"Alerted.org

Job Description

Summary of the Position:

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.

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:

• Bachelor’s degree or equivalent combination of education and experience preferred

• 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

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Workstyle

Resident

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

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

TriState Capital Bank is an EOE/AA and VEVRAA Federal Contractor

Priority will be given to protected veterans

EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT