Client Support Specialist I

ID
2020-10193
Job Locations
US-CA-Los Angeles
Category
Deposit Services

 

At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here. 

 

Incredible teams doing exceptional work, every day

The Customer Service team provides operational support to First Republic clients, both external and internal. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. As ambassadors of First Republic’s high standard of extraordinary service, we are key drivers of the long-term relationships we build with our colleagues and clients.

 

Responsibilities

 

The Client Support Specialist is responsible for providing professional and knowledgeable assistance to the banking offices via phone and email communications. This includes, but is not limited to:  procedural, technical, regulatory and functional guidance; ability to identify potential banking concerns and working with management to implement documented solutions. Requires some pre-scheduled availability during evening, weekend, and holiday hours.

 

  • Provide internal support to bankers regarding systems and procedures in a heavy call/email environment.
  • Assist with the rollout and training of updates to banking systems.
  • Create and/or improve internal and external forms.
  • Performs other duties & responsibilities as required or assigned by supervisor.
  • Responsibilities include the following:  1) adhering to and complying with applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc). 2) adhering to Bank policies and procedures.3) completing required training.  4) identifying and reporting suspicious activity to the AML Officer.  5) knowing and verifying the identity of any customer(s) that enter into a relationship with the Bank. 

 

 

Qualifications

 

  • At least one year of banking or branch experience
  • Speak clearly and persuasively, and exhibit excellent customer service by actively listening, expressing a willingness and displaying empathy, courtesy, and sensitivity.
  • Some college or equivalent work experience.
  • Requires basic knowledge of Microsoft Windows Operating Systems or MAC, Internet and Internet browsers applications.
  • Possess strong interpersonal skills and maintain composure while dealing with difficult situations.
  • Must be able to work independently and efficiently.
  • Must be flexible with work schedule, including weekends and nights.
  • Team player.
  • Provides extraordinary service.
  • Must be dependable.
  • Furthers the First Republic Bank culture and values.

 

 Job Demands:

  • Must be able to review and analyze data reports and manuals; must be computer proficient.
  • Must be able to communicate effectively via telephone and in person.

 

Own your work and your career — apply now

Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career?  If so, then come join us.

 

We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability — that’s the First Republic way.

 

First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

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