Summary of the Position:

The Treasury Management Sales Associate will be responsible for assisting the TM Sales officer and specialist team in marketing, managing and educating on the entire set of Deposit and Treasury Management product offerings.  The incumbent will have team 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
  • 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
  • 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
  • Maintaining and managing a system to effectively track and report on pipeline and sales initiatives
  • Assist 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 3 years 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

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.