Preferred Banking Client Services Banker

ID
2022-16160
Job Locations
US-CA-San Francisco
Category
Customer Service/Support

 

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

Our team’s goal is to support our clients’ banking needs and develop long-term relationships through exceptional, personalized service. As the Bank’s deposit experts, we offer deposit solutions for our clients and their businesses through our high-touch service model.

 

See service from a higher perspective.

As a PBCS Manager your primarily responsibility is to manage and monitor the work flow of the walk-in clients, lobby traffic and provide support to manage the Client Services Mailbox. The PBCS Manager is responsible for providing prompt, accurate, and courteous response to Preferred Banking internal and external client inquires.  Must work effectively with team members of all levels to maximize the customer experience and to resolve client needs.  Required to ask questions in order to understand the full banking needs of our clients and interact with various banking departments to ensure the client’s needs are met.  Demonstrate versatility within the client services role by performing all functions as needed.  The PBCS Manager should also be able to identify valuable FRB clients and be familiar with their banking patterns, principals on these accounts, and be able to share this level of knowledge with their team.  Always seeks to protect the bank and client through mitigating risk and assessing the appropriate work assigned to the team member based on their knowledge and experience.

 

What you'll do as a PBCS Manager:

  • Manage daily work flow, delegate specific tasks to CSA’s depending on their knowledge, expertise and ability, while keeping in mind their limitations and therefore minimizing risk to the bank and client.
  • Supervise the client facing CSA and provide ongoing support with daily transactions, problems and proactively engage when problem arise during the day.
  • Managing and monitoring the workflow of wire transfers (approving and releasing outgoing wires, research and resolve issues with rejected wires due to NSF, invalid account numbers, missing/incomplete information. Escalate when necessary. Follow up on wire tracers and cancellations.
  • Approving transactions that are over the CSA limits.
  • Responsible to coordinate effort with the Manager to ensure that all departmental functions are completed.
  • Responsible for approving quarterly branch certifications.
  • Manage and monitor the workflow of wire transfers (approving and releasing outgoing wires, research and resolve issues with rejected wires duet to NSF, invalid account numbers, missing/incomplete information. Escalate when necessary. Follow up on wire traces and cancellations
  • Responsible for being knowledgeable in all areas of client services and the CSA job functions, i.e. setting up courier service pick-up, deposits, issuing cashier’s checks, close accounts, orders ATM cards/checks, place stop payments.
  • Performs other duties & responsibilities as required or assigned by manager, including step into any roll within the PBCS department when needed.
  • 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:

  • Strong organizational skills
  • Effective communication skills, both written and verbal
  • Ability to multi-task and prioritize workload
  • Negotiation skills, conflict resolution/mediation skills
  • Risk Management Skills
  • Team player
  • Provides extraordinary service by furthering the First Republic Bank culture and value
  • Be proficient in Microsoft Office, Total Plus, Bisys, OnBase, and other Bank Software
  • Minimum of 5 years banking experience and knowledge of client services operations

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.
  • May be required to lift 25-50lbs.

Own your work and your career - apply now

Are you willing to take initiative and make decisions? 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. Come join us!

 

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.

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