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TriState Capital Bank jobs in Pittsburgh, PA - 10126 jobs

  • CRA and Initiatives Coordinator

    Tristate Capital Holdings, Inc. 4.8company rating

    Tristate Capital Holdings, Inc. job in Pittsburgh, PA

    Department: CRA The CRA and Initiatives Coordinator is responsible for driving and managing key change initiatives across the bank and supporting the CRA Officer in executing the bank's Community Reinvestment Act strategy. This role leads large-scale transformational projects that align organizational processes, culture, and technology and ensures accurate documentation of CRA activities. These combined responsibilities support both regulatory excellence and enterprise-wide innovation. Primary Functions of the Position: * Direct organizational change initiatives from initial planning through implementation, ensuring timely and cost- efficient execution while minimizing operational disruptions. * Foster a culture of adaptability and ongoing improvement, inspiring innovation and promoting active employee engagement throughout transformational initiatives * Oversee centralized tracking of Community Reinvestment Act (CRA) activities using Kadince, including charitable donations, employee volunteer hours, Community Development loans, and qualified investments. * Conduct quarterly audits of CRA documentation to ensure accuracy, completeness, and adherence to regulatory requirements. * Represent the bank at community events, nonprofit meetings, and CRA partner engagements to build strong relationships and promote outreach to low- and moderate-income (LMI) communities. * Support the implementation of the bank's CRA Strategic Plan by partnering with internal departments and external stakeholders to ensure consistent execution and reporting. Education and Experience Requirements: * Bachelor's degree preferred * 2-5 years of CRA, compliance, change management, or community development experience. * Strong understanding of CRA regulations. * Excellent written and verbal communication skills. * Ability to work independently and collaboratively across departments. Essential Skills and Abilities: * Strong project management and organizational skills. * Experience with nonprofit partnerships and community outreach. * Familiarity with CRA documentation standards and audit preparation. * Background in financial services, public policy, or community development. * Highly adaptable and resilient, able to navigate ambiguity and shifting priorities while maintaining composure and providing guidance during periods of organizational transition or uncertainty. APPLY NOW 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.
    $49k-80k yearly est. 60d+ ago
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  • Commercial Loan Closing Specialist

    Tristate Capital Holdings, Inc. 4.8company rating

    Tristate Capital Holdings, Inc. job in Pittsburgh, PA

    Department: Loan Operations The Commercial Loan Closing Specialist coordinates the loan closing process for new loans and modifications to existing loans within the C&I and CRE portfolio. This includes performing necessary due diligence (i.e. flood work, engaging inspectors & environmental engineers, review of insurance), reviewing loan approvals and draft documents, ensuring all closing conditions have been met and scheduling closings. Essential Functions of the Position: * Liaise with Bank Counsel to review complex loan documents * Participate actively in deal closing calls that include internal and external deal team members and counsel * Ensure documentation accurately reflect the conditions and structure set forth in the credit approval * Work with Relationship Manager/Underwriter to understand the transaction and make sure that all relevant documentation and necessary due diligence is obtained * Prepare funding requests and ensure accurate and complete funding information to ensure a timely closing * Resolve post-closing loan requirements and clear exceptions. Education and Experience Requirements: * Post-secondary degree preferred * Minimum 4 years of experience, including 2 years of bank operations processing, loan closings or related experience * Commercial Real Estate experience Essential Skills and Abilities: * Demonstrated knowledge of loan documentation and lending regulations and ability to effectively interface with customers, internal and external counsel, compliance, credit, title companies, inspectors, insurance companies and other external contacts * Job may require additional hours of work during peak periods to meet service levels * Must demonstrate strong follow-up skills and the ability to prioritize tasks effectively APPLY NOW 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.
    $35k-75k yearly est. 41d ago
  • Fractional Chief Financial Officer

