Client Service Representative - Servicing

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.
• Actively participates in projects as assigned.
• Provides premier client experience across all client engagements.
• Works closely with relationship managers, inside sales, portfolio managers, internal and external counsel, compliance, borrowers and all other authorized parties affiliated with each transaction.
• Works closely with other teams within operations and the bank to enhance current processes.

Education and Experience Requirements:

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

Essential Skills and Abilities:

• Analytical problem-solving capabilities.
• Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution.
• High level attention to detail.
• Keen attention to detail and understanding of loan process/system and applicable lending requirements.
• Exceptional interpersonal and communication skills
• Strong work ethic and ability to be self-directed.
• 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.