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    Client Service Representative Service - Pittsburgh, United States - Tscbank

    Tscbank
    Tscbank Pittsburgh, United States

    2 weeks ago

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    Description

    ** Client Service Representative Service**

    **Department: Private Bank**

    **Location: Pittsburgh, PA**

    **Summary of the Position:**

    The Client Services Representative 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 requests

    Partners effectively with other members of the Private Bank Service Team 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

    Provides premier client experience across all client engagements

    Works closely with other teams within operations and the bank to enhance current processes

    Actively participates in projects as assigned

    **Education and Experience Requirements:**

    Bachelors degree or equivalent combination of education and experience

    Minimum 4 years of financial industry experience required

    2 years of bank operations and/or client service experience preferred

    **Essential Skills and Abilities:**

    Keen attention to detail and understanding of loan process/system and applicable lending requirements

    Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution

    Exceptional interpersonal and communication skills

    Strong work ethic and ability to be self-directed

    Analytical problem-solving capabilities

    High level attention to detail

    Ability to work in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities

    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.**

    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.**

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