Summary of the Position:

The Head of Treasury Management Sales and Strategy, also known as the Head of TM, is responsible for leading and directing the team to achieve business results and goals. This role involves developing and implementing comprehensive strategies to enhance the bank’s treasury management services, identifying market opportunities, setting strategic goals, and ensuring alignment with the bank’s overall objectives. The Head of TM also leads the adoption of new technologies and innovative solutions to improve treasury management services, including evaluating and implementing treasury management systems, and driving digital transformation initiatives. Additionally, the Head of TM is tasked with providing leadership and direction to the treasury management team, setting performance goals, providing coaching and development, and ensuring the team is aligned with the bank’s strategic objectives. The role also involves ensuring compliance with internal policies and external regulations related to treasury management activities, developing and implementing compliance frameworks, conducting regular audits, and staying up-to-date with regulatory changes.

Primary Functions of the Position:

• Develop and implement comprehensive strategies to enhance the bank’s treasury management services. This includes identifying market opportunities, setting strategic goals, and ensuring alignment with the bank’s overall objectives
• Lead the adoption of new technologies and innovative solutions to improve treasury management services. This includes evaluating and implementing treasury management systems, and driving digital transformation initiatives
• Leads and influences team members to achieve bank / segment objectives
• Monitors business results / metrics and adapts sales strategies and tactics accordingly. Develops and oversees the execution of strategic plans
• Manages risk / return for new and/or existing clients. Actively identify situations that require higher and/or expanded levels of risk management
• Manages effective channels of senior internal and external relationships, such as regional or industry relationships, to actively acquire new clients and/or expand existing clients and enhance client experience
• Networks within the industry and may serve in a leadership role in the region, industry, or market while assisting other team members in developing their network
• Coaches team to leverage reporting and sales tools (CRM) to track and monitor progress related to sales pipelines
• Develops team members while monitoring progress against goals. Identifies high-potential individuals, motivates and develops staff, including acquiring and retaining top talent and managing performance-based issues
• Effectively plans, organizes, directs, analyzes and evaluates staff and processes
• Connects strategy to day-to-day activities and updates the team on a regular basis
• Provide leadership and direction to the treasury management team. This includes setting performance goals, providing coaching and development, and ensuring the team is aligned with the bank’s strategic objectives
• Ensure compliance with internal policies and external regulations related to treasury management activities. This includes developing and implementing compliance frameworks, conducting regular audits, and staying up-to-date with regulatory changes

Education and Experience Requirements:

• Bachelor’s Degree or equivalent
• Minimum of 10 years combined sales and depository / treasury management experience or industry-relevant experience of 15+ years
• Certified treasury Professional (CTP) preferred but not required
• Proven leadership experience with a moderate to large scope of responsibility is required.

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

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

Job Summary:

The role of a Change Manager (CM) is a valuable member of TriState Capital’s Change Management Office (CMO). The CM facilitates change across the bank. As an internal partner to bank stakeholders the CM supports change activities, including RFPs, License Agreements, Statements of Work, and intra department/business line projects with internal and external change. The CM partners with the CMO project team as needed to support CMO projects through the change management process.

Ultimately the CM is responsible for facilitation of the banks change management process, tracking of change projects, and development of and assistance with best practices for change. TriState relies on CMs to leverage and improve change practices across the bank to reduce time to value, improve effectiveness, and reduce the cost of change.

Primary Functions of the Position:

