First Republic Bank

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Business Strategy and Operations Manager

Business Strategy and Operations Manager

ID 
2016-3539
Job Locations 
US-CA-San Francisco
Category 
Banking

More information about this job

Overview

First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.

We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.

Reporting directly to the Vice President, Business Strategy and Operations (BSO), the Manager, BSO will play a key role in the Preferred Banking Office Business Strategy and Operations department.

 

The Manager will monitor the work of the Sr. Operations Specialists and Operations Specialists to make certain assigned tasks are being performed and completed correctly.  The Sr. Manager will also supervise the QA Supervisor. The Sr. Manager will act as a liaison between the team and the Preferred Banking Offices and management teams. The Sr. Manager will report any deficiencies of the team directly to the VP, BSO. 

 

This dynamic position goes beyond strictly operations, but also entails training and development in physical offices, providing a challenging opportunity. 

The Manager is expected to be a self-starter with a high ability to quickly comprehend technical concepts, and willingness to take charge and seek out answers, use independent judgment, even when given minimal instruction and guidance.

 

The Manager is responsible for reviewing the work of the team to make certain the work is being completed in a timely manner, adherence to internal and external policy are being met and all regulatory requirements are being adhered to.

 

Responsibilities

DUTIES AND RESPONSIBILITIES:

  • Familiarize and review all policy and procedure (P&Ps) updates in the Big Green Book and Preferred Banking Procedures on EaglesNet, as frequently as necessary in order to proactively identify opportunities to improve the quality, usability and understanding of that information.
  • The Sr. Manager will manage, monitor, and review the quality Assessment process throughout all offices. The Sr. Manager must have thorough understanding of both the QC Supervisor and Operation Specialists (OS) roles including conducting Assessments, generating reports, and training all stakeholders. The Sr. Manager with guide the OS under their purview, train them, provide insight on processes, address questions, and overall help the PBO meet QC requirements.
  • Cross-train in all roles within the department and serve as back-up OS on occasion to have hands-on operational knowledge on how the team conducts assessments of PBOs to ensure P&Ps are followed. This will equip the Sr. Manager with the tools to develop rapport with the regional PBOs to receive feedback, answer support questions, and provide guidance for the region. Be the Region’s go-to person for PBO Business Strategy and Operations.
    Provide unit managers timely and accurate QA status that identifies operational deficiencies. Document, present findings, and relay evaluative feedback to the unit manager and leadership. 
  • Use independent judgment to determine the feasibility of P&P in the field, advise the VP BSO of his/her observations, and may be tasked to suggest and revise the P&Ps, as required.
  • Work closely with VP BSO to ensure a high level of support and interpersonal communication on all operational issues, including actively participating in ad-hoc projects and team meetings, while exhibit ownership, follow-thru, initiative and independent judgment at all times.
  • Perform duties & responsibilities specific to department functions & activities, including, but notwithstanding, monitoring, consolidating, and archiving active and pending reports, as required.
  • Performs other duties & responsibilities as required or assigned by the VP BSO or their assignee. To include, mentoring, training of FlightPath QC Associates.
  • Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.

 

Qualifications

SKILLS, KNOWLEDGE, AND ABILITIES:

  • College degree or equivalent preferred.
  • Minimum 3-5 years of retail branch operations and customer service experience. 
  • Strong communication skills.
  • Ability to multi-task.
  • Strong attention to detail.
  • Excellent problem solving and follow-up skills.
  • Computer skills with an emphasis on Word, Excel and Powerpoint. 
  • Position is required to travel 80% of the time. 
  • Must have great organizational and oral presentation skills.


PHYSICAL REQUIREMENTS:

  • Vision must be sufficient to read data reports, manuals and computer screens.
  • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
  • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
  • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
  • Must be able to travel in a limited capacity.

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