    Focuscfo 3.8company rating

    Lancaster, PA job

    📈 Help SMBs in South Central Pennsylvania Thrive, Not Just Survive 📈 FocusCFO has been steadily growing in York & Lancaster, and we're looking for more experienced financial executives to partner with small businesses, helping them climb toward clarity, control, and long-term value. Put your expertise to work where it matters most, while taking full control of your schedule! Are you passionate about staying engaged in your community and helping others with your 20+ years of financial and operational experience, with significant CFO-level Experience? Do you enjoy working closely with small/mid-size business owners, helping to figure out the future of their company? Does the idea of joining a purpose-driven and collaborative group excite you? Have you been curious about the intricacies of other industries? Do you find yourself constantly telling family and friends about new books or podcasts you've discovered? If you found yourself answering 'YES!' to two or more of the above questions, please apply! How we operate: · These are not W-2 positions, CFOs are paid based on actual services provided to clients. · We operate using a License Agreement, where an upfront investment is required to join the FocusCFO team. This helps evidence your commitment to the FocusCFO culture/operating model, and provides you access to our best-in-class training, resource center, ongoing best practices sessions, and companywide resources. If you can see yourself being successful as a part of the FocusCFO team in the South Central Pennsylvania area, please visit our website at ***************** You may submit your resume via the website, you may submit below, or you may send your resume directly to ***********************.
    $121k-213k yearly est. 1d ago
  • Trademark Data Management Analyst

    Source One Technical Solutions 4.3company rating

    Summit, NJ job

    Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global pharmaceutical client in Summit, NJ No Third-Party, No Corp to Corp, No Sponsorship Title: Trademark Data Management Analyst Location: Summit, NJ Hybrid: (Mon-Fri, 40 hours) Contract Duration: 12 months, with likely extension Pay Rate: $33.57 per hour (w2) PLEASE NOTE: To be considered for this position you must have a minimum of three years of trademark experience, particularly with trademark assignments and chain of title changes. Job Description: The IP Operations Assistant role is designed for an experienced, proactive, and self-starting individual seeking to work in a supportive and team-oriented setting. The position focuses on assisting with trademark data review, verification, and related administrative tasks, requiring interaction with in-house and outside counsel as well as business teams. Key Responsibilities: Interpret trademark correspondence to identify data entry errors and resolve inquiries from outside counsel. Manage trademark assignment and chain of title changes, including communication with outside counsel. Verify details of Powers of Attorney (POA), assignments, and related documents, preparing themfo r attorney signature, notarization, and legalization. Support the IP Operations Manager in departmental projects such as organizing POAs, running reports, and data verification. Assist with overflow projects and provide backup during team members' absences. Job Requirements: MUST HAVE A Minimum of three years of trademark experience, particularly with trademark assignments and chain of title changes. Required proficiency in trademark IPMS databases, preferably Memotech. Understanding of trademark law sufficient to perform duties with minimal supervision. Strong organizational, teamwork, and time management skills with attention to detail and problem-solving abilities. Experience handling high-volume, complex data with the ability to multitask and work under pressure. Proficiency in Excel (including advanced data analysis and manipulation such as pivot tables), Microsoft Outlook, and Adobe Acrobat. Proven ability to manage projects independently while providing clear updates to the IPOperations Manager. Preferred but not required: New Jersey Notary certification. Comfortable using information technology and document management tools. Strong written and verbal communication skills, capable of effective interaction at all company management levels.
    $33.6 hourly 2d ago
  • Service Desk Supervisor

