Summary of the Position:
The First LOD Risk Manager will report to the SVP Bank Operations and will have responsibility for ensuring effective operational controls and providing support and guidance to Operations groups including Private & Commercial Bank Lending Operations, Treasury Management Operations and Payment Operations teams (Wire, ACH, Deposits). This individual will support the team in identification of day-to-day business risks through regular review of documented processes and correlating controls, ensure the complete closure and remediation of Operational Incidents and Issues and develop and execute testing of key controls. The incumbent will be required to build and maintain strong partnerships with second and third line of defense to support audit, testing and RCSA implementation and ongoing reviews. The ideal candidate will have strong problem-solving skills and the ability to influence a broad group of stakeholders across the organization and a keen ability to ability to evaluate and enhance processes and internal controls.
Primary Functions of the Position:
- Establish first line of defense monitoring and oversight
- Support of risk assessments and 3rd LOD control testing
- Promote culture of effective risk management and compliance within Operations by supporting development and monitoring of key risk indicator (KRI) metrics
- Design, implement and influence internal governance processes, controls and related key risk indicators (KRIs)
- Management of Operational incident tracking including identification of root cause, risk of reoccurrence and associated operational and financial impacts
- Oversight of Issue Management, including tracking, reporting, and remediation
- Assists the Head of Operations and front-line operational management in developing and implementing measurement processes for operational key risk and control indicators
- Provide monthly oversight and governance of Documentation exceptions and other process quality metrics
- Experience with assessment and analysis of technology control environments and process automation
- Oversight of procedure inventory including build out of annual review & attestation procedures
- Provide support for the team and responding to ad-hoc requests from other business partners
- Management of special projects
Education and Experience Requirements:
- 5-10 years of management experience in Banking Operations or Risk Management
- Bachelor’s degree required
Essential Skills and Abilities:
- Ability to use tools, data, and best practices to identify, assess, and manage operational risk exposures
- Ability to work well under pressure, adapt to changing circumstances, make decisions quickly, and manage multiple priorities
- Strong understanding of a Banking Operations Environment including; Commercial Lending, Treasury Management and/or Payment Operations
Summary of the Position:
The Senior Salesforce Administrator ensures that we are maximizing efficiency and capitalizing on the full features and benefits of our Salesforce platform. The Senior Salesforce Administrator will report to the VP of Sales Operations, and will collaborate closely with functional leaders to support, configure, maintain, and improve TSC’s Salesforce ecosystem in support of daily operations and strategic initiatives. The position will provide Salesforce support to internal and external end-users and serve as a mentor for other Salesforce Administrators on the team.
Primary Functions of the Position:
- Serves as a system administrator for the entire Salesforce platform including Sales Cloud, Service Cloud, Experience Cloud, Pardot, and Salesforce Shield
- Handles administrative functions including user account maintenance, reports and dashboards, workflows, process builders, flows, triggers, validation rules, campaigns, custom objects, change management, and sandbox deployments
- Key contributor to our ongoing development efforts for our customer-facing Salesforce Experience Community; including QA testing, UAT testing, and vendor management
- Helps prioritize and triage all Salesforce issues and enhancement requests directly with the Sales Operations team
- Organizes and performs system training and demonstrations to internal and external users
- Creates documentation of new system processes
- Gathers business requirements to create process improvements using Salesforce technology
- Maintains Salesforce database for integrity and accuracy including cleansing and duplicate record management
Education and Experience Requirements:
- Bachelor’s Degree
- Salesforce Administrator certification
- 3+ years of Salesforce Administration experience
- Strong communication skills and experience working with functional leadership
- Creative and analytical thinker with strong problem-solving skills
- Demonstrated ability to meet deadlines and prioritize simultaneous requests
Preferred Experience:
- Ability to write APEX triggers
- Experience in banking and/or financial services
Essential Skills and Abilities:
- Strong presentation, collaboration, and communication skills
- Intellectually curious to gain deeper understanding of processes and requirements
- Self-starter and a team player capable of driving projects to fruition
- Familiarity with technical project methodologies and the software development lifecycle
- Exceptionally strong skills and knowledge of Microsoft Excel and PowerPoint
- Exemplify understanding of Salesforce integrations such as DocuSign, Jitterbit, SF Shield
Summary of the Position:
The Quality Review Specialist assists in managing the validation of workflow performed in Deposit and Treasury Operations. In addition, the Quality Review Specialist will be responsible for the review of all SOC and non-SOC related maintenance and maintain control of all audits related documentation in the Deposit and Treasury areas of operation. The Quality Review Specialist will work closely with Deposits, Treasury, ACH, and Wire Operations.
