Digital Specialist

Job Locations
US-CA-San Francisco


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 Digital Channels team is responsible for client focused digital experiences that support our Consumer Private Banking, Corporate, and Private Wealth Management businesses. We are seeking a dynamic, organized leader to play a key role in supporting these efforts amidst the rapidly changing digital servicing and sales landscape.


The Digital Specialist provides sales support for the Digital Channels products the Bank offers. Those in the position are tasked with mastering all digital banking platforms, including but not limited to: Personal Online Banking, Corporate Online Banking, Mobile Banking, and Brokerage Online Banking.


The primary responsibilities of the Digital Specialist are partnering with sales teams to acquire new clients, onboarding and training new and existing clients to First Republic’s digital platforms, increasing digital adoption, and expanding digital engagement. Digital Specialists will partner closely with local Relationship Management and Preferred Banking teams, filling the role of subject matter expert on the bank’s technology products.  The Digital Specialist learns the prospective client’s needs, tailoring digital solutions based on what will serve the client best.  When new clients decide to bank with First Republic, the Digital Specialist will work closely with that individual or business to help facilitate a seamless transition, providing training and a direct line of support.  Digital Specialists will also work with existing clients, identifying banking needs and sharing solutions with them that will ensure a richer banking experience. Through proactive engagement, the Digital Specialist works to ensure the company delivers the same extraordinary service through the digital channels as our clients expect face-to-face.


As their region’s main partner for digital banking solutions, the Digital Specialist will work closely with all First Republic Bank lines of business, gaining a deeper understanding of the financial industry. A successful candidate will build and maintain relationships across all departments, both with front line sales staff, as well as our back-office support teams. Digital Specialists will also partner with the product development teams, leveraging client feedback to shape the development of future product offerings. 


You could be a great fit if you have:

  • Bachelor’s degree required, Finance or Business Administration majors preferred.
  • Minimum 1-2 years high touch client service and/or teaching experience required.
  • Proficiency in Microsoft Office suite required.
  • Candidate must exhibit an entrepreneurial mindset with exceptional interpersonal skills, who excels in a team environment as well as independently.
  • Exceptional written and verbal communication skills required.
  • Strong organizational and prioritization skills required.
  • Ability to travel up to 30% of the time in your local market to visit bank offices / clients.
  • Banking and/or Digital experience preferred.

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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