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    Client Service Representative-Fulfillment - Pittsburgh, United States - Raymond James Financial Incorporated

    Raymond James Financial Incorporated
    Raymond James Financial Incorporated Pittsburgh, United States

    3 weeks ago

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    Description
    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 effectively coordinates the end to end Private Banking loan account process and provides exemplary service and support to our clients.

    Incumbents may be required at times to focus in a specific functional area of the Private Bank Service Team, such as processing modifications or initializing client loans on the Bank's internal systems and/or platforms.

    This position must partner effectively 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 in order to deliver a premier client experience across all client engagements.


    Primary Functions of the Position:

    • Assures complete and accurate client data is captured in the loan application, and follows the loan process through completion, closing and booking
    • Works closely with all members of the Private Bank Service Team 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 each transaction
    • 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 projectQualifications:

    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 preferredEssential 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 prioritieRaymond 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
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