Job Title: Client Services Representative – Servicing
Department: Private Bank
Location: Pittsburgh, PA
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
Education and Experience Requirements:
- Bachelor’s degree or equivalent combination of education and experience
- Minimum 4 years of financial industry experience required
- 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.
