that the loan system matches the loan documents
Skill in
• Strong attention to detail
• Proficiency in basic math skills and general knowledge of office software is required
Ability to
• Ability to communicate effectively in person, through email, 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
Educational/Previous Experience Requirements
Education/Previous Experience
• 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
The AML Analyst will be a member of TriState Capital Bank’s Risk Group and will report directly to the TriState Capital’s AML Officer. The individual will be responsible for the daily review and analysis of alerts generated by TriState Capital’s automated customer, account, and transaction monitoring system.
Primary Functions of the Position:
- Assists in the investigation of potential suspicious activity in or related to customer accounts, and preparation of reports concerning such activity
- Supports the daily review of certain large and/or complex transactions
- Reviews and analyzes both specific transactions and trends in customer accounts and identify and investigate activity that is not consistent with such customer’s expected activities
- Works with various proprietary software packages, the incumbent will be expected to communicate clearly with bankers and customers in the conduct of investigations and monitoring efforts and with Bank officers to report results
Qualifications
Education and Experience Requirements
- Bachelor’s Degree in Finance, Accounting, Law Enforcement, Social Sciences or related field. Prior banking experience in a related field can be a substitute
- Minimum 5 years of experience is required
- Basic knowledge of BSA/AML/USA Patriot Act/OFAC/CIP regulatory requirements for financial institutions
- Prior bank treasury, loan or deposit operations experience preferred
Essential Skills and Abilities:
- Computer literate; basic proficiency in spreadsheet and database reporting applications; Microsoft Office Suite/internet navigation skills including proficiency with internet search engines
- Basic knowledge of FiServ FCRM, WireExchange, CWS and/or Signature Desktop a plus
- Strong oral, written and interpersonal communications skills
- Ability to understand and analyze specific transactions and trends within customer accounts
- Ability to manage multiple on-going matters simultaneously
- Strong analytical skills
This position provides a significant opportunity to contribute to the exciting growth of TriState Capital Bank (the “Bank”). This position reports to the Chief Deposit and Administrative Officer of the Bank. Through effective leadership, collaboration, and engagement, the TM Solutions Officer will serve as a key advisor to executive-level management on treasury management related issues and will help execute on the Bank’s deposit and Treasury Management growth strategy to build on historic success by driving scalability. The role comes with direct and material influence on the TM business’s overall profitability and is critical to the success of cash management solutions at the Bank by strategically positioning the Bank through identifying and pursuing competitive TM products and services.
Primary Functions of the Position:
- Help to scale TM solutions in line with existing and prospective TM opportunities.
- Align and fill gaps between TM sales, operations, product management, change management, and second lines of defense.
- Enhance knowledge and expertise of our engagement in the money transfer ecosystem including ACH and money transfer options.
- Strategic planning development for deposit and treasury management by working with all constituents.
- Control environment, client and vertical risk assessment, customer due diligence and other first line operational risk management in line with size and success of the business and prospects.
- Soc 1 development to support access to a broader client base.
- Data and analysis to support performance, oversight, and management.
- Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning.
- Raise new solution ideas while partnering with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions.
- Promote and develop overall pricing hygiene and guidance, including the refinement of benchmarks, and oversight of the governance processes.
- Continue to emphasize our focus on cost-effective balance focus continues to be the priority] Promote and develop innovative pricing schemes, including dynamic volume or activity-based price tiering, that may span across other areas of the business.
- Maintain awareness of market conditions.
- In support of the mandate for cost-effective and stable balances, compliment with opportunities to grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.
- Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated deposit solutions within a consultative and client driven framework.
- Detect and address real or potential client experience impacts or revenue leakage, through billing errors or sub-optimal pricing schemes.
- Leverage the Bank’s technology systems to enhance operational improvements with a focus on performance, measurement, and accountability.
- Sponsor, oversee, and manage complex deposit projects. Utilize internal and external resources, technology, and continuous improvement techniques to report metrics, improve processes, create more capacity, and deliver greater value to customers.
- Oversee TM Risk and Policies (including but not limited to ACH, Remote Deposit Capture, Wire policies)
Qualifications – External
Education and Experience Requirements:
- Thorough knowledge of bank deposit products and services
- Thorough knowledge of bank accounting, regulations, policies, and procedures
- Minimum 15 years of cash management sales, support, and business development
- Bachelor’s degree in Business Administration or related discipline preferred
- Certified Treasury Professional designation
Essential Skills and Abilities:
- Strong creative solution and problem-solving abilities
- Ability to work independently and be self-motivated
- Ability to prioritize among many important matters
- Detail oriented
- Strong organizational and project management skills
- Ability to work across peers, innovate, collaborate, and create consensus as well as execute leadership
Job Title: CRA Officer
Department: Private Bank (TBD)
Location: Pittsburgh
Summary of the Position:
The Community Reinvestment Act (CRA) Officer is responsible for developing, implementing, and administering all aspects of the Bank’s Community Reinvestment Act program. The primary objective of the CRA Officer is to ensure proper adherence to the provisions and intent of the Community Reinvestment Act, successfully demonstrating the Banks’ responsiveness to the deposit and credit needs of low- and moderate-income individuals and markets within the Banks’ assessment areas. The CRA Officer will plan, organize, and report the Bank’s compliance activities related to CRA, including oversight of CRA data.