• Apply a structured methodology and facilitate change management activities: Apply a change management process and tools to create a strategy to support adoption of the changes required by a project or initiative. Track implementation progress and reporting back to management.
• Support communication efforts: Support the design, development, delivery and management of communication and training plans to enable smooth implementation of the change.
• Assess the change impact: Conduct impact analyses, assess change readiness and identify key
• Support training efforts: Provide input, document requirements, and support the design and delivery of training
• Collaborating with management to gather and analyze operational information: Support the change assessment process with direct and coaching engagement.
• Preparing change management strategies to reduce expenses, increase revenue, and maximize efficiency: Develop, evolve, and maintain a change management playbook of best practices within the bank.
• Aid in change resistance management: Consulting with staff members and identifying and managing anticipated
• Additional responsibilities may include
• Complete change management assessments
  • Identify, analyze, and prepare risk mitigation tactics
  • Identify and manage anticipated resistance
  • Consult and coach project teams
  • Create actionable deliverables for the five change management levers: communications plan, sponsor roadmap, coaching plan, training plan, resistance management plan
  • Coach managers and supervisors
  • Integrate change management activities into project plan
  • Evaluate and ensure user readiness
  • Track and report issues
  • Define and measure success metrics and monitor change progress
  • Support change management at the organizational level

Education and Experience Requirements:

• Bachelor’s degree in business administration, human resources, or a related
• 5-7 years of change management, project management, or related roles (either as an employee or an external consulting capacity)
• 5 years banking or related financial industry experience a plus

Essential Skills and Abilities:

• Proficiency in business management, statistics, analytics, and spreadsheet software such as
• In-depth knowledge of models and
• Ability to influence others and achieve common
• Excellent communication skills and ability to build strong
• Exceptional ability to solve problems and think
• Great organizational, project, and time management
• Ability to establish and maintain strong relationships
• Flexible and adaptable; able to work in ambiguous situations
• Resilient and tenacious with a propensity to persevere
• Forward looking with a holistic approach
• Organized with a natural inclination for planning strategy and tactics
• Must be a team player and able to work collaboratively with and through others

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.

Job Summary

Under general supervision, uses extensive knowledge and skills obtained through experience, specialized training and/or certification in the banking industry to ensure compliance with all banking rules and regulations. Coordinates compliance functions, guides compliance efforts, and act as a liaison between functional areas. Leads large or multiple projects with significant scope and impact. Works independently on difficult assignments that are broad in nature and that require originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems. Maintains extensive contact with internal customers to identify, research, analyze and resolve complex issues.

Essential Duties and Responsibilities

• Oversees compliance program for an assigned business entity to ensure compliance processes and procedures are integrated and aligned with business processes.
• Directs adjustments to existing programs, policies, and procedures, as required.
• Ensures that compliance activities are commensurate with the level of risk being mitigated.
• Provides escalated support and guidance to compliance efforts in assigned business entity.
• Informs appropriate Senior Management about issues that may involve rule violations or potential liability.
• Assists Management to implement adequate controls and quality assurance processes to detect and address potential compliance problems.
• Research compliance issues.
• Alerts Senior Management of current regulatory issues.
• Researches, interprets, and translates regulatory rules and regulations for Senior Management.
• Monitors exception and other internal reports for employee adherence with rules and regulations.
• Advises Senior Compliance Management on issues that involve possible rule violations and potential liability.
• Addresses sensitive compliance issues with Management in assigned functional area.
• Participates in corporate policy discussions related to compliance.
• Reviews documentation related to compliance issues for validity and alignment with organizational policies.
• Prepares and delivers written and oral presentations to senior management.
• May coordinate and/or oversee responses to regulatory agency inquiries.
• Develops compliance training programs in conjunction with other compliance activities, as well as maintains training records.
• Reports compliance program status and activities to compliance and business management personnel.
• Manages relevant external examinations, ensuring that requested information and reports are provided.
• Prepares and delivers written and oral presentations to Management.
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of:

• Concepts, practices, and procedures of the banking compliance reviews.
• Rules and regulations of the Federal Deposit Insurance Corporation (FDIC); Office of the Comptroller of the Currency (OCC); Federal Financial Institutions Examination Council (FFIEC); Federal Reserve System; and state banking regulatory agencies.
• Principles of banking and finance operations.
• Financial markets and products.