    Omega Systems 4.1company rating

    Elmwood Park, NJ job

    Service Desk Supervisor Reports To: Service Desk Manager Division: Service Desk FSLA: Exempt Office Designation: Elmwood Park-In Office, Hybrid Omega Systems is looking for a Service Desk Supervisor to guide our Service Desk operations, drive excellence in customer support, and ensure compliance with company standards and security policies. You'll lead a talented team, set the vision for service delivery, and foster professional growth while implementing best practices that elevate performance and customer satisfaction. Functional Responsibility and Task Statements Operational Responsibilities Supervising end-user services and technical support services. Supervise and oversee day-to-day operations regarding proper ticketing procedures, reporting and technical support via phone. Provide consistent training and mentoring to members. Ensure Omega is providing a high level of customer service by performing Quality Assurance processes including but not limited to direct monitoring of employee interactions and analyzing reporting to identify incorrect behaviors and patterns. Onboard new Omega Service Desk Employees including systems access, training, and confirming proper Omega processes on a regular basis. Supervise group - including recruitment, supervision and coaching, scheduling, development, evaluation, and performance. Create, Update, and Improve Documentation to ensure high level of service. Review Timesheets Weekly Establish and maintain regular written and in-person communications with the organization's executives, department heads, and end users regarding pertinent IT activities. Ensures enforcement of procedures to maintain security and access and protect against viruses, hackers, vandals, acts of God, and accidental user mistakes. Leadership and People Responsibilities Work with other colleagues within OMEGASYSTEMS teams to deliver an effective Customer support service offering Help ensure Customer support services teams are focused on achieving results using all resources available from initiation to resolution Ensure that effective working relationships at all levels are achieved by simplifying complex technical messages and acting as an advocate of OMEGASYSTEMS Customer support teams both externally and internally. Technical Responsibility and Task Statements Administrate and facilitate personnel to hire and retain staff. Assist in team building, maintain work schedules, perform appraisals, and organize staff for optimum effectiveness. Establish staff training and development programs related to technical services. Develop measures and controls to ensure performance standards and goals are achieved. Develop and maintain Key Performance Indicators (KPIs) around testing performed within team. Mentor and develop direct reports through personal behaviors. Ensure to provide customer satisfaction across all technical service offerings. Provide monthly technical activity and status reports Incumbent(s) in this position may be required to perform other duties and special assignments not specifically stated. Environmental: The job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, etc. Travel Requirements: Minimal travel is required for this position. Desired Qualifications and Skills Required Bachelor's degree in a job-related discipline or equivalent working experience. Minimum of five years of technical experience. Must have former technical supervisory experience preferably in a Call Center or similar environment. Knowledge of servers and network operating systems; wide area networks, telephone systems, internet services, electronic mail, web services, microcomputers and other hardware and a variety of software. Ability to: develop and recommend strategic and tactical plans for the delivery of technical services. Ability to communicate technical/complex information both verbally and in writing. Analyze and problem solve a variety of highly technical issues; effectively negotiate/influence others; establish and maintain effective working relationships with internal and external personnel at all levels EEO STATEMENT It is the Company's policy to provide equal employment opportunity for all applicants and employees. Omega Systems provides equal employment opportunities to all qualified individuals without regard to actual or perceived race including hair texture and natural hair styles), color, religion, religious creed (including religious dress and religious grooming practices), sex (including pregnancy, perceived pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity (including transgender identity, status and transitioning), gender expression and sex stereotyping, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition or information (including genetic information), family care or medical leave status, military caregiver status, military status, veteran status, marital status, domestic partner status, sexual orientation, status as a victim of domestic violence, sexual assault or stalking, enrollment in a public assistance program, engaging in protected communications regarding employee wages, requesting a reasonable accommodation on the basis of disability or bona fide religious belief or practice, or any other basis protected by local, state, or federal laws. Applicants, as well as employees, who are or become disabled must be able to perform the essential job functions with or without reasonable accommodation. The Company shall determine reasonable accommodation on a case by case basis in accordance with applicable law.
    $60k-121k yearly est. 1d ago
  • Engineering GIS Analyst

    Eaton Fiber 4.7company rating

    Bergenfield, NJ job

    Eaton Fiber is building a network with future-forward technologies, systems and network architecture. Eaton Fiber is a portfolio company of Tillman Global Holdings, a holding company focused on building premier digital infrastructure businesses globally. We have an incredible opportunity for an experienced Engineering GIS Analyst to join our team. Requirements and Responsibilities Coordination of geospatial solutions for the Eaton Fiber engineering and construction team. Interface with Internal/External teams in Support of issued Market Order Audit and Maintain SFU/MDU OSP as-built records/Permits/Fiber testing/JHA conformance payment records in Sitetracker. Collect, organize, and analyze geospatial data related to the existing/proposed OSP designs/permits, such as maps, aerial imagery, land-use data, and other relevant data. Responsible for forecasting engineering design progress. Analyze collected GIS data to provide insights into the feasibility, cost, and design impact of the proposed OSP fiber builds. Create and maintain accurate and up-to-date GIS maps, drawings, and related data for OSP designs and As-builts. Collaborate with OSP engineers and other team members to understand project requirements and accurately capture the project requirements and goals. What we are looking for: 5 years of experience working with GIS tools and software, such as ArcGIS or QGIS 5 years of Experience in OSP fiber optic design. B.A./B.S. preferred, (A.A. required) Highly skilled in development of databases and deploying map services. Strong analytical skills and attention to detail. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Knowledge of industry standards and regulations related to OSP design.
    $70k-85k yearly est. 1d ago
  • Private Banking VP: Wealth Strategy & Growth

    Jpmorgan Chase & Co 4.8company rating

    Summit, NJ job

    A leading financial services institution is looking for a Private Banker to join their U.S. Private Bank team in Summit, New Jersey. The ideal candidate will have over seven years of experience in financial services and possess strong skills in client relationship management and investment strategies. This role requires a bachelor's degree and relevant licenses, focusing on providing exceptional service and generating new business. The candidate will work collaboratively within a dynamic team to meet diverse client needs. #J-18808-Ljbffr
    $122k-158k yearly est. 5d ago
  • Small Business Lending Underwriter

