Specialist II, Corporate Services

Job Locations
US-CA-San Francisco | US-MA-Boston | 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

Corporate Deposit Services is responsible for the set-up, maintenance and ongoing support to both Corporate and Small Business customers utilizing Treasury products and services.  This role resides in Corporate Deposit Services and interacts with both internal and external customers.  Providing exceptional customer support to both internal and external customers is fundamental to both the company values, but is also key to the success of First Republic Bank


What you’ll do as a Specialist II, Corporate Services:

  • Provide extraordinary support for clients using Cash Management services through either phone or email by utilizing vendor and internal systems to conduct research and track issues.
  • Provide first-level technical support for Corporate Online and related systems.
  • Drive both simple and complex Cash Management requests to completion by coordinating with vendors and various departments within First Republic.
  • Meets work standards by following production, productivity, quality, and customer-service standards as set by First Republic management.
  • Complies with federal, security, and legal requirements by following adherence to requirements; advising management on needed actions and completing all regulatory testing.
  • Produce quality work, displaying accuracy and thoroughness, while completing work assignments in a timely manner and within disclosed time parameters.
  • Compose quality written responses for service related e-mail. Communicate frequently with internal departments for e-mail resolution, consistently following-up with various departments to ensure customer satisfaction.


You could be a great fit if you have:

  • Passion for delivering extraordinary service.
  • Strong customer service background required, preferably with 1-3 years of experience in banking or helpdesk.
  • Strong knowledge of Cash Management products, including Remote Deposit, Cash Vault, Lockbox, ACH and Wires.
  • Basic knowledge of Microsoft Windows and Mac Operating Systems, Personal Financial Management software, Quicken, QuickBooks, etc. Internet and Internet browsers applications.
  • Excellent written and verbal communication skills and ability to communicate technical concepts in a way that’s easy to understand.
  • Must be able to work independently, efficiently, and possess good organization and prioritization skills.
  • Ability to handle multiple tasks within strict time constraints.
  • Possess strong interpersonal skills and maintain composure while dealing with difficult customers.
  • Position typically requires some college or equivalent work experience. 
  • Must be flexible with work schedule.

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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