Client Services Representative

2 months ago

Pittsburgh, United States Raymond James Financial Incorporated Full time
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 is responsible for the quality review of documents for the Private Banking loan process and provides exemplary service and support to our clients and internal partners.The job is a demanding one that requires extreme attention to detail and an acute awareness and understanding of the documents to be reviewed.This position must partner effectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance, and all other authorized parties affiliated with Private Banking loan documentation in order to deliver a premier client experience.

Primary Functions of the Position:

•Have a working knowledge and understanding of all the documents that are reviewed for new and existing loan

•Ensures that the proper documents have been prepared accurately and precisely based upon the supporting documentation

•Works closely with all members of the Private Bank Fulfillment and Production Teams in supporting client request

•Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with loan documentation

•Through excellent attention to detail and thoroughness, provides a premier client experience across all client engagement

•Works closely with other teams within operations and throughout the bank to enhance current processe

•Participates effectively in assigned project

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 skill

•Proficiency in Microsoft Office preferred

•Keen attention to detail and understanding of loan process/system and applicable lending requirement

•Analytical problem-solving capabilitie

•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 prioritie

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.

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

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