    First National Bank of Pennsylvania 3.7company rating

    Pittsburgh, PA job

    Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future. ** At First National Bank, we value related, relevant experience and what you've accomplished in your career. For this position, we will accept four (4) years of commensurate experience or two (2) years of commensurate experience with an associate degree in lieu of the education requirement below. ** Position Title: Retail Lending Loan Underwriter 1 Business Unit: Retail Lending Reports To: Varies Based on Assignment Position Overview: This position description covers underwriting positions for Direct, Indirect or Small Business Lending. This position is primarily responsible for new loan application analysis, underwriting and declination review noting that the importance of this function impacts long term company goals and objectives. The incumbent plays a major role in the acquisition of loan assets utilizing appropriate risk management discipline. Primary Responsibilities: Reviews loan applications from consumers and small businesses within the Bank's delivery channels or directly through dealer channels to evaluate a degree of risk involved and determines the acceptance of applications. Verifies all application information for accuracy and completeness though validation of loan data against documentation provided. Pays appropriate attention to proper ordering of documentation to lessen the Bank's potential risk of loss considering a broad array of credit related information including repayment capacity, collateral valuations, credit histories, other banking relationships and regulatory impact in reaching final credit decisions. Takes responsibility for compliance to Bank's policies and procedures for underwriting loans depending on assignment. Complies with regulations regarding declinations and notification is sent within stated time frames. Develops partnerships with loan processors and Bank branch personnel to improve overall customer satisfaction. Maintains the customer relationships that were developed by the loan originators including Bank branch personnel and the Business Development and Underwriter. Performs tax return analysis to develop the self-employed borrower's income. Obtains and compiles copies of loan applicants' credit histories, corporate financial statements, tax returns, collateral valuations and other financial information. Reviews the appraisal report for accuracy and completeness. Takes responsibility for final approval of documents. Continually educates other Bank personnel on policy, credit risk tolerance and regulatory factors involving all relevant loan issues. Stays abreast of new types of loans and other financial services and products to better meet customers' needs. Approves loans up to and including a set loan authority. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 3 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $65k-101k yearly est. 5d ago
  • Paralegal

    Source One Technical Solutions 4.3company rating

    Summit, NJ job

    Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global pharmaceutical manufacturing client in Summit, NJ . This role will be onsite and available to candidates local to the Summit, NJ No Third Party or Corp to Corp or sponsorship. Title: Paralegal Location: Summit, NJ Onsite (Mon-Fri, 40 hours) Contract Duration: 12 months, with likely extension Pay Rate: $43.57 per hour (w2) ***Must have eBilling experience and or Onit software Description: Support day to day Legal Matter Management (ELM) and eBilling activities. Key Responsibilities • Support timekeeper review and approval process in Onit. • Support matter budget process within Onit. • Perform first level invoice review, ensuring accuracy against Outside Counsel Guidelines and ensuring required fields are populated. • Open new matters, as needed, ensuring all necessary details are captured • Assist with generating ad hoc reports Required Qualifications • Associate's degree or equivalent certification. • 5+ years of work experience in a law firm or legal department. • 2+ years of experience supporting eBilling and matter management, preferably using Onit. • Proven success operating in global, matrix environment. • Must have ability to communicate complex ideas clearly and concisely • Proven ability to examine issues, make appropriate decisions and ensure prompt actions. • Experience with technology used in a Corporate legal department including but not limited to: Onit, PowerBI and/or Tableau, Power Automate, Sharepoint, Teams, CoPilot, Writer • History of performance aligned with *** Values and Behaviors
    $43.6 hourly 2d ago
  • Relationship Banker - Wilmington Market

    Bank of America 4.7company rating

    Media, PA job

    West Chester, Pennsylvania;Media, Pennsylvania; Newtown, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $28k-36k yearly est. 5d ago
  • Marketing Data Analyst - Targeting