Primary Functions of the Position:
- Develops, presents, and obtains business and budget approval for the bank’s CRA Strategic Plan, including periodic review of the appropriateness of the Bank’s CRA assessment area geographies. Effectively executes the CRA Plan and coordinates third party vendors/partners and bank staff in the delivery of CRA investments, products, and services in our CRA assessment areas.
- Through contact with government officials and community leaders in the Bank’s CRA assessment area, identifies credit and service needs within the community and works with senior management to set goals and develop programs to meet such needs as are identified, within the context of the Bank’s business model and peer performance.
- Serves as CRA subject matter expert acting as an advisor to business lines and senior management.
- Serves as the Chairperson of the CRA Committee, prepares quarterly reports for the Board of Directors, and provides CRA updates to all applicable Bank committees.
- Analyzes new laws/regulations and changes to existing laws/regulations that impact the Bank’s CRA Program. Report such changes to management, lines of business and operational units.
- Oversees the Bank’s CRA policies, procedures, processes and update as necessary.
- Reviews all Prescreen and Senior Loan Committee packets to identify community development loans and assist Relationship Managers and Portfolio Managers in building support for community development purpose in Credit Approval Request documents.
- Reviews all potential investment, grant/charitable contribution, and volunteer service activities to qualify them for CRA consideration.
- Tracks and monitors all CRA lending, investment, grant, and service activities against CRA Strategic Plan goals.
- File annual regulatory CRA report/information with the Bank’s primary regulator.
- Maintains the CRA Public File.
- Works closely with the Legal, Risk, Compliance Group on initiatives impacting the CRA Program.
- Prepares for and manages the audits and regulatory examinations of the Bank’s CRA Program. Provide information for 2LOD testing of CRA Program and regulatory filing.
- Maintain and report key performance indicators used to monitor the Banks’ CRA performance against established benchmarks.
Education and Experience Requirements:
- Bachelor’s degree.
- Five or more years of demonstrated strong CRA performance experience
- Seven or more years of related financial institution or regulatory experience
- Strong knowledge of state and federal banking CRA laws and regulations.
- Strong CRAWiz (or equal) software program skills
- Able to work independently and in a team environment with people of diverse backgrounds.
- Effectively uses organizational and time management skills to achieve goals and accomplish tasks timely.
- Strong project management skills are a plus.
- Establishes and maintains effective interpersonal relationships across all areas of the bank, including board members, examiners, and external auditors.
- Proficient in Word, Excel, PowerPoint, and bank proprietary software.
- Proven communication, analytical, and project management 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.
TriState Capital Bank is an Equal Opportunity Employer.
Job Title: Senior Program Manager
Location: Pittsburgh
Department: Change Management Office
Job Summary:
The Senior Program Manager leads, plans, and manages enterprise-wide and/or business transformation program(s), including the overall change strategy, training, and adoption within the Bank. Reporting to the Change Management Officer, this individual contributor role is responsible for the definition, execution, and success of assigned initiatives. Program Managers wear many hats, ranging from initiative leadership with senior stakeholders to requirements definition and analysis. While typically supported by a project manager, the role may serve as an analyst and/or a project manager for their initiatives. The Program Manager will lead cross functional teams.
Primary Functions of the Position:
- Create, implement, and maintain program strategies and implementation plans to achieve program objectives.
- Maintain program standards of satisfaction, quality, and performance as applicable to business analysis and requirements definition.
- Indirectly lead teams of people from business lines and the CMO
- Strategize, implement, and maintain initiatives to achieve program objectives.
- Oversee 2-3 concurrent programs, ensuring program goals are reached.
- Define requirements, gain executive approval, and maintain executive engagement and alignment with programs.
Education and Experience Requirements:
- Bachelor’s degree in business or related field
- MBA preferred
- 10+ years combined project, program and business experience or equivalent combination of education and experience
- Strong quantitative, qualitative, and analytical skills required
- 3-5 years supervisory experienced preferred
- 3-5 years banking or financial industry experience a plus
Essential Skills and Abilities
- Solid organizational skills, attention to detail, and curiosity
- Proven business leadership
- Self-starter with the ability to advance with minimal guidance
- The ability to respond to unforeseen events or problems
- Proven capabilities with 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
- Proactively and positively question project concepts, objectives and the status quo
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.