DescriptionTriState Capital Bank is an independent chartered bank subsidiary of Raymond James. Headquartered in Pittsburgh, PA, TriState Capital Bank provides premier private banking, commercial banking, and treasury management products and services to corporate, institutional, and high-net-worth (HNW) clients.Summary of the Position: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
QualificationsEducation and Experience Requirements:
Bachelor’s degree or equivalent combination of education and experience preferred
2 years of bank operations and/or client service experience preferred
Essential Skills and Abilities:
Keen 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
High level attention to detail
Ability to work in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities
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: BankingPrimary Location: US-PA-Pittsburgh-PittsburghOrganization TriState Capital BankSchedule Full-timeJob Shift Day JobTravel NoReq ID: 2402410