    First National Bank of Pennsylvania 3.7company rating

    Pittsburgh, PA job

    Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future. Marketing Data Analyst Business Unit:Marketing Reports to:Director of Marketing Analytics Position Overview: This individual is primarily responsible for targeting and/or measurement of all marketing campaigns to drive new household acquisition and deepen existing household relationships. Primary roles and responsibilities include implementing advanced data mining and analytics methodologies to develop audience segmentation strategies and discover insights. The ideal candidate will have a strong background in SQL, data analysis, marketing performance metrics, and audience segmentation. Primary Responsibilities: Develop prospect and customer targeting criteria leveraging large amounts of data and advanced data mining skills to enhance personalization and elevate the quality of marketing campaigns. Responsible for maintaining a scalable, sustainable approach to sales lead generation for retail and wholesale lines of businesses. Analyze campaign performance data including household acquisition, retention, and cross sell metrics to provide actionable insights and recommendations for optimization. Implement A/B test and incrementality tests to evaluate the effectiveness of marketing campaigns and affect meaningful positive change with testing results. Build and manage dashboards and reporting tools to track KPIs, ROI, and attribution. Ensure data integrity and accuracy across all marketing platforms and analytics tools. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 5 Skills Required to Perform the Primary Responsibilities of this Position: Excellent organizational, analytical and interpersonal skills Excellent communication skills, both written and verbal Excellent management skills Detail-oriented Ability to work and multi-task in a fast paced environment MS Excel - Expert Level MS PowerPoint - Expert Level Hands-on expertise with SQL, data analytics, data visualization tools, and SAS, R, or Python Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $50k-69k yearly est. 2d ago
  • U.S. Private Bank - Private Banker - Vice President

    Jpmorgan Chase 4.8company rating

    Summit, NJ job

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. **Job Responsibilities** + Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate business results and acquire new assets, both from existing client base and new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists to provide interdisciplinary expertise to clients when needed + Connect your clients across all lines of business of J.P. Morgan Chase & Co. + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required qualifications, capabilities and skills** + Seven plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred qualifications, capabilities and skills** + Proactive, takes initiative, and uses critical thinking to solve problems + MBA, JD, CFA, or CFP preferred + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Summit,NJ $170,000.00 - $225,000.00 / year
    $170k-225k yearly 7d ago
  • Software Engineer Intern

    Northwest Bank 4.8company rating

    Warren, PA job

    Software Engineer Intern provides analytical and tier 2 technical support for business applications, creates and maintains documentation related to application support and implementation, and maintains application reliability by working to identify systemic issues through root cause analysis. ESSENTIAL FUNCTIONS: * Under direct supervision, support, install, troubleshoot, maintain and manage applications. * Test, implement, document, and maintain support FAQ's and solutions. * Triage support incidents and escalates high priority events to the appropriate groups. * Perform ongoing monitoring and health checks for applications. * Create automation solutions for support and maintenance tasks and activities. * Support and maintain applications and solutions using Visual Studio, .NET platform, SQL server, C#, or other equivalent languages/tools * Support and maintain solutions built on Microsoft SharePoint and Office 365. * Support and maintain enterprise content management solutions e.g. Fiserv Nautilus. * Support and maintain web applications using ASP.NET, JavaScript, HTML, CSS and other web technologies. * Support ETL solutions using SQL Server Integration Services (SSIS), SQL Server and other languages/tools. * Create and maintain architecture diagrams, design diagrams and data flow diagrams using Microsoft Visio or other equivalent tools. * Work with internal customers to assess business needs and works with a team to find solutions. * Create and maintain application documentation. * Analyze and improve the efficiency of various systems and services. * Help to define, record and execute application disaster recovery plans and procedures. * Work closely with tier 1 technical support teams and works as part of the tier 2 support team to ensure team is meeting the business' expectations. * Follow through to ensure each problem is resolved according to the established SLAs. * Work collaboratively with business users and other application development groups. * Complete and develop a working application that will be used by App Dev or NWB. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Preferably a Junior or Senior in college. We are looking for undergraduate students, specifically junior and seniors. Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $40k-51k yearly est. 6d ago
  • Teller

    Diamond Credit Union 3.6company rating

    Pottstown, PA job

    NO SATURDAY HOURS Are you stuck in your mundane Job with no growth opportunity? Are you looking to blend hard work and FUN? Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union. Diamond Credit Union is looking for full-time Tellers who deliver an "All-Star" member experience to our friends and neighbors in the community. Our Tellers don't just work for a financial institution; they help make a difference in the community. All-Stars are team members who get recognized by our members for going above and beyond for them. All-Star Tellers are employees who make our members feel their experience was exceptional. Our Tellers are employees who believe in doing more for our members and more for our community. Position Summary: Teller efficiently handles members' financial transactions while providing exceptional service and identifying opportunities where Diamond can assist members in achieving their financial goals. Supervisory Responsibilities: No direct reports. Work Location: Assigned Branch location. Ability to travel between branch locations when needed. Essential Functions: Process daily member transactions in a prompt, accurate and efficient manner; these transactions include withdrawals and deposits, check cashing, transfers, advances of Credit Card and Line of Credit products, and redemption of saving bonds. Responsible for the operation and balancing of a teller drawer. Demonstrate an excellence in service; the ability to meet and exceed members' expectations, as well as providing the 'wow' member experience. Support branch development initiatives, execute assigned branch development tactics and meet individual goals. Effectively handle and resolve member complaints, conflicts, questions, and general inquiries pertaining to their account. Requirements Required Skills / Abilities: Demonstrated dedication to positive, member-focused service. Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner. Good organizational skills and attention to detail. Good technical skills and ability to work with multiple systems. Ability to be available at 8:30am M-F. Available to work until 5:15pm M-W, and on a rotation basis 7:15pm Th, 6:15pm Fri. Education / Experience: High school diploma or equivalent. One year of cash handling/customer service experience. Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.
    $23k-27k yearly est. 5d ago
  • Retail and Small Business Development Program Associate - Pittsburgh, PA

