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Job Snapshot
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Employee Type:
Full-Time -
Location:
Pittsburgh, PA -
Experience:
Not Specified -
Date Posted:
11/8/2024
Job 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 Treasury Management Operations Specialist manages the Treasury Management client agreements and all accompanying documentation related to the Implementation of a client set-up. In addition, the employee conducts the Implementation process for new Treasury Management clients, sets up users and customer accounts for online banking services, and provides clients with training, ongoing support, and troubleshooting. The Treasury Management Operations Specialist will maintain a solid understanding of Remote Deposit capabilities, Check Positive Pay, ACH Positive Pay, ACH file processing, Wire Transfers, Lockbox, and general support for other online banking system features, usage, and hardware.
Primary Functions of the Position:
Job Requirements
Education and Experience Requirements:
High School Diploma or equivalent post-secondary education preferred
Minimum 4 years of experience, including 2 years bank operations experience in a cash / treasury management role
Essential Skills and Abilities:
Demonstrated knowledge of all Treasury Management products, systems, and related processes
General understanding of transmission processing for ACH, Wire, Account Transfers, Check Issuance, and CheckPositive Pay
General understanding of Deposit products including Checking, Money Markets, and Certificates of Deposits
Demonstrated ability to communicate effectively in writing and over the phone to facilitate customer set-up andconduct online training
Demonstrated ability to communicate effectively with support vendors and internal staff
Proficiency in basic math skills and general knowledge of Microsoft Office software is required
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.
At 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 outcomes
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
