Relationship Manager

ID
2021-14043
Job Locations
US-CA-San Francisco | US-NY-New York | US-CA-Los Angeles

 

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 Relationship Manager Development Program is a training program, designed specifically to prepare successful applicants to become highly successful Relationship Managers (RMs) who are well versed in Single Family Residential products. Relationship Managers build and maintain a relationship-based client portfolio, identify lead product opportunities, and offer a diversified product portfolio to a sophisticated, high net worth client base. An RM’s responsibilities include developing and maintaining private client, professional, and business banking relationships, as well as offering deposit accounts, investment advisory accounts, loans and lines of credit, and trust and brokerage referrals to meet their client’s needs.

 

The Relationship Manager Development Program is an intensive six month development program, followed by twelve months of mentorship and is comprised of four core components:

  • One-on-one RM Dev. Program Employee/Mentor RM relationship, the purpose of which is to provide the opportunity to learn the necessary relationship development and networking skills required to become a successful client advisor.
  • Training modules designed to provide the RM in training with exposure to the Bank’s various functional areas, products, and services.
  • Achievement-based milestones, aimed at evaluating both developing and program-taught skills.
  • Working with reassigned clients and growing the relationship.

What you’ll do as a Relationship Manager:

  • Successfully complete a training rotation through core bank functions, including credit, deposit services, preferred banking, lending support, compliance, business banking, trust, and investments.
  • Serve existing clients by underwriting loans, preparing/ maintaining loan logs, loan documents, acquiring client data, and handling customer transactions by phone, mail, email, or in-person meetings.
  • Learn to explore opportunities to help clients achieve their financial goals through careful identification of customers’ total financial profiles.
  • Attend client meetings in the office and in client offices with Mentor RM, to learn the process of exploring client needs.
  • During the program, assume full responsibility for servicing a number of client relationships.
  • Continue to learn the full scope of bank products in lending, deposits, business banking, investment management, brokerage services, and trust services.
  • Willingness to perform whatever duties are required to provide superior service to clients and to maintain long-term relationships.
  • Perform duties and responsibilities specific to department functions and activities.
  • Performs other duties and 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:

  • An undergraduate degree from an accredited, four-year institution.
  • At least two years of prior experience in banking or financial services.
  • (Must be familiar with banking terms and bank products and services.)
  • Desire to be a full-service banker, specializing in lending, with a passion for client service.
  • Experience with processing and underwriting residential loans, or as a funding specialist, is a plus.
  • Exceptionally strong customer service orientation.
  • Strong analytical skills.
  • Established proficiency in standard office computer applications.
  • Excellent interpersonal skills.
  • Excellent written communications skills, including proper grammar, punctuation, and syntax.

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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