    First National Bank of Pennsylvania 3.7company rating

    Pittsburgh, PA job

    Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future.Retail and Small Business Development Program AssociateProgram Overview: The Retail and Small Business Development Program is a 12-month rotational experience designed to build strong foundations in customer relationship management, sales, and business development. As an Associate, you will gain hands-on exposure to both Retail Banking and Small Business Banking environments: Retail Banking focuses on helping individuals manage their personal finances through products like checking and savings accounts, loans, and credit solutions. Small Business Banking supports entrepreneurs and business owners by providing tailored financial solutions, credit analysis, and strategic advice to help businesses grow and thrive. This program offers a unique opportunity to learn how to assess creditworthiness, cultivate client relationships, and contribute to the bank's strategic growth. A career in this space is ideal for those who enjoy building relationships, solving financial challenges, and making a tangible impact on both individuals and businesses in their communities. Upon successful completion, participants become eligible for placement into a permanent role within Retail Banking, Small Business Banking, or a related business line. FNB's Development Programs aim to equip Associates with the skills and experience necessary for a successful transition into integral positions within one of our teams. Your Role: Client Relationship Management You will play a key role in supporting our existing customer relationships by identifying needs, resolving issues, and cross-selling banking solutions. Program participation will provide you the opportunity to develop and maintain relationships with small business clients through collaborate with other lines of business. Business Development You will learn how to prospect new clients through outbound calling, referrals, and community engagement. Promoting the bank's products and services to help clients succeed, while learning how financial solutions drive real business growth. Building strong connections with experienced bankers through regular conversations and in-person meeting, giving you access to mentorship, insider knowledge, and career advice that can accelerate your professional development. Credit & Risk Management Monitor asset quality, manage loan renewals and maturities, and assist in credit analysis and underwriting for small business clients. Ensure compliance with risk rating and documentation standards. Analyze the creditworthiness of borrowers, identify key credit issues, and prepare full written analysis in an accurate and timely manner according to available information and established policies and procedures. Training & Professional Development As part of the program, you will attend training sessions on business etiquette, communication, and sales as part of your professional development. There will also be opportunities to engage with senior leaders and participate in networking events. Collaboration & Cross-Functional Engagement Enhance your communication and coloration abilities by working with teams across many departments to deliver holistic financial solutions and uncover cross-sell opportunities for our clients. This will further you experience and understanding of how different teams contribute to our shared goals and customer satisfaction. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. What You Bring: Communication: Excellent verbal, written, and presentation skills Sales and Service: Passion for supporting sales teams and providing outstanding customer service Tech-Savvy: Proficiency in Microsoft Office and relevant digital tools Organized and Detail-Oriented: Ability to manage multiple tasks with attention to detail Relationship Building: Strong interpersonal skills and a client-first mindset Minimum Level of Education Required: BA or BS Minimum Years of Experience Required: 0 Licensures/Certifications Required: N/A Additional Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $57k-98k yearly est. 5d ago
  • Credit Risk and Reporting Analyst

