Private Banking Client Services Specialist

TriState Capital Bank; Pittsburgh (Allegheny County); Hybrid; USD 45,000 - 65,000; Full time

Job summary

TriState Capital Bank in Pittsburgh, PA, is seeking a Client Services Representative to support servicing within the Private Bank Service Team. You will interact with clients and other banking professionals to provide tailored solutions throughout each Private Banking transaction.

The role emphasizes accuracy, collaboration, and efficient processing in a fast-paced environment, with opportunities to participate in process improvements and cross-team projects.

Qualifications

• High attention to detail and understanding of loan process/system and applicable lending requirements.
• Ability to organize and prioritize work assignments to ensure timely execution.
• Exceptional interpersonal and communication skills.
• Strong work ethic and ability to be self-directed.
• Analytical problem-solving capabilities.
• Ability to work in a high-energy, fast-paced, team-oriented environment.

Responsibilities

• Interacts daily with internal and external clients and provide customized solutions to their requests.
• Partners effectively with other Private Bank Service Team members in supporting client requests.
• 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; actively participates in projects as assigned.

Skills

Attention to detail

Prioritization

Interpersonal skills

Communication skills

Work ethic

Analytical problem solving

Team collaboration

Education

Bachelor’s degree or equivalent

Job description

Department: Client Services

Location: Pittsburgh, PA

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 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 currentprocesses
• Actively participates in projects asassigned

Education and Experience Requirements:

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

Essential Skills and Abilities:

• High attention to detail and understanding of loan process/system and applicable lendingrequirements
• Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficientexecution
• Exceptional interpersonal and communicationskills
• Strong work ethic and ability to be self-directed
• Analyticalproblem-solvingcapabilities
• Ability to work in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changingpriorities

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.