Credit Training Development Manager

Job Locations
US-CA-San Francisco


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

In Business Banking, we provide comprehensive depository, cash management and lending services to a diverse group of businesses throughout our communities. We are primarily focused on meeting the needs of professional service firms — doctors, lawyers, accountants, investment managers and consultants of all kinds — as well as those in industries such as private equity, venture capital, technology, wine, aviation, marine and non-profit.


We are seeking a Credit Training and Development Manager to assist with the creation, implementation, and leadership of the Business Banking Credit College Training Program. This internal program is meant to provide career development opportunities for the Business Banking support staff through an in depth, modular series covering the American banking system, First Republic Bank Lending, Credit and Risk Management philosophy, accounting, financial analysis (business and personal), tax return training, different types of legal entities and documentation, commercial loan facilities, macro-economics, risks and mitigating factor and anti-fraud/KYC/due diligence.  In addition to the Credit College Training Program, this person will be responsible for creating best in class risk management talent, assist in recruiting and provide superior career development for Business Banking colleagues.  


What you’ll do as a Credit Training Development Manager:

  • Oversee the enhancement, development, and execution of the Business Banking Credit College Training program.
  • Partner closely with internal subject matter experts and the Head of Business Banking to ensure colleagues receive extensive and measurable credit training. This will consist of coordinating online and classroom trainings, shadowing sessions and gathering feedback from interactions on a regular basis. Preferred ability to facilitate and host training courses.
  • Maintain day-to-day oversight and tracking to ensure colleagues complete the program within the expected time frame.
  • Identify and work with external vendors and internal credit experts to lead various trainings for Business Banking. Manage the Vendor Management process from start to finish.
  • Plan and organize social gatherings both within the Credit Training Program and with other areas of the bank they will interact with.
  • Collaborate with the Business Banking Director of Development and Learning and the Development Specialist on training initiatives and professional development opportunities for Business Banking.
  • Develop a comprehensive written Credit Training Manual and update periodically, as needed
  • Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor.
  • Assist with projects related to underwriting, risk management, and portfolio analysis.


You could be a good fit if you have:

  • A very strong orientation to serving others.
  • A bachelor’s degree plus a minimum of 5 years Commercial Lending experience, especially if in a Private Banking Environment
  • Experience in designing and facilitating training programs
  • Demonstrated credit skills
  • Completion of a formal credit training
  • The ability to excel in a team environment
  • Strong organization skills to manage time and multiple requests efficiently
  • Must possess excellent verbal and written communication skills
  • Must be detail-oriented and highly organized
  • Extremely flexible and enthusiastic about change. Positive attitude and ability to maintain composure in a high growth company. Strong desire to excel in all endeavors.
  • Aligns with First Republic Bank 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.


We believe that a diverse range of backgrounds and ideas has and will continue to be fundamental to the future success of First Republic.


If you are curious to learn more about this opportunity, we'd love to hear from you.


This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.


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.


For New York City-based roles: Mayor Bill de Blasio announced that, effective December 27, 2021, all private sector employers?in New York City will be required to ensure that their employees are vaccinated against COVID-19 to attend work in the office. Reasonable Medical or Religious Accommodations may be requested if applicable to you. Please view New York’s Guidance on Accommodations for Workers for more information.


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