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Pittsburgh, Pennsylvania, United States Tscbank Full time**Role Summary**The Client Service Representative-Fulfillment position plays a critical role in ensuring the seamless execution of Private Banking loan accounts. As a key member of the Private Bank Service Team, you will be responsible for coordinating the end-to-end loan process, providing exceptional service and support to clients, and partnering with...
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Pittsburgh, United States Raymond James Financial Incorporated Full timeTriState 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...
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Client Services Representative
2 months ago
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 - 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 request•Partners effectively with other members of the Private Bank Service Team in supporting client request•Works closely with relationship managers, inside sales, portfolio managers, internal and external counsel, compliance, borrowers and all other authorized parties affiliated with each transaction•Provides premier client experience across all client engagement•Works closely with other teams within operations and the bank to enhance current processe•Actively participates in projects as assignedQualifications:Education and Experience Requirements:•Bachelor's degree or equivalent combination of education and experience preferred•2 years of bank operations and/or client service experience preferredEssential Skills and Abilities:•Keen attention to detail and understanding of loan process/system and applicable lending requirement•Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution•Exceptional interpersonal and communication skill•Strong work ethic and ability to be self-directed•Analytical problem-solving capabilitie•High level attention to detail•Ability to work in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing prioritieTriState 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 BehaviorsAt 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
