Deposit Services Specialist

Description

TriState 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.

Job Summary

The Private Bank Deposit Services Specialist position effectively coordinates the end-to-end Private Banking deposit account process and provides exemplary service and support to our clients. This position must partner effectively with the full Sales organization, Internal and External Counsel, Compliance, Financial Advisors, Family Offices, Operations, and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier client experience across all client engagements.

Essential Duties and Responsibilities

• Assures complete and accurate client data is captured in the deposit application, prepares applicable new account documentation, and follows the deposit process through to completion.

• Reviews all client account opening documentation for accuracy, with a thorough understanding of all client agreements that pertain to the onboarding of each client type.

• Works closely with all members of the Private Bank Service Team in supporting client requests.

• Partners and communicates effectively with Relationship Managers, Internal and External Counsel, Compliance, Financial Advisors, Family Offices, Operations, Clients, and all other authorized parties affiliated with each transaction.

• Provides a premier client experience across all client engagements.

• Works closely with other teams within operations and throughout the bank to enhance current processes.

• Requires the onboarding of Online Banking set-ups for personal and corporate clients, performs maintenance requests, transmission requests, and other miscellaneous services offered by the Bank.

• Participates effectively in assigned projects.

• Responsible for ongoing client support with a wide range of Private Banking Deposit accounts.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

• Basic principles of banking and finance and securities industry operations

• Core business competencies such as finance, management, accounting, operations, and marketing

• Core Private Client Banking loan servicing platform

Skill in

• Business Analysis tools: Microsoft Office suite (Word, Excel, Visio, PowerPoint, and Outlook), Change Management

• Eliciting business requirements

• Translating process objectives to an implementable process model

• Developing instructional and procedural documentation/presentations

• Preparing various reports, summaries, surveys and written recommendations

Ability to

• Analyze a business function and derive a set of requirements to satisfy a general request

• Take personal ownership of issues, following through to issue resolution.

• Actively communicate technical and business aspects of work efforts to team members

• Effectively organize and prioritize all tasks and responsibilities

• Participate in team projects and activities

• Demonstrate flexibility in accepting and adapting to change

Educational/Previous Experience Requirements

• Bachelor's degree and five (5) years of relevant work experience.

• OR ~

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• None required

Job: Operations

Primary Location: US-PA-Pittsburgh-Pittsburgh

Organization TriState Capital Bank

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2303823