SVP, Deposit Solutions Officer

Summary of the Position:

This position provides a significant opportunity to contribute to the exciting growth of TriState Capital Bank (the "Bank"). This position reports to the Chief Deposit and Administrative Officer of the Bank. Through effective leadership, collaboration, and engagement, the TM Solutions Officer will serve as a key advisor to executive-level management on treasury management related issues and will help execute on the Bank's deposit and Treasury Management growth strategy to build on historic success by driving scalability. The role comes with direct and material influence on the TM business's overall profitability and is critical to the success of cash management solutions at the Bank by strategically positioning the Bank through identifying and pursuing competitive TM products and services.

Primary Functions of the Position:

• Help to scale TM solutions in line with existing and prospective TM opportunities.
• Align and fill gaps between TM sales, operations, product management, change management, and second lines of defense.
• Enhance knowledge and expertise of our engagement in the money transfer ecosystem including ACH and money transfer options.
• Strategic planning development for deposit and treasury management by working with all constituents.
• Control environment, client and vertical risk assessment, customer due diligence and other first line operational risk management in line with size and success of the business and prospects.
• Soc 1 development to support access to a broader client base.
• Data and analysis to support performance, oversight, and management.
• Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning.
• Raise new solution ideas while partnering with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions.
• Promote and develop overall pricing hygiene and guidance, including the refinement of benchmarks, and oversight of the governance processes.
• Continue to emphasize our focus on cost-effective balance focus continues to be the priority] Promote and develop innovative pricing schemes, including dynamic volume or activity-based price tiering, that may span across other areas of the business.
• Maintain awareness of market conditions.
• In support of the mandate for cost-effective and stable balances, compliment with opportunities to grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.
• Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated deposit solutions within a consultative and client driven framework.
• Detect and address real or potential client experience impacts or revenue leakage, through billing errors or sub-optimal pricing schemes.

• Leverage the Bank's technology systems to enhance operational improvements with a focus on performance, measurement, and accountability.

• Sponsor, oversee, and manage complex deposit projects. Utilize internal and external resources, technology, and continuous improvement techniques to report metrics, improve processes, create more capacity, and deliver greater value to customers.

• Oversee TM Risk and Policies (including but not limited to ACH, Remote Deposit Capture, Wire policies)

Qualifications:

Education and Experience Requirements:

• Thorough knowledge of bank deposit products and services
• Thorough knowledge of bank accounting, regulations, policies, and procedures
• Minimum 15 years of cash management sales, support, and business development
• Bachelor's degree in Business Administration or related discipline preferred
• Certified Treasury Professional designation

Essential Skills and Abilities:

• Strong creative solution and problem-solving abilitie

• Ability to work independently and be self-motivated

• Ability to prioritize among many important matter

• Detail oriented

• Strong organizational and project management skill

• Ability to work across peers, innovate, collaborate, and create consensus as well as execute leadership

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