    First National Bank of Pennsylvania 3.7company rating

    Pittsburgh, PA job

    Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future. Credit Risk Analyst Business Unit: Credit Reports to: Supervisor or Manager of Credit Risk Position Overview: This position is primarily responsible for assisting the Manager of Credit Risk and Reporting in the execution of one or more of the following: asset quality reporting, concentration analysis, the allowance for credit loss, credit monitoring, stress testing and ongoing monitoring of Bank wide data quality. The incumbent ensures accuracy and superior internal customer service. Primary Responsibilities: Prepares monthly and quarterly management and Board of Directors reports. Analyzes the credit risk trends within the various Bank portfolios and regions to identify potential regulatory, policy, or operational risk issues. Prepares written analysis to report to management. Executes, analyzes, and maintains a modeling database including key data elements derived from the core system to support the timely and accurate completion of the Allowance for Credit Loss (ACL) reporting. This will also include preparing the ACL portion of the Dodd Frank Act Stress Test (DFAST) reporting. Executes and analyzes monthly asset quality reporting for manager review. Ensures reports are timely, accurate and comply with regulatory guidance for quarterly reporting. Practices continuous process improvement in data aggregation and reporting. Executes and analyzes monthly loan concentration reports. Performs specific concentration analysis that includes asset quality, trends, various segregations of the specific portfolio, macroeconomic commentary and market research layers. Execute, analyze, and distribute daily, weekly, and monthly collateral monitoring reports and Commercial Credit compliance reports. Analyzes on-going Credit Risk reporting features on a timely basis and implements process improvements as directed by management to correspond with changes in regulatory, policy, or operational risk issues. Executes and analyzes data exception reporting, works with various departments to ensure accuracy of data used in Bank wide reporting. Sends corrective data maintenance on an as needed basis. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 0 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience with business intelligence tools such as SAS, Python or MS Power BI Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $74k-102k yearly est. 2d ago
  • Proprietary Equity Trader

    T3 Trading Group 3.7company rating

    Westfield, NJ job

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $77k-138k yearly est. Easy Apply 60d+ ago
  • IT Security production support Specialis

    Tata Consulting Services 4.3company rating

    Pennington, NJ job

    Must Have Technical/Functional Skills * Primary Skill: Ping Access * Secondary: Ping Federate * Tertiary Skill: Linux * Experience: Minimum 10 years Roles & Responsibilities * 8+ years of Production support experience on Ping Access, Ping Federate, Ping Directory, PKI, Splunk, excellent knowledge of Identity and Access Management (IAM) domain. * Excellent knowledge on Linux, Networking (TCP/IP), Information security. LINUX is Required. * Well versed with ITIL framework * Excellent Communication Skills * Demonstrate a strong work ethic and takes pride in accomplishment. * CISSP OR equivalent Information Security domain certificate will be value add. * Exhibits strong drive for results and success. * Persists in the face of significant difficulties, does not give up easily. Identity and Access management (IAM) operations team is accountable for the successful delivery of all operational services globally for the IAM applications and infrastructure of the bank. This team supports a wide range of IAM infrastructure such as Single Sign On, Consolidate Directory Services Network (CDSN), Federated Identity (aka SAML), PKI infrastructure and tools, Extended Authentication Services, Strong Authentication, SailPoint and Splunk. This includes problem engagement during triage, service restoral, identification of root cause, and facilitation and co ordination of identification of root cause and permanent fix resolution - in accordance with agreed upon practices. Generic Managerial Skills, If any Identity and access Management TCS Employee Benefits Summary: * Discretionary Annual Incentive. * Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. * Family Support: Maternal & Parental Leaves. * Insurance Options: Auto & Home Insurance, Identity Theft Protection. * Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. * Time Off: Vacation, Time Off, Sick Leave & Holidays. * Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing. Salary Range : $110,000-$120,000 a year
    $110k-120k yearly 13d ago
  • Digital Product Manager - Salesforce Practice (REMOTE--VA, NC, MD, PA, GA)