Primary Functions of the Position:
- Quality Review of all Deposit and Treasury Operations onboarding and client implementations
- Quality Review of all Deposit and Treasury client maintenance requests
- Quality Review of all Treasury Billing for account analysis
- Quality review of all Deposit online decision support items
- Quality review of all teller transaction work
- Quality review of all single sign on set-ups in Treasury operations
- Manage audit and all SOC related controls
- Works closely with Deposit, Treasury, ACH, and Wire Operations
Education and Experience Requirements:
- Bachelor’s Degree, or equivalent combination of education and experience
- Minimum 3 years of bank operations experience in Deposit/Treasury Operations
Essential Skills and Abilities:
- Demonstrated knowledge of all Deposit and Treasury products, systems, and related processes
- Thorough understanding of accounts and account opening
- Understanding of Online Banking for Treasury clients
- Organizational skills that will be imperative to supporting audits
- Project management skills and experience is preferred
- Demonstrated ability to communicate effectively with Management, staff, and support vendors
- Job may require additional hours of work during peak periods to meet service levels
Summary of the Position
The Treasury Management Specialty Sales Officer (“TMO”) will execute the Treasury Management Specialty Sales Strategy. The TMO is responsible for managing the specialty sales portfolio, generating new business and providing representation of the bank in the market. The TMO is responsible for developing new/enhanced business relationships with select clients nationally and within the Bank’s footprint. This position requires consultative selling to targeted niches within Treasury Management is responsible for meeting individual annual sales goals. Responsibility includes strategizing to target and develop the deposit/treasury niches, developing and executing sales strategies to retain and fully penetrate new treasury management relationships. This position reports directly to the Head of Treasury Management Sales and Strategy.
Primary Functions of the Position:
- Demonstrates mastery level proficiency in all Depository Services and Treasury Management products
- Responsible for independent, consultative sales calling efforts focusing on treasury management opportunities primarily related to targeted industry verticals (mostly comprehensive payments and related services).
- Consults with existing and prospective deposit centric clients, by phone and in person, to learn their business & industry trends.
- Develops individual sales prospecting regimen, plans to achieve production goals and initiating strategies that will improve efforts and subsequent results.
- Drives visibility through industry engagement, conference participation and other activities to develop prospective client relationships and generate treasury management fee revenue and operating
- Provides education and knowledge of products to internal partners and to existing and prospective clients
- Become an industry expert as it relates to targeted industries and share knowledge within the bank and among prospect/client base.
- Effectively manages operational risk and compliance associated with
Education and Experience Requirements:
- Bachelor’s Degree or equivalent
- Certified treasury Professional (CTP) preferred but not required
- 5+ years of experience in one or a combination of the following: sales, business development, payment centric industries sales or treasury management sales experience
- Proven experience in complex, comprehensive payments/technological solutions and a strong understanding of related business applications, risk management protocols and
- Ability to generate calling activity and corresponding business by being a self-starter and leading opportunities independent of lending/credit.
