US-PA-Pittsburgh-Pittsburgh
Client Service Representative-Fulfillment & Close-2400633
Description
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.
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.
Primary Functions of the Position
Assures complete and accurate client data is captured in the loan application, and follows the loan process through completion, closing and booking
Works closely with all members of the Private Bank Service Team in supporting client requests
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
Provides a premier client experience across all client engagements
Works closely with other teams within operations and throughout the bank to enhance current processes
Participates effectively in assigned projects
Qualifications
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
Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
Exceptional interpersonal and communication skills
Proficiency in Microsoft Office preferred
Keen attention to detail and understanding of loan process/system and applicable lending requirements
Analytical problem-solving capabilities
Strong work ethic and ability to be self-directed
Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities
Raymond James Bank is an EOE/AA and VEVRAA Federal Contractor
Raymond James Guiding Behaviors
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.
At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job
Operations
Primary Location
US-PA-Pittsburgh-Pittsburgh
Organization
TriState Capital Bank
Schedule
Full-time
Shift
Day Job
Travel
NoThank You