    Atlantic Union Bank 4.3company rating

    Phoenixville, PA job

    The Digital Product Manager will lead a team of direct and cross-functional resources across multiple business, IT, and operational teams. This is a critical and highly visible role requiring significant stakeholder influence and relationship management both internally (Line of Business Leadership, Marketing and Technology Senior Leaders and other functional experts) and externally (Strategic Partners, Vendors, and leading technology companies). This individual will lead a team of Digital Product Owners and Business Analysts in execution of Atlantic Union's Digital Strategy. Position Accountabilities Lead team of product managers responsible for the following: Assist each Line of Business in creating and implementing digital visions, strategies and roadmaps that address the business needs and future growth Assess digital platforms in the external marketplace and make recommendations for potential partnerships Identify opportunities to leverage digital techniques for greatest strategic impact and defining the priority capabilities required to succeed Develop the business cases and business requirements for digital opportunities and drive to execution Lead multi-disciplinary teams to shape and implement digital strategies, programs, and initiatives Bring the voice of the customer/client and the voice of the advisor/employee into our product features, ensuring that features delivered are aligned with the intended business outcomes, and align work with our target architecture road map Develop and manage goals and key performance indicators Partner with Marketing for acquisition support, product positioning, promotion of digital products and services and onboarding activities Understand all aspects of the internal and external environment including customer met/unmet digital needs through research efforts, in-depth understanding of voice of the customer, industry trends, vendor/platform capabilities and best practices for servicing the digital needs of our customers Continuously assesses competitive moves and monitors performance against objectives. Present data, strategies and recommendations to senior management to build buy-in to strategic recommendations Prioritize product requirements and coordinate release plans with IT and key constituents. Serve as primary business point of contact for implementation activities and work closely across with key constituents to meet scheduled milestones Guide and direct complex projects, identify key stakeholders and gain participation. Lead team of analysts responsible for the following: Document business requirements and translate into technical requirements to guide the implementation of new features, systems, and enhancements. Meet with decision makers, systems owners, and end users to help identify business, financial, and operations requirements and systems goals. Serve as the technical focal point for the business in the presentation of the new system/application to Atlantic Union's Application and Architecture Review Board. Lead design sessions in prototyping new system or functionality for the purpose of enhancing business processes, operations, and information process flow. Develop and maintain design documentation working across the organization for documenting integration points between systems. Improve systems by studying current practices and designing modifications. Recommend controls by identifying problems and opportunities; controls to include system access and configuration management. Review and analyze the effectiveness and efficiency of existing systems and develop strategies for improving or further leveraging these systems. Act as liaison to IT and Operations teams for managing change/release management efforts and troubleshooting system and end user issues Coordinate and perform in-depth tests, including end-user reviews, for modified and new systems, and other post-implementation support. Organizational Relationship Reports to Head of Digital Strategy Position Qualifications Education & Experience Bachelor's Degree required 10+ years of financial services experience 5+ years of experience in the digital space Experience as a people manager Knowledge & Skills Excellent verbal, writing and presentation skills Program management and leadership experience Strong PowerPoint and Excel skills to assemble & lead executive presentations Demonstrated experience developing and executing against a strategic plan Proven ability to develop product roadmaps, define requirements and lead implementation efforts successfully. Demonstrated interpersonal and management skills; ability to work well as part of a cross-functional team and lead across the organization at multiple levels Ability to influence diverse, cross functional team to success without direct authority over the team Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $100k-144k yearly est. 5d ago
  • Agency and C&I Loan Servicing Specialist

    Tristate Capital Holdings, Inc. 4.8company rating

    Tristate Capital Holdings, Inc. job in Pittsburgh, PA

    Department: Operations The Agency and C&I Loan Servicing Specialist will possess a solid understanding of the Commercial Loan Process from start to finish, with particular expertise in the Commercial & Industrial and specifically Agency Servicing. The Loan Servicing Specialist must have a willingness to work alongside Team Leads and/or Managers to carry out departmental objectives, respond quickly to changing needs of the business, and provide coaching and expertise with a customer-service oriented attitude. Experience in C&I and Agented loan administration, closing, due diligence, documentation and loan booking as well as in depth knowledge of bank processing systems including Fiserv Signature are required. Primary Functions of the Position: * Supports daily Loan Operations functions and provide processing expertise and high level of customer service interactions to team leads and associates as well as internal and external customers by performing research and complex issue resolution for C&I and Agented loans * Leads communication for the participation desk; including inquiries, complex research and issue resolution * Ensures ticklers/exceptions are maintained and kept up to date * Ensures letter of credit renewals, extensions and all associated billing and ticklers are current * Trains and coaches less experienced colleagues on TriState Procedures and processes around agency servicing, participation loans and letters of credit * Independently completes complex calculations including but not limited to: accruing/unused fees, interest calculations, and letter of credit fees. * Provides assistance to less tenured team members for the specified line of business through a variety of means including training and mentorship, loan level support and problem resolution * Ensures departmental procedures are updated if required; reviews for completeness and accuracy on a regular basis; identifies redundancies and inefficiencies, make recommendations, and successfully implement continuous improvement solutions * Projects, as assigned Education and Experience Requirements: * Bachelor's Degree, or equivalent combination of education and experience * Experience in working with Fiserv Signature * 5+ years of experience in Operational Lending environment Essential Skills and Abilities: * Time management - ability to independently prioritize tasks, objectives and meet specified deadlines. * Teamwork - work closely with team members across loan ops in the organization with a "one team" mindset. * Communication and collaboration - ability to effectively communicate issues and resolutions across and up in the organization. Work across teams to both identify issues and problem solve to deliver root cause solutions. * Knowledge sharing - creatively and impactfully share knowledge through training (group or 1:1), documented job aides and procedures and other methods as appropriate. APPLY NOW 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.
    $63k-168k yearly est. 60d+ ago

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