Client Services Representative – Servicing Client Services Pittsburgh, PA

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.

• 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
• Works closely with other teams within operations and the bank to enhance current processes
  
  Actively participates in projects as assigned

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

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

Tri State 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.

Tri State Capital Bank is an Equal Opportunity Employer.