Private Bank Client Services Specialist

TriState Capital Bank; Pittsburgh, Northern (Allegheny County, KY); Hybrid; USD 42,000 - 62,000; Full time

Job summary

TriState Capital Bank in Pittsburgh, PA is seeking a Client Services Representative – Servicing to support the Private Bank Service Team. You will interact with internal and external clients and coordinate with relationship managers, portfolio managers, compliance, and counsel to advance transactions.

The role focuses on accurate loan processes, attention to detail, and strong communication in a fast-paced, team-oriented environment.

Qualifications

• Minimum of 4 years of combined education and/or customer service, operations, financial services, or related experience.
• Prior bank operations and/or client service experience preferred.
• Bachelor’s degree or an equivalent combination of education and relevant work experience preferred.

Responsibilities

• Interacts daily with internal and external clients and provide customized solutions to theirrequests
• Partners effectively with other members of the Private Bank Service Team in supporting clientrequests
• 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 currentprocessesActively participates in projects asassigned

Skills

Customer service

Attention to detail

Communication skills

Organizational skills

Analytical problem solving

Team oriented

Education

Bachelor's degree

4 years of related experience

Job description

TriState Capital Bank in Pittsburgh, PA is seeking a Client Services Representative – Servicing to support the Private Bank Service Team. You will interact with internal and external clients and coordinate with relationship managers, portfolio managers, compliance, and counsel to advance transactions.

The role focuses on accurate loan processes, attention to detail, and strong communication in a fast-paced, team-oriented environment.