Business Analyst, Statements

Job Locations
US-CA-San Francisco | US-CA-Los Angeles | US-NY-New York | US-MA-Boston | US-OR-Portland


At First Republic, we care about our people. We offer extraordinary client service in private banking, private business banking, and private wealth management. Founded in 1985, 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 at First Republic. 


Incredible teams doing exceptional work, every day.

The Deposit Services 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.  In Deposit Services, we are committed to growing and evolving First Republic and its culture by attracting, retaining and supporting our most valuable resource: people.  Providing our clients with extraordinary service is our commitment; their satisfaction is our reward.


The Business Analyst, Statements will be responsible for identifying, prioritizing, and helping to implement solutions to support the enterprise statement product, as well as to improve efficiency and reduce risk. You will also support procedural enhancements and work collaboratively to plan and execute quality assurance evaluations for user testing and acceptance. You should possess the ability to identify issues, establish timelines/milestones, coordinate across departments, and contribute to risk assessment.


What you’ll do as a Business Analyst, Statements:

  • Adept at writing business requirements and technical requirements (including process flows), data gathering and following up on project action items.
  • Ensures compliance with enterprise project management standards, processes, and serves as go to person to get things done.
  • Creates and/or maintains appropriate logs, databases, status reports/tracking for project activities.
  • Perform duties and responsibilities specific to department functions and activities.
  • Documents project decisions and project meetings.
  • Hands on approach to the work the project team has to accomplish, focus on partnership with all project team members and business sponsors
  • Assist with the implementation of system and process changes/updates.
    • Identify business needs.
    • Analyze workflows and existing processes/systems.
    • Develop business requirements.
    • Document assumptions, dependencies, issues and risks.
    • Design, execute and document application testing.
    • Communicate test results to affected areas.
  • Design sustainable solutions and successfully communicate implementation strategies.
  • Responsibilities include the following: 1)adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.); 2)adhering to Bank policies and procedures; 3) completing required training; 4) identifying and reporting potential suspicious activity to the BSA/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:

  • Bachelor’s degree required.  Advanced degree a plus.
  • 2+ years of business analysis experience
  • 3 years of writing User Stories within the Agile Methodology
  • 2+ years of banking experience
  • Understanding of loan and/or deposit statement production processes
  • Legacy system to Modern applications implementation experience
  • Demonstrated experience of optimizing a business process or process re-engineering or automating a business process function
  • Demonstrated experience in translating high level use cases to business requirements and further breaking them down to functional or system specifications
  • Proficient in Microsoft Office Suite and Jira

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.
  • Must be able to travel as position requires.

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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