Sr Deposit Operations Associate

Tristate Capital Holdings, Inc.; Pittsburgh, Northern (Allegheny County, KY); Hybrid; USD 55,000 - 85,000; Full time

Job summary

TriState Capital Bank in Pittsburgh is seeking a Senior Deposit Operations Associate to manage client profile agreements, implement new accounts, and support deposits. You will maintain knowledge of checking, money markets, CDs, and CDARS/ICS and work with multiple internal teams.

The role requires at least 5 years in bank operations, strong written and phone communication, and willingness to train new staff; occasional peak hours may be required.

Qualifications

• Minimum 5 years of experience, including 2 years bank operations in a deposit operations role.
• Education: High School diploma or equivalent; post-secondary education preferred.
• Knowledge of Deposit products including Checking, Money Markets, Certificates of Deposits, and CDARS/ICS.

Responsibilities

• Assist the Deposit Operations team lead on daily tasks.
• Perform client implementation set-up, maintenance requests, teller work, and quality review.
• Manage Escrow clients as it relates to sub accounting.
• Assist with new employee training.
• Ensure all service levels are met.
• Responsible for ongoing client support.
• Work with Relationship Managers, Sales, Wire Operations, Treasury Operations, ACH Operations, Loan Operations, Capital Markets, and Compliance to execute responsibilities.

Skills

Deposit products knowledge

Bank operations experience

Teller/branch knowledge

Communication skills

Fast-paced environment adaptation

Education

High school diploma or equivalent

Post-secondary education preferred

5+ years of experience in deposit operations

Job description

The Senior Deposit Operations Associate manages the client profile agreements and all accompanying documentation related to the Implementation of an account set-up. In addition, the employee conducts the Implementation process for new accounts, performs maintenance on existing accounts, performs teller work functions, manages escrow sub accounting clients, provides training to new employees, performs ongoing client support, and troubleshoots any issues related to client deposits and returns. The Senior Deposit Operations Associate will maintain a solid understanding of all Deposit products including Checking, Money Markets, Certificates of Deposits, and CDARS/ICS.

Primary Functions of the Position:

• Assists the Deposit Operations team lead on daily tasks
• Performs client implementation set-up, maintenance requests, teller work, and quality review
• Manages Escrow clients as it relates to sub accounting
• Assists with new employee training
• Ensures all service levels are met
• Responsible for ongoing client support
• Works closely with Relationship Managers, Sales, Wire Operations, Treasury Operations, ACH Operations, Loan Operations, Capital Markets, and Compliance to effectively execute the responsibilities of the position

Education and Experience Requirements:

• High School Diploma or equivalent; post-secondary education preferred
• Minimum 5 years of experience, including 2 years bank operations experience in a deposit operations role

Essential Skills and Abilities:

• Demonstrates knowledge of all Deposit products, systems, and related processes
• Candidates should have experience with Deposit products including Checking, Money Markets, Certificates of Deposits, and CDARS/ICS
• Candidate should possess branch knowledge, such as teller work, new account opening, and client service requests
• Ability to communicate effectively in writing and over the phone
• Ability to work in a fast-paced, high-intensity work environment
• Job may require additional hours of work during peak periods to meet service levels

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.