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
Hours:
4:00 PM – 1:00 AM
Summary:
The ACH Operations Specialist manages the daily processing windows of ACH file processing. In addition, the ACH Operations Specialist manages all processing exceptions, batch and file suspensions, fraud monitoring, new employee training, ongoing client support, and troubleshooting. The ACH Operations Specialist also performs daily General Ledger reconciliation of Check, ACH, Wire, Debit Card, ICS, and other Miscellaneous accounts. The ACH Operations Specialist will maintain a solid understanding of ACH batch and file processing, ACH services and back-office processes, adequate understanding of the NACHA rules, General Ledger accounting. Essential Skills and Abilities:
Essential Functions of the Position:
- Assists the ACH Operations team lead on daily tasks
- Assist in the training of new employees
- Manage ACH file processing windows and exception processing
- Manage transaction fraud monitoring and client communication
- Assist the ACH Team Lead on all Fraud related activity, as it relates to funds retrieval, documentation, and reporting
- Manage General Ledger balancing for Check, ACH, Wire, Debit Card, and ICS
- Responsible for covering late ACH window monitoring when required
- Work closely with BSA, Risk and Compliance, Management, Sales, Deposit Operations, Treasury Operations, and Wire Operations.
Education and Experience Requirements:
- High School diploma or equivalent; post-secondary education preferred
- A minimum of 4 years of experience, including 2 years bank operations experience in an ACH operations role.
Essential Skills and Abilities:
- Demonstrated knowledge of all ACH products, systems, and related processes.
- Thorough understanding of transmission processing for ACH, and understanding file layouts
- Understanding of Fraud monitoring and Fraudulent activity on ACH transactions
- Understanding of General Ledger balancing principals
- Demonstrated ability to communicate effectively with clients, Management, staff, and support vendors.
- Job may require additional hours of work during peak periods to meet service levels.
Summary of the Position:
The Agency and C&I Loan Servicing Specialist will possess a solid understanding of the Commercial Loan Process from start to finish, with particular expertise in the Commercial & Industrial and specifically Agency Servicing. The Loan Servicing Specialist must have a willingness to work alongside Team Leads and/or Managers to carry out departmental objectives, respond quickly to changing needs of the business, and provide coaching and expertise with a customer-service oriented attitude. Experience in C&I and Agented loan administration, closing, due diligence, documentation and loan booking as well as in depth knowledge of bank processing systems including Fiserv Signature are required.
Primary Functions of the Position:
- Supports daily Loan Operations functions and provide processing expertise and high level of customer service interactions to team leads and associates as well as internal and external customers by performing research and complex issue resolution for C&I and Agented loans
- Leads communication for the participation desk; including inquiries, complex research and issue resolution
- Ensures ticklers/exceptions are maintained and kept up to date
- Ensures letter of credit renewals, extensions and all associated billing and ticklers are current
- Trains and coaches less experienced colleagues on TriState Procedures and processes around agency servicing, participation loans and letters of credit
- Independently completes complex calculations including but not limited to: accruing/unused fees, interest calculations, and letter of credit fees.
- Provides assistance to less tenured team members for the specified line of business through a variety of means including training and mentorship, loan level support and problem resolution
- Ensures departmental procedures are updated if required; reviews for completeness and accuracy on a regular basis; identifies redundancies and inefficiencies, make recommendations, and successfully implement continuous improvement solutions
- Projects, as assigned
Education and Experience Requirements:
- Bachelor’s Degree, or equivalent combination of education and experience
- Experience in working with Fiserv Signature
- 5+ years of experience in Operational Lending environment
Essential Skills and Abilities:
- Time management – ability to independently prioritize tasks, objectives and meet specified deadlines.
- Teamwork – work closely with team members across loan ops in the organization with a “one team” mindset.
- Communication and collaboration – ability to effectively communicate issues and resolutions across and up in the organization. Work across teams to both identify issues and problem solve to deliver root cause solutions.
- Knowledge sharing – creatively and impactfully share knowledge through training (group or 1:1), documented job aides and procedures and other methods as appropriate.