Skill in:

• Overseeing compliance programs.
• Integrating and aligning compliance processes and procedures with business processes.
• Coordinating complex compliance activities.
• Providing support and guidance for compliance efforts.
• Identifying and implementing controls and quality assurance processes.
• Reviewing materials for compliance with rules and regulations.
• Researching compliance issues.
• Developing compliance training programs.
• Gathering information and preparing oral and written reports.
• Preparing and delivers written and oral presentations.
• Investigating relevant changes to the regulatory landscape
• Making rule-based and analytical decisions.
• Operating standard office equipment and using required software applications.

Ability to:

• Partner with other functional areas to accomplish objectives.
• Facilitate meetings, ensuring that all viewpoints, ideas, and problems are addressed.
• Attend to detail while maintaining a big picture orientation.
• Gather information, identify linkages and trends, and apply findings to assignments.
• Interpret and apply securities and/or banking regulations and identify and recommend policy and procedural changes as appropriate.
• Work under pressure on multiple tasks concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
• Use appropriate interpersonal styles and communicate effectively, both orally and writing, with all organizational levels.
• Work independently as well as collaboratively within a team environment.
• Provide a high level of customer service.
• Establish and maintain effective working relationships at all levels of the organization.
• Maintain confidentiality.
• Maintain currency in banking industry rules and regulations and best practices in compliance.

Educational/Previous Experience Requirements

• Bachelor’s degree (B.A. /B.S.)  and a minimum of three (3) years of experience in Compliance and/or the financial services industry preferred.
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• None Required.
• Additional licenses/certifications demonstrating the candidate’s knowledge/expertise in industry regulation and concepts preferred.

Summary of the Position:

We are looking for a strategic, highly motivated and experienced Technology Product Owner to lead the development and evolution of key enterprise platforms, including client lifecycle management (CLM – Fenergo is current product), data integration platform, and APIs. This role is ideal for someone who can bridge business goals with technical execution, thrives in a dynamic environment, can quickly learn new domains, and is passionate about delivering impactful technology solutions that align with business goals.

Primary Functions of the Position:

• Product Strategy & Vision: Define and communicate a clear product vision for enterprise technology solutions.  Ensure alignment with business objectives, user needs, and long-term business and technology strategies.
• Product Ownership: Define and manage product roadmaps and backlogs across multiple technology domains, including but not limited to CLM platforms (e.g., Fenergo), data integration layers, APIs, and enterprise data platforms.
• Stakeholder Engagement: Collaborate with business, operations, and technology stakeholders to gather requirements, define priorities, and translate needs into actionable user stories and acceptance criteria.
• Agile Leadership: Lead Agile ceremonies such as sprint planning, backlog grooming, and reviews to ensure timely and high-quality delivery.
• Cross-Functional Collaboration: Work closely with engineering, architecture, compliance, and operations teams to ensure solutions are scalable, secure, and aligned with enterprise standards.
• Continuous Improvement: Monitor product performance, gather user feedback, and drive iterative improvements to maximize business value.
• Adaptability: Quickly ramp up on new platforms and technologies as needed, demonstrating flexibility and a growth mindset.
• Strategic Thinking: Contribute to the broader product strategy by identifying opportunities for innovation, efficiency, and alignment with enterprise goals.

Education and Experience Requirements:

• Bachelor’s degree in Business, Computer Science, Engineering, or a related field.
• 5+ years of experience in product ownership or business analysis, ideally within financial services or enterprise technology environments.
• Strong understanding of Agile methodologies and tools – certification(s) is a plus.
• Proven ability to manage complex products and workstreams across multiple teams.
• Excellent communication and stakeholder management skills.
• Ability to work independently and manage competing priorities in a fast-paced environment.

Preferred Skills and Abilities:

• Experience with platforms such as Fenergo, Data Integration Platforms, API gateways, and enterprise data platforms.
• Familiarity with regulatory or compliance-driven environments (e.g., AML, KYC) is a plus.
• High level technical understanding of APIs, data models, and integration patterns.
• Experience working in a matrixed organization with cross-functional teams.
• Passion for innovation, continuous learning, and driving business value through technology.

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.