Client Service Representative - Fulfillment & Close

Job Title: Client Services Representative – Fulfillment & Close

Department: Private Bank Service Team

Location: Pittsburgh, PA

Summary of the Position:

The Client Services Representative – Fulfillment & Close position effectively coordinates the end-to-end Private Banking loan account process and provides exemplary service and support to our clients. Incumbents may be required at times to focus in a specific functional area of the Private Bank Service Team, such as processing modifications or initializing client loans on the Bank’s internal systems and/or platforms. This position must partner effectively 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 in order to deliver a premier client experience across all client engagements.

Primary Functions of the Position:

• Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction.
• Participates effectively in assigned projects.
• Works closely with all members of the Private Bank Service Team in supporting client requests.
• Works closely with other teams within operations and throughout the bank to enhance current processes.
• Provides a premier client experience across all client engagements.
• Assures complete and accurate client data is captured in the loan application, and follows the loan process through completion, closing and booking.

Education and Experience Requirements:

• Bachelor’s Degree, or equivalent combination of education and experience
• Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred.

Essential Skills and Abilities:

• Proficiency in Microsoft Office preferred.
• Analytical problem-solving capabilities
• Strong work ethic and ability to be self-directed.
• Exceptional interpersonal and communication skills
• Keen attention to detail and understanding of loan process/system and applicable lending requirements.
• Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities.
• Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution.

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.