Treasury Management Sales

Job Locations
US-CA-San Francisco | US-CA-San Francisco
Deposit Services


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 Treasury Management Product Consultant will support the bank’s growing need for expertise in treasury management.  The Consultant will be a part of a highly respected group that supports bankers in bringing in more complex treasury management clients.  Consultants work with members of various teams throughout the bank and engage with leaders at all levels.  As the bank continues to grow, successful Consultants will have the opportunity to advance into other positions within the Treasury Management group as well as other areas of the bank.


What you’ll do as a Treasury Management Product Consultant:

  • Support the sales force (Bankers, Preferred Bankers, Relationship Managers, etc.) as a Treasury Management Products expert in order to help attract, expand and retain balances pertaining to cash management clients.
  • Consult with clients to help determine needs, build solutions and guide the implementation of appropriate FRB TM Products and customizations/configurations as necessary, particularly for complex implementations. 
  • Become fully versed in all cash management products offered by FRB (features and functionality) and should help provide a higher level of expertise to clients and prospects in solving cash management problems.
  • Continually encourage and promote the practice of bringing in a product consultant early to gain the full understanding of a client’s needs in order to create a holistic cash management solution.
  • Consistently promote the purpose of the product consultant and continually offer help to the sales force in order to promote a “consultative approach” to cash management
  • Maintain a detailed knowledge of TM industry trends in payments, receivables and liquidity and continually share the information in training sessions, internal meetings, etc.
  • Be highly visible and consistently promote the assistance and expertise offered by the consultant role.


You could be a great fit if you have:

  • Bachelor’s degree required
  • Certified Treasury Professional (CTP) preferred
  • Banking and Treasury Management/Cash Management Sales and Product experience (5+ years)
  • Strong client support skills with ability to think quickly to address client’s issues or concerns with patience and empathy
  • Understanding of client discovery process to better understand product needs, including enhancements to existing FRB products as well as new products.
  • Experience with common client banking platforms and solutions (i.e. ERP Systems) and how they interact with the Bank’s systems.
  • Understanding of applicable BSA/AML and Compliance obligations as it relates to Treasury Management/Cash Management Products
  • Ability to travel domestically to client sites
  • Excellent written and verbal communications skills, including the ability to work with various levels of management throughout the bank
  • Product Training facilitation experience; ability to train, troubleshoot, and follow-up with clients in person, via phone, or via email
  • Must possess strong interpersonal and organization skills, including the ability to work independently; attention to detail
  • Demonstrated ability to embrace and mirror First Republic Bank’s commitment to service and focus on the client and his/her needs
  • Proficient in Microsoft Office Suite, WebEx video-conferencing software
  • Professional appearance and demeanor


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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