Client Services Representative - Servicing

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