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 operation

• 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 requirement

• Translating process objectives to an implementable process model

• Developing instructional and procedural documentation/presentation

• Preparing various reports, summaries, surveys and written recommendation

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 member

• Effectively organize and prioritize all tasks and responsibilitie

• Participate in team projects and activitie

• 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

Raymond James Guiding Behaviors

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcome

• Make prompt, pragmatic choices and act with the client in mind

• Take ownership and hold themselves and others accountable for delivering results that matter

• Contribute to the continuous evolution of the firm