Treasury Management Product Manager

Job Locations
US-CA-San Francisco
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 Treasury Management team is looking for a Product Manager who will be responsible for detailed analysis, use case definition, requirements gathering, test planning and execution, process design, and professionally presenting findings (high-quality materials and presentation). Concentrating on commercial  API, Direct banking,  and payment product features and services, this individual will work cross-functionally with multiple project teams, front line producers (Business Bankers, Relationship Managers, and Bankers), clients, technology, operations and vendors. The TM Product Manager, reports to the Head of Treasury Management.


What you’ll do as a Treasury Management Product Manager:

  • Develop a detailed end-to-end understanding of the applicable TM services offered by the bank, and related technical and process infrastructure. Includes the understanding and development of detailed user stories and documentation of client interactions and related system processes/ interfaces. Includes working as an effective liaison between the front office, business units, operations and technology to ensure that client needs are addressed while maintaining alignment to the Bank’s goals and strategy.
  • Complete high-quality analysis and detailed documentation to facilitate effective decision making, client/ banker communication, and consistent project execution and delivery. Provide business partners, vendors and projects with guidance and high quality documentation/ resources to better design, test, deliver and maintain Treasury Management products.
  • Develop deep understanding of clients’ corporate banking needs, and how they can be fulfilled by bank/vendor systems. Document general and segment-specific use cases, requirements and communication materials for satisfied, target and gap functionality. Accurately solicit and represent the “voice of the customer” where required.
  • Deep understanding of the competitive landscape for assigned products and ability to track trends
  • During the implementation phase of the project, work directly with developers and integration specialists to design, configure and test applications to ensure functionality is delivered as expected and as described in the business requirements.
  • Ability to plan and work with little direct supervision effectively in a highly complex, entrepreneurial and (often) high pressure environment.
  • Given the Bank’s delivery of many technology solutions and related services through third parties, a significant part of these activities involves working closely and effectively with multiple third parties.
  • Perform duties & responsibilities specific to department functions & activities.
  • Performs other duties & responsibilities as required or assigned by supervisor.
  • Responsibilities include the following: 1) adhering to and complying with the 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, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.


You could be a great fit if you have:

  • Undergraduate degree required, engineering, computer science or business degree preferred
  • CTP and/or Master’s Degree preferred but not required
  • 3+ years of business/process analysis required, web-based and mobile services preferred
  • 3+ years of banking experience required
  • 3+ years of experience of project management, business/ technology consulting, and/ or technology delivery strongly preferred
  • Applied experience in agile development methods a plus
  • Experience using Jira and SQL
  • Highly adept user of MS Excel, MS Access, and common data analytics tools required
  • Experience analyzing and writing business & functional requirements
  • Analysis and documentation of operational workflows and system process flows
  • Experience developing complex use cases
  • Detailed understanding of Treasury Management banking products
  • Strong business orientation with broad experience with banking processes, technology and change initiatives
  • Communication skills. Demonstrates excellent communication and interpersonal skills; able to communicate clearly and concisely in a variety of settings and styles; is effective in a variety of formal presentation and meeting settings; commands attention and can manage group process during presentation/ discussion
  • Change management. Gains support for change by providing context and responding with sensitivity to concerns; takes initiative to recommend/ develop innovative approaches to getting things done
  • Negotiation skills. Negotiates skillfully in tough situations with internal and external groups; can be both direct and diplomatic
  • Peer relationships. Can quickly find common ground and solve problems for the good of all; is a team player and encourages collaboration


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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